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Safaricom HY2013 Profit before tax up 113%
Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:Mukiri wrote:With the demand, why is the price stuck at 5.05? Xmass season? @Mukiri this stock has rallied from 2.80bob back to its IPO price in 2012... Time for it to take a breather! Unless the market P/E goes up i don't see safcon rallying beyond here.. (market P/E likely to go up if elections go smoothly) BAT, ARM & EABL are on expensive P/E than mpesa bank are still or have posted all time highs. Looking at the MSCI KE index chart, it's now bullish after 5yrs and I expect foreigners to keep up the bid pressure. Are we going to see P/Es above 20 like back in 2006/2007? Only time will tell. This however is dependent on election outcome.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Poor voice quality by mpesa bank - http://www.businessdaily...6/-/do5cl1/-/index.html I wonder how much the revenues would spike if these inefficiencies are fixed consistently to seal the revenue leaks. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Jamani wrote:Kenyans so far have saved over Sh150 million through M-Shwari and loans currently standing at over Sh50 million with healthy repayment trends already noted.
[url=http://www.standardmedia.co.ke/?articleID=2000072985&story_title=Kenya-CBA-ropes-in-645,000-new-M-Shwari-clients]M-Shwari[/url] guru267 wrote:A loan to deposit ratio of 30% is more than ideal for unsecured lending products! Looks like another hit for safcon has emerged through M-shwari!  Can the deposits be lent out to non-m’swari products and safaricom still benefit from the ensuing profits. I think a loan to deposit ratio of 30% it too low and more juice can be squeezed from the deposits
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Did Kenya win or lose Internet calls battle? http://www.businessdaily.../-/vwo47gz/-/index.html
@Jamani, what are your thoughts? What effect would signing the treaty have on Kenyan telcos, if any? GOD BLESS YOUR LIFE
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Safaricom loses first round of M-Shwari row with Faulu - http://www.businessdaily...2/-/hbrfyw/-/index.html KE courts are interesting this year. Btw since Faulu didn't patent this idea that they claim was theirs, what is the case? So far the NDA alone can't win this case! Me thinks this is just a Kopa Chapaa awareness stunt. Cheeky marketing... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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hisah wrote:Safaricom loses first round of M-Shwari row with Faulu - http://www.businessdaily...2/-/hbrfyw/-/index.html KE courts are interesting this year. Btw since Faulu didn't patent this idea that they claim was theirs, what is the case? So far the NDA alone can't win this case! Me thinks this is just a Kopa Chapaa awareness stunt. Cheeky marketing... Bad reporting by BD, IMO. Safaricom has not lost anything. By refusing to refer the case to the Industrial Tribunal, the judge is saying there is no "industrial dispute", which works in Safaricom's favor. In the next para, the judge has refused to injunct safaricom from operating Mshwari, meaning faulu is not suffering any legal loss by mshwari's continued operation. This is clearly a win for safaricom. Safaricom will win this case, plus costs. Else Faulu will win the case but get nominal damages like sh 5. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,556 Location: nairobi
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somethin in my gut tells me Safaricom actually did steal this idea
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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sparkly wrote:hisah wrote:Safaricom loses first round of M-Shwari row with Faulu - http://www.businessdaily...2/-/hbrfyw/-/index.html KE courts are interesting this year. Btw since Faulu didn't patent this idea that they claim was theirs, what is the case? So far the NDA alone can't win this case! Me thinks this is just a Kopa Chapaa awareness stunt. Cheeky marketing... Bad reporting by BD, IMO. Safaricom has not lost anything. By refusing to refer the case to the Industrial Tribunal, the judge is saying there is no "industrial dispute", which works in Safaricom's favor. In the next para, the judge has refused to injunct safaricom from operating Mshwari, meaning faulu is not suffering any legal loss by mshwari's continued operation. This is clearly a win for safaricom. Safaricom will win this case, plus costs. Else Faulu will win the case but get nominal damages like sh 5. #Word! @SufficientlyP
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Rank: Elder Joined: 2/23/2009 Posts: 1,626
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It doesn't matter.They got to the market first and branded it well.That will stick in the minds of consumers no matter what happens to the court case. Uncertainty is certain.Let go
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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obiero wrote:somethin in my gut tells me Safaricom actually did steal this idea Murderers do get away with murder if the plaintiff side has shoddy arguments!
This M-Shwari case is such an example...
I still view this as marketing stunt (Kopa Chapaa) from the poor case representation by the plaintiff. They need to go back to the drawing board and learn how to draft industrial lawsuits.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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“We did not and still don’t see any reason why we did not sign the treaty because we had agreed. Basically the PS refused to sign and we don’t understand the idea behind it,” CCK director general Francis Wangusi told the Nation in a telephone interview. http://www.nation.co.ke/.../-/1555o81/-/index.html
GOD BLESS YOUR LIFE
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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So, the initial data for switch off looks like this; Safaricom has 2.9 million unregistered out of 19.6 million. Airtel has 822,526 unregistered out of 4.7 million. Orange has 1,278,193 unregistered out of 3,279,509. Essar (YU) has 1,131,632 unregistered out of 3,233,234. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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dunkang wrote:So, the initial data for switch off looks like this;
Safaricom has 2.9 million unregistered out of 19.6 million.
Airtel has 822,526 unregistered out of 4.7 million.
Orange has 1,278,193 unregistered out of 3,279,509.
Essar (YU) has 1,131,632 unregistered out of 3,233,234. Orange and YU are on a downward spiral "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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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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jumped out at 5.10 bob and now i am like what? In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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Angelica _ann wrote:jumped out at 5.10 bob and now i am like what? Usijali, ni hali ya maisha. The new product, M-Shwari, its doing good so far. And the resolved US fiscal cliff issue is favouring stocks it seems. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Mukiri wrote:Where is it headed to? @Hisah, #?
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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The market will return gudies mwaka huu my feelng "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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Now trading at 5.40  @SufficientlyP
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Frankly I never expected Mpesa bank to hit above 5/- in 2012. Today it hit a high of 5.45 with mean supply. This counter may stretch up to 5.80/- at which level I'll cash out 50% and pack that cash for another opportunity. Above 5/- this counter is overextended and I don't see the support for it unless PBT can print above 22B come May 2013 with a div hike to 25cts. If this is achieved, the 6/- handle will be vaulted. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Safaricom HY2013 Profit before tax up 113%
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