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Safaricom HY2013 Profit before tax up 113%
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the deal
#151 Posted : Monday, November 26, 2012 9:14:29 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
dunkang wrote:
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

Off course great one @Dunkang the MTR cut is just hot air like number portability...you have done your research well so why worry about my valuation...Applause Applause Applause
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FUNKY
#152 Posted : Monday, November 26, 2012 9:14:58 PM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
Those who bought today at 5.25/- will be cursing CCK...hahaha
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VituVingiSana
#153 Posted : Monday, November 26, 2012 9:17:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,437
Location: Nairobi
the deal wrote:
dunkang wrote:
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

Off course great one @Dunkang the MTR cut is just hot air like number portability...you have done your research well so why worry about my valuation...Applause Applause Applause

5.50 is too high
2.30 is too low
Where in the middle is a good entry point is the question!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#154 Posted : Monday, November 26, 2012 9:19:28 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
the deal wrote:
dunkang wrote:
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

Off course great one @Dunkang the MTR cut is just hot air like number portability...you have done your research well so why worry about my valuation...Applause Applause Applause

5.50 is too high
2.30 is too low
Where in the middle is a good entry point is the question!


If all goes well, CCK plans to continue with the glide path by lowering the MTR further to Sh1.15 in July 2013 and down to Sh0.99 in July 2014.

Link http://www.capitalfm.co....rop-to-lower-call-rates/
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VituVingiSana
#155 Posted : Monday, November 26, 2012 9:19:38 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,437
Location: Nairobi
FUNKY wrote:
Those who bought today at 5.25/- will be cursing CCK...hahaha
IMHO, it was over-priced at 5.25 compared to other counters on the NSE.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#156 Posted : Monday, November 26, 2012 9:32:32 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@2.80-3.50bob is the only range where i would dare place a purchase order for safaricom shares!
Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Monday, November 26, 2012 9:33 PM | Reason: Not specified
kaifastus
#157 Posted : Monday, November 26, 2012 9:36:53 PM
Rank: Member

Joined: 8/17/2011
Posts: 208
Location: humu humu
KIPPRA says the reduction will not have adverse effect on share price..perhaps the effect would taper off with time. I would love to have a look at kippras paper. Mpesa remains a good buy anywhere at sub 5 levels.
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sparkly
#158 Posted : Monday, November 26, 2012 9:42:19 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
hisah wrote:
CCK cuts call interconnection rate to Sh1.44 - http://www.businessdaily...0/-/qaj7up/-/index.html

Quote:
The Communications Commission of Kenya has cut the rate mobile phone operators charge each other for interconnecting customers by 34 per cent.

The communication regulator lowered the Mobile Termination Rate of (MTR) to Sh1.44 from the current Sh2.21 and backdated t
he lower July—offering relief to firms like YU and Airtel that have been pushing for lower rates. Safaricom has been against a drop in MTR.


Funny this comes out now when the other telcos have voiced their stand on not lowering prices anymore... Let's see how Mr Market reacts tomorrow.


Is it a coincidence that Safaricom will be announcing a new product tomorrow? Too well timed IMO, to dilute the "bad news". Yu and Airtel will be foolish to throw away this lifeline by lowering prices.
Life is short. Live passionately.
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sparkly
#159 Posted : Monday, November 26, 2012 10:10:04 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
the deal wrote:
dunkang wrote:
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

Off course great one @Dunkang the MTR cut is just hot air like number portability...you have done your research well so why worry about my valuation...Applause Applause Applause

5.50 is too high
2.30 is too low
Where in the middle is a good entry point is the question!

Safaricom have shown their resilience. They hiked prices but managed to retain their mkt share. with the bull in full swing, 5 bob will hold.
Life is short. Live passionately.
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obiero
#160 Posted : Monday, November 26, 2012 11:43:38 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,476
Location: nairobi
on the face of it the m-shwari product looks dead on arrival. how will they guard against account dressing. how will bad debts be managed seing as they are not under CBK guide as a telco. who/how many will borrow 100K and repay in 30days. it seems faulty to me
COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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