Phares,
You may be right about Safaricom probably remaining waaaay ahead versus competitors in terms of revenues - but I can bet my bottom dollar that the next results they post will show a massive drop in profit as compared to the same period last/current year.
As a listed company this is going to have a huge impact on their share price. Already some analysts are telling their customers SELL, SELL about Safaricom as of this morning......
Anyway, let's watch the drama unfold!
B
Safaricom are currently the only network that can leverage economies of scale... Basically, if all charge the same rate, Safaricom, all factors remaining constant, will have at least 6 times the revenue of the competition given market share...And if Zain and YU do the same?
Safaricom can not do that, it'll be a demise to them pia
--
With Regards,
Phares Kariuki
| T: +254 734 810 802 | E: pkariuki@gmail.com | Twitter: kaboro | Skype: kariukiphares |
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