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

2021 Themes: Telcos and tech partner to capitalise on the internet usage gap

The ‘usage gap’ – people that have access to the internet but are not using it – at end-19 stood at 44% (GSMA data), representing a global population of 3.4bn. The perceived relevance of the content available on the internet to users, especially in r...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 24 November 2020
2021 Themes: Telcos and tech partner to capitalise on the internet usage gap
2021 Themes: Telcos and tech partner to capitalise on the internet usage gap

Kenya: Covid measures boost mobile data, SMS and digital payments

The Communications Authority of Kenya has released its latest quarterly statistics. However, the Covid response measures in the period resulted in higher data and SMS consumption. We therefore retain our Hold recommendation on Safaricom. Total voice...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 12 October 2020
Kenya: Covid measures boost mobile data, SMS and digital payments
Kenya: Covid measures boost mobile data, SMS and digital payments

Google Loon in Africa: Better 4G coverage is good, cutting usage gap is better

Google's Project Loon seeks to expand network coverage to unserved and underserved areas, using algorithms to navigate high altitude balloons equipped with 4G base stations across the stratosphere. The project requires partnership with a mobile netwo...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 17 August 2020
Google Loon in Africa: Better 4G coverage is good, cutting usage gap is better
Google Loon in Africa: Better 4G coverage is good, cutting usage gap is better

Airtel-Telkom terminate merger – a win for Safaricom on competition

Telkom Kenya published a press release today announcing that the company has come to a mutual agreement with Airtel Kenya to terminate their merger. The company intends to embark on a digitalisation strategy instead to entrench itself as the preferre...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 5 August 2020

Huawei could lose out on 5G in Europe, but outright ban in Africa unlikely

And the ban goes on... The US is working on regulations that will ban its government from working with contractors who use technology from five Chinese companies: Huawei, ZTE, Hikvision, Dahua and Hytera. This is negative because Huawei relies on for...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 14 July 2020
Huawei could lose out on 5G in Europe, but outright ban in Africa unlikely
Huawei could lose out on 5G in Europe, but outright ban in Africa unlikely

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

Cessation of movement in and out of the Nairobi Metropolitan Area, Mombasa County and Mandera County lapses today (7 July). Local air travel to resume effective Wednesday, 15 July. Schools will therefore reopen in January 2021. Resumption of air trav...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 7 July 2020
Kenya reopening positive for travel and tourism, but too soon to celebrate
Kenya reopening positive for travel and tourism, but too soon to celebrate

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Tracy Kivunyu
Communication Services
Media & Entertainment
Sub Sahara Africa
Equity
Kenya
Safaricom
M-Pesa
Telecom
Morocco
Spotlight
Airtel
MENA
Africa

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