<div dir="ltr"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">Mwendwa I actually fully concur with Ali's main point. I was simply raising notice on how these stock analysts sometimes talk up some company's shares for reasons that are best know to them.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">In my opinion, the boat that should have carried Safaricom into other markets sailed a long long time ago. Give me one country in which Safaricom could gain a significant return such as to justify the massive capital outlay that would be required. Right now the heavyweights in the industry are already established - MTN, Vodacom, Orascom, Orange. It is extremely unlikely that they would just sit and watch as we took over their markets.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">To further concur with Ali, we need to support Safaricom because I can see a future whereby most of the infrastructure owned by most Telcos will be acquired by the content providers - Google, Facebook etc. What they will then very likely do next is to contract the management of this infrastructure to those that have a proven track record of the highest levels of service delivery and innovation. </div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">I will even add point #5 to Ali's list - let us not complain too much about Safaricom's pricing model if we would want to continue to enjoy the benefits of being on the cutting edge of technology and in a sustainable way. Read the article below as regards to the Indian market.</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div class="gmail_default"><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><font color="#444444"><font face="arial, helvetica, sans-serif">“Buy one, get one free.” “Buy two, get three free.” These may be good for fast-moving consumer goods (FMCG) like soaps, shampoos, and shirts. But that strategy, when applied to telecom—”Buy data plans, get voice calls and messages free”—is destroying the sector.</font></font></blockquote><div> </div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><font color="#444444"><font face="arial, helvetica, sans-serif">“There was no telecom professional bred in this country. The bulk of the people hired by the telecom sector more than 10 years ago were either from Unilever, Pepsico, Coke, or Xerox,” Sanjay Kapoor, former CEO of India’s biggest telecom firm, Airtel, told Quartz. And those strategies seem to have run their course, he added.</font></font></blockquote><div><br></div><div><a href="https://qz.com/1179770/indias-telecom-firms-are-bleeding-because-managers-sell-connectivity-like-toothpaste/">https://qz.com/1179770/indias-telecom-firms-are-bleeding-because-managers-sell-connectivity-like-toothpaste/</a> </div></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">Regards,</div><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">Kevin</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
<br><div class="gmail_quote">On 29 January 2018 at 12:16, Mwendwa Kivuva <span dir="ltr"><<a href="mailto:Kivuva@transworldafrica.com" target="_blank">Kivuva@transworldafrica.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="auto"><div>Kevin, because the Sonatel region has a smaller demographic and smaller GDP than that of Safaricom, Safaricom should not venture to other regions? Or rather, because Safaricom has a bigger market share that Sonatel, they should sit pretty?</div><div dir="auto"><br></div><div dir="auto">Ali, I think Safaricom's regional footprint has been frustrated by her largest shareholder, Vodafone Group PLC, who too have an interest in the region, and they want to eat their cake alone. Remember Vodafone has taken the mpesa brand all over the world (India, South Africa, Tanzania) without the involvement of Safaricom. </div><div dir="auto"><br></div><div dir="auto"><br></div><div dir="auto"><br><div class="gmail_extra" dir="auto"><div class="gmail_quote"><div><div class="h5">On Jan 29, 2018 11:34 AM, "Kevin Kamonye via kictanet" <<a href="mailto:kictanet@lists.kictanet.or.ke" target="_blank">kictanet@lists.kictanet.or.ke</a><wbr>> wrote:<br type="attribution"></div></div><blockquote class="m_8551473820092768782m_4962987444419362115quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div class="h5"><div dir="ltr"><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">I am usually very wary of some of these talking head analysts and their opinions.</div><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">Safaricom is leagues ahead of Sonatel due to the underlying economic factors that differentiate Kenya and Senegal combined together with Guinea, Mali, Sierra Leone and Bissau).</div><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><b><u>Country / 2016 GDP / 2016 Growth Rate</u></b></div><div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><br></font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Kenya</b> 70.53 Billion USD ; 4.4%</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><br></font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Senegal</b> 14.77 Billion USD; 6.6%</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Guinea</b> 6.299 Billion USD ; 5.2%</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Mali</b> 14.05 Billion USD ; 4.8%</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Sierra Leone</b> 3.669 Billion USD ; 6.1%</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Bissau</b> 1.13 Billion USD ; 5.5%</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><br></font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Sonatel host countries total stats</b></font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif">Total GDP 40 Billion USD</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif">Total Population 52M</font></div><div><font color="#0b5394" face="arial, helvetica, sans-serif">Average Growth 5.7%</font></div><div style="color:rgb(11,83,148);font-family:arial,helvetica,sans-serif"><br></div><div style="color:rgb(11,83,148);font-family:arial,helvetica,sans-serif">When we look at market penetration and market share, Sonatel already has some very high numbers - as per their 2016 reports. </div><div><font color="#0b5394" face="arial, helvetica, sans-serif"><a href="http://www.sonatel.com/wp-content/uploads/2017/02/Sonatel_2016_financial_results_EN.pdf" target="_blank">http://www.sonatel.com/wp-cont<wbr>ent/uploads/2017/02/Sonatel_20<wbr>16_financial_results_EN.pdf</a></font><br></div></div><div class="gmail_extra"><br clear="all"><div><div class="m_8551473820092768782m_4962987444419362115m_-7001717157639605151gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">As for the reports that indicate that Safaricom will suffer losses due to more and MPESA transactions being to business numbers - rubbish. </div><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div style="font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">The biggest growth potential of African economies is in moving the informal sector into the scope of the tax administration. By enabling this, Safaricom is laying down the foundation for its own strong future growth.</div><br></div><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">Regards,</div><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)"><br></div><div style="font-size:small;font-family:arial,helvetica,sans-serif;color:rgb(11,83,148)">Kevin</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
<br><div class="gmail_quote"><div class="m_8551473820092768782m_4962987444419362115elided-text">On 29 January 2018 at 08:39, Ali Hussein via kictanet <span dir="ltr"><<a href="mailto:kictanet@lists.kictanet.or.ke" target="_blank">kictanet@lists.kictanet.or.ke</a><wbr>></span> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="m_8551473820092768782m_4962987444419362115elided-text"><div dir="auto"><div>Listers</div><div><br></div><div>I’ve always advocated for Kenyan Companies looking beyond the country to Africa at least. Here’s an interesting story of Sonatel, the Senegalese Telco that seems to be making waves in the investment circles. A snippet of the story below:-</div><div><br></div><div><span style="background-color:rgba(255,255,255,0)">For Sonatel, there is an integrated regulatory and economic environment as well as a regional presence and availability of other Orange Group subsidiaries with which to have direct partnerships for purposes of remittances in SSA.</span></div><div style="box-sizing:border-box;margin:0px;padding:0px;border:0px"><p style="box-sizing:border-box;margin:1.5rem 0px 0px;padding:0px;border:0px"><span style="background-color:rgba(255,255,255,0)">It also notes Safaricom is increasingly doing more transactions on M-Pesa that relate to businesses as opposed to withdrawals by individuals. </span></p></div><div style="box-sizing:border-box;margin:0px;padding:0px;border:0px"><p style="box-sizing:border-box;margin:1.5rem 0px 0px;padding:0px;border:0px"><span style="background-color:rgba(255,255,255,0)">“We expect revenues to suffer as business transactions gain traction at a lower transaction charge than the declining withdrawals,” said Exotix.</span></p><p style="box-sizing:border-box;margin:1.5rem 0px 0px;padding:0px;border:0px"><span style="background-color:rgba(255,255,255,0)">Read on:-</span></p><p style="box-sizing:border-box;margin:1.5rem 0px 0px;padding:0px;border:0px"><span style="background-color:rgba(255,255,255,0)"><br></span></p></div><div><a href="https://www.businessdailyafrica.com/markets/marketnews/Exotix-tips-foreigners-to-favour-firm-over-Safaricom/3815534-4282002-f8gnyuz/index.html?utm_source=traqli&utm_medium=email&utm_campaign=bdafrica_newsletter" target="_blank">https://www.businessdailyafric<wbr>a.com/markets/marketnews/Exoti<wbr>x-tips-foreigners-to-favour-fi<wbr>rm-over-Safaricom/3815534-4282<wbr>002-f8gnyuz/index.html?utm_<wbr>source=traqli&utm_medium=email<wbr>&utm_campaign=bdafrica_newslet<wbr>ter</a></div><br><br><div id="m_8551473820092768782m_4962987444419362115m_-7001717157639605151gmail-m_-7052637717444282118AppleMailSignature"><div><span><b>Ali Hussein</b></span></div><div><span><b>Principal</b></span></div><div><b style="background-color:rgba(255,255,255,0)">Hussein & Associates</b></div><div style="font-family:Helvetica;font-size:medium">+254 0713 601113 </div><div style="font-family:Helvetica;font-size:medium"><br></div><div><p style="margin:0in 0in 0pt"><span style="background-color:rgba(255,255,255,0)">Twitter: @AliHKassim</span></p><span style="background-color:rgba(255,255,255,0)"><font></font></span><p style="margin:0in 0in 0pt"><span style="background-color:rgba(255,255,255,0)">Skype: abu-jomo</span></p><p style="margin:0in 0in 0pt"><span style="background-color:rgba(255,255,255,0)">LinkedIn: <a href="http://ke.linkedin.com/in/alihkassim" target="_blank">http://ke.linkedin.c<wbr>om/in/alihkassim</a></span></p><font><br></font></div><div><span style="background-color:rgba(255,255,255,0)">"We are what we repeatedly do. Excellence, therefore, is not an act but a habit." ~ Aristotle</span></div><div><br></div><div><span><br></span></div>Sent from my iPad</div></div><br></div>______________________________<wbr>_________________<br>
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