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Ayobami Omole
Junior Research Analyst @ Tellimer Research
Ayobami joined Tellimer from United Capital Plc Group, a leading asset management firm in Nigeria, where she was junior research analyst assisting in covering the Macroeconomics, fixed income market and tier II banks in Nigeria. She has a first-class degree in Economics from Babcock University.
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Latest articles from Ayobami Omole
4 companies taking advantage of Africa's tower opportunity
In our previous report, we highlighted the huge opportunity in Africa's telecommunications tower industry. Subsequently, it expanded its presence across the continent. Helios Towers is very bullish on telecoms infrastructure in Africa and is increasi...
Ayobami Omole @ Tellimer Research 17 September 2021
Safaricom in Ethiopia: Making progress but concerns remain
As such, the licence granted to the Safaricom-led consortium – the Global Partnership for Ethiopia (GPE) – will be upgraded to permit the operation of mobile financial services. The development is welcome as we previously highlighted that the ability...
Ayobami Omole @ Tellimer Research 11 August 2021
MTN Nigeria: H1 21 – Unscathed by regulatory troubles; reiterate Buy
MTNN's H1 revenue grew by 24% yoy to NGN791bn. Direct network cost grew by 30% yoy on the back of c4.3% Naira depreciation in the first half (6.3% since June 2020) and accelerated site rollout (recall that site lease agreements are dollar based). Reg...
Ayobami Omole @ Tellimer Research 3 August 2021
Data centre infrastructure in Africa: Djibouti's surprising opportunity
The number of internet users in Africa is expected to hit 475mn by 2025 from c300mn currently, and the race to expand 4G coverage is fully on (as the 5G roll out takes its first tentative steps). We have created a ranking of African countries that ar...
Ayobami Omole @ Tellimer Research 27 July 2021
Africa’s 5G struggles and how investors should think about them
Over 40 countries across the world have reportedly launched 5G commercially but progress is extremely uneven. Ultimately, the maturity and affordability of 4G will lead to a natural push towards 5G, as in the rest of the world, but there is still a l...
Ayobami Omole @ Tellimer Research 16 July 2021
Nigeria is Africa’s biggest telco market and has room to grow
Nigeria is the most populous country in Africa, with over 200mn people. Additional SIM cards are needed for business purposes, eg official phone lines, point-of-sale machines and internet modems. The takeaway for operators in Nigeria is that, despite...
Ayobami Omole @ Tellimer Research 12 July 2021
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MTN Nigeria Communications PLC
