RELEVANT At this point I wouldn’t invest in Safaricom……. Safaricom is tapped out. Can’t innovate. Can’t export their model outside of Kenya Can’t have the organizational capacity to scale to be a pan-African player (1B people). Whereas Airtel and others are using Safaricom as a template. Exporting all the ideas from Kenya to the rest of the continent and making Big Money….Safaricom is a one-country play thats already been played. Is it true that most subscribers stick with Safaricom because of the omnipresent nature of MPESA. That once a formidable competitor is found in that space, the invincible nature of Safaricom is bound to start crumbling? Does Safaricom thrive because the government wants it to, seeing as they are a major shareholder?
Posted on: Mon, 10 Mar 2014 05:57:07 +0000
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