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Safaricom HY 2018/2019
Ngogoyo
#81 Posted : Monday, November 19, 2018 3:07:35 PM
Rank: Member


Joined: 6/22/2011
Posts: 561
Location: House
I did it a few months back, the team that did it was not making guess work.

Connected my TV to roku (non smart TV problems) and DSTV are still afraid of calling me wondering where their kshs 3,500 is going to every-month ... of course its going to on demand viewing, non-repetitive netflix

Multichoice needs to re-think their model otherwise no future for them.
Ericsson
#82 Posted : Monday, November 19, 2018 4:24:37 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
Ngogoyo wrote:
I did it a few months back, the team that did it was not making guess work.

Connected my TV to roku (non smart TV problems) and DSTV are still afraid of calling me wondering where their kshs 3,500 is going to every-month ... of course its going to on demand viewing, non-repetitive netflix

Multichoice needs to re-think their model otherwise no future for them.


They still have a future,ask Kwese and GTV
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Angelica _ann
#83 Posted : Monday, November 19, 2018 4:31:40 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
Ericsson wrote:
Ngogoyo wrote:
I did it a few months back, the team that did it was not making guess work.

Connected my TV to roku (non smart TV problems) and DSTV are still afraid of calling me wondering where their kshs 3,500 is going to every-month ... of course its going to on demand viewing, non-repetitive netflix

Multichoice needs to re-think their model otherwise no future for them.


They still have a future,ask Kwese and GTV


GTV Whah kweli that brings back nostalgia. I revolution that never was smile smile smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Ericsson
#84 Posted : Friday, November 23, 2018 4:52:53 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
The way Airtel operates Safaricom has no competition.
Telkom was the one that could tackle them but they lack ammunition to sustain the war on a long term
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#85 Posted : Friday, November 23, 2018 5:34:45 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
.,
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
tandich
#86 Posted : Friday, November 23, 2018 6:33:18 PM
Rank: Member


Joined: 5/6/2008
Posts: 199
Ericsson wrote:
The way Airtel operates Safaricom has no competition.
Telkom was the one that could tackle them but they lack ammunition to sustain the war on a long term


If Telkom buys Zulu and streamlines service...
Ericsson
#87 Posted : Saturday, December 08, 2018 10:37:17 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
murchr
#88 Posted : Saturday, December 08, 2018 11:47:08 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Kwani where are Airtel money telcomcash etc?
"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
.
rwitre
#89 Posted : Saturday, December 08, 2018 11:51:37 PM
Rank: Member


Joined: 3/8/2018
Posts: 507
Location: Nairobi
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.
VituVingiSana
#90 Posted : Sunday, December 09, 2018 11:39:45 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.
There's a need for alternatives so we aren't held hostage by one system going down. I wish SafCom well but I am glad I have always had more than one option.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#91 Posted : Tuesday, December 11, 2018 1:41:29 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
Disclosure: I have a few Safaricom bought sub-24-ish d'oh! d'oh! d'oh!
Now 22

I am glad I didn't buy many but I was primed to and ended up buying something else. Applause Applause Applause

*Though I believe Saf is a money machine for now. Who knows what the future holds. Things are tough in Kenya!

Saf is down 33% from the highs.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Muthawamunene
#92 Posted : Tuesday, December 11, 2018 6:18:31 PM
Rank: Member


Joined: 1/3/2011
Posts: 264
Location: Nairobi
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.



Has aways been a utility.

If Visa ever went down, visa users would also be stranded. No need to split Safaricom up. Other players now have more incentive to market their services to merchants.

But this government of ours just likes to meddle and seem important.

I am a huge fan of Milton Friedman; government should stay out!
Ericsson
#93 Posted : Wednesday, December 12, 2018 2:32:06 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
Muthawamunene wrote:
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.



Has aways been a utility.

If Visa ever went down, visa users would also be stranded. No need to split Safaricom up. Other players now have more incentive to market their services to merchants.

But this government of ours just likes to meddle and seem important.

I am a huge fan of Milton Friedman; government should stay out!


Are the other players upping their game
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
cyruskulei
#94 Posted : Thursday, December 13, 2018 12:53:13 PM
Rank: Member


Joined: 3/9/2010
Posts: 320
Location: kenya
Ericsson wrote:
Muthawamunene wrote:
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.



Has aways been a utility.

If Visa ever went down, visa users would also be stranded. No need to split Safaricom up. Other players now have more incentive to market their services to merchants.

But this government of ours just likes to meddle and seem important.

I am a huge fan of Milton Friedman; government should stay out!


Are the other players upping their game


And now we can call across network for only 1.00. I dont know the magic that will happen after this special test offer. Sasa tutarudi polepole to the Better Option
Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.

Ebenyo
#95 Posted : Thursday, December 13, 2018 5:36:15 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
VituVingiSana wrote:
Disclosure: I have a few Safaricom bought sub-24-ish d'oh! d'oh! d'oh!
Now 22

I am glad I didn't buy many but I was primed to and ended up buying something else. Applause Applause Applause

*Though I believe Saf is a money machine for now. Who knows what the future holds. Things are tough in Kenya!

Saf is down 33% from the highs.




Safaricom is great in earnings(The most profitable company in east africa).Management by vodafone is great.Innovative and keen in observance of changing business environment.
I like it as an income investor.
Its downside is poor asset value to share.This will be solved when it expands e.g Ethiopia move.
But @vvs is a value investor.This one will be a tall order for you.
Towards the goal of financial freedom
2012
#96 Posted : Wednesday, December 19, 2018 12:30:07 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?

BBI will solve it
:)
murchr
#97 Posted : Wednesday, December 19, 2018 2:29:00 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
2012 wrote:
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?


Trippling doesn't mean they are making money.
"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
.
Ericsson
#98 Posted : Wednesday, December 19, 2018 5:27:31 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
Airtel is being prepared for slaughter/to be sold
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#99 Posted : Wednesday, December 19, 2018 5:51:42 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
murchr wrote:
2012 wrote:
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?


Trippling doesn't mean they are making money.


Though there was a marginal increase in the number of subscribers by 163,000
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
MaichBlack
#100 Posted : Thursday, December 20, 2018 10:24:14 AM
Rank: Elder


Joined: 7/22/2009
Posts: 7,455
murchr wrote:
2012 wrote:
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?


Trippling doesn't mean they are making money.

Airtel has NEVER made even a single coin in Kenya!!! If you give free things/services and price the other services in an unsustainable manner, of course you will get numbers (pun intended!) but your losses will increase exponentially.

Anyone who buys Airtel Kenya will be left holding one serious monkey! 95% of Airtel subscribers have Safaricom lines. Any attempt by new owners to price services sustainably (profitably) and all these fellows revert to Safaricom in the blink of any eye kama findio kama ndrama!!!!
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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