wazua Wed, Oct 22, 2025
Welcome Guest Search | Active Topics | Log In

28 Pages«<262728
Safaricom HY2013 Profit before tax up 113%
Options
Previous Topic · Next Topic
Impunity
#541 Posted : Tuesday, October 22, 2013 12:09:20 PM
Rank: Elder


Joined: 3/2/2009
Posts: 26,330
Location: Masada
Sufficiently Philanga....thropic wrote:
hisah wrote:
Safaricom raises cost of calls to EA countries - http://www.nation.co.ke/...6/-/duyb0z/-/index.html

Quote:
Safaricom has increased the cost of making calls to neighbouring countries, becoming the first telecom to react to harsher taxation regimes within East Africa.

β€œβ€¦some of the East African Community countries, namely Uganda, Tanzania, Rwanda and Burundi, have imposed new taxes and levies on all international calls from Kenya.This necessitates the upward revision of both our international calling and roaming rates,” said Safaricom.


This is sad indeed for EAC. Telco is now a necessity not a luxury for these economies... Bure kabisa.

They need to learn from the EU on how it harmonized roaming tariff across the eurozone.

Soo sad this roaming thing in EA. KES25 a minute for receiving a call? I'd rather not pick it and walk across the border for a face to face conversation. It's all free. Unlimited. The maasai waysmile


Laughing out loudly Laughing out loudly Laughing out loudly
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
Back to top
 Report Abusive | Report SPAM
Siringi
#542 Posted : Tuesday, October 22, 2013 1:27:29 PM
Rank: Elder


Joined: 6/8/2013
Posts: 2,517
ion
Sealing the leakage loopholes

is it 33 or 100?


"πŸ˜–πŸ˜‘KQ makes money for everyone except the shareholder 😏😏 " overheard in Wazua
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#543 Posted : Thursday, October 24, 2013 4:41:35 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Safaricom Half Year 2014 Results release - Tuesday 5th November 2013

http://www.safaricom.co.ke/abou...hboard/investor-calendar
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#544 Posted : Thursday, October 24, 2013 4:44:27 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
^ @4pm
Back to top
 Report Abusive | Report SPAM
hisah
#545 Posted : Friday, October 25, 2013 4:02:47 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
3G reseller slams TOT for cut-off without cause - http://www.bangkokpost.c...r-cut-off-without-cause

Quote:
365 Communication Co is crying foul over what it deems "unfair treatment" by TOT Plc in terminating its third-generation (3G) service agreement under the mobile virtual network operator (MVNO) model.

Chief executive Surin Ritteepamorn said TOT could not just scrap the agreement that allows 365 Communication to provide 3G service before the agreement expires without a good reason.

The company signed a four-year memorandum of understanding with TOT to provide the service on behalf of the state telecom.

TOT reasoned that 365 is mired in financial troubles and struggling with a lack of cash flow and high debts. The company also failed to place a guarantee of three million baht required for the purchase of each airtime allotment.


Orange and Yu - will they wake up one morning to such a rude shock from CCK...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
 Report Abusive | Report SPAM | Edit by user: Friday, October 25, 2013 4:03 PM | Reason: Not specified
hisah
#546 Posted : Friday, November 01, 2013 4:43:19 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
The Voda Verizon deal came and went with Voda booking $130B from that US biz sale. Not to be left behind, now AT&T wants the Europe biz.

http://www.theverge.com/...ntial-vodafone-takeover

Verizon PER is a crazy frothy figure at 66!? While AT&T is still high at 27. But looking at Voda's PER whether at LSE or NASDAQ, the current figure above 250 is utopia stuff!

A PER of 27 when applied to mpesa bank's trailing EPS pushes the price to 11.85/- I will not bother with the other crazy PERs mentioned above.

@muganda - if indeed mpesa bank reports next week H1 results showing PBT growth above 30% then the price will easily breeze past 10 and test 11 or break above to around 11.50. Fully year results will be interesting esp for mshwari and mbenki stats. I hope mpesa will be spinned off some day. Less volatile than telco biz.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
 Report Abusive | Report SPAM | Edit by user: Friday, November 01, 2013 1:19 PM | Reason: Not specified
VituVingiSana
#547 Posted : Friday, November 01, 2013 7:39:03 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
@hisah - There may be other considerations for the price paid. And at some point the pyramid scheme runs out of the suckers! Paying increasingly higher prices [PERs or PBs] will destroy the buyer.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM | Edit by user: Friday, November 01, 2013 8:01 AM | Reason: Not specified
young
#548 Posted : Tuesday, November 05, 2013 6:42:20 PM
Rank: Elder


Joined: 6/20/2007
Posts: 2,070
Location: Lagos, Nigeria
young wrote:
the deal wrote:
young wrote:
mv_ufanisi wrote:
Now hit 9.50 - its bull season and then will come bear season.


Yes safaricom price cannot appreciate everyday indefinately. There will be price correction after foreign insitutional investors finish their buying spree. It might touch 10 bob before this happens.
This correction may be momentary because if November expected HY safaricom result is excellent as expected, the bull run will resume past 10 bob on or before early 2014.

I see the bull market euphoria has gotten into your head @MrYoung...Bears feed on Euphoria.



@The deal of Namibia,

Be aware fundamentals is not everything. What drives prices is consistent profit growth not necessarily PE.

ARM with a PE of 29.08 is apprciating at the moment faster than Bamburi with a PE of 17.58.

The big boy EABL has a PE of 38.55, what is driving its price ?

What is making KCB grow faster than Equity ?
It is the HY results. KCB performed better than Equity. But look at the PEs. KCB at 11.44 and equity at 10.51 ? If Equity performs better in Q3 VS KCB, you will see a steep rise in equity, but if KCB outperforms equity, the gap between KCB VS Equity will be wider irrspective of the fact that equity may still have lower PE which means it is cheaper.

The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
Back to top
 Report Abusive | Report SPAM
young
#549 Posted : Tuesday, November 05, 2013 6:46:31 PM
Rank: Elder


Joined: 6/20/2007
Posts: 2,070
Location: Lagos, Nigeria
young wrote:
young wrote:
the deal wrote:
young wrote:
mv_ufanisi wrote:
Now hit 9.50 - its bull season and then will come bear season.


Yes safaricom price cannot appreciate everyday indefinately. There will be price correction after foreign insitutional investors finish their buying spree. It might touch 10 bob before this happens.
This correction may be momentary because if November expected HY safaricom result is excellent as expected, the bull run will resume past 10 bob on or before early 2014.

I see the bull market euphoria has gotten into your head @MrYoung...Bears feed on Euphoria.



@The deal of Namibia,

Be aware fundamentals is not everything. What drives prices is consistent profit growth not necessarily PE.

ARM with a PE of 29.08 is apprciating at the moment faster than Bamburi with a PE of 17.58.

The big boy EABL has a PE of 38.55, what is driving its price ?

What is making KCB grow faster than Equity ?
It is the HY results. KCB performed better than Equity. But look at the PEs. KCB at 11.44 and equity at 10.51 ? If Equity performs better in Q3 VS KCB, you will see a steep rise in equity, but if KCB outperforms equity, the gap between KCB VS Equity will be wider irrspective of the fact that equity may still have lower PE which means it is cheaper.




@the deal of Namibia,
You owe me a drink when we meet in Nairobi for wrongly accusing me for
being bullish on Safaricom.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
Back to top
 Report Abusive | Report SPAM | Edit by user: Tuesday, November 05, 2013 7:25 PM | Reason: modification
obiero
#550 Posted : Sunday, December 01, 2013 4:24:59 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,972
Location: nairobi
hisah wrote:
maligumu wrote:
obiero wrote:
hisah wrote:
the deal wrote:
hisah wrote:
hisah wrote:
Watching the bids build up. I'm interested in the large bids like the 13M @4.55/- The next support level is being raised from 4/- to 4.50/-

VWAP @4.55/-

Laughing out loudly Laughing out loudly Laughing out loudly a more sober and humble post from bwana @Hisah.

I posted the above last week to indicating that the floor is being raised from 4/- to 4.50/- based on the bid pattern. How is that drunkardness...

Just received a confirmation that my trade went through @4.55. Im happy to have sold this laggard stock. Having averaged down heavily I leave wit a very small loss and no hard feelings..


Kumbe watu wameumia ! Learn to cut losses early enough and move on . When was the last time Safcom was past 5 sh ? Can't remember well but may be when many were floating in the tide of 2010 January . Next time don't be left floating naked .

Last time mpesa bank was above 5/- was in Jan - Sept 2010.

Seems @obiero got in ard 2010 and refused to grow a thick hide ama skin smile

All the best @obiero, win some, lose some.

Now we wait for simba to push to 40/- in 2013.

Ooops. Definitely dint foresee KES 11. Im human after all. Bought most of my holdings at KES 3.95 and some even lower!!! Though as many know, in stock trading js as it is in life, you have to learn to live with the decisions you make

KQ ABP 4.48; MTN ABP 5.20
Back to top
WWW
 Report Abusive | Report SPAM
Users browsing this topic
Guest (2)
28 Pages«<262728
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.