Maybe these are Safaricom Foundation's numbers

With all these forex losses that NSE firms are suffering from, can't they employ hedges or better forex traders

I like this stone-cold results, a sobering moment for the Mr Market. Wanjiku wont survive here.

An army is hierachical,
its autocratic leader instills fear,
and many a rival despise its achievements.

A social movement is all-inclusive,
its leader takes time to build consensus,
and goodwill felt on all fronts is welcome.



The army excels in Execution
yet a social movement breeds equality.
50% down and shareholder value elusive; I must wonder, Why 'progress' is so painful?

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Is it likely that Vodafone is doing better than Safaricom?
For HY Revenue Up 4%
with EBITDA margin 32%
decline in net profit 3%
interim+special dividend up 7% (for a 7% yield)?

Or Vodacom is doing better than Safaricom?
For HY Revenue up 8%
with EBITDA margin of 35%
increase in net profit 3%
interim dividend up 44% (for a 7% yield)

I second that.. MPESA is slacking in relation to total revenue..

fair value should be from 1.95-2.25... Then ill buy

... A few years ago, I was ask to write a one page analytical report about Safaricom, the report was going to be used by some people to decide whether to invest in Safaricom IPO or not.
... My conclusion then was, Safaricom profitability times were behind and on IPO I concluded that it was going to trade at down to 50% by the close of the trading week. Of course Kenyan investors weren't happy about my analysis because most Kenyan invest in Safaricom because they love the company!
.... Safaricom is like Apple or Google, It is a valued company, it is nolonger in growth phase anymore so if anyone wanna make a retirement investment, Safaricom is the company, if anyone wanna make money, look for growth companies not valued companies. One more thing, Safaricom could infact be overpriced by the market the phenomeno is common for highly branded companies.