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Latest articles in Nigeria

Cryptocurrency moves further mainstream; emerging markets could benefit most

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 April 2021
Cryptocurrency moves further mainstream; emerging markets could benefit most
Cryptocurrency moves further mainstream; emerging markets could benefit most

Africa digital payments: telco spin-offs to forge more listed investment options

A combination of poor financial inclusion and growing mobile phone penetration (including smartphones) has made Africa a promising environment for the growth of mobile money and, more broadly, innovation in digital payments services. Partly due to th...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 13 April 2021
Africa digital payments: telco spin-offs to forge more listed investment options
Africa digital payments: telco spin-offs to forge more listed investment options

Nigeria Cement: Infrastructure needs and growing export market boost outlook

In this report, we highlight our positive outlook on Nigeria's cement market. In 2020, Dangote increased plant capacity by 3Mt with Obajana line 5. On the other hand, the impact of Dangote's addition of 3Mt with the Obajana line 5 was almost unnotice...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 7 April 2021
Nigeria Cement: Infrastructure needs and growing export market boost outlook
Nigeria Cement: Infrastructure needs and growing export market boost outlook

Stanbic IBTC: Management call takeaways – Larger risk asset growth expected in FY 21

We maintain our 12M TP of NGN53.6 but downgrade the stock to Hold, as the recent price rally has left limited room for upside. However, we expect the group’s significantly improved effective CRR position (116% in 9M 20 to 61% in FY 20) to provide hea...
Tellimer Research Busola
Busola Jeje @ Tellimer Research 1 April 2021

Access Bank's pan-African expansion continues with South African acquisition

Further to Access Bank’s update on its strategic business plans, the group recently received regulatory approvals to acquire South Africa-based Grobank Limited from GroCapital Holdings, for a consideration reported to be valued at approximately ZAR40...
Tellimer Research Busola
Busola Jeje @ Tellimer Research 30 March 2021
Access Bank's pan-African expansion continues with South African acquisition
Access Bank's pan-African expansion continues with South African acquisition

Safaricom first to bring 5G to East Africa

Safaricom recently rolled out its 5G network in Kenya, after trials and regulatory approvals, making it the first operator to launch commercially in Kenya and only the third in Sub-Saharan Africa – MTN and Vodacom have launched in South Africa. Since...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 29 March 2021
Safaricom first to bring 5G to East Africa
Safaricom first to bring 5G to East Africa