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Safaricom FY 2012-2013 results PBT up 47%
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Impunity
#11 Posted : Tuesday, May 14, 2013 9:00:35 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
JESSO!!!!!
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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kyt
#12 Posted : Tuesday, May 14, 2013 9:05:07 AM
Rank: Elder

Joined: 11/7/2007
Posts: 2,182
How much did the IEBC contribute to this profits? Point to ponder%-)
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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kryptonite
#13 Posted : Tuesday, May 14, 2013 9:05:27 AM
Rank: Member

Joined: 2/1/2010
Posts: 272
Location: Nairobi
Jaina wrote:
Vodacom gets 4.96B and Mobitelea Bags 372M in dividends. Wow!.
Kweli NSE is not a Fish Market.



Mobitelea cashed out awhile back.
The harder you work, the luckier you get
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nakujua
#14 Posted : Tuesday, May 14, 2013 9:07:50 AM
Rank: Elder

Joined: 12/17/2009
Posts: 3,583
Location: Kenya
fafa witu, even if I don't understand the PBT, EBITDA, EPS, DPS - at least I know the safcom guys are making lots of cash - its like kq, they were growing when other airlines in the world were falling apart - safcom is even growing its voice calls revenue.
mobile sector kuna farasi moja, the ret ni punda
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mlennyma
#15 Posted : Tuesday, May 14, 2013 9:14:28 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
If we are not careful,kenya will revert back to mobile monopoly in future..orange money,airtel cash,yu cash have almost failed.
"Don't let the fear of losing be greater than the excitement of winning."
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maka
#16 Posted : Tuesday, May 14, 2013 9:19:00 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
kyt wrote:
How much did the IEBC contribute to this profits? Point to ponder%-)

negligible...
possunt quia posse videntur
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dunkang
#17 Posted : Tuesday, May 14, 2013 9:26:04 AM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
mlennyma wrote:
If we are not careful,kenya will revert back to mobile monopoly in future..orange money,airtel cash,yu cash have almost failed.

Why are you trying to prophesy what is common sense? I gave out my date a while ago, END OF 2015, yu, airtel and orange will be no more, unless they dupe kenyans into investing in them through an IPO.
Receive with simplicity everything that happens to you.” ― Rashi

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maka
#18 Posted : Tuesday, May 14, 2013 9:28:17 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
dunkang wrote:
mlennyma wrote:
If we are not careful,kenya will revert back to mobile monopoly in future..orange money,airtel cash,yu cash have almost failed.

Why are you trying to prophesy what is common sense? I gave out my date a while ago, END OF 2015, yu, airtel and orange will be no more, unless they dupe kenyans into investing in them through an IPO.

I find their approach to business wanting...
possunt quia posse videntur
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VituVingiSana
#19 Posted : Tuesday, May 14, 2013 9:35:00 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,354
Location: Nairobi
muganda wrote:
@VVS So at a revised full year 2013 EPS of 0.44 the giant is priced at a P/E of 15.68

Do you see any upside maybe towards 7.50?

I expect the growth in EPS to continue in 2013-14 as more data is consumed, M-Pesa grows & costs are reined in. That said... I think value is tapped out. I am looking elsewhere where I can buy PERs of less than 10 with potential for growth in the future.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#20 Posted : Tuesday, May 14, 2013 9:46:08 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,809
Location: NAIROBI
Safaricom is now trading at a P/E of 16,EABL at a P/E of 22.
That is very high.
Equity Bank and KCB are trading at P/E of about 10.
Now imagine if KCB and Equity were trading at similar P/Es to Safaricom and EABL what their share price would have been.
@VituVingiSana;I concur with you look elsewhere at counters with PERs of less than 10 and with potential for growth in the future.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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