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Safaricom HY2013 Profit before tax up 113%
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Mukiri
#141 Posted : Monday, November 26, 2012 6:36:48 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
mazingira wrote:
If SafCom or KCB do manage to get into the Ethiopian market ...sweet jesus then KCB should be a 75 bob share and safcom with mpesa right ... 12 bob ...


Isn't this statement abit too far fetched? Or atleast 5 years too earlyThink

Proverbs 19:21
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VituVingiSana
#142 Posted : Monday, November 26, 2012 6:40:03 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
dunkang wrote:
VituVingiSana wrote:
Whoa! MTR dropped to 1.44 & what's worse? Back-dated to July!


Laughing out loudly Laughing out loudly
Hio haitutishi. Inter network charges contributed to less than 5pc of total revenue.
Hmmm, what I see:
1) Chance for further cuts in prices for cross-network calls e.g. Airtel says 2/- calls to Safcom means some may switch to Airtel for Safcom-Safcom calls.
2) Lower MTR revenue for Safcom [coz net inflow to Safcom]

That said... M-Pesa is king.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mazingira
#143 Posted : Monday, November 26, 2012 6:47:10 PM
Rank: Member

Joined: 10/26/2012
Posts: 136
Mukiri wrote:
mazingira wrote:
If SafCom or KCB do manage to get into the Ethiopian market ...sweet jesus then KCB should be a 75 bob share and safcom with mpesa right ... 12 bob ...


Isn't this statement abit too far fetched? Or atleast 5 years too earlyThink


5 years whyu being a party pooper bwana...it makes sense to me like this...Kenya's population is half of that of Ethiopia point. Disposable income maybe less but territorially the country is bigger I.e. more scope for money transfer and banking branches point. If one in 5 were to join the like of satcom that'd mean an added 8 mill customers...half that... 4 million each worth about 150 shillings nett to the supplier be it satcom Kcb or wan jkia you got 600 million shillings very conservatively.

I think if Eabl can lock horns with Heineken Bralirwa a if they rally a little more why not buy a sizable share in the breweries ...wazuans suggested it lets rally behind Eabl now and make it a reality.
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VituVingiSana
#144 Posted : Monday, November 26, 2012 6:50:25 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
CCK & MTR reduction
http://www.businessdaily...00/-/qaj7up/-/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#145 Posted : Monday, November 26, 2012 7:00:37 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Found that insurance company rumour. Mpesa bank is not forming an insurance firm rather it's partnering with Britam (Britak) and Changamka.

Quote:
Insurance company Britam has partnered with telecommunication giant Safaricom and tech-based medical supplier Changamka to provide a low cost medical insurance product that utilizes technological innovation to facilitate financing of healthcare services.

The three companies will jointly unveil the new product tomorrow, Tuesday November 27, 2012.


rink - http://goo.gl/hjLar

For a moment there I was wondering WTH...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Mukiri
#146 Posted : Monday, November 26, 2012 8:00:17 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
mazingira wrote:
Mukiri wrote:
mazingira wrote:
If SafCom or KCB do manage to get into the Ethiopian market ...sweet jesus then KCB should be a 75 bob share and safcom with mpesa right ... 12 bob ...


Isn't this statement abit too far fetched? Or atleast 5 years too earlyThink


5 years whyu being a party pooper bwana...it makes sense to me like this...Kenya's population is half of that of Ethiopia point. Disposable income maybe less but territorially the country is bigger I.e. more scope for money transfer and banking branches point. If one in 5 were to join the like of satcom that'd mean an added 8 mill customers...half that... 4 million each worth about 150 shillings nett to the supplier be it satcom Kcb or wan jkia you got 600 million shillings very conservatively.

I think if Eabl can lock horns with Heineken Bralirwa a if they rally a little more why not buy a sizable share in the breweries ...wazuans suggested it lets rally behind Eabl now and make it a reality.


I hear you.

In this market, there are realists and there are dreamers. 'We can...' 'Let's ...' 'If we...' dangerous statements those, no?

Proverbs 19:21
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Mukiri
#147 Posted : Monday, November 26, 2012 8:07:07 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
hisah wrote:
Found that insurance company rumour. Mpesa bank is not forming an insurance firm rather it's partnering with Britam (Britak) and Changamka.

Quote:
Insurance company Britam has partnered with telecommunication giant Safaricom and tech-based medical supplier Changamka to provide a low cost medical insurance product that utilizes technological innovation to facilitate financing of healthcare services.

The three companies will jointly unveil the new product tomorrow, Tuesday November 27, 2012.


rink - http://goo.gl/hjLar

For a moment there I was wondering WTH...


Any info from the DailyPost gutter press is bound to be a tad bit exaggerated. I doubt safcom would want to antagonize large institutions, some of them very politically connected. There is business and there is war.

Wonder tho' the effect of this? Could this be the reason the counter is on such high demand? Are they now competing with NHIF? Another consideration is CCK MTR. The biggest question, should I cancel my 6/- sell bid?

Proverbs 19:21
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  | | Edit by user: Monday, November 26, 2012 9:04 PM | Reason: Not specified
the deal
#148 Posted : Monday, November 26, 2012 8:34:40 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
dunkang wrote:
VituVingiSana wrote:
Whoa! MTR dropped to 1.44 & what's worse? Back-dated to July!


Laughing out loudly Laughing out loudly
Hio haitutishi. Inter network charges contributed to less than 5pc of total revenue.
Hmmm, what I see:
1) Chance for further cuts in prices for cross-network calls e.g. Airtel says 2/- calls to Safcom means some may switch to Airtel for Safcom-Safcom calls.
2) Lower MTR revenue for Safcom [coz net inflow to Safcom]

That said... M-Pesa is king.

The MTR cut is a big blow to Safaricom but congrats to CCK for standing firm, the MTR cut will go a long way in leveling the playing field and enhance mobile telephony penetration in Kenya.
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  | | Edit by user: Monday, November 26, 2012 8:35 PM | Reason: Not specified
mlennyma
#149 Posted : Monday, November 26, 2012 8:43:11 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Safcom moves from hold to sell.
"Don't let the fear of losing be greater than the excitement of winning."
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dunkang
#150 Posted : Monday, November 26, 2012 9:05:10 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
the deal wrote:
The MTR cut is a big blow to Safaricom but congrats to CCK for standing firm, the MTR cut will go a long way in leveling the playing field and enhance mobile telephony penetration in Kenya.


I remember the same was said during Number portability.

@deal, is your valuation still at 2.30/-
@mlenny, i thought ur deal went through at 4.55/-. Lolest
Receive with simplicity everything that happens to you.” ― Rashi

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