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Janet Ogunkoya
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 articles from Janet Ogunkoya
Dangote Cement: Share buyback announcement underwhelms; retain Hold
Dangote Cement (Dangcem) announced the commencement of the second tranche of its share buyback programme on 12 January. In line with SEC requirements, the deadline for the first tranche was set for January 2021. This translates to a maximum purchase ...
Janet Ogunkoya @ Tellimer Research 14 January 2022
Aluminium Bahrain: 2021 metal rally to spur record year for ALBA
Aluminium Bahrain ("ALBH" or "Alba") had a good year in 2021, with the gains in the share price outpacing the rise in the base metal, as post-Covid economic recovery and the drive for green infrastructure drove demand. The BHD0.02657 interim dividend...
Janet Ogunkoya @ Tellimer Research 13 January 2022
Flash Equity Report /
Nigeria
Seplat's chairman steps down – positive for the company
Seplat Energy announced yesterday that co-founder Ambrosie Orjiako will be stepping down as the company's chairman and from the Board of Directors, although not until the May 2022 AGM. He also holds a 6.4% stake in Seplat, while Shebah Petroleum Deve...
Janet Ogunkoya @ Tellimer Research 18 November 2021
Nigeria cement: New entrants, new capacity and our new recommendations
Overall cement sales by the three key players in Nigeria increased 11% over 9M 2021 to 22mt, from 20mt last year. Beyond 2021, BUA stated on its last analyst call that the other 3mt plants in Sokoto (line 4) and Obu (line 3) are scheduled to be compl...
Janet Ogunkoya @ Tellimer Research 17 November 2021
Nigeria: Key sector trends for 2022
In this 21-page slidepack, available to Tellimer Insights Pro clients, we summarise our views on the most important trends in the Nigerian economy for 2022, by sector. The licenses will allow the telcos to operate PSBs across the country. Growing vol...
Janet Ogunkoya @ Tellimer Research 11 November 2021
Flash Equity Report /
Nigeria
Seplat caught in the middle of yet another court case; still a Buy
Earlier this week, Seplat Energy made headlines that it was caught in the middle of yet another court case, having only recently resolved the Cardinal Drilling case with Access Bank. As a result, Zenith Bank filed for an ex-parte Mareva injunction, w...
Janet Ogunkoya @ Tellimer Research 11 November 2021
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