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 from Faith Mwangi
Flash Report / Ethiopia

Ethiopia prepares to open its banking sector to foreign institutions

Ethiopia’s prime minister Abiy Ahmed has said that plans are underway to liberalise Ethiopia’s banking sector to allow foreign players to set up operations. This comes shortly after the country liberalised its telecommunications sector, with Safarico...
Tellimer Research
Faith
Faith Mwangi @ Tellimer Research 1 March 2022
Ethiopia prepares to open its banking sector to foreign institutions
Ethiopia prepares to open its banking sector to foreign institutions
Flash Report / Kenya

The Sacco Societies Bill and why it is good news for Kenya banks

The Sacco Societies (Amendment) Bill recently went through its second reading in Kenya's national assembly. The bill, among other things, looks to ensure that SACCOs (Savings and Credit Co-Operative Societies) in Kenya are mandated to share credit in...
Tellimer Research
Faith
Faith Mwangi @ Tellimer Research 14 February 2022
The Sacco Societies Bill and why it is good news for Kenya banks
The Sacco Societies Bill and why it is good news for Kenya banks

NMB Tanzania: Upgrade to Buy – still delivering better returns than peers

In this report, we revisit the investment case for NMB. Asset quality is set to remain below 5.0%, but with major write-offs completed and coverage level already high at 88.6% in FY 20, we expect cost of risk to average 2.0% over our forecast period....
Tellimer Research
Faith
Faith Mwangi @ Tellimer Research 10 February 2022

Kenya blackouts plague economy, despite renewables progress

Kenya is a global leader in renewable energy, generating c92% of its electricity from renewable sources, according to the Kenya National Bureau of Statistics. This would be the third blackout in four years. The distributor's declining profitability h...
Tellimer Research
Faith
Faith Mwangi @ Tellimer Research 20 January 2022
Kenya blackouts plague economy, despite renewables progress
Kenya blackouts plague economy, despite renewables progress

CRDB: Upgrade to Buy – the tide is turning positively

In this report, we revisit the investment case for CRDB. We forecast net interest margin to decline from 10.7% in FY 20 to 9.6% in FY 23f as the Tanzania market faces deposit gathering challenges, brought about by the treasury single account arrangem...
Tellimer Research
Faith
Faith Mwangi @ Tellimer Research 19 January 2022
CRDB: Upgrade to Buy – the tide is turning positively
CRDB: Upgrade to Buy – the tide is turning positively
Flash Report / Tanzania

Tanzania: Slump in digital transactions is a short-lived negative

Tanzania's 2021/22 budget included an increase in taxes for digital transactions, which became effective on 15 July 2021. We anticipated a reduction in transaction activity in the first few months after implementation as consumers reacted negatively,...
Tellimer Research
Faith
Faith Mwangi @ Tellimer Research 12 January 2022
Tanzania: Slump in digital transactions is a short-lived negative
Tanzania: Slump in digital transactions is a short-lived negative

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Faith Mwangi
Africa
Financials
Banks
Kenya
Equity
Sub Sahara Africa
2019
Cooperative Bank
Kenya Commercial Bank
Equity Group Holdings PLC/Kenya
Rahul Shah
KCB
2020