Some wazuans are holding Safcom stock and they are defending it here to protect their investment. Zain is ready for the war. You don't stop a truck at your competitor's front yard with speakers blaring Bend overif your war chest is not full. Some small guys will definitely leave the kitchen but not Zain. Farasi ni tatu: Safcom, Zain and Orange. and this war is headed to new territories: data and money transfer

I had asked this question in another post, if cck were to force all operators to list at NSE... Jaza pengo as an investor.

Last time when vuka was the thing, scom talked a lot to media not investors and took a month to react with jibambie & didn't bother to reassure investors. This time round, they reacted, been talking to investors (mostly foreigners) while avoiding unnecessary media interviews. Seems someone learnt something from the vuka hype & all subscribers are the beneficiaries
What has changed for zain, a deeper pocket from bharti. Else, the same vuka hype with a 'bend over' gig at your top compes premises (unprofessional & can be sued). So scom has changed a lot from ignoring a spoiler fight even though with a promo, which leads to the next question. What if cck postpones the interconnection rates? Yu & zain would be in a fix!? Orange too put up a promo...? Both 'on promo' operators have a govt shareholding. Cck reports to... Something smells funny...?

Don't get me wrong, i'm not trying to promote scom, just trying to make a clear view of this hazy media flashes. If zain tariff is doing so well, why the constant media flashes. When yu & orange came with offers sometime back, the constant media flashes were nowhere...
After all is said and done, if scom does post a 1H PBT above 10B, that should get long term investors interested. At full yr, a PBT of 18-19B (flat result) should be very bullish for the counter & very concerning to bharti after a massive price war. I'm keeping this in mind while looking for an entry (please get to 3/- or at least below 4/-) for a massive counter trend esp if full yr is a flat result.

These telcom wars will not change much by year end; safcom will still be the market leader. Kencell/Zain/Bharti or whatever name they finally settle for have a tough one to pull.

LOL... bottomline?

My calling costs have halved... And I need only 2 SIMs [Orange for the 10-5 offer & Zain for all other calls]

As for Safaricom... I will buy below 4/-...

Long ago, I decided to do what is best for me and bought Sim cards for all operators. I use Orange for Landline calls and I am now enjoying practically free calls during the day. I also have a 3G+ Modem from Orange and a backup from Safcom.

My Safcom line remains as my default line for MPESA and receiving calls. I switched my outgoing calls very briefly to Zain and then to Yu and now I am back to the 2/= from Scom. Thanks to their Promulgation Day offer, my calls are now less than 1.50 as I topped up on their 50%+ offer.

Indeed, thanks to that offer, Safcom has also become my Preferred Internet Gateway. My Internet costs are now roughly Kshs 0.85 per MB. I bought excess airtime of which I have used part to purchase a 5GB bundle.

My POINT. Most of us are fickle consumers, with little or no loyalty to any brand. If it works for my pocket, I will embrace it. Meanwhile, I am staying away from the SCOM share until it settles a level that reflects the changed circumstances. However, if the trend for the share changes, I will definetly trade it REGARDLESS. Nothing Personal, Just Business!