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Safaricom FY2018
Ericsson
#1 Posted : Wednesday, May 09, 2018 8:20:44 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
--Service revenue grew by 10% from sh.204.1bn to 224.5bn
--Earnings before interest and Tax at sh.79.3bn
--Earnings per share at ksh.1.38 versus 1.15 in 2017
--Free cashflow at ksh.55.4bn versus 43.5bn in 2017
--Sh36.4billion invested in Capex
--49% growth in our 4G footprint and 200% growth in fiber footprint
--1.4mn additional customers;total customers now at 29.6mn
--Mpesa grew by 14.2 percent Year on Year, Mobile data grew 24 percent
M-PESA now has 20.5 million 30 day active customers and more than 101,000 active merchant.
--M-PESA contributes 28% of revenue. Data 16%
Mpesa revenue in FY2018 is at ksh.62.9bn
Mobile data revenue grew to Sh36.4billion
--Proposed dividend at ksh.1.1 per share or ksh.44.07bn
--Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.
--Safaricom now has 4,945 sites, including 1,648 4G sites and 4,183 3G sites.141,000 already connected to home fiber

-- The healthy EBITDA of Kes112.8b was sufficient to reduce Net debt by 12.5b, pay dividends of 38.9b and invest 36.4b in CapEx.

FY guidance for 2019 at ksh.85-89bn EBIT
Capex will be between 35-38bn
SAFARICOM CEO Bob Collymore announces his return
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VyaBureSiachi
#2 Posted : Wednesday, May 09, 2018 8:33:11 AM
Rank: New-farer


Joined: 2/27/2018
Posts: 56
Location: Cambrian Dc
Oh thank goodness! After all the 'downgrades' I was expecting a major hit on my portfolio.
If the radiance of a thousand suns were to burst at once into the sky that would be like the splendour of the mighty one.
muganda
#3 Posted : Wednesday, May 09, 2018 9:49:05 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,901
Realtreaty
#4 Posted : Wednesday, May 09, 2018 9:57:54 AM
Rank: Elder


Joined: 8/16/2011
Posts: 2,260
Applause Applause Applause Applause Halleluyaaaaaaaaaaaaah
Marisema ati bei inateremka kwasababu surfgreen haifanyi poa.

Now the books are there for all to see
Let see the price regain.

Its a Buy, buy noting the possible scrapping of severe capping!!!
Ericsson
#5 Posted : Wednesday, May 09, 2018 10:04:30 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
In 2014 safaricom dividend was 47 cents.
4 years later it has more than doubled.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
washiku
#6 Posted : Wednesday, May 09, 2018 11:20:15 AM
Rank: Chief


Joined: 5/9/2007
Posts: 13,095
Ericsson wrote:
--Service revenue grew by 10% from sh.204.1bn to 224.5bn
--Earnings before interest and Tax at sh.79.3bn
--Earnings per share at ksh.1.38 versus 1.15 in 2017
--Free cashflow at ksh.55.4bn versus 43.5bn in 2017
--Sh36.4billion invested in Capex
--49% growth in our 4G footprint and 200% growth in fiber footprint
--1.4mn additional customers;total customers now at 29.6mn
--Mpesa grew by 14.2 percent Year on Year, Mobile data grew 24 percent
M-PESA now has 20.5 million 30 day active customers and more than 101,000 active merchant.
--M-PESA contributes 28% of revenue. Data 16%
Mpesa revenue in FY2018 is at ksh.62.9bn
Mobile data revenue grew to Sh36.4billion
--Proposed dividend at ksh.1.1 per share or ksh.44.07bn
--Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.
--Safaricom now has 4,945 sites, including 1,648 4G sites and 4,183 3G sites.141,000 already connected to home fiber

-- The healthy EBITDA of Kes112.8b was sufficient to reduce Net debt by 12.5b, pay dividends of 38.9b and invest 36.4b in CapEx.

FY guidance for 2019 at ksh.85-89bn EBIT
Capex will be between 35-38bn
SAFARICOM CEO Bob Collymore announces his return



-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.
Ericsson
#7 Posted : Wednesday, May 09, 2018 11:39:38 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
It seems the NRM resistance to SafaricomPLC products had no impact on FY results
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#8 Posted : Wednesday, May 09, 2018 11:40:52 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
washiku wrote:
Ericsson wrote:
--Service revenue grew by 10% from sh.204.1bn to 224.5bn
--Earnings before interest and Tax at sh.79.3bn
--Earnings per share at ksh.1.38 versus 1.15 in 2017
--Free cashflow at ksh.55.4bn versus 43.5bn in 2017
--Sh36.4billion invested in Capex
--49% growth in our 4G footprint and 200% growth in fiber footprint
--1.4mn additional customers;total customers now at 29.6mn
--Mpesa grew by 14.2 percent Year on Year, Mobile data grew 24 percent
M-PESA now has 20.5 million 30 day active customers and more than 101,000 active merchant.
--M-PESA contributes 28% of revenue. Data 16%
Mpesa revenue in FY2018 is at ksh.62.9bn
Mobile data revenue grew to Sh36.4billion
--Proposed dividend at ksh.1.1 per share or ksh.44.07bn
--Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.
--Safaricom now has 4,945 sites, including 1,648 4G sites and 4,183 3G sites.141,000 already connected to home fiber

-- The healthy EBITDA of Kes112.8b was sufficient to reduce Net debt by 12.5b, pay dividends of 38.9b and invest 36.4b in CapEx.

FY guidance for 2019 at ksh.85-89bn EBIT
Capex will be between 35-38bn
SAFARICOM CEO Bob Collymore announces his return



-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.

Fixed service revenue grew by 27.3 percent to 6.67 billion shillings
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
muganda
#9 Posted : Wednesday, May 09, 2018 11:48:37 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,901
washiku wrote:
-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.


The kid to watch out for is Mawingu Networks part of Microsoft’s 4Afrika initiative. Fastest growing, currently 3rd place, soon to pip Safaricom on its way to conquer Zuku. Starting with Nanyuki & Laikipia, Mawingu is conquering rural Kenya.


innairobi
#10 Posted : Wednesday, May 09, 2018 1:27:06 PM
Rank: Member


Joined: 9/2/2010
Posts: 845
Ericsson wrote:
It seems the NRM resistance to SafaricomPLC products had no impact on FY results


I used to tell people that the results will show the resist manenos was hollow. Even the people who bought Airtel lines continued to conduct the bulk of their business on Safcom.
All my friends are heathens, take it slow. Wait for them to ask you who you know. Please don't make any sudden moves.
Metch
#11 Posted : Wednesday, May 09, 2018 1:37:08 PM
Rank: Member


Joined: 12/22/2015
Posts: 224
Location: Mombasa, Kenya
muganda wrote:
washiku wrote:
-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.


The kid to watch out for is Mawingu Networks part of Microsoft’s 4Afrika initiative. Fastest growing, currently 3rd place, soon to pip Safaricom on its way to conquer Zuku. Starting with Nanyuki & Laikipia, Mawingu is conquering rural Kenya.




Fastest growing is actually Safaricom. in 4th place the year before and in 2nd place today overtaking JTL and Mawingu. First place will be grabbed in a number of months. By this time next year we'll begin talking about dominance in this arena as well
Start!
murchr
#12 Posted : Wednesday, May 09, 2018 2:09:59 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
Excellent results. That 1.6m who supposedly left had no impact even from the communication report they mentioned that talk time had increased.

I was held up all day didnt watch the results. Did they mention anything about the new ventures?
"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
.
HaMaina
#13 Posted : Wednesday, May 09, 2018 2:17:24 PM
Rank: Veteran


Joined: 4/23/2014
Posts: 903
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
murchr
#14 Posted : Wednesday, May 09, 2018 2:29:59 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
"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
.
Ericsson
#15 Posted : Wednesday, May 09, 2018 2:30:31 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.


To bad at that time mwananchi had the most shares.
Currently institutional shareholders have taken up and drove the price beyond mwananchi reach
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
HaMaina
#16 Posted : Wednesday, May 09, 2018 2:37:58 PM
Rank: Veteran


Joined: 4/23/2014
Posts: 903
Ericsson wrote:
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.


To bad at that time mwananchi had the most shares.
Currently institutional shareholders have taken up and drove the price beyond mwananchi reach


More like speculators playing chess on the mwananchi. The problem is Mwananchi is the pawn, dispensable.
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
VituVingiSana
#17 Posted : Wednesday, May 09, 2018 2:47:00 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,038
Location: Nairobi
muganda wrote:
washiku wrote:
-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.


The kid to watch out for is Mawingu Networks part of Microsoft’s 4Afrika initiative. Fastest growing, currently 3rd place, soon to pip Safaricom on its way to conquer Zuku. Starting with Nanyuki & Laikipia, Mawingu is conquering rural Kenya.



Is it a for-profit venture?
What's the ARPU for Mawingu?
Folks like fast speeds...
Zuku is the loser after blowing their advantage. A new (TZ) owner is buying 51% and perhaps the new leadership will flight back.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
kayhara
#18 Posted : Wednesday, May 09, 2018 4:09:03 PM
Rank: Veteran


Joined: 5/5/2011
Posts: 1,059
Safaricom also need to be a bit aggressive about their fiber, they like using the word PASS which is misleading
they say they passed 50k homes but connected 25k.
The price usually drops after financial announcements I wonder how far safaricom will drop I am looking to board
To Each His Own
watesh
#19 Posted : Wednesday, May 09, 2018 6:26:01 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 950
Location: Kenya
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.

Most good companies are in the 3% - 4% dividend yield currently.....
gatoho
#20 Posted : Wednesday, May 09, 2018 9:26:22 PM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
watesh wrote:
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.

Most good companies are in the 3% - 4% dividend yield currently.....





I bought at 2.80 so a happy camper


Foresight..
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