wazua Mon, Jan 27, 2025
Welcome Guest Search | Active Topics | Log In | Register

4 Pages123>»
Impressive! Safaricom FY 2014/2015 earnings up 38%
Options
Previous Topic · Next Topic
murchr
#1 Posted : Thursday, May 07, 2015 6:57:00 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Live link
"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
.
Back to top
 Report Abusive | Report SPAM
Boris Boyka
#2 Posted : Thursday, May 07, 2015 7:06:29 AM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
murchr wrote:
Live link

The giant will make millions from it today in that short period!
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
Back to top
 Report Abusive | Report SPAM
murchr
#3 Posted : Thursday, May 07, 2015 7:26:04 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Bob's contract renewed
Div .64/share Applause Applause Applause Applause Applause wazuans almost nailed it Free cash flow = +21%
"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
.
Back to top
 Report Abusive | Report SPAM | Edit by user: Thursday, May 07, 2015 7:36 AM | Reason: Not specified
muganda
#4 Posted : Thursday, May 07, 2015 7:38:43 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Get out of here, a green elephant grows faster than almost all other companies in the NSE!

Total Revenue 13% to 164bn
Service 13%, Non Voice 27% up (42% of total revenue)
EBITDA 17%
Net Income up 38%
Free Cash flow 21%
Dividend of 0.64 per share

ARPU 5% New customers 7%

Random musings...

Capex spend up 21%:...........Essar acquired; 30% of bts on Safaricom fibre; $70m on MPESA home
Brand equity 86%; Net promoter 53%
Drop call rate 0.3%

Smartphones 100% at 3.8m
Churn levels at 17.2%: high spending 0.4% corporate below 1%
MPESA customers grow 14%
MShwari 10m customers with 5.8m active
KCB MPesa with 1.4m customers

60% of county governments customers
Back to top
 Report Abusive | Report SPAM
muganda
#5 Posted : Thursday, May 07, 2015 7:47:34 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Back to top
 Report Abusive | Report SPAM
murchr
#6 Posted : Thursday, May 07, 2015 8:01:06 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
"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
.
Back to top
 Report Abusive | Report SPAM
maka
#7 Posted : Thursday, May 07, 2015 8:26:30 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Impressive...very Impressive...Kudos.
possunt quia posse videntur
Back to top
 Report Abusive | Report SPAM
Paul Owuor
#8 Posted : Thursday, May 07, 2015 8:26:36 AM
Rank: New-farer


Joined: 7/3/2011
Posts: 30
Location: Nairobi
Applause Applause Laughing out loudly
murchr wrote:

I used to be a pig but I am now a bull-bear hybrid.
Back to top
 Report Abusive | Report SPAM
hisah
#9 Posted : Thursday, May 07, 2015 8:35:33 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
In which econ is this elephant operating in? I was expecting slower performance going by KE Q4 econ stats and that Yu acquisition spend. All that spending and still maintain a healthy cashflow bucket! Minimal debt phase accelerating means FY 2015/16 this cashflow will pile up again boosting a bigger dividend pay.

DPS of 64cts is a 36% dividend hike putting the div yield at 3.65% @17.55. Price will be well supported on prices dip since @12 the div yield will be 5.33%.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
 Report Abusive | Report SPAM
Ericsson
#10 Posted : Thursday, May 07, 2015 8:56:15 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,703
Location: NAIROBI
Now the share will take a tumble toward 15-16 in compliant with the bear run in the NSE
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
kasibitta
#11 Posted : Thursday, May 07, 2015 9:17:59 AM
Rank: Member


Joined: 2/7/2014
Posts: 155
Impressive results for sure.

Lets see what Mr market has to say for the results.

When is the book closure?....still have to wait to September like previous years?.
Back to top
 Report Abusive | Report SPAM
winmak
#12 Posted : Thursday, May 07, 2015 9:27:31 AM
Rank: Member


Joined: 12/1/2007
Posts: 539
Location: Nakuru
Impressive... Still waiting for a point of entry...
For investors as a whole, returns decrease as motion increases ~ WB
Back to top
 Report Abusive | Report SPAM
The optimist
#13 Posted : Thursday, May 07, 2015 9:54:51 AM
Rank: Member


Joined: 6/14/2010
Posts: 521
Location: Nairobi
The Green giant has not disappointed
Back to top
 Report Abusive | Report SPAM
Minor Mullah
#14 Posted : Thursday, May 07, 2015 10:58:07 AM
Rank: New-farer


Joined: 1/21/2015
Posts: 10
Location: Nairobi
Who knows when the books will close?
Back to top
 Report Abusive | Report SPAM
watesh
#15 Posted : Thursday, May 07, 2015 11:02:10 AM
Rank: Veteran


Joined: 8/10/2014
Posts: 977
Location: Kenya
winmak wrote:
Impressive... Still waiting for a point of entry...

U will be shocked when it hits 19 and u still waiting. The Box is coming and it will bring in a considerable high amount of revenue
Back to top
WWW
 Report Abusive | Report SPAM
maka
#16 Posted : Thursday, May 07, 2015 11:27:42 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Ericsson wrote:
Now the share will take a tumble toward 15-16 in compliant with the bear run in the NSE


Going down....
possunt quia posse videntur
Back to top
 Report Abusive | Report SPAM
MoneyMonger
#17 Posted : Thursday, May 07, 2015 1:13:42 PM
Rank: Member


Joined: 4/25/2012
Posts: 110
Sweet numbers indeed very tempting for me going forwards, I have been a spectator on this counter. smile
There is nothing as dangerous as an Idea, when there is only one Idea
Back to top
 Report Abusive | Report SPAM
Pesa Nane
#18 Posted : Thursday, May 07, 2015 1:36:57 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Minor Mullah wrote:
Who knows when the books will close?

Div. Kshs. 0.64
Payable 02 Dec 2015
Register closure: 03 September 2015
AGM: 03 September 2015
Pesa Nane plans to be shilingi when he grows up.
Back to top
 Report Abusive | Report SPAM
nyakosh
#19 Posted : Thursday, May 07, 2015 2:14:19 PM
Rank: New-farer


Joined: 8/14/2013
Posts: 20
Location: Copenhagen
very impressive results.
though with the monopoly they have,
such should be the kind of figures to expect.
This rubber stamps Safcom counter a good bet
Problems can be very complicated, solutions cannot be.
Back to top
 Report Abusive | Report SPAM
Ericsson
#20 Posted : Thursday, May 07, 2015 2:58:15 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,703
Location: NAIROBI
Down 25 cents
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
Users browsing this topic
Guest (2)
4 Pages123>»
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.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.