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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

Safaricom continues to dominate – latest statistics

Kenya's communications authority has released its quarterly statistics for the period to the end of December. Although the average minute of use per subscriber also increased above our estimate to c92 minutes/month, we expect the impact on Safaricom’...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 9 April 2021
Safaricom continues to dominate – latest statistics
Safaricom continues to dominate – latest statistics

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

Cloopen: The struggle to become the next Twilio

Exploring the popular NYSE-listed Cloud communication company's challenges and prospects. This triggers a question: as a representative of the Chinese Software-as-a-Service (SaaS) sector, is RAAS a potentially worthwhile investment? According to the ...
EqualOcean Fuller
Fuller Wang @ EqualOcean 23 March 2021

Airtel Africa digital payments unit valued at US$2.65bn; IPO plans still intact

AMC has operations in 14 African countries and will use the US$200mn investment to reduce debt and invest in network and sales infrastructure. We think such a move would further serve to highlight the discounted valuation of the telecoms arm of the b...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 19 March 2021
Airtel Africa digital payments unit valued at US$2.65bn; IPO plans still intact
Airtel Africa digital payments unit valued at US$2.65bn; IPO plans still intact

Customers win as Nigeria resolves dispute over billing for digital transactions

The regulatory authorities have intervened in a long-running dispute between Nigerian banks and mobile network operators over billing arrangements for unstructured supplementary service data (USSD) services provided by the latter for financial transa...
Tellimer Research Busola
Busola Jeje @ Tellimer Research 18 March 2021
Customers win as Nigeria resolves dispute over billing for digital transactions
Customers win as Nigeria resolves dispute over billing for digital transactions