Rohit Kumar

Tellimer Research

Global Financials/Thematics @ Tellimer Research

Rohit’s global financials analysis incorporates perspective from his role as deputy head of research at Insight Securities, where he played a key role in setting up the research department. He was previously at Taurus Securities, a subsidiary of the National Bank of Pakistan, covering the banking, construction and power sectors. Rohit is a CFA Charterholder.

Rohit Kumar
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Latest from Rohit Kumar

Inflationbusters! The EM stocks with positive real dividend yields

As interest rates and inflation rise, investors are flocking to high-quality dividend income stories such as UAE's Salik. We look at the best-yielding EM shares: China and commodities plays feature heavily; tech/health care noticeably absent. Stocks....
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 23 September 2022
Inflationbusters! The EM stocks with positive real dividend yields
Inflationbusters! The EM stocks with positive real dividend yields

The UAE Salik IPO – priced to go? 12 things investors should know

UAE toll road operator Salik will list at AED2 per share, with the Government of Dubai to selling a 20% stake. Salik is very profitable; the historical EBITDA margin is 82% but this falls to 67% after adjusting for concession fees. A 100% payout rati...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 September 2022
The UAE Salik IPO – priced to go? 12 things investors should know
The UAE Salik IPO – priced to go? 12 things investors should know

The ultimate guide to China fintech in 2022

China’s fintech ecosystem differs from those in other emerging markets in its scale, diversity and bias to blockchain. Success factors: innovation, distribution, user-friendliness. Strategy focus: new products/customer segments, efficiency. Funding i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 6 September 2022
The ultimate guide to China fintech in 2022
The ultimate guide to China fintech in 2022

Payments fintechs: The costs and benefits of diversifying into lending

Payments fintechs have been growing rapidly and building large customer bases, but are often barely profitable. Diversification into lending activities can substantially lift revenue margins but also opens up fintechs to credit risk. Brazil’s StoneCo...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 31 August 2022
Payments fintechs: The costs and benefits of diversifying into lending
Payments fintechs: The costs and benefits of diversifying into lending

Mobile money: bKash moves into profit as scale and strategic shift pay dividends

Bangladesh’s leading mobile money platform, bKash, posted a quarterly pre-tax profit for the first time in over 3 years. Investment to acquire merchants and boost e-wallet use has depressed profitability but the long-term strategy is sound. Digital p...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 19 August 2022
Mobile money: bKash moves into profit as scale and strategic shift pay dividends
Mobile money: bKash moves into profit as scale and strategic shift pay dividends

Earned Wage Access platforms should thrive despite macro challenges

The demand for Earned Wage Access (EWA) platforms is likely to increase as high inflation hits consumer purchasing power. EWA platforms allow workers to access their wages before scheduled payday at affordable costs. Superior risk management capabili...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 17 August 2022
Earned Wage Access platforms should thrive despite macro challenges
Earned Wage Access platforms should thrive despite macro challenges

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