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Telkom Airtel Merger
Stiffler
#1 Posted : Sunday, April 08, 2018 12:38:19 PM
Rank: Member


Joined: 11/7/2017
Posts: 186
Location: Nairobi
If this happens, they might stand a chance of giving Safaricon a run for their money

Airtel and Telkom to merge in a bid to stem loss making streak

https://www.google.com/a...stem-loss-making-streak[color=orange][/color]
obiero
#2 Posted : Sunday, April 08, 2018 2:20:44 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
Stiffler wrote:
If this happens, they might stand a chance of giving Safaricon a run for their money

Airtel and Telkom to merge in a bid to stem loss making streak

https://www.google.com/a...stem-loss-making-streak[color=orange][/color]

I approve of the move..

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Ericsson
#3 Posted : Sunday, April 08, 2018 5:24:58 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,641
Location: NAIROBI
We wait to see what the combined strategy will be if the merger progresses
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
kawi254
#4 Posted : Sunday, April 08, 2018 11:48:01 PM
Rank: Member


Joined: 2/20/2015
Posts: 465
Location: Nairobi
obiero wrote:
Stiffler wrote:
If this happens, they might stand a chance of giving Safaricon a run for their money

Airtel and Telkom to merge in a bid to stem loss making streak

https://www.google.com/a...stem-loss-making-streak[color=orange][/color]

I approve of the move..


For the last x years Safaricom has heavily invested in it's network while Airtel & Telkom have put in very little. To catch up with Safaricom Airtel & Telkom need massive investments and neither Bharti & Helios want to put in some skin in the game. They both want out at a profit and like the venture capitalists they are they are packaging a TelCo that can attract a bid from someone with big financial muscle e.g MTN** . Even for a big player like MTN getting in now is not viable. Safaricom will monopolise the sector for a long time barring some radical shift in technology that would open up the telecommunication market to competition.

Wororo
#5 Posted : Monday, April 09, 2018 9:41:09 AM
Rank: Member


Joined: 1/30/2011
Posts: 207
Ericsson wrote:
We wait to see what the combined strategy will be if the merger progresses


The merging talks have been ongoing since mid last year...

I guess it's just a matter of time before its announced and then executed...
Chaka
#6 Posted : Monday, April 09, 2018 9:58:19 AM
Rank: Elder


Joined: 2/16/2007
Posts: 2,114
Airtel operates in a number of countries..is Telkom also present in those countries?If not,how does this selective merger work?
Wororo wrote:
Ericsson wrote:
We wait to see what the combined strategy will be if the merger progresses


The merging talks have been ongoing since mid last year...

I guess it's just a matter of time before its announced and then executed...

Ericsson
#7 Posted : Monday, April 09, 2018 10:46:05 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,641
Location: NAIROBI
Chaka wrote:
Airtel operates in a number of countries..is Telkom also present in those countries?If not,how does this selective merger work?
Wororo wrote:
Ericsson wrote:
We wait to see what the combined strategy will be if the merger progresses


The merging talks have been ongoing since mid last year...

I guess it's just a matter of time before its announced and then executed...



The discussed merger is Airtel kenya and Telkom kenya only
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Wororo
#8 Posted : Monday, April 09, 2018 11:02:31 AM
Rank: Member


Joined: 1/30/2011
Posts: 207
Chaka wrote:
Airtel operates in a number of countries..is Telkom also present in those countries?If not,how does this selective merger work?
Wororo wrote:
Ericsson wrote:
We wait to see what the combined strategy will be if the merger progresses


The merging talks have been ongoing since mid last year...

I guess it's just a matter of time before its announced and then executed...



In Ghana, Airtel merged it operations with Tigo Ghana which was second to MTN Gh to form AirtelTigo, In Rw Airtel bought out Tigo Rw which was the second largest telco after MTN Rw...

Airtel merging with Telkom KE is simply trying as much as possible to satisfy the basic goal in any business - making profit...

Airtel KE hasn't been able to do so and don't seem to make it happen in the near future...

So the only possible way is merging with Telkom even if they end up being the minority shareholder but make a profit at the end of the day...

Consolidation is the only strategy Airtel Africa has to adopt to survive esp now they are facing stiff competition at home (India) from Vodafone-Idea Cellular merger and Jio ...

It's survival for those who can adapt and quickly ...
Chaka
#9 Posted : Monday, April 09, 2018 11:18:09 AM
Rank: Elder


Joined: 2/16/2007
Posts: 2,114
Ok,this merger thing would make more sense to me if we had Tigo KE,ie if Telkom was Tigo KE?
Wororo wrote:
[quote=Chaka]Airtel operates in a number of countries..is Telkom also present in those countries?If not,how does this selective merger work?
[quote=Wororo]

In Ghana, Airtel merged it operations with Tigo Ghana which was second to MTN Gh to form AirtelTigo, In Rw Airtel bought out Tigo Rw which was the second largest telco after MTN Rw...

Airtel merging with Telkom KE is simply trying as much as possible to satisfy the basic goal in any business - making profit...

Airtel KE hasn't been able to do so and don't seem to make it happen in the near future...

So the only possible way is merging with Telkom even if they end up being the minority shareholder but make a profit at the end of the day...

Consolidation is the only strategy Airtel Africa has to adopt to survive esp now they are facing stiff competition at home (India) from Vodafone-Idea Cellular merger and Jio ...

It's survival for those who can adapt and quickly ...

Ericsson
#10 Posted : Monday, April 09, 2018 11:51:15 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,641
Location: NAIROBI
There was also talk sometime back that James Mwangi and Equity Group Holdings was interested in acquiring airtel
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Wororo
#11 Posted : Monday, April 09, 2018 1:50:20 PM
Rank: Member


Joined: 1/30/2011
Posts: 207
Chaka wrote:
Ok,this merger thing would make more sense to me if we had Tigo KE,ie if Telkom was Tigo KE?
Wororo wrote:
[quote=Chaka]Airtel operates in a number of countries..is Telkom also present in those countries?If not,how does this selective merger work?
[quote=Wororo]

In Ghana, Airtel merged it operations with Tigo Ghana which was second to MTN Gh to form AirtelTigo, In Rw Airtel bought out Tigo Rw which was the second largest telco after MTN Rw...

Airtel merging with Telkom KE is simply trying as much as possible to satisfy the basic goal in any business - making profit...

Airtel KE hasn't been able to do so and don't seem to make it happen in the near future...

So the only possible way is merging with Telkom even if they end up being the minority shareholder but make a profit at the end of the day...

Consolidation is the only strategy Airtel Africa has to adopt to survive esp now they are facing stiff competition at home (India) from Vodafone-Idea Cellular merger and Jio ...

It's survival for those who can adapt and quickly ...



True. But Helios only want to revamp Telkom then exit the market ...

Early last year, Tigo wanted to venture into KE thru buying out Airtel but the transaction wasn't successful on the cash bit...

However, sometime last year, Millicom Intl SA the owners of Tigo made a decision to depart Africa and concentrate in Latin America...

I suspect that Tz, Tigo and Airtel will either merge up or Airtel buys out Tigo...

But currently Magufuli's govt is arguing that Airtel Tz belongs to the govt... So that might delay any event in Tz...
Ericsson
#12 Posted : Tuesday, April 10, 2018 1:26:34 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,641
Location: NAIROBI
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
watesh
#13 Posted : Tuesday, April 10, 2018 1:57:47 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 955
Location: Kenya
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.
Ericsson
#14 Posted : Tuesday, April 10, 2018 2:01:55 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,641
Location: NAIROBI
watesh wrote:
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.


And we will be having two companies competing against each other and GoK having a significant stake in both of them
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
shocks
#15 Posted : Tuesday, April 10, 2018 2:44:08 PM
Rank: Member


Joined: 3/15/2009
Posts: 359
Ericsson wrote:
watesh wrote:
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.


And we will be having two companies competing against each other and GoK having a significant stake in both of them

Kuna Faiba
Ericsson
#16 Posted : Tuesday, April 10, 2018 2:46:12 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,641
Location: NAIROBI
shocks wrote:
Ericsson wrote:
watesh wrote:
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.


And we will be having two companies competing against each other and GoK having a significant stake in both of them

Kuna Faiba

Hahahahaaa hiyo ya arap singh.

Hawako ata ranked
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#17 Posted : Tuesday, April 10, 2018 4:01:01 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,057
Location: Nairobi
Ericsson wrote:
shocks wrote:
Ericsson wrote:
watesh wrote:
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.


And we will be having two companies competing against each other and GoK having a significant stake in both of them

Kuna Faiba

Hahahahaaa hiyo ya arap singh.

Hawako ata ranked
Compare Brookside of 2011 vs 2018. Same could apply to Faiba after 2022...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Cornelius Vanderbilt
#18 Posted : Tuesday, April 10, 2018 4:46:15 PM
Rank: Member


Joined: 8/15/2015
Posts: 817
this is sad news. airtel was very innovative (especially on the data segment).chunning out some very nice products even with limited resources....
Jimmy Boy
#19 Posted : Tuesday, April 10, 2018 5:44:06 PM
Rank: New-farer


Joined: 7/17/2014
Posts: 15
Location: Geneva
VituVingiSana wrote:
Ericsson wrote:
shocks wrote:
Ericsson wrote:
watesh wrote:
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.


And we will be having two companies competing against each other and GoK having a significant stake in both of them

Kuna Faiba

Hahahahaaa hiyo ya arap singh.

Hawako ata ranked
Compare Brookside of 2011 vs 2018. Same could apply to Faiba after 2022...


Agribusiness na Telecommunications hazipelekanangi....Shame on you
Regards,
Jimmy Boy
watesh
#20 Posted : Tuesday, April 10, 2018 6:33:23 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 955
Location: Kenya
VituVingiSana wrote:
Ericsson wrote:
shocks wrote:
Ericsson wrote:
watesh wrote:
Ericsson wrote:
Telkom Kenya plans to take over all of Airtel Kenya eventually but it has yet to decide on a structure, a source tells Reuters

Well, Telkom might just be a much more serious competitor for Safaricom than Airtel.


And we will be having two companies competing against each other and GoK having a significant stake in both of them

Kuna Faiba

Hahahahaaa hiyo ya arap singh.

Hawako ata ranked
Compare Brookside of 2011 vs 2018. Same could apply to Faiba after 2022...

Telcom infrastructure is much more expensive than milk factories
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