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Future of Safaricom - break up due to dominance!
Rank: Elder Joined: 12/4/2009 Posts: 10,699 Location: NAIROBI
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In the period July 1 to September 2016 Safaricom added 669,594 subscribers Equitel added 268,594 Airtel added 178,840 Orange lost 2.3mn subscribers after realignment of reporting to the regulatory requirement Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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Ericsson wrote:In the period July 1 to September 2016
Safaricom added 669,594 subscribers
Equitel added 268,594
Airtel added 178,840
Orange lost 2.3mn subscribers after realignment of reporting to the regulatory requirement So how many real customers do the rest have? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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BTW, where's @murchr? Did he get lost trying to digress? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,699 Location: NAIROBI
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VituVingiSana wrote:Ericsson wrote:In the period July 1 to September 2016
Safaricom added 669,594 subscribers
Equitel added 268,594
Airtel added 178,840
Orange lost 2.3mn subscribers after realignment of reporting to the regulatory requirement So how many real customers do the rest have? According to CAK the rest have no issues with the regulatory requirement Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,699 Location: NAIROBI
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VituVingiSana wrote:Ericsson wrote:In the period July 1 to September 2016
Safaricom added 669,594 subscribers
Equitel added 268,594
Airtel added 178,840
Orange lost 2.3mn subscribers after realignment of reporting to the regulatory requirement So how many real customers do the rest have? Safaricom---26.6mn customers Airtel-----6.7mn Telkom Kenya--2.9mn Equitel----2.2mn Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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The report is back....i think they want to cripple Safaricom and have another company take a huge chunk of the market share. They recommend Mpesa to be a different company by just having different offices and staff. This increases the costs of business. I dont even see the importance of this. http://www.businessdaily...24418-rhmnfdz/index.html
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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watesh wrote: The report is back....i think they want to cripple Safaricom and have another company take a huge chunk of the market share. They recommend Mpesa to be a different company by just having different offices and staff. This increases the costs of business. I dont even see the importance of this. http://www.businessdaily...4418-rhmnfdz/index.html That was very easy money for Anasysys Mason What does this mean  Quote:Although it has not accused Safaricom of abuse of dominance, it notes that preferential treatment given to Safaricom partners such as the Commercial Bank of Africa (CBA) and the Kenya Commercial Bank (KCB) could be deemed uncompetitive. I thought almost all banks are connected to MPESA? "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: 10/3/2014 Posts: 20
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Government is in the business of consumer protection. The advent of liberalization brought about capitalism in provision of important services search us communication, energy etc, it is the government's responsibility to ensure universality in communication and hence must put policies that project this agenda. Market dominance leads to anti-competitive behavior and the consumer must be protected.
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Rank: Veteran Joined: 4/4/2007 Posts: 1,162
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Safaricom is bigger than government.
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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tafutabiz wrote:Government is in the business of consumer protection. The advent of liberalization brought about capitalism in provision of important services search us communication, energy etc, it is the government's responsibility to ensure universality in communication and hence must put policies that project this agenda. Market dominance leads to anti-competitive behavior and the consumer must be protected. But the govt should not start punishing success & innovation (Ksh30bn a year capital expenditure is nothing small). They all have had an equal playing field since the start. Now the lazy one (AIRTEL!!!!) wants to be given a free customers and revenue without bringing anything to the table. They have a huge financial backing from the parent company so rolling out infrastructure should be soooooo easy. Airtel should work for its share of the pie like Equitel has done, not complain that Safaricom should be restricted in all directions so that it can take over its customers
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Rank: Elder Joined: 11/5/2010 Posts: 2,459
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Sometimes you hear things that almost bring tears to your eyes.
Safaricom is big ?? Compared to who ? The dinosaurs at Airtel and orange ?
In Africa, safcom is nowhere near the telcos in the big boys club. MTN, Glomobile, Orascom....
I think Kenyans have become so accustomed to mediocrity that a thriving business is seen as abnormal and needs to be brought down.
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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watesh wrote:The report is back....i think they want to cripple Safaricom and have another company take a huge chunk of the market share. They recommend Mpesa to be a different company by just having different offices and staff. This increases the costs of business. I dont even see the importance of this. http://www.businessdaily...4418-rhmnfdz/index.html I don't understand. These are two different services but interlinked. The other mobile operators offer the same services but customers choose not to go with them. Even the mobile number migration failed to weaken them. I think this is unfair unless if the reason is security and regulation.
BBI will solve it :)
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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Punishing Safaricom for building M-Pesa into a giant is silly. They all started from the same premise/level but one innovated. #ThisIsKenya Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/22/2009 Posts: 2,449 Location: Africa
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VituVingiSana wrote:Punishing Safaricom for building M-Pesa into a giant is silly. They all started from the same premise/level but one innovated. #ThisIsKenya How is this likely to affect the share price?
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Rank: Elder Joined: 2/22/2009 Posts: 2,449 Location: Africa
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Shak wrote:VituVingiSana wrote:Punishing Safaricom for building M-Pesa into a giant is silly. They all started from the same premise/level but one innovated. #ThisIsKenya How is this likely to affect the share price? CS Mucheru says government is opposed to the splitting of Safaricom. Thank goodness
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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Shak wrote:Shak wrote:VituVingiSana wrote:Punishing Safaricom for building M-Pesa into a giant is silly. They all started from the same premise/level but one innovated. #ThisIsKenya How is this likely to affect the share price? CS Mucheru says government is opposed to the splitting of Safaricom. Thank goodness Same thing happened with Governor on the interest rates
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,699 Location: NAIROBI
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obiero wrote:Shak wrote:Shak wrote:VituVingiSana wrote:Punishing Safaricom for building M-Pesa into a giant is silly. They all started from the same premise/level but one innovated. #ThisIsKenya How is this likely to affect the share price? CS Mucheru says government is opposed to the splitting of Safaricom. Thank goodness Same thing happened with Governor on the interest rates Obiero acha uwongo The governor said CBK he didn't say government Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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what is scaring the elephant? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 11/13/2015 Posts: 1,592
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mlennyma wrote:what is scaring the elephant? Quote:Safaricom chief executive Bob Collymore, who is typically reticent in his public comments, said this: "It sends a really worrying message to international investors in investing in the country ... It would imply that this is no longer a safe place."
This comment was made in response to the leak of a report commissioned by Kenya's telecoms regulator which allegedly recommends breaking Safaricom up into separate telecoms and financial services businesses because the firm is too dominant. Safaricom has 26 million subscribers, and of course its innovative M-Pesa mobile money platform.
"It's a malicious act to leak such a damaging report without first consulting or at least sharing it with us," Collymore told Reuters. http://www.the-star.co.k...obal-investors_c1514043
The next wave down will be devastating 
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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wukan wrote:mlennyma wrote:what is scaring the elephant? Quote:Safaricom chief executive Bob Collymore, who is typically reticent in his public comments, said this: "It sends a really worrying message to international investors in investing in the country ... It would imply that this is no longer a safe place."
This comment was made in response to the leak of a report commissioned by Kenya's telecoms regulator which allegedly recommends breaking Safaricom up into separate telecoms and financial services businesses because the firm is too dominant. Safaricom has 26 million subscribers, and of course its innovative M-Pesa mobile money platform.
"It's a malicious act to leak such a damaging report without first consulting or at least sharing it with us," Collymore told Reuters. http://www.the-star.co.k...obal-investors_c1514043
The next wave down will be devastating This stock is the most overcrowded with investors who don't take chances ....Wait and see the meltdown pressure south. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Future of Safaricom - break up due to dominance!
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