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Safaricom FY 2014 results +31% profit after tax
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murchr
#1 Posted : Monday, May 12, 2014 2:11:47 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Any live links?
"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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yosie14
#2 Posted : Monday, May 12, 2014 3:31:02 PM
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Joined: 12/17/2013
Posts: 118
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georgegop
#3 Posted : Monday, May 12, 2014 3:36:41 PM
Rank: Member

Joined: 8/30/2010
Posts: 183
Location: Migingo
There is already another thread for Safaricom results. Why the duplication???
http://www.wazua.co.ke/f...26627&p=5#post552394
Don't Work for Money, Let Money Work for You..
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hisah
#4 Posted : Monday, May 12, 2014 3:47:39 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
DPS = 47cts!? The rumour mill was right on the money - http://www.wazua.co.ke/f...amp;m=552348#post552348

Div yield as per today's price is 3.64% i.e. 0.47/12.90

Cashflow swells to 22.7B boosting the M&A war chest. Focus now shifts what pans out in the mobi money turf war. But with that cashflow the entrants will find a ready opponent. Going head to head with a cashflow flush opponent will not be the best option to attack that market.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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yosie14
#5 Posted : Monday, May 12, 2014 3:49:19 PM
Rank: Member

Joined: 12/17/2013
Posts: 118
http://www.safaricom.co.ke/

Dividend 0.47
KCB,NMG,PAFR
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Muheani
#6 Posted : Monday, May 12, 2014 3:49:22 PM
Rank: Veteran

Joined: 11/20/2009
Posts: 1,402
Growth on all Product Lines

16% growth in revenues
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mv_ufanisi
#7 Posted : Monday, May 12, 2014 3:49:45 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
Revenue growth - 16%
EBIDTA growth - 24%
Proposed Dividend - 47 cents per share
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muganda
#8 Posted : Monday, May 12, 2014 3:50:21 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907


FY 2014 Voice revenues at 60%
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Muheani
#9 Posted : Monday, May 12, 2014 3:51:04 PM
Rank: Veteran

Joined: 11/20/2009
Posts: 1,402
Growth on all Product Lines

16% growth in revenues to 23b
12% growth in Voice Revenues
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snipermnoma
#10 Posted : Monday, May 12, 2014 3:56:23 PM
Rank: Member

Joined: 1/3/2014
Posts: 257
hisah wrote:
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.



yosie14 wrote:
http://www.safaricom.co.ke/

Dividend 0.47


@hisah was spot on!
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