Tracy Kivunyu

Tellimer Research

Equity Research Analyst, Telecoms @ Tellimer Research

Tracy joined Tellimer from African Alliance where she won numerous awards for research from Euromoney and Think Business Kenya. Responsible for analysis of telcos listed, Tracy prides herself on meticulous research methodology, integrating information from the telco ecosystem (regulators, competitors, global peers) and on-the-ground access to derive insights for her reports. 

Tracy Kivunyu
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Latest articles from Tracy Kivunyu
Flash Report / Kenya

Kenya reopening positive for travel and tourism, but too soon to celebrate

President Uhuru Kenyatta yesterday announced a phased reopening of Kenya's economy, with the following guidelines:Cessation of movement in and out of the Nairobi Metropolitan Area, Mombasa County and Mandera County lapses today (7 July).The nationwid...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 7 July 2020
Global Themes / Global

Want exposure to booming EM digital payments? Consider these 10 listed names

Global digital payments are expected to grow 40% this year, with 20% CAGR to 2023; growth in emerging markets could be faster still. While Alibaba and Tencent are undoubtedly the listed tech titans in EM, we highlight 10 other names that give more ta...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 7 July 2020
Flash Report - Equity / Kenya

Safaricom, KCB & Co-op Bank lose out as Kenya extends its Covid policy measures

The Central Bank of Kenya (CBK) has extended its Covid mitigation measures for e-payments by six months to December 2020. CBK had waived transaction fees on all person-to-person (P2P) transfers below KES1,000 and doubled the daily transaction limit t...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 25 June 2020
Flash Report / Brazil

WhatsApp Brazil's payments roll-out hits a regulatory roadblock

With parent Facebook facing a growing advertiser backlash, Whatsapp’s own business plans have also been dealt a severe setback. After experiencing protracted delays to its Indian payments plans (where it has c400mn customers), WhatsApp last week debu...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 25 June 2020
Global Themes / Brazil

WhatsApp Brazil’s digital payments launch changes the game in emerging markets

Facebook-owned WhatsApp’s launch of its payments app in Brazil brings a potentially powerful new entrant to the global digital payments scene, one with a 2.0bn ready-made active user base (and access to an aggregated 3.0bn users within the Facebook f...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 17 June 2020
Flash Report / Kenya

Kenya's Covid-19 policies boost bank dominance in large digital transactions

The Central Bank of Kenya (CBK) has released data on digital banking in light of it ordering the removal of charges on bank-to-e-wallet transactions and doubling the daily transaction limit on mobile payments and transfers to KES300,000 as part of it...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 11 June 2020

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