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Safaricom HY2013 Profit before tax up 113%
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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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... 
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Those who bought today at 5.25/- will be cursing CCK...hahaha
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Rank: Chief Joined: 1/3/2007 Posts: 18,356 Location: Nairobi
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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... 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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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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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... 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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Rank: Chief Joined: 1/3/2007 Posts: 18,356 Location: Nairobi
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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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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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@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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Rank: Member Joined: 8/17/2011 Posts: 207 Location: humu humu
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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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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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... 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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Rank: Elder Joined: 6/23/2009 Posts: 14,240 Location: nairobi
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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
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Safaricom HY2013 Profit before tax up 113%
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