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Safaricom HY 2014/2015 EPS up 32%
Rank: Elder Joined: 9/15/2006 Posts: 3,901
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murchr wrote:This is a good way of ensuring that businesses keep using Safcom phones data and cloud services. Most Telecommunication services (in the west) offer this. See this...What do you mean when you say "yet all money is made from Voice, Data, MPesa, in that order!" Feedback @murchr 1. AT&T don't offer IT consultancy; IBM does 2. Whenever Safaricom announces results, look past glamarous revenue split nos and focus on profit before tax split. Only 3 retail product classes carry the giant.
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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muganda wrote:murchr wrote:This is a good way of ensuring that businesses keep using Safcom phones data and cloud services. Most Telecommunication services (in the west) offer this. See this...What do you mean when you say "yet all money is made from Voice, Data, MPesa, in that order!" Feedback @murchr 1. AT&T don't offer IT consultancy; IBM does 2. Whenever Safaricom announces results, look past glamarous revenue split nos and focus on profit before tax split. Only 3 retail product classes carry the giant. @muganda, any IT company that doesnt look at diversifying their revenue streams is as good as dead. Read this on AT&T"Trusted Advisor". That is what our customers call AT&T Consulting, because we provide world class IT advisory and integration services that improve our customers' business performance... AT&T Consulting AT&T Consulting provides a spectrum of capabilities across eight strategic service areas: Advanced Infrastructure... Cloud and Data Center... Security... IT Service Management... Contact Center... Unified Communications... Project Management... IT Transformation... "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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To break 5500 on NSE20 this elephant must break above its all time high and continue past 16 handle. When foreigners return after that ECB QE starts in March, those counters they fancy will be interesting to watch. Euro bid pressure cooker will definitely stretch prices strongly. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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hisah wrote:To break 5500 on NSE20 this elephant must break above its all time high and continue past 16 handle.
When foreigners return after that ECB QE starts in March, those counters they fancy will be interesting to watch. Euro bid pressure cooker will definitely stretch prices strongly. are u telling pple to stay put???  "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 6/14/2010 Posts: 520 Location: Nairobi
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mlennyma wrote:hisah wrote:To break 5500 on NSE20 this elephant must break above its all time high and continue past 16 handle.
When foreigners return after that ECB QE starts in March, those counters they fancy will be interesting to watch. Euro bid pressure cooker will definitely stretch prices strongly. are u telling pple to stay put??? You heard right
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Printing new all time highs @15.20 $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 6/14/2010 Posts: 520 Location: Nairobi
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New all time high set at Ksh 15.20/- today.
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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The optimist wrote:New all time high set at Ksh 15.20/- today. all time high updated to 15.40  "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mlennyma wrote:The optimist wrote:New all time high set at Ksh 15.20/- today. all time high updated to 15.40 15.50 traded and remained so at close of day. That's the new all time high.
But the indices (NSE20, FTSE15/25 NSE, NASI) RSI gauge is overstretched as overbought conditions kick in.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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hisah wrote:mlennyma wrote:The optimist wrote:New all time high set at Ksh 15.20/- today. all time high updated to 15.40 15.50 traded and remained so at close of day. That's the new all time high.
But the indices (NSE20, FTSE15/25 NSE, NASI) RSI gauge is overstretched as overbought conditions kick in. you told us to stay put bwana "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mlennyma wrote:hisah wrote:mlennyma wrote:The optimist wrote:New all time high set at Ksh 15.20/- today. all time high updated to 15.40 15.50 traded and remained so at close of day. That's the new all time high.
But the indices (NSE20, FTSE15/25 NSE, NASI) RSI gauge is overstretched as overbought conditions kick in. you told us to stay put bwana Just highlighting profit taking is set to kicking in soon at the market.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 7/3/2014 Posts: 245
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young wrote:hisah wrote:10/- will likely be tested tomorrow. But maintaining that level will need impressive PBT as well as a div pay hike to 40cts or more as well as rosy mgmt guideline outlook esp on cashflow.
My PBT expectation is 15 - 20% growth (H1 10% and H2 20%) as well as EPS for full year. For H1 I'll be scanning revenues and mpesa growth plus its spinned product mshwari. Mbenki by kcb will be captured in H2. Btw H2 is usually stronger than H1.
Safaricom is now a super brand, the most highly capitalized stock with much leg room for growth, the toast of foreigners. While locals are selling foreigners including my tiny self are taking positions for long term benefits. You will see Mpesa at 10 this year, 15 in 2014 and even more growth a few years after. It is a counter you can buy and go to sleep at least in the next 3 years whether in terms of income for long termers or capital gain for speculators. My advise to speculators is do not jump ship fast, realise the full potentials before taking profits, a bountiful one. It will be interesting within 2 years to go from say 5 bob in early 2013 to 15 bob in late 2014 than to jump now from 5 to 9.7 You guys are always in a hurry to take profits , the typical wananchi way to jump to another counter. In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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Rank: Elder Joined: 7/22/2009 Posts: 7,451
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TheGeek wrote:young wrote:hisah wrote:10/- will likely be tested tomorrow. But maintaining that level will need impressive PBT as well as a div pay hike to 40cts or more as well as rosy mgmt guideline outlook esp on cashflow.
My PBT expectation is 15 - 20% growth (H1 10% and H2 20%) as well as EPS for full year. For H1 I'll be scanning revenues and mpesa growth plus its spinned product mshwari. Mbenki by kcb will be captured in H2. Btw H2 is usually stronger than H1.
Safaricom is now a super brand, the most highly capitalized stock with much leg room for growth, the toast of foreigners. While locals are selling foreigners including my tiny self are taking positions for long term benefits. You will see Mpesa at 10 this year, 15 in 2014 and even more growth a few years after. It is a counter you can buy and go to sleep at least in the next 3 years whether in terms of income for long termers or capital gain for speculators. My advise to speculators is do not jump ship fast, realise the full potentials before taking profits, a bountiful one. It will be interesting within 2 years to go from say 5 bob in early 2013 to 15 bob in late 2014 than to jump now from 5 to 9.7 You guys are always in a hurry to take profits , the typical wananchi way to jump to another counter. @Young had called thin one!!! He was on point. I hope he had invested heavily!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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New high 15.60/- Seems there are very few Wazuans in this bus "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Member Joined: 6/14/2010 Posts: 520 Location: Nairobi
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murchr wrote:New high 15.60/- Seems there are very few Wazuans in this bus The new high was 15.70/- today
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Rank: User Joined: 1/20/2014 Posts: 3,528
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Guys have this in paltry volumes. They keep cursing having sold in the 7-12 ranges. I have shares at zero cost, however on thin/vapour volumes comparative Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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This thing like one musician would say it's unstoppable. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 1/1/2010 Posts: 511 Location: kandara, Murang'a
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murchr wrote:New high 15.60/- Seems there are very few Wazuans in this bus I am in, bought ipo, post ipo what was up to 7.50 and lookee like a mistake then, 08 when it was 2.50 or 3.20. ONLY Problem is if I was a girl you would call me Wanjiku. Still holds biggest portion of my wanjikuish portfolio.Admittedly never addend when mzee Young said we do, circa when it took off. Never sold throughout. Foresight..
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Business Daily wrote:Two billionaire investors have raised their stakes in telecommunications company Safaricom, indicating a shifting shareholders roll for the firm whose share price has been on a rally.
The share purchases, reflected in Safaricom’s latest regulatory filings, show investor John Kibunga Kimani is now the biggest individual shareholder of Safaricom while businessman Peter Muthoka has showed up on the list of the telco’s top ten individual investors for the first time. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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murchr wrote: Business Daily wrote:Two billionaire investors have raised their stakes in telecommunications company Safaricom, indicating a shifting shareholders roll for the firm whose share price has been on a rally.
The share purchases, reflected in Safaricom’s latest regulatory filings, show investor John Kibunga Kimani is now the biggest individual shareholder of Safaricom while businessman Peter Muthoka has showed up on the list of the telco’s top ten individual investors for the first time. This Kibunga guy is a force to reckon with. Currently the largest individual shareholder in Kakuzi. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Safaricom HY 2014/2015 EPS up 32%
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