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Safaricom results-what's your take?
The Phantom
#61 Posted : Tuesday, November 18, 2008 6:07:00 PM
Rank: Member

Joined: 10/16/2008
Posts: 56
@ avid
Maybe you should ask yourself why? One key to success to any technological based company is to keep up with the latest technology in the market. this ensures you stay ahead of the pack in terms of services you can offer your customers. Lest you become obsolete like those telkom booths that have become bedrooms for watchies.I think safkom has done a good job on that....their 3G technology (the only operator offering that currently) shall ensure an increase in revenue from data eventually countering the effects of shrinking ARPU. Buying of Onecom-the IT company has defnately to do with 4G/wimax technology - the future of telecommunications. The revolutionary money tranfer service Mpesa that has double digit growth in revenue and registered users. Currently they have the widest coverage in the country. At the moment their ARPU may be challenged by the vukas and 1/= tariffs but thats just temporary.Frankly how many of you out there vukad and flushed down the toilet their saf line.Do saf numbers in your phonebook outnumber other operator's numbers? Hate it or love it Saf will continue to be ahead of the pack for a while...check out his link on MJ's analysis of the competition. http://www.bloomberg.com...ca&sid=aHPJB5tB81.4
Thats just my thoughts.....feel free to disregard

Live life ...and let live
......If you talk to a man in a language he understands, that goes to his head. If you talk to him in his language, that goes to his heart....
skatotsi
#62 Posted : Sunday, April 19, 2009 5:35:00 AM
Rank: Member

Joined: 8/20/2008
Posts: 16
Anyone knows when the SCOM results will be out?

Mors Tua,Vita Mea. (latin)
Pierce
#63 Posted : Monday, April 20, 2009 5:31:00 AM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
Not sure of the date but they are good. Let's talk when they are actually out.
virji1988
#64 Posted : Monday, April 20, 2009 5:49:00 AM
Rank: Member

Joined: 12/7/2006
Posts: 48
hey pierce... How do u justify that the results willl be good??
Pierce
#65 Posted : Monday, April 20, 2009 6:22:00 AM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
Sorry I cannot divulge any info here on specifics. However Scom barely had any serious competition in the year under review. M-Pesa has become a monster that's unstoppable....
jerry
#66 Posted : Monday, April 20, 2009 7:33:00 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
@Pierce. I thot M-Pesa doesn't belong to Scom.

Ecs 11.2 Give portions to seven,yes to eight,for you do not know what disaster may come upon the land.
The opposite of courage is not cowardice, it's conformity.
Pablo
#67 Posted : Monday, April 20, 2009 9:13:00 AM
Rank: Member

Joined: 3/17/2008
Posts: 567
Location: Nairobi


Infact Mpesa is causing a strain on Safcoms cashflows. I understand that they pay Vodaphone a dollar or so upfront for each person subscribing to the service and then wait to earn the same from transaction fees. I believe it takes time to recoup the dollar. To safcom this service is yet to yeild +ve cashflows.


Be greedy when others are fearful,be fearful when others are greedy.
Raheel
#68 Posted : Monday, April 20, 2009 10:41:00 AM
Rank: Member

Joined: 1/8/2007
Posts: 10
Safaricom declared 1/2 yr net profit of Ksh 6.2 Bil,my estimate best case net profit will be around Ksh 13.8 Bil,this will be about the same as per prior year,means at best case single digit growth with dividend remaining same. I not expecting a miracle

My two cents


Raheel
Pierce
#69 Posted : Monday, April 20, 2009 12:24:00 PM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
@Raheel.....do you expect them to give a dividend?
skatotsi
#70 Posted : Tuesday, April 28, 2009 5:14:00 PM
Rank: Member

Joined: 8/20/2008
Posts: 16
lets continue with this one

Mors Tua,Vita Mea. (latin)
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