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Equity Analysis / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Equity Analysis / Sub Sahara Africa

Five major themes for the future of fintech in Africa

The African fintech space has recorded impressive growth over the past decade. There are currently over 400 active fintech companies across the continent, c80% of which are home-grown. Major drivers of this growth in the fintech ecosystem include fav...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 28 May 2020
Five major themes for the future of fintech in Africa
Equity Analysis / Nigeria

Nigeria E-Commerce: The route to profit for ride-hailing and food delivery

Online food delivery volumes have skyrocketed during the lockdown in Nigeria, with a more than 50% increase in the items sold on Jumia Food between 2 March and 27 April. Restaurants have been shut to diners, meaning stranded and isolated households h...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 26 May 2020
Nigeria E-Commerce: The route to profit for ride-hailing and food delivery
Equity Analysis / Global

Myanmar: Ideal market for digital payments, and now Ant Financial is buying in

Ant Financial (the operator of Alipay, and an affiliate company of Alibaba) plans to invest US$73.5 million in Myanmar’s digital payments platform, Wave Money. The investment will buy Ant Financial a substantial minority stake, alongs...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 20 May 2020
Myanmar: Ideal market for digital payments, and now Ant Financial is buying in
Flash Report - Equity / Global

Will Uber's bid for GrubHub deliver for e-commerce in emerging markets?

Though the crisis brought on by Covid-19 has brought misery for many, it has been a godsend for the food delivery business. There has been a surge in demand for meal delivery during lockdowns.Uber Technologies Inc. (UBER US), the ride-hailing behemot...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 13 May 2020
Will Uber's bid for GrubHub deliver for e-commerce in emerging markets?
Equity Analysis / Vietnam

Vietnam digital payments: On the cusp of rapid change

We think the Vietnam digital payments landscape is set for a period of rapid change, for the following reasons: 1. Most transactions are still conducted via cash, but digital payments technology is evolving rapidly, and the government is also pr...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 11 May 2020
Vietnam digital payments: On the cusp of rapid change