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Janet Ogabi
Senior Research Analyst @ Tellimer Research
Janet covers some of the key names in the Africa consumer and industrials space. She is an accounting graduate of Redeemers University and previously worked at ARM Securities, where she was responsible for coverage of industrials and upstream oil and gas, and at Cordros Capital, where she covered banks.
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Latest from Janet Ogabi
Cocoa cartel's Brussels boycott signals higher prices
The world's leading cocoa producers, Cote d'Ivoire and Ghana, shunned the global cocoa meeting in Belgium. This signals a strengthening of the emerging cocoa bloc, the CIGCI, with Nigeria and Cameroon both looking to join. The bloc's unified power (7...
Janet Ogabi @ Tellimer Research 4 November 2022
Seplat: Crude oil theft erodes earnings
Crude oil thefts and force majeure drove the Q3 loss, the first since oil price crash in 2020. We have revised our target prices lower to reflect lower volumes, but our recommendations are unchanged. Updates: Seplat is converting OMLs to the new Petr...
Janet Ogabi @ Tellimer Research 3 November 2022
Nigeria: Exploding interest and exchange rates in 2 charts
12-month T-bills yields have doubled since late-Sep, converging towards policy rate after 3 years of decoupling. Demonetisation drive has prompted panic dollar buying, pushing parallel exchange rate to 850/US$ (c90% premium). Further interest and exc...
Patrick Curran @ Tellimer Research 3 November 2022
Nigeria: Demonetisation won't salvage the naira – not a game-changer for banks
CBN Governor Emiefele announced that new designs of high-value currency will begin circulation in December. The aim is to rein in unbanked cash (+85%) and improve effectiveness of monetary tools on inflation and the naira. Demonetisation will not tac...
Janet Ogabi @ Tellimer Research 28 October 2022
Nigeria: Securitising CBN loans may not signal the end of monetisation
President Buhari approves conversion of NGN20tn loan from central bank to 40-year bonds. The government can either issue the bonds to the market directly or to the central bank, which is more likely. Clean slate marks an end to unorthodox borrowing.....
Janet Ogabi @ Tellimer Research 21 October 2022
Assessing the impact of Nigeria's worst floods in a decade
Nigeria is experiencing its worst floods since 2012 that has affected 3.5mn people and submerged vast tracts of farmland. Negative for agribusiness, cement and oil & gas sectors. Floods also threaten local and Europe gas supplies. The floods are like...
Janet Ogabi @ Tellimer Research 21 October 2022
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