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Safaricom 1H16 Results net profit up 23%
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Impunity
#21 Posted : Thursday, November 05, 2015 10:35:23 AM
Rank: Elder


Joined: 3/2/2009
Posts: 26,328
Location: Masada
Ericsson wrote:
The bear market is immune to this news


The price must see below 10 for us to board before it can head to 25!
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Ericsson
#22 Posted : Thursday, November 05, 2015 10:45:27 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
10 boob unless we have a financial crash.
Strong resistance at 14 to 14.50 level
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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muganda
#23 Posted : Thursday, November 05, 2015 10:52:38 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Hungry baby. Requires Forex of over 400 million USD in 12 months.


Holding a Net 50bn of Suppliers money to run their operations, as at 30-Sep, coming to cash in the bank horde of 21bn.

Conclusion: let's hope for the best for Usd/Kes. Be patient if they owe you money Sick

Observation: Growth ideally at 15% (as per EBITDA) as their increase in depreciation/amortization never approximates the growth in Capex.
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watesh
#24 Posted : Thursday, November 05, 2015 11:51:38 AM
Rank: Veteran


Joined: 8/10/2014
Posts: 977
Location: Kenya
Pesa Nane wrote:
2015-2016 HY Press Commentary
2015-2016 HY Presentation

In numbers


What is this construction revenue?
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dunkang
#25 Posted : Thursday, November 05, 2015 12:01:15 PM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
Data Revenue grew over 40% yet people keep complaining SafCom is expensive.

Kenyans peculiar habits!
Receive with simplicity everything that happens to you.” ― Rashi

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VituVingiSana
#26 Posted : Thursday, November 05, 2015 12:12:44 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
Why is Safaricom still installing new 2G Base Stations? [+300 y-o-y]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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muganda
#27 Posted : Thursday, November 05, 2015 12:13:42 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
watesh wrote:

What is this construction revenue?

Construction revenue = Construction Costs = National Police Project (accounting)
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hisah
#28 Posted : Thursday, November 05, 2015 12:15:42 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
watesh wrote:
Pesa Nane wrote:
2015-2016 HY Press Commentary
2015-2016 HY Presentation

In numbers


What is this construction revenue?

I'm also wondering. construction revenue same value as construction cost. What is this?
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Ericsson
#29 Posted : Thursday, November 05, 2015 12:19:17 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
No material effect in the books;this relates to the National Police Surveillance System
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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jerry
#30 Posted : Thursday, November 05, 2015 12:22:56 PM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
Ericsson wrote:
10 boob unless we have a financial crash.
Strong resistance at 14 to 14.50 level

Now at 14.90 (+4.20%). It surely will go back to 14 as the news turn into "history" in a few days.
The opposite of courage is not cowardice, it's conformity.
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Ericsson
#31 Posted : Thursday, November 05, 2015 12:33:24 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
@jerry;
Will wait to see
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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hisah
#32 Posted : Thursday, November 05, 2015 12:48:29 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Ericsson wrote:
No material effect in the books;this relates to the National Police Surveillance System

Thanks. That clears the confusion I had with those construction entries.

From the look of things since the elephant sprints a bit faster in H2 is this the year EPS clocks KES 1.00? If so, the bear will not have a hold on it and should continue being a bellweather stock. And not that bandia NSE stock staging a rally that doesn't make sense like the small caps did last year! Better buying KNRE or BAMB than that NSE stock if one is chasing value.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#33 Posted : Thursday, November 05, 2015 2:44:35 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:
Ericsson wrote:
No material effect in the books;this relates to the National Police Surveillance System

Thanks. That clears the confusion I had with those construction entries.

From the look of things since the elephant sprints a bit faster in H2 is this the year EPS clocks KES 1.00? If so, the bear will not have a hold on it and should continue being a bellweather stock. And not that bandia NSE stock staging a rally that doesn't make sense like the small caps did last year! Better buying KNRE or BAMB than that NSE stock if one is chasing value.


But in real bear even bell weather stocks feel the heat. Or is this a baby bear. I may have to rise my Buying price to 12.00 due to this performance. The capitulation that we normally see in bear hasn't really started on the big 5.
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#34 Posted : Thursday, November 05, 2015 2:51:49 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Aguytrying wrote:
hisah wrote:
Ericsson wrote:
No material effect in the books;this relates to the National Police Surveillance System

Thanks. That clears the confusion I had with those construction entries.

From the look of things since the elephant sprints a bit faster in H2 is this the year EPS clocks KES 1.00? If so, the bear will not have a hold on it and should continue being a bellweather stock. And not that bandia NSE stock staging a rally that doesn't make sense like the small caps did last year! Better buying KNRE or BAMB than that NSE stock if one is chasing value.


But in real bear even bell weather stocks feel the heat. Or is this a baby bear. I may have to rise my Buying price to 12.00 due to this performance. The capitulation that we normally see in bear hasn't really started on the big 5.

The big 5 are putting up a solid fight. At times a bear shows up and the index heavyweights refuse to collapse. But if you look across the NSE20 index components, the other 15 counters have taken it in the chin as they faced the bear.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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murchr
#35 Posted : Thursday, November 05, 2015 3:30:24 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Bob mentioned the fiber going to Ethiopia....and made references to regional expansion in the future several times...any hints to what he meant?
"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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Othelo
#36 Posted : Thursday, November 05, 2015 3:58:38 PM
Rank: User


Joined: 1/20/2014
Posts: 3,528
I thought in the Big 5, KCB is beaten from 60 to 40? Who are these then

1. Safaricom
2.
3.
4.
5.
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Pesa Nane
#37 Posted : Thursday, November 05, 2015 4:12:13 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Ericsson wrote:
No material effect in the books;this relates to the National Police Surveillance System


Do you mind attempting an explanation
Pesa Nane plans to be shilingi when he grows up.
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Pesa Nane
#38 Posted : Thursday, November 05, 2015 4:16:03 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
murchr wrote:
Bob mentioned the fiber going to Ethiopia....and made references to regional expansion in the future several times...any hints to what he meant?


post #21
Quote:
Mobile data is our fastest growing revenue stream, and we will focus on increasing the numbers of 3G and 4G smartphones on our network. We will complete the deployment of the U900 3G spectrum and launch 4G (LTE) commercially in 16 counties.

Pesa Nane plans to be shilingi when he grows up.
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Ericsson
#39 Posted : Thursday, November 05, 2015 4:17:13 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
@Pesa Nane;
What explanation do u need
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Aguytrying
#40 Posted : Thursday, November 05, 2015 5:04:29 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Othelo wrote:
I thought in the Big 5, KCB is beaten from 60 to 40? Who are these then

1. Safaricom
2.equity
3.eabl
4.Bat
5.KCB


Kcb is in the big 5, it's drop ain't over though it has dropped the most comparatively. So on the whole they've been resilient.
The investor's chief problem - and even his worst enemy - is likely to be himself
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