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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
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
Flash Report / Global

Amazon’s latest investment in India could signal more Big Tech deals in EM

Many weddings have been cancelled due to Covid-19, but there seems to be a rush to the altar to marry data and e-commerce lately. Preferential access to Amazon Prime from registering on the network has been one of the ways Airtel employed to attract...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 11 June 2020
Flash Report - Equity / Kenya

Safaricom CFO to exit in July 2020, Vodafone Group replacement expected

Safaricom's Chief Financial Officer (CFO), Sateesh Kamath will be leaving the telco to join Vodafone Business as the Chief Financial Officer, and become a member of the Vodafone Group Finance Leadership Team, effective 1 July 2020. Vodafone Business...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 10 June 2020
Flash Report / Kenya

Kenya's Covid-19 policies threaten digital payments revenue

The Central Bank of Kenya (CBK) released data on digital payments (mobile money) after it imposed zero rates for person to person (P2P) transfers below KES1,000 and doubling the daily transaction limit to KES300,000, as part of the government’s Covid...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 5 June 2020
Flash Report / Russia

Yandex and Sberbank close to divorce

Yandex (YNDX US, O/W, TP $48.3) and Sberbank (U/R) reportedly are preparing a deal on separation of their jointly owned Internet assets Yandex. Besides, cash requirements for Yandex. Reportedly, Yandex will purchase 45% Sberbank’s share at market pri...
Alfa Anna Kurbatova
Anna Kurbatova @ Alfa 3 June 2020