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Flash Report / Bangladesh

Grameenphone: Final payment for injunction; fresh dialogue on audit claim likely

Grameenphone (GP) paid the second and final installment of BDT10bn (USD117.6mn) to the Bangladesh Telecommunication Regulatory Commission (BTRC), according to reports. The court demanded BDT20bn (USD235.3mn, c16% of audit claim) from GP in Novem...
IDLC Securities Tanay Kumar Roy
Tanay Kumar Roy @ IDLC Securities 20 May 2020
Flash Report - Equity / Global

Safaricom: M-Pesa acquisition positive for Africa expansion, licence fees remain

Safaricom and Vodacom have completed the acquisition of M-Pesa from Vodafone through a newly-created joint venture (JV). Safaricom paid EUR19mn, which equates to 0.8% of its reported FY 19 revenue and 4% of PAT.The acquisition gives both Vodacom and...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 7 April 2020
Flash Report - Equity / Kenya

Safaricom defends subscription market share; Airtel loses steam – latest stats

The Communications Authority of Kenya (CA) has released its quarterly statistics for the three months to December 2019. The statistics correspond to Safaricom's Q3 20 financial year.SAFCOM defended its market share despite competition from Airtel...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 1 April 2020
Global Themes / Global

The future of payments: Could Covid-19 end cash’s reign?

Cash is still king, but for how long? Prehistoric man used shells as proto-money, coins were introduced in modern-day Turkey from around 600BC and notes may have been used in China from as early as c800AD. Total cash in circulation at end-17 was...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 30 March 2020
The future of payments: Could Covid-19 end cash’s reign?
Equity Analysis / Bangladesh

Bangladesh telco regulator eases stance amid Covid-19 outbreak

The regulator has relaxed its stance in the wake of Covid-19The Cabinet Division and the Ministry of Public Administration asked the telecom operators to make services available throughout the Covid-19 outbreak. To ensure the uninterrupted telecom se...
IDLC Securities Tanay Kumar Roy
Tanay Kumar Roy @ IDLC Securities 26 March 2020
Flash Report / Kenya

Kenya: Coronavirus case worsens country's risk profile

The Ministry of Health yesterday confirmed a coronavirus (COVID-19) case in Nairobi – the first to be reported in Kenya. The Kenyan citizen who tested positive had travelled back to Nairobi from the US via the UK on the 5 March. The government...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 13 March 2020