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
Nigerian naira devaluation and OMO reform still woefully inadequate
The Central Bank of Nigeria (CBN) has again devalued the naira (NGN), allowing it to depreciate by c4% over the course of last month to c410/US$ on the I&E window. As we stated at the time, it seemed the CBN was testing the market reaction ahead of a...
Patrick Curran @ Tellimer Research 2 March 2021
Nigeria's surprise exit from recession doesn't mean its problems are over
Nigeria released Q4 20 GDP numbers which showed a surprise exit from recession in Q4 20, with a 0.11% yoy growth in the quarter. For FY 20, Nigeria's GDP contracted 1.92%, less bad than the IMF's forecast of a 3.25% contraction. This marks the lowest...
Janet Ogunkoya @ Tellimer Research 22 February 2021
Q4 20 update – Weak dollar, global recovery support aluminium prices
We update our estimates for Aluminium Bahrain (Alba) post a Q4 20 net profit of BHD32mn. While we have seen steady increases in alumina prices as economic activities boost demand (in line with our expectations), the current ratio to aluminium prices...
Vahaj Ahmed @ Tellimer Research 19 February 2021
Nigeria: Capital flows fell 60% in 2020; CBN hikes rate to woo foreign investors
Inflows of foreign capital into Nigeria declined by 60% in 2020, from US$24bn in 2019 to US$9.7bn. Regardless, total inflows into the IEW in 2020 were much lower than in 2019 – down by 49%, to US$18bn from US$35bn – since FPI is always the major sour...
Janet Ogunkoya @ Tellimer Research 10 February 2021
How Nigeria could power West Africa's electricity needs
However, the problems transcend merely access to electricity. Four factors could make it a key player in the cross-border electricity trade in Africa. The map below of medium and high-voltage electricity lines across Sub-Saharan Africa show there is...
Vahaj Ahmed @ Tellimer Research 10 February 2021
Nigeria telcos to emerge unscathed from ban on new mobile subscribers
Telecommunication companies or Mobile Network Operators (MNO) in Nigeria were directed to stop the sale of new SIM cards in December, which meant that telcos cannot acquire new customers, as the Nigerian Communication Commission (NCC) embarked on an...
Ayobami Omole @ Tellimer Research 5 February 2021
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Janet Ogunkoya
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