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Safcom on a dive, whats going on?
Rank: Member Joined: 8/17/2010 Posts: 116
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I think Safaricom Share price will maintain 6 bob in near future. They dont have revenue only from voice call. if you see the last year result,
they made strong growth in the M Pesa service with 9.48m register users compare to 6.18m in the previous year. M Pesa revenue grew by 158%. Also 97% growth in mobile and fixed data revenue. 100% acquisition of packetstream data network. To reach on this level for Zain will take many years.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Gordon Gekko wrote:@guru, both Coop and KCB have deals with Scon that allow for moving cash back and forth between their accounts and Mpesa. I really can't see an Mkesho type deal. Unless they deal with the other operators. @gg thats exactly what i'm saying.... Zain (airtel) will definitely want to announce something similar to MKESHO and will definitely use coop or KCB Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 10/23/2009 Posts: 2,375
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the deal wrote:Kenyans support your own...Scom is more Kenyan than this Bharti BS..this Bharti is foreign..Kenyans will never own a single Bharti share..they are even going to suspend their shares from Lusaka stock exchange...all this pple who are coming here saying all this BS are the ones who got roasted during the I.P.O...support Kenyan drink Karoche...thats what i do...i drink Windhoek Lager coz i'm proudly Namibian.... the deal is not even in kenya yet he/she wants us to continue suffering. It is better to keep your mouth closed and let people think you are a fool than to open it and remove all doubt...
-Mark Twain
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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@ sparkly... i agree. YU to Yu calls cost 50 cents while across the network is 3/-. Still the cheapest network if you ask me. SMSs cost 50cents! I have been a yu fan for long and have always enjoyed the lowest calling charges. I even have conference calls on a yu line. Good business sense. Zain is the closest so far but YU IS A JEWEL!
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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guru267 wrote:Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Sorry Guru** sharesholders or rather speculators might sell all thier holdings but Zain will never win this war, it will never
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Jamani wrote:guru267 wrote:Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Sorry Guru** sharesholders or rather speculators might sell all thier holdings but Zain will never win this war, it will never @jamani what product does safcom have that zain doesn't?? Just wait.... Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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guru267 wrote:Jamani wrote:guru267 wrote:Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Sorry Guru** sharesholders or rather speculators might sell all thier holdings but Zain will never win this war, it will never @jamani what product does safcom have that zain doesn't?? Just wait.... Infact Zain has had more products than safaricom all better and cheaply priced but the numbers have always been with safaricom....any reason why?
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Rank: New-farer Joined: 12/1/2009 Posts: 75 Location: nairobi
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guru267 wrote:In the short term the safcom share price will CRASH below 5bob... I have 250k shares in this counter and i'm selling ALL at best market price come monday and i know many people who will do the same.... I've seen this game played before and its one safcom clearly can't win... in long term the price will stagnate lets say 3 bob. After some time they consolidate the shares to 10B, release a new product and all will troop back like wildbeest migration then i'll sell safcom at 50 bob.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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speculator wrote:guru267 wrote:In the short term the safcom share price will CRASH below 5bob... I have 250k shares in this counter and i'm selling ALL at best market price come monday and i know many people who will do the same.... I've seen this game played before and its one safcom clearly can't win... in long term the price will stagnate lets say 3 bob. After some time they consolidate the shares to 10B, release a new product and all will troop back like wildbeest migration then i'll sell safcom at 20 bob. @speculator, i tend to agree with you, all along kencell,celtel and zain have been coming up with products and people shift or as you say W-migration then when safaricom comes up with a counter product the reverse occurs migration back home then we see a sell to new owners of our number 2, but 20/- is very ambitious in the near future
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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Its quite evident that these low price regime will hurt safaricoms revenues. Your future depends on your dreams so go to sleep !
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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qw25041985 wrote:Its quite evident that these low price regime will hurt safaricoms revenues.
qw Very true, however if you have been reading reports from safaricom they indicate that revenues associated with voice will be coming down and they are focusing on other areas in thier business, with the entry of Orange and yu they expected to lose subs by about 10 to 15% but that never happened. Safaricom has strategies and projections that work
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Rank: New-farer Joined: 12/1/2009 Posts: 75 Location: nairobi
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@jamani. I'm talkin longterm and 20 bob is possible if share consolidation happen. It will reduce safcom shares.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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A lot of pension funds and Foreigners will never let this Stock Sink...
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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All we need is the new C.E.O. to say something and calm down investors thats ALL everything will be OK...
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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speculator wrote:@jamani. I'm talkin longterm and 20 bob is possible if share consolidation happen. It will reduce safcom shares. Sure i agree,(though not sure on consolidation correct me if am wrong the value remains relatively the same right?)
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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the deal wrote:All we need is the new C.E.O. to say something and calm down investors thats ALL everything will be OK... @the deal stock marriage is ill advised Mark 12:29
Deuteronomy 4:16
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Rank: Member Joined: 7/23/2009 Posts: 526
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Gone are the days when having the critical mass meant everything. Remember when a certain detergent and cooking fat were the household names.I think they must have behaved in a similar fashion like safcon and wished away or rather waited to deal with the threats to their dominance at a later time.I believe this is a high stakes game and what the competitors require are the numbers before they agree on how much is "sustainable".But by then some chunk will have been off the safcon customers.In the office at least half of the guys who had hitherto no Zain line acquired them this week.Personally I had one and since Wednesday I loaded my phone Na chapa imekataa kuisha.Safcon better wake up and drink the coffee. Accept no one's definition of your life; define your life.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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kangi wrote:Gone are the days when having the critical mass meant everything. Remember when a certain detergent and cooking fat were the household names.I think they must have behaved in a similar fashion like safcon and wished away or rather waited to deal with the threats to their dominance at a later time.I believe this is a high stakes game and what the competitors require are the numbers before they agree on how much is "sustainable".But by then some chunk will have been off the safcon customers.In the office at least half of the guys who had hitherto no Zain line acquired them this week.Personally I had one and since Wednesday I loaded my phone Na chapa imekataa kuisha.Safcon better wake up and drink the coffee. @Kingi i read you and am sure they are working on something. Being honest with yourself how many of your friends with safaricom lines are now beeping you on your zain line to call them? you know what that means? someone is paying safaricom
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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I am still skeptical about the 3/= tarrif. Remember how zain unceremoniously withdrew the vuka tarrif? Pressure will affect revenues especially given that calling minutes may not increase proportionately, may force zain to rethink this. In the meantime however folks can continue to enjoy the party. 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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