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Latest articles in Botswana
Strategy Note / Global

Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM

The risk of an overseas vacation is that we are forced into quarantine either on arrival or on return should we contract Covid-19 or venture to a country where policy is focused on lifting lockdowns, rather than minimising infections (see Death by Co...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 June 2020
Global Themes / Global

Africa fintechs’ product suite explained… from agritech to remittances

Our recent survey of 150+ fintechs across 20 African markets enabled us to find their product and customer niches, as well as identify theirunique success factors. Fintech companies are increasingly competing with traditional financial services provi...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 April 2020
Equity Analysis / Botswana

Letshego: Initiation of coverage

 We initiate coverage of Letshego Holdings. Letshego provides consumer, microfinance and savings solutions to the financially under-served and has a broad geographical spread across Sub-Saharan Africa. At 1.0x 2017 BV and 5.6x 2017 PE, valuations d...
Tellimer Research Temitope Ode
Temitope Ode @ Tellimer Research 2 May 2018