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Safaricom HY17
Rank: Elder Joined: 3/2/2009 Posts: 26,328 Location: Masada
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MaichBlack wrote:Impunity wrote:sparkly wrote:Impunity wrote:While you ponder what to do with your 0.66 cents dividends, some of us (obiero) have doubled our millions in capital gains at kq and bolted..waiting to enter again at the trough-levels. Like you have a million worth of CAPITAL at Safcom giving you say 30K shillings dividend in a year while astute traders like @obiero and I&I multiply the million shillings by 2 in two months! Tafakari hayo.  Conveniently forgetting that Safaricom moved from 5-20 after listing while KQ has moved from 130-6 in the same period boom! Conviniently assuming he bought Safcon at 5 bob. What was safcom 3 months ago? What was KQ 3 months ago?  I was buying Safcom long before you completed your welding course!!! Do the math! But I am doing phd in welding now, so sijamlaiza kusoma.  Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: New-farer Joined: 2/7/2016 Posts: 79 Location: Home
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Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). However, vodafone's PE is 37.89 so maybe the counter still has room for capital gains.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe "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: New-farer Joined: 2/7/2016 Posts: 79 Location: Home
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murchr wrote:Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe Vodafone's PE is 37.89. This means that when evaluating telecommunications stocks, the traditional PE ratio may not account for much. Considering that safaricom may have a higher growth potential than vodafone (because it is in Africa), safaricom may be very undervalued. I dont understand how people value technology and telecommunications stocks.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe Vodafone's PE is 37.89. This means that when evaluating telecommunications stocks, the traditional PE ratio may not account for much. Considering that safaricom may have a higher growth potential than vodafone (because it is in Africa), safaricom may be very undervalued. I dont understand how people value technology and telecommunications stocks. UNGA. production vs consumption. Look at Amazon "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: New-farer Joined: 2/7/2016 Posts: 79 Location: Home
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murchr wrote:Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe Vodafone's PE is 37.89. This means that when evaluating telecommunications stocks, the traditional PE ratio may not account for much. Considering that safaricom may have a higher growth potential than vodafone (because it is in Africa), safaricom may be very undervalued. I dont understand how people value technology and telecommunications stocks. UNGA. production vs consumption. Look at Amazon Unga is good. I think I am a value investor. I see no value in safaricom at the current price. When buying a stock, I look at two things, profit after tax growth for the last 3-4 years,dividend yield, and the current valuation. Safaricom passes the PAT growth test. However, it fails in the valuation and dividend yield test at current prices. I can only buy safaricom at around Ksh 10-11 but I believe it is unrealistic to expect such a price any time soon.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe Vodafone's PE is 37.89. This means that when evaluating telecommunications stocks, the traditional PE ratio may not account for much. Considering that safaricom may have a higher growth potential than vodafone (because it is in Africa), safaricom may be very undervalued. I dont understand how people value technology and telecommunications stocks. UNGA. production vs consumption. Look at Amazon Unga is good. I think I am a value investor. I see no value in safaricom at the current price. When buying a stock, I look at two things, profit after tax growth for the last 3-4 years,dividend yield, and the current valuation. Safaricom passes the PAT growth test. However, it fails in the valuation and dividend yield test at current prices. I can only buy safaricom at around Ksh 10-11 but I believe it is unrealistic to expect such a price any time soon. Good luck! "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: Veteran Joined: 8/10/2014 Posts: 976 Location: Kenya
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Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe Vodafone's PE is 37.89. This means that when evaluating telecommunications stocks, the traditional PE ratio may not account for much. Considering that safaricom may have a higher growth potential than vodafone (because it is in Africa), safaricom may be very undervalued. I dont understand how people value technology and telecommunications stocks. UNGA. production vs consumption. Look at Amazon Unga is good. I think I am a value investor. I see no value in safaricom at the current price. When buying a stock, I look at two things, profit after tax growth for the last 3-4 years,dividend yield, and the current valuation. Safaricom passes the PAT growth test. However, it fails in the valuation and dividend yield test at current prices. I can only buy safaricom at around Ksh 10-11 but I believe it is unrealistic to expect such a price any time soon. Buda, from my records the last time Safcom touched your peak buy at 11 was January 31st 2014 and it went back to 12 in a week. The last time 10 was touched was December 19th 2013 and it was up to 11 in a week. The share price has never gone to that price range again. Best of luck with the waiting period
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Rank: Elder Joined: 3/2/2009 Posts: 26,328 Location: Masada
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watesh wrote:Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:murchr wrote:Mkondoa Macho wrote:Forward PE of 17.7. I would never touch this counter. Nice company, nice profit growth. Perfect market and industry position. Too expensive on a valuation basis. Too damn expensive. Assuming safaricom gives out all its profits as dividends, it would take you 17.7 years to recoup your money back, all factors constant (assuming flat profit growth for the next 17 years). The best counter for you is the likes of UNGA. Hii ina wenyewe Vodafone's PE is 37.89. This means that when evaluating telecommunications stocks, the traditional PE ratio may not account for much. Considering that safaricom may have a higher growth potential than vodafone (because it is in Africa), safaricom may be very undervalued. I dont understand how people value technology and telecommunications stocks. UNGA. production vs consumption. Look at Amazon Unga is good. I think I am a value investor. I see no value in safaricom at the current price. When buying a stock, I look at two things, profit after tax growth for the last 3-4 years,dividend yield, and the current valuation. Safaricom passes the PAT growth test. However, it fails in the valuation and dividend yield test at current prices. I can only buy safaricom at around Ksh 10-11 but I believe it is unrealistic to expect such a price any time soon. Buda, from my records the last time Safcom touched your peak buy at 11 was January 31st 2014 and it went back to 12 in a week. The last time 10 was touched was December 19th 2013 and it was up to 11 in a week. The share price has never gone to that price range again. Best of luck with the waiting period Me too waiting! Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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My current ABP is 16.05.With the current price of 21.00,the challenge then is how to decrease the abp further.Anyone with the idea? Towards the goal of financial freedom
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Rank: Member Joined: 10/26/2015 Posts: 151
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Ebenyo wrote:My current ABP is 16.05.With the current price of 21.00,the challenge then is how to decrease the abp further.Anyone with the idea? are you serious?
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Rank: Member Joined: 1/1/2010 Posts: 511 Location: kandara, Murang'a
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Incredibly mine is 5.5 and why am not buying at whatever price to get it to around 10 sijui ni nini Foresight..
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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gatoho wrote:Incredibly mine is 5.5 and why am not buying at whatever price to get it to around 10 sijui ni nini @gatoho,ur position is great.You need to take the advantage.Wait next month around the time people take money to festivities.You could bring your abp to ten. I will also see if i can get at 19 or 18.I can bring my abp to 17 since this bus doesnt look like its waiting for anybody.The best thing is to move with it. Towards the goal of financial freedom
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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MadDoc wrote:Ebenyo wrote:My current ABP is 16.05.With the current price of 21.00,the challenge then is how to decrease the abp further.Anyone with the idea? are you serious? Yes.why are u surprised? whats yours? Towards the goal of financial freedom
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Rank: Member Joined: 8/15/2015 Posts: 817
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Ebenyo wrote:My current ABP is 16.05.With the current price of 21.00,the challenge then is how to decrease the abp further.Anyone with the idea? simple: wait for the price to fall and then buy.but it must fall below your abp which is very unlikely to happen
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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Cornelius Vanderbilt wrote:Ebenyo wrote:My current ABP is 16.05.With the current price of 21.00,the challenge then is how to decrease the abp further.Anyone with the idea? simple: wait for the price to fall and then buy.but it must fall below your abp which is very unlikely to happen in that case,i will have to increase the abp,e.g 17.00 or 18.00 There are five months before the FY 17 results.Will monitor the price carefully with the help of karasinga. Towards the goal of financial freedom
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Is there an MPESA promotion going on? I received like 1K more in my account from the blue "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: 8/15/2015 Posts: 817
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murchr wrote:Is there an MPESA promotion going on? I received like 1K more in my account from the blue somebody isnt trying very hard to make your weekend by mistake , lol
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Rank: Elder Joined: 12/4/2009 Posts: 10,701 Location: NAIROBI
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Safaricom is now shifting its focus to fixed data so as to tap into online streaming like Netflix. Here it will go head on with the biggest players Zuku and JTL Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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Ericsson wrote:Safaricom is now shifting its focus to fixed data so as to tap into online streaming like Netflix.
Here it will go head on with the biggest players Zuku and JTL  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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