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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
Nigeria's depreciating naira and the CBN's next move
Since the Central Bank of Nigeria (CBN) banned the sale of FX to bureaux de change (BDCs) and froze the accounts of several fintech firms, the naira has taken the turn for the worse. The CBN's several unorthodox attempts to stabilise the naira this y...
Janet Ogunkoya @ Tellimer Research 17 September 2021
Getting Nigeria's NNPC IPO-ready
The Petroleum Industry Act (PIA) became law in August, six weeks after the National Assembly signed the bill. The passing of the PIA sparked speculation that the NNPC could take the Saudi Aramco path towards an IPO. During his interview, Kyari acknow...
Janet Ogunkoya @ Tellimer Research 10 September 2021
Kenya cement demand up 27% yoy as infrastructure projects take shape
Kenya's cement production and consumption both grew 27% yoy in the first five months of 2021 (to 3.4mn tonnes and 3.3mn tonnes respectively), according to the country's Bureau of Statistics. According to the Kenya National Bureau of Statistics (KNBS)...
Faith Mwangi @ Tellimer Research 2 September 2021
Nigeria's central bank takes another swing at fintechs in the naira's defence
In the Central Bank of Nigeria's (CBN) quest to defend the naira, it recently blocked the bank accounts of four fintechs (wealth techs) for 180 days on the grounds of illicit FX dealings. According to reports, the CBN alleged that these fintechs are ...
Busola Jeje @ Tellimer Research 27 August 2021
Growth in Nigeria on track to return to pre-crisis levels, but challenges remain
Nigeria's real GDP grew by 5.01% in Q2 21, according to data released by the National Bureau of Statistics (NBS). This marks the third consecutive quarter of growth since the recession in Q3 20 and is an indication that economic activities are back o...
Janet Ogunkoya @ Tellimer Research 27 August 2021
Seplat: Management plans for renewables, PIB & IOC exits; cut TP but still a Buy
We update our view on Seplat Energy following the release of Q2 21 results, which saw a 50% qoq increase in adjusted pre-tax profit to US$39mn. We increased 2021e production opex/boe to US$9 from US$8 (2020: US$9/boe), reflecting the higher-than-expe...
Janet Ogunkoya @ Tellimer Research 4 August 2021
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