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
Global Themes / Global

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
Flash Report - Equity / Kenya

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
Flash Report / Africa

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
Flash Report / Kenya

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
Global Themes / Global

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

In Figure 2, we present the 10 listed digital payments companies along with revenue contribution from digital payments. Source: World Bank, company accounts, central bank data, Tellimer Research. Revenues and transaction value are based on 2019 annua...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 7 July 2020
Want exposure to booming EM digital payments? Consider these 10 listed names
Want exposure to booming EM digital payments? Consider these 10 listed names
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. From our analysis of CBK data on mobile money transactions, as at 10 May, the proportion of revenue-generating transactions for...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 25 June 2020
Safaricom, KCB & Co-op Bank lose out as Kenya extends its Covid policy measures
Safaricom, KCB & Co-op Bank lose out as Kenya extends its Covid policy measures

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