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Safaricom FY 2016 results net profit up 19.6%
Ericsson
#341 Posted : Tuesday, September 27, 2016 1:56:39 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
53mn shares traded today so far.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Metasploit
#342 Posted : Tuesday, September 27, 2016 8:51:25 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
hisah wrote:
Price has been coiling on massive volume since the exdiv gap down! Getting ready to launch! Those expecting the price to hit below 15 support level will be left chasing wind!

Target remains 23. @metaspoilt you had a target at 25. Let's see how things play out as we approach H1 in November.


Agreed..

Another huge volume traded (53M) at 19.70

Thursday last week saw 106M with VWAP at 19.40

Supply past 20 drying up completely.

With this greed overshoot remains 25!



“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
Ericsson
#343 Posted : Monday, October 03, 2016 2:13:23 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
*Safaricom market share down by 0.4% to 65.2%
*Orange Kenya up 0.7% to 13.2%
*Airtel Kenya Down 0.9% to 16.6%

Safaricom 25.9 million subscribers
Airtel Kenya 6.5 million
Orange Kenya 5.2 million
Equitel 2 Million
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
kawi254
#344 Posted : Monday, October 03, 2016 2:32:01 PM
Rank: Member


Joined: 2/20/2015
Posts: 465
Location: Nairobi
Ericsson wrote:
*Safaricom market share down by 0.4% to 65.2%
*Orange Kenya up 0.7% to 13.2%
*Airtel Kenya Down 0.9% to 16.6%

Safaricom 25.9 million subscribers
Airtel Kenya 6.5 million
Orange Kenya 5.2 million
Equitel 2 Million


Market share is deceptive:

Safaricom still has 77.8% of voice traffic (+1%), 93.9% SMS traffic (+4%)
mkate_nusu
#345 Posted : Monday, October 03, 2016 2:53:32 PM
Rank: Member


Joined: 5/30/2016
Posts: 332
Location: Kayole
hisah wrote:
Price has been coiling on massive volume since the exdiv gap down! Getting ready to launch! Those expecting the price to hit below 15 support level will be left chasing wind!

Target remains 23. @metaspoilt you had a target at 25. Let's see how things play out as we approach H1 in November.


Once 20 establishes as a support zone, and with HY release coming up the bulls should easily wipe out the bears.
KEGN, KPLC, KQ, SCOM
hisah
#346 Posted : Monday, October 03, 2016 2:54:57 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Meanwhile the 20 handle gap is getting filled as supply is absorbed. Gap being closed. Next comes the all time highs retest before the next move higher.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Metasploit
#347 Posted : Monday, October 03, 2016 5:01:48 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
hisah wrote:
Meanwhile the 20 handle gap is getting filled as supply is absorbed. Gap being closed. Next comes the all time highs retest before the next move higher.



“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
Metasploit
#348 Posted : Tuesday, October 04, 2016 11:49:45 AM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
Metasploit wrote:
hisah wrote:
Meanwhile the 20 handle gap is getting filled as supply is absorbed. Gap being closed. Next comes the all time highs retest before the next move higher.




Testing for supply at KES 20

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
watesh
#349 Posted : Tuesday, October 04, 2016 12:20:42 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 955
Location: Kenya
Ericsson wrote:
*Safaricom market share down by 0.4% to 65.2%
*Orange Kenya up 0.7% to 13.2%
*Airtel Kenya Down 0.9% to 16.6%

Safaricom 25.9 million subscribers
Airtel Kenya 6.5 million
Orange Kenya 5.2 million
Equitel 2 Million

Since most of them are duplicates, eg me I have a number registered in Safaricom and Equitel, it all depends on which line is the most active. Safaricom and airtel definitely command over 90% of the money spent on these lines.
murchr
#350 Posted : Monday, October 10, 2016 8:03:35 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
Very heavy trading today. Positioning taking place.
"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
.
Angelica _ann
#351 Posted : Monday, October 10, 2016 8:08:20 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,901
murchr wrote:
Very heavy trading today. Positioning taking place.

This one went, no looking back smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
TheGeek
#352 Posted : Monday, October 10, 2016 8:53:39 PM
Rank: Member


Joined: 7/3/2014
Posts: 245
watesh wrote:
Ericsson wrote:
*Safaricom market share down by 0.4% to 65.2%
*Orange Kenya up 0.7% to 13.2%
*Airtel Kenya Down 0.9% to 16.6%

Safaricom 25.9 million subscribers
Airtel Kenya 6.5 million
Orange Kenya 5.2 million
Equitel 2 Million

Since most of them are duplicates, eg me I have a number registered in Safaricom and Equitel, it all depends on which line is the most active. Safaricom and airtel definitely command over 90% of the money spent on these lines.

There's a metric known as average revenue per customer. and profitablity per customer.
Equitel should be leading in that one.
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
murchr
#353 Posted : Monday, October 10, 2016 10:37:22 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
Angelica _ann wrote:
murchr wrote:
Very heavy trading today. Positioning taking place.

This one went, no looking back smile


I guess those calling for 14/- gave up.

My HY17 estimates:

Revenue - 110-112Bn
EBT - 44BN

**These estimates are purely my imaginations**
"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
.
watesh
#354 Posted : Monday, October 10, 2016 11:07:45 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 955
Location: Kenya
TheGeek wrote:
watesh wrote:
Ericsson wrote:
*Safaricom market share down by 0.4% to 65.2%
*Orange Kenya up 0.7% to 13.2%
*Airtel Kenya Down 0.9% to 16.6%

Safaricom 25.9 million subscribers
Airtel Kenya 6.5 million
Orange Kenya 5.2 million
Equitel 2 Million

Since most of them are duplicates, eg me I have a number registered in Safaricom and Equitel, it all depends on which line is the most active. Safaricom and airtel definitely command over 90% of the money spent on these lines.

There's a metric known as average revenue per customer. and profitablity per customer.
Equitel should be leading in that one.

Equitel will only lead due to the mammoth size of Safaricom, over 26 million active sim cards. Some of them are modem sim cards while are rarely used. But my pick will still be safaricom in profitablity per customer and revenue per customer. Equitel should just be at the 1bn mark in interest income assuming 3bn a month in outstanding loans. Voice calls and SMS i have no idea but it cant be that huge since the non-interest income on their results hasn't changed much since Equitel. My guest for the current ARPU in Equitel on a yearly basis is 500-1500. Compare that with safaricom 177bn from 25m customers, should be around 7000. Equitel cannot even compete with Okoa Jahazi product alone in terms of revenue and profits.
Ericsson
#355 Posted : Wednesday, October 12, 2016 11:46:24 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
In yesterday's trading
"Kenyanwallstreet @kenyanwalstreet

Today at the Nairobi Securities Exchange, Safaricom transacted shares worth Ksh 768.5Million with 82% of these being foreign sales"
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Angelica _ann
#356 Posted : Wednesday, October 12, 2016 11:54:27 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,901
Ericsson wrote:
In yesterday's trading
"Kenyanwallstreet @kenyanwalstreet

Today at the Nairobi Securities Exchange, Safaricom transacted shares worth Ksh 768.5Million with 82% of these being foreign sales"

Give the purchase side also ..... majority of buyers were who?
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Ebenyo
#357 Posted : Wednesday, October 12, 2016 12:11:01 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,996
Location: Kitale
murchr wrote:
Very heavy trading today. Positioning taking place.


With such heavy trading activities,14 bob price will just be a pipe dream.
Towards the goal of financial freedom
MadDoc
#358 Posted : Thursday, October 13, 2016 7:29:19 PM
Rank: Member


Joined: 10/26/2015
Posts: 151
Ebenyo wrote:
murchr wrote:
Very heavy trading today. Positioning taking place.


With such heavy trading activities,14 bob price will just be a pipe dream.


Safaricom has left a cloud of dust in its wake. It's never coming back unless under extraordinary circumstances.
Cornelius Vanderbilt
#359 Posted : Saturday, October 15, 2016 9:34:14 AM
Rank: Member


Joined: 8/15/2015
Posts: 817
you just cannot keep this share price down.traders take positions 4 months in advance, geez!!!!!!
Spikes
#360 Posted : Saturday, October 15, 2016 10:43:46 AM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
For now it is not easy to get back to 12bob but remember one cardinal principle in the stock market-anything is possible.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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