<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">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"><blockquote class="m_4962987444419362115quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr"><div class="gmail_default" 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 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)">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 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)"><b><u>Country / 2016 GDP / 2016 Growth Rate</u></b></div><div class="gmail_default"><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><br></font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Kenya</b> 70.53 Billion USD ; 4.4%</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><br></font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Senegal</b> 14.77 Billion USD; 6.6%</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Guinea</b> 6.299 Billion USD ; 5.2%</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Mali</b> 14.05 Billion USD ; 4.8%</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Sierra Leone</b> 3.669 Billion USD ; 6.1%</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Bissau</b> 1.13 Billion USD ; 5.5%</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><br></font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif"><b>Sonatel host countries total stats</b></font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif">Total GDP 40 Billion USD</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif">Total Population 52M</font></div><div class="gmail_default"><font color="#0b5394" face="arial, helvetica, sans-serif">Average Growth 5.7%</font></div><div class="gmail_default" style="color:rgb(11,83,148);font-family:arial,helvetica,sans-serif"><br></div><div class="gmail_default" 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 class="gmail_default"><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_<wbr>2016_financial_results_EN.pdf</a></font><br></div></div><div class="gmail_extra"><br clear="all"><div><div class="m_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 class="gmail_default" 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 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)">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_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_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-<wbr>firm-over-Safaricom/3815534-<wbr>4282002-f8gnyuz/index.html?<wbr>utm_source=traqli&utm_medium=<wbr>email&utm_campaign=bdafrica_<wbr>newsletter</a></div><br><br><div id="m_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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The Kenya ICT Action Network (KICTANet) is a multi-stakeholder platform for people and institutions interested and involved in ICT policy and regulation. The network aims to act as a catalyst for reform in the ICT sector in support of the national aim of ICT enabled growth and development.<br>
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