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Safaricom HY 2014 results announcement
Rank: Member Joined: 2/15/2010 Posts: 133 Location: Kenya
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Got in at 8 bob just after I.P.O.Have just exited.At a P.E of 25 I think it was the right thing.I hope results are good but disappoint most then I can buy at cheaper price.If it doesn't come down then KEGN or HFCK will have to do.
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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mv_ufanisi wrote:Equity will need some time to source the kind of talent that a Telco requires. The bankers at Equity will not turn into IT gurus overnight. Sourcing the talent and having the institutional capacity to run a Telco will be make or break for them.
Equity can tap into the host of local talent that is ignored, pirated or taken for granted by SCOM by creating a good working relationship with Kenyan developers and technical firms.
But I think Equity will do better than Yu, Airtel and Telkom coz they're not scared of hiring top local talent. SCOM has likely met a worthy competitor. It won't be a walkover as has been the case with the other mobile firms who are so "outward" looking that they don't have the local touch. I think Equity's first move must be to convert their existing bank customers with products/mobile solutions that complement their banking needs. That way they can get a chunk of their 1m or so customers then try to get the rest of us observers, watching from across the fence.
BBI will solve it :)
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Meanwhile 507 deals settled with a turnover of 467.5M on 36.5M shares with VWAP @12.85. Interesting trades a day before FY results. I expect Mpesa bank to rally post results. Targets 14 - 15 levels. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/22/2009 Posts: 7,460
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hisah wrote:Meanwhile 507 deals settled with a turnover of 467.5M on 36.5M shares with VWAP @12.85. Interesting trades a day before FY results.
I expect Mpesa bank to rally post results. Targets 14 - 15 levels. If it gets to 15 I will consider exiting - to re-enter later. Unless the performance is extremely good, the stock will be over valued at those levels. Biggest dilemma: Which stock to take the money to! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 8/30/2010 Posts: 183 Location: Migingo
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@MaichBlack thats my dilemma too. Which stock to buy at the moment!! CFC stanbic, TPS.. Don't Work for Money, Let Money Work for You..
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Rank: New-farer Joined: 12/27/2013 Posts: 87
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Safaricom full year result will be on this Monday at 3:30pm,just after market close. All the best as you hold your breath . GOOD TO GREAT. KINGOTORE
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Rank: Member Joined: 6/14/2010 Posts: 521 Location: Nairobi
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Kingotore wrote:Safaricom full year result will be on this Monday at 3:30pm,just after market close. All the best as you hold your breath . Having recorded a 45% increase in PAT in H1...
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Rank: Elder Joined: 7/22/2009 Posts: 7,460
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The optimist wrote:Kingotore wrote:Safaricom full year result will be on this Monday at 3:30pm,just after market close. All the best as you hold your breath . Having recorded a 45% increase in PAT in H1... Your name betrays you!!!  On a lighter note. Just messin with you! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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My focus on today's FY release will be on EPS, cashflow and M&A plans. I need to see how the cashflow bucket will be loaded going forward with the corporate bond payouts coming up in 2015 and 2016. Also the debt pay back ratio is key to confirm how fast the debt free phase will be achieved. This thing is still a cashcow as along as it can maintain a flowing cashflow bucket. If the H1 momentum was replicated in H2 then FY should read EPS = 0.56 DPS = 70% of EPS i.e. 0.56*70% = 39cts. As per the rumour mill it's speculated 85% of free cashflow will be paid as div which would mean 47cts!? P/E = 22.95 at a price of 12.85 If P/E remains at the lofty 29 - 30 levels then with an EPS of 0.56 the price will scale above 16/- while pricing the future DPS spike. $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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Safaricom reduces M-Pesa transaction fee for low, medium value transfers - http://tinyurl.com/pb85a3c
I can see mpesa bank has responded to Equity's mobile cash expected launch. Also quite telling that the floor is where the money velocity is highest at the KES 10 - 1500 range which is $0.11 (US 11cts) to $17. Will the likes of Western Union and Money Gram ever deal with such minute transfer values and still make a profit? Waiting to see how this will affect money velocity when both platforms will be operational. And I hope this time KE gok won't come up with more mobi cash taxes - madness such a move... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: User Joined: 9/6/2013 Posts: 1,446 Location: In a house
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hisah wrote:Safaricom reduces M-Pesa transaction fee for low, medium value transfers - http://tinyurl.com/pb85a3c
I can see mpesa bank has responded to Equity's mobile cash expected launch. Also quite telling that the floor is where the money velocity is highest at the KES 10 - 1500 range which is $0.11 (US 11cts) to $17. Will the likes of Western Union and Money Gram ever deal with such minute transfer values and still make a profit? Waiting to see how this will affect money velocity when both platforms will be operational. And I hope this time KE gok won't come up with more mobi cash taxes - madness such a move... So all along MPESA infrastructure has been in Germany?
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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urstill1 wrote:hisah wrote:Safaricom reduces M-Pesa transaction fee for low, medium value transfers - http://tinyurl.com/pb85a3c
I can see mpesa bank has responded to Equity's mobile cash expected launch. Also quite telling that the floor is where the money velocity is highest at the KES 10 - 1500 range which is $0.11 (US 11cts) to $17. Will the likes of Western Union and Money Gram ever deal with such minute transfer values and still make a profit? Waiting to see how this will affect money velocity when both platforms will be operational. And I hope this time KE gok won't come up with more mobi cash taxes - madness such a move... So all along MPESA infrastructure has been in Germany? We still dont have capacity here, we cant even keep our power on 24hrs without interuption "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: 5/27/2008 Posts: 3,760
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murchr wrote:urstill1 wrote:hisah wrote:Safaricom reduces M-Pesa transaction fee for low, medium value transfers - http://tinyurl.com/pb85a3c
I can see mpesa bank has responded to Equity's mobile cash expected launch. Also quite telling that the floor is where the money velocity is highest at the KES 10 - 1500 range which is $0.11 (US 11cts) to $17. Will the likes of Western Union and Money Gram ever deal with such minute transfer values and still make a profit? Waiting to see how this will affect money velocity when both platforms will be operational. And I hope this time KE gok won't come up with more mobi cash taxes - madness such a move... So all along MPESA infrastructure has been in Germany? We still dont have capacity here, we cant even keep our power on 24hrs without interuption Equity Bank data center is Tier IV, guaranteed 24/7 power. There's no excuse for hosting in Germany, they should go to South Africa at worst. BTW, what are the new rates?
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Rank: Member Joined: 1/25/2010 Posts: 344
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charges are 0.8% of transaction amount
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Gordon Gekko wrote:murchr wrote:urstill1 wrote:hisah wrote:Safaricom reduces M-Pesa transaction fee for low, medium value transfers - http://tinyurl.com/pb85a3c
I can see mpesa bank has responded to Equity's mobile cash expected launch. Also quite telling that the floor is where the money velocity is highest at the KES 10 - 1500 range which is $0.11 (US 11cts) to $17. Will the likes of Western Union and Money Gram ever deal with such minute transfer values and still make a profit? Waiting to see how this will affect money velocity when both platforms will be operational. And I hope this time KE gok won't come up with more mobi cash taxes - madness such a move... So all along MPESA infrastructure has been in Germany? We still dont have capacity here, we cant even keep our power on 24hrs without interuption Equity Bank data center is Tier IV, guaranteed 24/7 power. There's no excuse for hosting in Germany, they should go to South Africa at worst. BTW, what are the new rates? I am sure Safaricom would use Equity's Data Center. And Data Centers are very pricey if one needs the additional backup that has its own backup. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Gordon Gekko wrote:murchr wrote:urstill1 wrote:hisah wrote:Safaricom reduces M-Pesa transaction fee for low, medium value transfers - http://tinyurl.com/pb85a3c
I can see mpesa bank has responded to Equity's mobile cash expected launch. Also quite telling that the floor is where the money velocity is highest at the KES 10 - 1500 range which is $0.11 (US 11cts) to $17. Will the likes of Western Union and Money Gram ever deal with such minute transfer values and still make a profit? Waiting to see how this will affect money velocity when both platforms will be operational. And I hope this time KE gok won't come up with more mobi cash taxes - madness such a move... So all along MPESA infrastructure has been in Germany? We still dont have capacity here, we cant even keep our power on 24hrs without interuption Equity Bank data center is Tier IV, guaranteed 24/7 power. There's no excuse for hosting in Germany, they should go to South Africa at worst. BTW, what are the new rates? Which Equity Data Center are you talking about? The one they are yet to build in Konza? "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: 2/26/2012 Posts: 15,980
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 Powered by? "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: 12/9/2009 Posts: 6,592 Location: Nairobi
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murchr wrote:Powered by? And how do you get the receipt to display on your windscreen? If it can't get the yellow coats off the parking then the only solution here is kurudisha change.
BBI will solve it :)
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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2012 wrote:murchr wrote:Powered by? And how do you get the receipt to display on your windscreen? If it can't get the yellow coats off the parking then the only solution here is kurudisha change. The first and most achievable purpose of technology is to eliminate paper from the system so if this system is to work effectively then you should not have receipts. The guys in yellow should scan your number plate to verify if you've paid and just ensure you've parked properly. "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: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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young wrote:Sufficiently Philanga....thropic wrote:PKoli wrote:young wrote:
My contribution yesterday on Safaricom in another thread
Safaricom is now a super brand, the most
highly capitalized stock with much leg room
for growth, the toast of foreigners. While
locals are selling foreigners including my tiny
self are taking positions for long term benefits.
You will see Mpesa at 10 this year, 15 in
2014 and even more growth a few years after.
It is a counter you can buy and go to sleep
at least in the next 3 years whether in terms of
income for long termers or capital gain for
speculators.
My advise to speculators is do not
jump ship fast, realise the full potentials
before taking profits, a bountiful one.
It will be interesting within 2 years to go
from say 5 bob in early 2013 to 15 bob in
late 2014 than to jump now from 5 to 9.7
You guys are always in a hurry to take
profits , the typical wananchi way to jump
to another counter.
Spot on mzee Young. This giant is still growing where did Young go to and how i wish i had listened to him about safaricom
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