Faith Mwangi

Tellimer Research

Equity Research Analyst, Financials (East Africa) @ Tellimer Research

Taking a solutions-based approach to research, Faith’s reports are themed around client questions in order to provide insight into the East African financial sector and digital banking trends globally. Faith honed her skills in banking and media sector analysis at Standard Investment Bank and Genghis Capital.

Faith Mwangi
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Latest articles from Faith Mwangi

Tanzania must publish Covid data to secure IMF support

According to media interviews with the IMF’s resident representative, Tanzania must publish data on Covid before the Fund will approve emergency financing. At the time, there were a mere 509 cases, at least according to the official data. Although th...
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Faith Mwangi @ Tellimer Research 11 June 2021
Tanzania must publish Covid data to secure IMF support
Tanzania must publish Covid data to secure IMF support

Diamond Trust Bank: Poor Q1 21 results; investors still punishing stock despite attractive multiples

DTB Group released Q1 21 results with EPS up just 2% to KES6.97. Net interest margin is expected to remain at 5.2% in FY 21. Fee income expected to recover in 2021 with management keen on enhancing product development for clients. DTB's historical NP...
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Faith Mwangi @ Tellimer Research 27 May 2021

Kenya banks: Asset quality improves marginally, we remain cautiously optimistic

According to the Central Bank of Kenya, the industry NPL ratio declined marginally from 14.5% in February to 14.2% in April. The acceleration in private sector credit growth was observed despite an increase in the volume of repayments in March and Ap...
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Faith Mwangi @ Tellimer Research 27 May 2021
Kenya banks: Asset quality improves marginally, we remain cautiously optimistic
Kenya banks: Asset quality improves marginally, we remain cautiously optimistic

Kenya Commercial Bank: Q1 21 – Flat results but future looks brighter

KCB Group released Q1 21 results with PAT up just 2% yoy. Asset quality is set to improve in the medium term on account of a clean-up of NBK’s loan book and an improved economic environment easing some of the Covid-19 related pressure. Fee and commis...
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Faith Mwangi @ Tellimer Research 27 May 2021

Equity Group: Strong Q1 21 results, management revises outlook with positive expectations

Equity Group released Q1 21 results with EPS increasing by 63% yoy to KES2.29. Overall, the Kenya unit's PAT increased by 86% yoy, showing strong organic growth in the bank’s earnings. Management considers its current coverage to be adequate and has ...
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Faith Mwangi @ Tellimer Research 26 May 2021

The complete history of M&A in Kenya banks – the fourth wave is here

Kenya's banking sector has been through three distinct phases of mergers and acquisitions, all of which were prompted by bank failures. Between 1993 and 1994, the regulator liquidated 17 financial institutions, with much of the sector still in troubl...
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Faith Mwangi @ Tellimer Research 25 May 2021
The complete history of M&A in Kenya banks – the fourth wave is here
The complete history of M&A in Kenya banks – the fourth wave is here

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Faith Mwangi
Africa
Kenya
Equity
2021
Tanzania
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Fixed Income - Sovereign
Macro-strategy
April
Covid
Coronavirus
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