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SAFARICOM H1 2022-2023 EPS down 10%
Rank: Elder Joined: 9/23/2010 Posts: 2,213 Location: Sundowner,Amboseli
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H1 2022-2023 EPS down 10% H1 2021-2022 EPS 0.92 H1 2022-2023 EPS 0.84 No interim dividend. @SufficientlyP
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Rank: Elder Joined: 9/23/2010 Posts: 2,213 Location: Sundowner,Amboseli
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Net income: KES 33.5bn, -9.7% y/y Service revenue: KES 144.8bn, +4.6% y/y EBIT: KES 51.2bn, -12% y/y Revenue: KES 153.4bn, +4.8% y/y M-Pesa revenue: KES 56.9bn, +8.8% y/y Voice revenue: KES 39.9bn, -3.8% y/y Mobile data revenue: KES 26.3bn, +11% y/y @SufficientlyP
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Sufficiently Philanga....thropic wrote:
Net income: KES 33.5bn, -9.7% y/y
Service revenue: KES 144.8bn, +4.6% y/y
EBIT: KES 51.2bn, -12% y/y
Revenue: KES 153.4bn, +4.8% y/y
M-Pesa revenue: KES 56.9bn, +8.8% y/y
Voice revenue: KES 39.9bn, -3.8% y/y
Mobile data revenue: KES 26.3bn, +11% y/y
More on the numbers here https://davismika.substa...faricom-h1-2023-earnings
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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https://techweez.com/202...tion-fees-reintroduced/
A revenue boost in Q4 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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the deal wrote:[quote=Sufficiently Philanga....thropic]
Net income: KES 33.5bn, -9.7% y/y
Service revenue: KES 144.8bn, +4.6% y/y
EBIT: KES 51.2bn, -12% y/y
Revenue: KES 153.4bn, +4.8% y/y
M-Pesa revenue: KES 56.9bn, +8.8% y/y
Voice revenue: KES 39.9bn, -3.8% y/y
Mobile data revenue: KES 26.3bn, +11% y/y
More on the numbers here https://davismika.substa...aricom-h1-2023-earnings[/quote] Kenyan operations is facing headwinds in revenue growth Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/21/2010 Posts: 6,160 Location: nairobi
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I have a feeling that profits will keep declining to sone level and share will touch below 20 "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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mlennyma wrote:I have a feeling that profits will keep declining to sone level and share will touch below 20 Look for a counter to use as a hedge. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,275 Location: nairobi
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Ericsson wrote:mlennyma wrote:I have a feeling that profits will keep declining to sone level and share will touch below 20 Look for a counter to use as a hedge. @mlennyma it should have already happened.. it's by sheer luck that we are above 20
HF 316,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45; SCOM 5,000 ABP 14.95
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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obiero wrote:Ericsson wrote:mlennyma wrote:I have a feeling that profits will keep declining to sone level and share will touch below 20 Look for a counter to use as a hedge. @mlennyma it should have already happened.. it's by sheer luck that we are above 20 The golden years of safaricom are gone for now. Happy are those who enjoyed the ride of hefty dividends,special dividends,profits growing double digits,share price rally year by year. Those days are gone. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/22/2009 Posts: 7,426
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Ericsson wrote:obiero wrote:Ericsson wrote:mlennyma wrote:I have a feeling that profits will keep declining to sone level and share will touch below 20 Look for a counter to use as a hedge. @mlennyma it should have already happened.. it's by sheer luck that we are above 20 The golden years of safaricom are gone for now. Happy are those who enjoyed the ride of hefty dividends,special dividends,profits growing double digits,share price rally year by year. Those days are gone. I remember Safaricom being written off by more than 90% here at 2.xy when we were getting 10 cents dividend. And boy were people wrooooong!!! Just saying. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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MaichBlack wrote:Ericsson wrote:obiero wrote:Ericsson wrote:mlennyma wrote:I have a feeling that profits will keep declining to sone level and share will touch below 20 Look for a counter to use as a hedge. @mlennyma it should have already happened.. it's by sheer luck that we are above 20 The golden years of safaricom are gone for now. Happy are those who enjoyed the ride of hefty dividends,special dividends,profits growing double digits,share price rally year by year. Those days are gone. I remember Safaricom being written off by more than 90% here at 2.xy when we were getting 10 cents dividend. And boy were people wrooooong!!! Just saying. Fundamentals this time are different from that time. Macro-economics factors also come into play Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: New-farer Joined: 3/28/2016 Posts: 28 Location: nairobi
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What is this rumour going around that Peter Ndegwa is out and that Joshua Oigara is the new guy? Is it credible?
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Rank: Member Joined: 3/9/2010 Posts: 320 Location: kenya
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kediveKed wrote:What is this rumour going around that Peter Ndegwa is out and that Joshua Oigara is the new guy? Is it credible? Todays position in the market.  Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.
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Rank: Elder Joined: 7/22/2009 Posts: 7,426
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cyruskulei wrote:kediveKed wrote:What is this rumour going around that Peter Ndegwa is out and that Joshua Oigara is the new guy? Is it credible? Todays position in the market. Sasa post za leo... Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/21/2010 Posts: 6,160 Location: nairobi
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MaichBlack wrote:cyruskulei wrote:kediveKed wrote:What is this rumour going around that Peter Ndegwa is out and that Joshua Oigara is the new guy? Is it credible? Todays position in the market. Sasa post za leo... How high can it retrace? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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mlennyma wrote:MaichBlack wrote:cyruskulei wrote:kediveKed wrote:What is this rumour going around that Peter Ndegwa is out and that Joshua Oigara is the new guy? Is it credible? Todays position in the market. Sasa post za leo... How high can it retrace? Till 24 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 6/2/2010 Posts: 993
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For those of us who are keen on accumulating Safcom, it is frustrating that it never remains super low for meaningful periods of time. I was only able to get a handful below 21 before it galloped back to 22.55
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Rank: Elder Joined: 7/22/2009 Posts: 7,426
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My 2 cents wrote:For those of us who are keen on accumulating Safcom, it is frustrating that it never remains super low for meaningful periods of time. I was only able to get a handful below 21 before it galloped back to 22.55 And fear mongering here stops people on their tracks. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 12/4/2009 Posts: 10,563 Location: NAIROBI
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My 2 cents wrote:For those of us who are keen on accumulating Safcom, it is frustrating that it never remains super low for meaningful periods of time. I was only able to get a handful below 21 before it galloped back to 22.55 You buy on the falling edge not on the rising. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 7/1/2019 Posts: 117
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My 2 cents wrote:For those of us who are keen on accumulating Safcom, it is frustrating that it never remains super low for meaningful periods of time. I was only able to get a handful below 21 before it galloped back to 22.55 22.5 is still a discount
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SAFARICOM H1 2022-2023 EPS down 10%
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