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Safaricom HY 2018
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#321 Posted : Friday, May 04, 2018 8:24:52 PM
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Joined: 3/20/2008
Posts: 503
Ericsson wrote:
Masoko is turning out to be a big flop


Isn't it a little premature to make this conclusion?
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Wororo
#322 Posted : Sunday, May 06, 2018 11:06:45 PM
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Joined: 1/30/2011
Posts: 207
Telkom Kenya in the process of disposing its towers units to a US firm...

It seems the Telkom Airtel merger is in full gear...
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Ericsson
#323 Posted : Sunday, May 06, 2018 11:46:42 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Wororo wrote:
Telkom Kenya in the process of disposing its towers units to a US firm...

It seems the Telkom Airtel merger is in full gear...


Hellios investment horizon or period is normally 7 years whereby they have to recoup their investment.
They are nearly half way so they have started preparing to harvesting.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#324 Posted : Monday, May 07, 2018 1:36:45 AM
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Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Wororo wrote:
Telkom Kenya in the process of disposing its towers units to a US firm...

It seems the Telkom Airtel merger is in full gear...


Or they are finding it hard to beat safaricom. This is sweet/enticing news to buy more safaricom shares at bargains
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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watesh
#325 Posted : Monday, May 07, 2018 6:53:08 AM
Rank: Veteran


Joined: 8/10/2014
Posts: 969
Location: Kenya
Ericsson wrote:
Masoko is turning out to be a big flop

E-commerce in Kenya generally is yet to take off. It will be loss making for a while
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muganda
#326 Posted : Monday, May 07, 2018 10:02:08 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
FundamentAli wrote:
deadpoet wrote:
Ericsson wrote:
Masoko is turning out to be a big flop


I wonder who is in charge of product development at Safaricom. Big box was an epic fail, now masoko is struggling. I also haven't seen anyone using the Mpesa tap device. Anyway, I suppose they are big enough to fail in some areas.


Failure = lessons learned. Expect them to come back stronger


In that case, the class has many lessons:

LindaJamii, SemaDoc, My1963, BigBox, 1-Tap, Blaze, LittleCab, FlexBundles, Masoko, Platinum, Songa and now Bonga!
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Ericsson
#327 Posted : Monday, May 07, 2018 10:24:45 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Ericsson wrote:
Realtreaty wrote:
5 to 15 Days we will have FY 2017-8 and know the directions and what we have to pocket. Other stories are just hearsay.



Full Year results will be announced on 9th May 2018


two days to go
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Cornelius Vanderbilt
#328 Posted : Monday, May 07, 2018 12:32:43 PM
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Joined: 8/15/2015
Posts: 817
watesh wrote:
Ericsson wrote:
Masoko is turning out to be a big flop

E-commerce in Kenya generally is yet to take off. It will be loss making for a while


could this be why ?

https://qz.com/1181756/t...in-many-african-markets/
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Cornelius Vanderbilt
#329 Posted : Monday, May 07, 2018 12:34:14 PM
Rank: Member


Joined: 8/15/2015
Posts: 817
Ericsson wrote:
Ericsson wrote:
Realtreaty wrote:
5 to 15 Days we will have FY 2017-8 and know the directions and what we have to pocket. Other stories are just hearsay.



Full Year results will be announced on 9th May 2018


two days to go


i hope you arenot expecting a rally though,.......because all that will happen is that late buyers waiting for the results will be gladly sold the facts..
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Ericsson
#330 Posted : Monday, May 07, 2018 12:42:47 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Cornelius Vanderbilt wrote:
Ericsson wrote:
Ericsson wrote:
Realtreaty wrote:
5 to 15 Days we will have FY 2017-8 and know the directions and what we have to pocket. Other stories are just hearsay.



Full Year results will be announced on 9th May 2018


two days to go


i hope you arenot expecting a rally though,.......because all that will happen is that late buyers waiting for the results will be gladly sold the facts..


Nangoja PBT,dividends,cash flow statement and future plans.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ebenyo
#331 Posted : Monday, May 07, 2018 4:24:05 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
Ericsson wrote:
Cornelius Vanderbilt wrote:
Ericsson wrote:
Ericsson wrote:
Realtreaty wrote:
5 to 15 Days we will have FY 2017-8 and know the directions and what we have to pocket. Other stories are just hearsay.



Full Year results will be announced on 9th May 2018


two days to go


i hope you arenot expecting a rally though,.......because all that will happen is that late buyers waiting for the results will be gladly sold the facts..


Nangoja PBT,dividends,cash flow statement and future plans.



If they double the HY results,it will be kshs 52 billion profit after tax.
Towards the goal of financial freedom
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Realtreaty
#332 Posted : Tuesday, May 08, 2018 10:17:19 AM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
Drool Drool
Any momemnt this week for Fy 2017-8 and the price will swing back to 32.
Most likely a 1 bob dividend to cool our thirst.

Following as there is massive buy orders for the week at current lower price of 28.Pray Pray Pray
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Wororo
#333 Posted : Tuesday, May 08, 2018 10:49:49 AM
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Joined: 1/30/2011
Posts: 207
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v
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Wororo
#334 Posted : Tuesday, May 08, 2018 10:53:41 AM
Rank: Member


Joined: 1/30/2011
Posts: 207
Wororo wrote:
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v

#EveryBobCounts - telkom
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Ericsson
#335 Posted : Tuesday, May 08, 2018 11:14:08 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Wororo wrote:
Wororo wrote:
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v

#EveryBobCounts - telkom


waah telkom kenya are spoiling the data market.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Wororo
#336 Posted : Tuesday, May 08, 2018 1:20:01 PM
Rank: Member


Joined: 1/30/2011
Posts: 207
Ericsson wrote:
Wororo wrote:
Wororo wrote:
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v

#EveryBobCounts - telkom


waah telkom kenya are spoiling the data market.


I've noticed lots of similarities in Telkom and Airtel adz and products offering too ...

Double 4G data monthly offers etc
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Ericsson
#337 Posted : Tuesday, May 08, 2018 1:23:17 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Wororo wrote:
Ericsson wrote:
Wororo wrote:
Wororo wrote:
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v

#EveryBobCounts - telkom


waah telkom kenya are spoiling the data market.


I've noticed lots of similarities in Telkom and Airtel adz and products offering too ...

Double 4G data monthly offers etc


Airtel will be the losers in the data wars.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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watesh
#338 Posted : Tuesday, May 08, 2018 1:55:37 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 969
Location: Kenya
Ericsson wrote:
Wororo wrote:
Wororo wrote:
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v

#EveryBobCounts - telkom


waah telkom kenya are spoiling the data market.

Safaricom should respond by bring back the 4G double data.
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Wororo
#339 Posted : Tuesday, May 08, 2018 3:18:45 PM
Rank: Member


Joined: 1/30/2011
Posts: 207
Ericsson wrote:
Wororo wrote:
Ericsson wrote:
Wororo wrote:
Wororo wrote:
https://mobile.twitter.com/Sc0fy_/status/993746852188180486?p=v

#EveryBobCounts - telkom


waah telkom kenya are spoiling the data market.


I've noticed lots of similarities in Telkom and Airtel adz and products offering too ...

Double 4G data monthly offers etc


Airtel will be the losers in the data wars.


With the Telkom-Airtel merger I guess the telco that will shed it's data market share is Safcom ...

But before that happens Telkom-Airtel need to refine their networks to match Safcom quality and consistency - in anticipation of some new subscribers from the competition ...

Just my two cents...
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VituVingiSana
#340 Posted : Tuesday, May 08, 2018 4:28:14 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
Until Airtel and Telkom can match Safcom's quality and coverage, I am not overly worried BUT since most Kenyans are dual SIM folks, I do see Safcom losing market share.

I have Saf (phone) for "critical" use but also use Faiba4G (modem) for normal surfing, limited to Nairobi and Mombasa, purely on a cost basis.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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