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11 Pages«<7891011>
Safaricom HY 2018/2019
kenyan2019
#161 Posted : Friday, March 08, 2019 9:38:31 AM
Rank: New-farer


Joined: 12/30/2018
Posts: 25
Angelica _ann
#162 Posted : Friday, March 08, 2019 10:58:54 AM
Rank: Elder


Joined: 12/7/2012
Posts: 10,349
kenyan2019 wrote:
https://kioneki.com/2019/03/07/why-facebooks-new-cryptocurrency-is-a-threat-to-mpesa-and-safaricom


Not in Kenya, Mpesa hypnotize us bwana!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
kenyan2019
#163 Posted : Tuesday, March 12, 2019 1:30:27 PM
Rank: New-farer


Joined: 12/30/2018
Posts: 25
Safaricom secures M-Pesa payments deal on Aliexpress.com https://www.businessdail...1170-wxak2vz/index.html via @BD_Africa
Ericsson
#164 Posted : Monday, March 18, 2019 1:04:59 PM
Rank: Elder


Joined: 12/4/2009
Posts: 6,572
Location: NAIROBI
ksh.29 per share touched
kenyan2019
#165 Posted : Monday, March 18, 2019 5:45:49 PM
Rank: New-farer


Joined: 12/30/2018
Posts: 25
Safaricom takes M-Pesa overdraft service global https://www.businessdail...0394-v1ncbsz/index.html via @BD_Africa
Ericsson
#166 Posted : Tuesday, March 26, 2019 1:41:43 PM
Rank: Elder


Joined: 12/4/2009
Posts: 6,572
Location: NAIROBI
https://pbs.twimg.com/media/D2kC7dEWkAEZNcq.jpg

They are celebrating the 30th million customer
Ericsson
#167 Posted : Wednesday, March 27, 2019 9:23:41 AM
Rank: Elder


Joined: 12/4/2009
Posts: 6,572
Location: NAIROBI
Safaricom CEO Bob Collymore does not expect competition from the Airtel – Telkom merger, he says real competition will come from Amazon, Google, Facebook, and Tencent

Safaricom’s CEO is set to retire from his position in August 2019 after nine years of service in the role. hopes that his successor will have an eye for mergers and a deep understanding of the financial services sector
Angelica _ann
#168 Posted : Wednesday, March 27, 2019 9:34:48 AM
Rank: Elder


Joined: 12/7/2012
Posts: 10,349
Ericsson wrote:
Safaricom CEO Bob Collymore does not expect competition from the Airtel – Telkom merger, he says real competition will come from Amazon, Google, Facebook, and Tencent

Safaricom’s CEO is set to retire from his position in August 2019 after nine years of service in the role. hopes that his successor will have an eye for mergers and a deep understanding of the financial services sector


That is where they are focusing at the moment. They know the telecom companies can't challenge them. Visionary!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
murchr
#169 Posted : Monday, April 01, 2019 11:04:16 PM
Rank: Elder


Joined: 2/26/2012
Posts: 14,397





The following conversation happened in May 2018

muganda wrote:


Metch wrote:
Fastest growing is actually Safaricom. in 4th place the year before and in 2nd place today overtaking JTL and Mawingu. First place will be grabbed in a number of months. By this time next year we'll begin talking about dominance in this arena as well

What are you talking about @Metch? Just in Sep 2017, Mawingu was in 5th place while Safaricom was still in 2nd place then. Since then, Mawingu has added +16,622 subscriptions to Safaricom's +8,252.

VituVingiSana wrote:
Is it a for-profit venture?
What's the ARPU for Mawingu?
Folks like fast speeds...
Zuku is the loser after blowing their advantage. A new (TZ) owner is buying 51% and perhaps the new leadership will flight back.

@VVS appears to be commercial in nature with a digital inclusion agenda, perhaps at early funding stage. But heck, Equity Bank could have been described with similar terms at its inception.
http://www.mawingunetworks.com/faq.html

"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
.
VituVingiSana
#170 Posted : Monday, April 01, 2019 11:07:43 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,716
Location: Nairobi
murchr wrote:




Zuku is (surprisingly) still #1 but Safaricom has done an outstanding job. It may overtake Zuku next year.
Why is there an * next to Wananchi?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
murchr
#171 Posted : Monday, April 01, 2019 11:15:57 PM
Rank: Elder


Joined: 2/26/2012
Posts: 14,397
VituVingiSana wrote:
murchr wrote:





Zuku is (surprisingly) still #1 but Safaricom has done an outstanding job. It may overtake Zuku next year.
Why is there an * next to Wananchi?


Probably * =
Quote:
East African telecoms company Wananchi Group is considering a sale as some of its investors look to exit the business
"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
.
VituVingiSana
#172 Posted : Monday, April 01, 2019 11:21:59 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,716
Location: Nairobi
murchr wrote:
VituVingiSana wrote:
murchr wrote:





Zuku is (surprisingly) still #1 but Safaricom has done an outstanding job. It may overtake Zuku next year.
Why is there an * next to Wananchi?


Probably * =
Quote:
East African telecoms company Wananchi Group is considering a sale as some of its investors look to exit the business
But the firm (Wananchi) would still remain the same even if some of the shareholders exited. They would be replaced by other shareholders.

Zuku was the king but they blew their huge lead. I like competition.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
NewMoney
#173 Posted : Tuesday, April 02, 2019 6:32:48 PM
Rank: New-farer


Joined: 3/1/2019
Posts: 42
Location: Nairobi
How do you guys feel about Safcom losing market share: https://www.the-star.co....-fifth-straight-quarter/
dunkang
#174 Posted : Tuesday, April 02, 2019 8:32:02 PM
Rank: Elder


Joined: 6/2/2011
Posts: 4,782
Location: -1.2107, 36.8831
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential
Receive with simplicity everything that happens to you.” ― Rashi

obiero
#175 Posted : Tuesday, April 02, 2019 8:53:17 PM
Rank: Elder


Joined: 6/23/2009
Posts: 11,487
Location: nairobi
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
COOP 5,500; KCB 3,700; KQ 221,100
VituVingiSana
#176 Posted : Tuesday, April 02, 2019 9:43:27 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,716
Location: Nairobi
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#177 Posted : Tuesday, April 02, 2019 10:11:03 PM
Rank: Elder


Joined: 12/4/2009
Posts: 6,572
Location: NAIROBI
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers
kawi254
#178 Posted : Tuesday, April 02, 2019 10:32:20 PM
Rank: Member


Joined: 2/20/2015
Posts: 295
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers


Bob Collymore "Challenge to Safaricom will come from ‘big tech’: Amazon, Google, Facebook, as well as Chinese challengers like Tencent - not from Airtel - Telkom Kenya merger"

speaking of which when are the google loony baloons in partnership with Telkom starting their internet?
obiero
#179 Posted : Wednesday, April 03, 2019 4:49:48 AM
Rank: Elder


Joined: 6/23/2009
Posts: 11,487
Location: nairobi
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers

Loosing subscribers over 5 consecutive quarters is not a good sign. What if this stretches to 25 consecutive quarters.. Will they still have the 20m? People are leaving their network and it's mainly youth, who have no loyalty to brands, they just need affordable data!
COOP 5,500; KCB 3,700; KQ 221,100
Ericsson
#180 Posted : Wednesday, April 03, 2019 5:18:36 AM
Rank: Elder


Joined: 12/4/2009
Posts: 6,572
Location: NAIROBI
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers

Loosing subscribers over 5 consecutive quarters is not a good sign. What if this stretches to 25 consecutive quarters.. Will they still have the 20m? People are leaving their network and it's mainly youth, who have no loyalty to brands, they just need affordable data!


No subscribers lost,they are still gaining even more than competition in absolute numbers.
Airtel gaining 1mn subscribers in percentage terms will be higher than safaricom gaining 1.2mn subscribers due to Airtel low customer base.
I said the gap is 20mn not safaricom has 20mn subscribers.
People aren't leaving them per se but are having two lines.
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