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Uganda potential IPO watch list
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hisah
#1 Posted : Tuesday, December 11, 2012 10:05:49 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
-Tullow Oil (listed at LSE UK)
- MTN Uganda (listed at JSE S.Africa)
- Simba Telecom
- Mukwano Group
- Serena Hotels (listed at NSE Kenya)
- Ruparelia Group
- Uchumi Supermarket (listed at NSE Kenya)
- Centenary Bank
- Roko Construction
- Airtel Uganda (listed as Bharti at NSE India)
- Shoprite (listed at JSE S.Africa)

http://www.allafrica.com...ories/201211250455.html

My picks are Tullow, Simba Telecom, Roko construction, Shoprite and Ruparelia. Any of these will beat recently listed Umeme hands down.

List any other potential UG IPOs that are in the pipeline.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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murchr
#2 Posted : Tuesday, December 11, 2012 5:57:10 PM
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Joined: 2/26/2012
Posts: 15,980
Hisah why not MTN esp given that the run the Mpesa Bank?
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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dunkang
#3 Posted : Tuesday, December 11, 2012 6:04:29 PM
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murchr wrote:
Hisah why not MTN esp given that the run the Mpesa Bank?


MPesa is run by VODAFONE of UK.

MTN (Mobile Telephony Networks) is south african and a bitter rival of VODACOM (a subsidiary of VODAFONE).
Receive with simplicity everything that happens to you.” ― Rashi

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murchr
#4 Posted : Tuesday, December 11, 2012 6:28:03 PM
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Joined: 2/26/2012
Posts: 15,980
dunkang wrote:
murchr wrote:
Hisah why not MTN esp given that the run the Mpesa Bank?


MPesa is run by VODAFONE of UK.

MTN (Mobile Telephony Networks) is south african and a bitter rival of VODACOM (a subsidiary of VODAFONE).


MTN Rocks in UG. They run a version of our MPESA and they have the numbers.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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hisah
#5 Posted : Tuesday, December 11, 2012 6:28:30 PM
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murchr wrote:
Hisah why not MTN esp given that the run the Mpesa Bank?

There's more value in Simba telecom than MTN. Simba telecom has deals in EA that keeps its revenues running. How far can MTN grown in EA or Eastern Africa?
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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murchr
#6 Posted : Tuesday, December 11, 2012 6:38:46 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
hisah wrote:
murchr wrote:
Hisah why not MTN esp given that the run the Mpesa Bank?

There's more value in Simba telecom than MTN. Simba telecom has deals in EA that keeps its revenues running. How far can MTN grown in EA or Eastern Africa?


May be I should ask what else does Simba Telcom do apart from selling phones and airtime, because surely their money transfer will not beat the telcos.

MTN is in UG Rwanda Congo and TZ. And in Kenya they sell data
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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the deal
#7 Posted : Wednesday, December 12, 2012 8:41:33 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
-Tullow Oil (listed at LSE UK)
- MTN Uganda (listed at JSE S.Africa)
- Simba Telecom
- Mukwano Group
- Serena Hotels (listed at NSE Kenya)
- Ruparelia Group
- Uchumi Supermarket (listed at NSE Kenya)
- Centenary Bank
- Roko Construction
- Airtel Uganda (listed as Bharti at NSE India)
- Shoprite (listed at JSE S.Africa)

http://www.allafrica.com...ories/201211250455.html

My picks are Tullow, Simba Telecom, Roko construction, Shoprite and Ruparelia. Any of these will beat recently listed Umeme hands down.

List any other potential UG IPOs that are in the pipeline.

They may be good companies but pricing/valuations at the IPO do matter...I wonder what you will be saying if you are told to buy one of this companies at a PE of 35...so its useless to compare a listed company which did a successful IPO to a private company whose books one has never seen
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guru267
#8 Posted : Wednesday, December 12, 2012 8:55:43 AM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
murchr wrote:
MTN is in UG Rwanda Congo and TZ. And in Kenya they sell data


You may not have realized that these are all subsidiaries of the parent MTN in south Africa!

This means if the Ugandan subsidiary has an IPO shareholders will only get to control the operations in Uganda!

The only way to access the other markets is for the parent firm to crosslist in Uganda..
Mark 12:29
Deuteronomy 4:16
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