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EQUITY WITH MKESHO
Gatheuzi
#41 Posted : Sunday, August 22, 2010 9:47:30 PM
Rank: Veteran


Joined: 8/16/2009
Posts: 994
If Zain underestimated the numbers that will flock its network, it must have also overlooked how much it will subsidise the market. Will its network handle such mass migration?
Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
youcan'tstopusnow
#42 Posted : Sunday, August 22, 2010 11:15:51 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
FACT: Zain has always had the strongest network
GOD BLESS YOUR LIFE
simonkabz
#43 Posted : Monday, August 23, 2010 12:21:50 AM
Rank: Elder


Joined: 3/2/2007
Posts: 8,776
Location: Cameroon
Facts: Bharti Airtel has 140m customers in India. Last year's PAT US$ 1.6b. Outsources almost all services. Is liisted at the BSE. Tafakari hayo.
TULIA.........UFUNZWE!
guru267
#44 Posted : Monday, August 23, 2010 7:08:03 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
simonkabz wrote:
Facts: Bharti Airtel has 140m customers in India. Last year's PAT US$ 1.6b. Outsources almost all services. Is liisted at the BSE. Tafakari hayo.

This actually makes you wonder if they'll actually lose this war like @jamani and @the deal think
Mark 12:29
Deuteronomy 4:16
Jamani
#45 Posted : Monday, August 23, 2010 7:47:24 AM
Rank: Elder


Joined: 9/12/2006
Posts: 1,554
guru267 wrote:
simonkabz wrote:
Facts: Bharti Airtel has 140m customers in India. Last year's PAT US$ 1.6b. Outsources almost all services. Is liisted at the BSE. Tafakari hayo.

This actually makes you wonder if they'll actually lose this war like @jamani and @the deal think


One thing this should tell you is that jobs in Africa and in particular Kenya will be outsourced to India. Next time you call custcare you will be greated in urdu, then a thousand apologies tikee... SABmillers came to kenya will a similar CV what happened? and they are being rooted out of TZ by the same player..... I will repeat that Kenya is a different market and these guys will loose this keep the HQ here and concentrate on other parts of africa... just as celtel and zain did they both came with similar cvs celtel stating they are number in all countries they have a presence and can get cheap loans, Zain came with the petrol dollars and what happened? both had retrenchment to staff, then sale to the next bidder
the deal
#46 Posted : Monday, August 23, 2010 7:52:15 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Safaricom will respond and Bharti might be coughing blood before they know it...Safaricom will go for the Jugular...
simonkabz
#47 Posted : Monday, August 23, 2010 9:56:38 AM
Rank: Elder


Joined: 3/2/2007
Posts: 8,776
Location: Cameroon
Pple r funny. 75% of the kolz im receiving r fm zain! Simply stated, kolz will neva go back to 8bob. Agreed? 70% of revenue attributed to the 8bob pm thievery. So how will safcon make 20b? Wacheni kutetea these xploiters, they r doomed as of now....Drop it lyk its hot.
TULIA.........UFUNZWE!
guru267
#48 Posted : Monday, August 23, 2010 10:41:16 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
Safaricom will respond and Bharti might be coughing blood before they know it...Safaricom will go for the Jugular...

@the deal what ever vein or artery safcom tries to attack say goodbye to their revenues...
Mark 12:29
Deuteronomy 4:16
youcan'tstopusnow
#49 Posted : Monday, August 23, 2010 10:54:44 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
the deal wrote:
Safaricom will respond and Bharti might be coughing blood before they know it...Safaricom will go for the Jugular...

No doubt Safaricom will respond. But as an investor, I'm only interested in ratios such as E.P.S, A.R.P.U and the like. These WILL GO DOWN. No two ways about it. So deal, why should I invest in a company with dwindling revenues in probably the next 2 years?
GOD BLESS YOUR LIFE
VituVingiSana
#50 Posted : Monday, August 23, 2010 11:04:32 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,220
Location: Nairobi
@jamani sounds like an embittered safcon shareholder... LOL... I have SOLD my safcon buy enjoying 3/- calls on Zain-Airtel...

And I call Zain, Orange or YU before I call safcon... LOL...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
selah
#51 Posted : Thursday, April 14, 2011 11:12:53 AM
Rank: Elder


Joined: 10/13/2009
Posts: 1,950
Location: in kenya
Apparently Equity Had exclusive rights to Mkesho for only ONE year.I wonder what are the implications if Mkesho gets a life of its own.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
VituVingiSana
#52 Posted : Thursday, April 14, 2011 11:44:45 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,220
Location: Nairobi
I though other firms/banks are also using something similar to M-Kesho or rolling them out. Equity as usual was #1
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Wendz
#53 Posted : Thursday, April 14, 2011 12:18:12 PM
Rank: Elder


Joined: 6/19/2008
Posts: 4,268
selah wrote:
Apparently Equity Had exclusive rights to Mkesho for only ONE year.I wonder what are the implications if Mkesho gets a life of its own.


Then what happens? And what happens to those that other banks have launched?
selah
#54 Posted : Thursday, April 14, 2011 12:20:58 PM
Rank: Elder


Joined: 10/13/2009
Posts: 1,950
Location: in kenya
Wendz wrote:
selah wrote:
Apparently Equity Had exclusive rights to Mkesho for only ONE year.I wonder what are the implications if Mkesho gets a life of its own.


Then what happens? And what happens to those that other banks have lunched?


I think it will be transformed into a unique bank solution that any bank can use as its agent.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
youcan'tstopusnow
#55 Posted : Thursday, April 14, 2011 1:36:08 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Equity edging up!
GOD BLESS YOUR LIFE
Sufficiently Philanga....thropic
#56 Posted : Thursday, April 14, 2011 1:56:16 PM
Rank: Elder


Joined: 9/23/2010
Posts: 2,221
Location: Sundowner,Amboseli
Oh yes! Currently at 27.50 buying, supply at 28 as at 1.55PM. Traded 4.13M shares so far!
@SufficientlyP
The Merchant
#57 Posted : Thursday, April 14, 2011 2:17:31 PM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
hitting 28....
ProverB
#58 Posted : Thursday, April 14, 2011 3:15:35 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
selah wrote:
Apparently Equity Had exclusive rights to Mkesho for only ONE year.I wonder what are the implications if Mkesho gets a life of its own.


Nothing much to happen...just upgrade the system to operate under banner of Agency banking... similar to the model KCB has launched ..only slight difference from safcom's mpesa model..
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
youcan'tstopusnow
#59 Posted : Thursday, April 14, 2011 3:18:54 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
The Merchant wrote:
hitting 28....

...tomorrow
GOD BLESS YOUR LIFE
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