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Safaricom FY 2016 results net profit up 19.6%
Rank: Elder Joined: 2/22/2009 Posts: 2,449 Location: Africa
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Is this the right time to add more of this stock or is it best to wait?
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Rank: Elder Joined: 8/16/2011 Posts: 2,260
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Could Safcom find 20 this year as the balance? With all this strength Safcom could even divest to other sources of income. Real estate is very neutral as it could even use its money to build Serviced apartments, Hotel buildings, Office buildings ll for rent.
Safcom can invest in Public semi-government areas where it can help govt collect Taxes from those paying through their re-invented M-pesa where Individual or corporate tax information is at a click of a mouse.
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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Those who created 40 billion shares for safaricom during the 2008 IPO acted greedily for instant gratification.They didnt mind others who could have benefited in the long term.Now look at safaricom Eps of kshs 0.95 vs pe of kshs 18? when willthe pe ever come down and eps go up? Towards the goal of financial freedom
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Ebenyo wrote:Those who created 40 billion shares for safaricom during the 2008 IPO acted greedily for instant gratification.They didnt mind others who could have benefited in the long term.Now look at safaricom Eps of kshs 0.95 vs pe of kshs 18? when willthe pe ever come down and eps go up? Tech companies are not best valued using PE's, its just too simplistic and it doesn't tell anything about the health of the business, the high PE factors in the anticipated growth. YoY EBITDA would be the best way to value these companies. That's why value investors like Buffett try to keep off tech stocks. Amazon has a PE ratio of about 295, in Dec 2012, the PE ratio was about 3660. What you should be looking at is 1. YoY growth, 2. Business model that is difficult to copy (MPESA) 3. Customer loyalty and segmentation 4. Margins. "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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Tested 16.60 pre FY results with no supply there after rallying to 17.85. Bulls in control with new all time highs expected. Targets 18, 19 and 20 handles. Overshoot at 21.50. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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hisah wrote:Tested 16.60 pre FY results with no supply there after rallying to 17.85.
Bulls in control with new all time highs expected. Targets 18, 19 and 20 handles. Overshoot at 21.50. I am expecting a dramatic selloff to 15/- before a rebound towards 20s . John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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murchr wrote:Ebenyo wrote:Those who created 40 billion shares for safaricom during the 2008 IPO acted greedily for instant gratification.They didnt mind others who could have benefited in the long term.Now look at safaricom Eps of kshs 0.95 vs pe of kshs 18? when willthe pe ever come down and eps go up? Tech companies are not best valued using PE's, its just too simplistic and it doesn't tell anything about the health of the business, the high PE factors in the anticipated growth. YoY EBITDA would be the best way to value these companies. That's why value investors like Buffett try to keep off tech stocks. Amazon has a PE ratio of about 295, in Dec 2012, the PE ratio was about 3660. What you should be looking at is 1. YoY growth, 2. Business model that is difficult to copy (MPESA) 3. Customer loyalty and segmentation 4. Margins. whats Y o Y? Towards the goal of financial freedom
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Rank: Elder Joined: 2/22/2009 Posts: 2,449 Location: Africa
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Ebenyo wrote:murchr wrote:Ebenyo wrote:Those who created 40 billion shares for safaricom during the 2008 IPO acted greedily for instant gratification.They didnt mind others who could have benefited in the long term.Now look at safaricom Eps of kshs 0.95 vs pe of kshs 18? when willthe pe ever come down and eps go up? Tech companies are not best valued using PE's, its just too simplistic and it doesn't tell anything about the health of the business, the high PE factors in the anticipated growth. YoY EBITDA would be the best way to value these companies. That's why value investors like Buffett try to keep off tech stocks. Amazon has a PE ratio of about 295, in Dec 2012, the PE ratio was about 3660. What you should be looking at is 1. YoY growth, 2. Business model that is difficult to copy (MPESA) 3. Customer loyalty and segmentation 4. Margins. whats Y o Y? Year On Year
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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Safaricom CFO set to exit the company after a 5 year stint http://www.businessdaily...2/-/4d45oqz/-/index.htmlWealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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Good news indeed! i think its because of the land scandal.Kudos vodafone,they are proving to be my good partner.Though i would prefer they bring back the 40% holding to us. Towards the goal of financial freedom
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Ebenyo wrote:Good news indeed! i think its because of the land scandal.Kudos vodafone,they are proving to be my good partner.Though i would prefer they bring back the 40% holding to us. he ate cash and there is evidence
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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obiero wrote:Ebenyo wrote:Good news indeed! i think its because of the land scandal.Kudos vodafone,they are proving to be my good partner.Though i would prefer they bring back the 40% holding to us. he ate cash and there is evidence Its true obiero.Untill then i didnt knew kama wazungu ni wezi.Kumbe hao pia ni wezi! its a good riddance really. Towards the goal of financial freedom
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Rank: Veteran Joined: 8/10/2014 Posts: 955 Location: Kenya
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obiero wrote:Ebenyo wrote:Good news indeed! i think its because of the land scandal.Kudos vodafone,they are proving to be my good partner.Though i would prefer they bring back the 40% holding to us. he ate cash and there is evidence People who are never satisfied, dude gets paid millions in salary and its still not enough for him
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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watesh wrote:obiero wrote:Ebenyo wrote:Good news indeed! i think its because of the land scandal.Kudos vodafone,they are proving to be my good partner.Though i would prefer they bring back the 40% holding to us. he ate cash and there is evidence People who are never satisfied, dude gets paid millions in salary and its still not enough for him nionyeshe marafiki wako, nikujuwe wewe tabia zako. bob has been due for depo and sterilization for so long. should have been the first one to pack, get the sack and ship out. bob imekosa ladha xaxa ni taabu tupu kwa mifuko na airtime in a evaporate into the thin air yawa. uk saidia Wanjiku from bob's jins. ,Behold, a sower went forth to sow;....
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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muandiwambeu wrote:watesh wrote:obiero wrote:Ebenyo wrote:Good news indeed! i think its because of the land scandal.Kudos vodafone,they are proving to be my good partner.Though i would prefer they bring back the 40% holding to us. he ate cash and there is evidence People who are never satisfied, dude gets paid millions in salary and its still not enough for him nionyeshe marafiki wako, nikujuwe wewe tabia zako. bob has been due for depo and sterilization for so long. should have been the first one to pack, get the sack and ship out. bob imekosa ladha xaxa ni taabu tupu kwa mifuko na airtime in a evaporate into the thin air yawa. uk saidia Wanjiku from bob's jins. The investigation report didnt mention Bob.Leave him out of this.He is okey and we trust him.He will serve out his full contract. Towards the goal of financial freedom
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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Reverse gear applied ,brexit??? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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mlennyma wrote:Reverse gear applied ,brexit??? No. This has nothing to do with brexit.Kenya is not a member of EU.Whether they pull out or stay,i dont think it will have any bearing in our busineses. Towards the goal of financial freedom
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Ebenyo wrote:mlennyma wrote:Reverse gear applied ,brexit??? No. This has nothing to do with brexit.Kenya is not a member of EU.Whether they pull out or stay,i dont think it will have any bearing in our busineses. Many people are expecting huge volumes in 100s of millions to be done upwards to 20/-. You will be shocked the same volumes to be done heading south! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 7/22/2009 Posts: 7,451
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Ebenyo wrote:mlennyma wrote:Reverse gear applied ,brexit??? No. This has nothing to do with brexit. Kenya is not a member of EU.Whether they pull out or stay,i dont think it will have any bearing in our busineses. Seriously??? You guys need to understand the World Economy!!! Lesson One: Look at trade deals between different countries, understand how they work and how they affect other countries including those that are not part of the deal! 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: 9/20/2015 Posts: 2,811 Location: Mombasa
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MaichBlack wrote:Ebenyo wrote:mlennyma wrote:Reverse gear applied ,brexit??? No. This has nothing to do with brexit. Kenya is not a member of EU.Whether they pull out or stay,i dont think it will have any bearing in our busineses. Seriously??? You guys need to understand the World Economy!!! Lesson One: Look at trade deals between different countries, understand how they work and how they affect other countries including those that are not part of the deal! Brexit must affect everybody globally. Britain is one of the big boys in international trade. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Safaricom FY 2016 results net profit up 19.6%
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