Wazua
»
Investor
»
Stocks
»
Safaricom 1H16 Results net profit up 23%
Rank: Veteran Joined: 8/25/2012 Posts: 1,826
|
I know it has been discussed elsewhere but just thought its worth looking at in the context of the current thread Private equity firm Helios takes over Telkom Kenya's stake
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,134 Location: Nairobi
|
What I posted in a different thread. "The likes of Netflix, Amazon, Hulu and AppleTV are causing 'networks' jitters in the US. I expect Safaricom's push with 50Gb data bundles delivered to our homes to push more folks away from network TV. As @poundfoolish says the future is 'internet TV' but the final itineration is an unknown. Google has introduced YouTube Red. It is even installing Google Fiber in some areas. Some TV/Internet providers (in the US) allow users/subscribers to stream a movie on their TV & then continue watching it on their phones/tablets. This is done in one of two ways. Download the movie or stream it using a generous and fast data connection. Data is king." The Orange/Zuku tie-up is good news for Kenyan consumers as it brings on board a solid well-funded investor (Helios) who can push for Triple Play and compete with Safaricom. Competition is good. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 12/4/2009 Posts: 10,703 Location: NAIROBI
|
Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both. I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in. Let's see whether Hellios will shake Safaricom dominance Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Buying Telkom 70% and wananchi is clearly strategic. As for what they are planning, that remains to be seen. Are they capable of going for an all out war with safaricom? Where so many have failed? That requires a company ready to make losses even for 10 yrs. These guys to me look more like a quick fix, medium term play like they did with equity The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
|
Aguytrying wrote:Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Buying Telkom 70% and wananchi is clearly strategic. As for what they are planning, that remains to be seen. Are they capable of going for an all out war with safaricom? Where so many have failed? That requires a company ready to make losses even for 10 yrs. These guys to me look more like a quick fix, medium term play like they did with equity They should cook the books for 5 years, then sell their stake at the NSE. All i can say for now is, good luck and i will keep you in my prayers. Receive with simplicity everything that happens to you.” ― Rashi
|
|
|
Rank: Member Joined: 8/27/2012 Posts: 136
|
Ever since i discovered KODI on another Wazua segment, i can safely say i don't miss anything DSTV. I hope Hellios will help that dormant giant roll out fibre optic/ home internet solutions countrywide, as @VVS says thye future is truly in internet TV.
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
Helios coming in or not that is just noise. The chart structure in the meantime is hinting mpesa bank will be challenging the all time highs soon. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
hisah wrote: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. truly this is a bellweather stock this time round. The half year income(profit) 18b is more than what the second most profitable listed firm equity made the whole of last year 2014 17b. How do you value a company with those profits and profit growth relative to the other companies operating in the same environment?? No wonder the bellweather status.... we need some really bad news or something that will spook the market if we are ever going to get this share at low valuations The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,134 Location: Nairobi
|
Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Even if there are minority shareholders in Wananchi & Telkom, the 2 entities could collaborate since the controlling shareholders will control the management of both. It's easier to have them coordinate Triple Play packages. Over time, Helios can slowly but surely orchestrate a merger between the two by offering shares in a 'Holding Co' to the minority shareholders of each. GoK is just a lazy participant in Telkom & it would be better off having shares in a profitable Holding Co than a money-losing Telkom. In the meantime, Wananchi can use/lease capacity from Telkom eg dark fiber while Telkom can market its services to Zuku's base of customers. In some regions/areas, Zuku can lease office space from Telkom for sales offices while Zuku salespeople can also offer Telkom's services on their menu. Zuku (Wananchi) is strong in Nairobi & some urban areas. Telkom has infrastructure all over the country. Can Zuku leverage/upgrade Telkom's infrastructure to offer TV services to more people? Competition is good. This is good for Kenyans. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
VituVingiSana wrote:Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Even if there are minority shareholders in Wananchi & Telkom, the 2 entities could collaborate since the controlling shareholders will control the management of both. It's easier to have them coordinate Triple Play packages. Over time, Helios can slowly but surely orchestrate a merger between the two by offering shares in a 'Holding Co' to the minority shareholders of each. GoK is just a lazy participant in Telkom & it would be better off having shares in a profitable Holding Co than a money-losing Telkom. In the meantime, Wananchi can use/lease capacity from Telkom eg dark fiber while Telkom can market its services to Zuku's base of customers. In some regions/areas, Zuku can lease office space from Telkom for sales offices while Zuku salespeople can also offer Telkom's services on their menu. Zuku (Wananchi) is strong in Nairobi & some urban areas. Telkom has infrastructure all over the country. Can Zuku leverage/upgrade Telkom's infrastructure to offer TV services to more people? Competition is good. This is good for Kenyans. So not taking safaricom head on but leveraging on zuku and Telkom strengths to grow each other. This makes more sense considering they are an equity fund, safaricom can on be taken out by a player their own size and even that ain't easy. @dunkang. It's possible, their main goal is capital, dividends over a short period if equity is anything to go by The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,134 Location: Nairobi
|
Aguytrying wrote:VituVingiSana wrote:Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Even if there are minority shareholders in Wananchi & Telkom, the 2 entities could collaborate since the controlling shareholders will control the management of both. It's easier to have them coordinate Triple Play packages. Over time, Helios can slowly but surely orchestrate a merger between the two by offering shares in a 'Holding Co' to the minority shareholders of each. GoK is just a lazy participant in Telkom & it would be better off having shares in a profitable Holding Co than a money-losing Telkom. In the meantime, Wananchi can use/lease capacity from Telkom eg dark fiber while Telkom can market its services to Zuku's base of customers. In some regions/areas, Zuku can lease office space from Telkom for sales offices while Zuku salespeople can also offer Telkom's services on their menu. Zuku (Wananchi) is strong in Nairobi & some urban areas. Telkom has infrastructure all over the country. Can Zuku leverage/upgrade Telkom's infrastructure to offer TV services to more people? Competition is good. This is good for Kenyans. So not taking safaricom head on but leveraging on zuku and Telkom strengths to grow each other. This makes more sense considering they are an equity fund, safaricom can on be taken out by a player their own size and even that ain't easy. @dunkang. It's possible, their main goal is capital, dividends over a short period if equity is anything to go by The entertainment 'area' is open for expansion. Both Safaricom and Zuku can expand in this space & they will compete. Plus there is a merger of TV, phone & 'internet' services. Look at the US where Apple has Phones, Computers & Apple TV and all are interconnected. Look at Google with Phones, internet search/browser, Youtube, etc. There's Comcast with internet + TV. AT&T has phone + internet. And so on. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,134 Location: Nairobi
|
Tim Cook: “Yes, the iPad Pro is a replacement for a notebook or a desktop for many, many people. They will start using it and conclude they no longer need to use anything else, other than their phones,” "The other real excitement - apart from the iPad - lies with the new Apple TV, which has just been launched. You can talk to it, and search for your favourite programme." Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
VituVingiSana wrote:Tim Cook: “Yes, the iPad Pro is a replacement for a notebook or a desktop for many, many people. They will start using it and conclude they no longer need to use anything else, other than their phones,”
"The other real excitement - apart from the iPad - lies with the new Apple TV, which has just been launched. You can talk to it, and search for your favourite programme." Sounds like the future right now. This will be good for the consumers as you mentioned. It's a new area that hasn't been explored so who ever gets its right first gets a headstart The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Veteran Joined: 8/25/2012 Posts: 1,826
|
T-Mobile Offers Free Data to Subscribers Streaming HBO, NetflixQuote:
“Customers want reliable video,” Legere said during an event in Los Angeles Tuesday. He criticized the current quality of mobile video and said his rivals are trying to grow by charging users more for video streaming.
Quote:
Mobile video has become a big focus for U.S. carriers looking for revenue growth outside the increasingly price competitive phone-service market.
|
|
|
Rank: Veteran Joined: 8/10/2014 Posts: 977 Location: Kenya
|
VituVingiSana wrote:Aguytrying wrote:VituVingiSana wrote:Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Even if there are minority shareholders in Wananchi & Telkom, the 2 entities could collaborate since the controlling shareholders will control the management of both. It's easier to have them coordinate Triple Play packages. Over time, Helios can slowly but surely orchestrate a merger between the two by offering shares in a 'Holding Co' to the minority shareholders of each. GoK is just a lazy participant in Telkom & it would be better off having shares in a profitable Holding Co than a money-losing Telkom. In the meantime, Wananchi can use/lease capacity from Telkom eg dark fiber while Telkom can market its services to Zuku's base of customers. In some regions/areas, Zuku can lease office space from Telkom for sales offices while Zuku salespeople can also offer Telkom's services on their menu. Zuku (Wananchi) is strong in Nairobi & some urban areas. Telkom has infrastructure all over the country. Can Zuku leverage/upgrade Telkom's infrastructure to offer TV services to more people? Competition is good. This is good for Kenyans. So not taking safaricom head on but leveraging on zuku and Telkom strengths to grow each other. This makes more sense considering they are an equity fund, safaricom can on be taken out by a player their own size and even that ain't easy. @dunkang. It's possible, their main goal is capital, dividends over a short period if equity is anything to go by The entertainment 'area' is open for expansion. Both Safaricom and Zuku can expand in this space & they will compete. Plus there is a merger of TV, phone & 'internet' services. Look at the US where Apple has Phones, Computers & Apple TV and all are interconnected. Look at Google with Phones, internet search/browser, Youtube, etc. There's Comcast withi internet + TV. AT&T has phone + internet. And so on. This dog fight will be interesting safaricom vs wananchi group
|
|
|
Rank: New-farer Joined: 12/1/2014 Posts: 45 Location: Nairobi
|
The stellar 1H16 gives the stock some upward impetus. Is the govt securities money finding its way here?..
How far can it go?..maybe the wazua chartists could give a chartbased hint.
|
|
|
Rank: Elder Joined: 12/2/2009 Posts: 2,458 Location: Nairobi
|
watesh wrote:VituVingiSana wrote:Aguytrying wrote:VituVingiSana wrote:Ericsson wrote:Hellios may decide to merge Wananchi and Telkom Kenya but that will be hard since there is minority stakes in both.
I see a situation where Hellios may sell its stake in Wananchi to avoid issues of competition among entities it has stakes in.
Let's see whether Hellios will shake Safaricom dominance Even if there are minority shareholders in Wananchi & Telkom, the 2 entities could collaborate since the controlling shareholders will control the management of both. It's easier to have them coordinate Triple Play packages. Over time, Helios can slowly but surely orchestrate a merger between the two by offering shares in a 'Holding Co' to the minority shareholders of each. GoK is just a lazy participant in Telkom & it would be better off having shares in a profitable Holding Co than a money-losing Telkom. In the meantime, Wananchi can use/lease capacity from Telkom eg dark fiber while Telkom can market its services to Zuku's base of customers. In some regions/areas, Zuku can lease office space from Telkom for sales offices while Zuku salespeople can also offer Telkom's services on their menu. Zuku (Wananchi) is strong in Nairobi & some urban areas. Telkom has infrastructure all over the country. Can Zuku leverage/upgrade Telkom's infrastructure to offer TV services to more people? Competition is good. This is good for Kenyans. So not taking safaricom head on but leveraging on zuku and Telkom strengths to grow each other. This makes more sense considering they are an equity fund, safaricom can on be taken out by a player their own size and even that ain't easy. @dunkang. It's possible, their main goal is capital, dividends over a short period if equity is anything to go by The entertainment 'area' is open for expansion. Both Safaricom and Zuku can expand in this space & they will compete. Plus there is a merger of TV, phone & 'internet' services. Look at the US where Apple has Phones, Computers & Apple TV and all are interconnected. Look at Google with Phones, internet search/browser, Youtube, etc. There's Comcast withi internet + TV. AT&T has phone + internet. And so on. This dog fight will be interesting safaricom vs wananchi group I have heard the argument elsewhere that Helios is not coming in to fight safaricom's dominance as a mobile telecom company but on the future cash cows.. DATA. Safaricom are an expanding ISP unsettling conventional ISP's. and that is where they intend to grow revenues in future (if they havent thought about it then we are giving them that advice for free). Now imagine Helios with Wananchi/Zuku and teaming it with Telkoms infrastructure and telephony services.
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
The retest of the all time highs is critical if bulls are to hold the fort. Failure at that level will be a bad signal for the overall market! $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
|
Safaricom is attempting to finish this year as if there was no bear at all. "Don't let the fear of losing be greater than the excitement of winning."
|
|
|
Rank: Elder Joined: 12/4/2009 Posts: 10,703 Location: NAIROBI
|
Safaricom and Kenya Re star performers of this year. James Mworia should now be benchmarking Centum's performance with Safaricom and not NSE Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
|
|
|
Wazua
»
Investor
»
Stocks
»
Safaricom 1H16 Results net profit up 23%
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|