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In this episode, the Hisa team discusses the details of Safaricom's recently launched e-Sim and developments following President Uhuru's discussion with Ethiopian Prime Minister Abiy on opening Ethiopia's mobile money market and how that could open doors for Kenyan banks and fintechs to explore the new market. We also talk of the rocky Kenya-Somalia relationship, the resumed flights across the two countries and its possible impact. Finally, we discuss Tanzania's waiver for VAT on mobile devices and World Bank's mildly optimistic prospects for Sub-Saharan Africa for 2022, as different countries recover from blows of COVID-19 on manufacturing, tourism and agricultural exports.  Audio Production by Ally Mwakaneno Gakweli – Business Writer & Podcast Host, Hisa Technologies
Last week, Centum released fair results. However, investors are still wary of Kenya's real estate sector especially after COVID-19 ravaged footfall in malls. KCB called off the acquisition of Tanzania's BancABC, citing regulatory headwinds and Tesla's valuation and volatility in US markets is getting investors concerned. Locally, the NASI fell by 2.88% closing the week at 160.03 bp. The NSE 25 fell by 3.66% closing the week at 3533.74 bp whereas the NSE 20 fell 2.49% to end the week at 1839.46 bp showing a decline in the mood of the market. Equity turnover fell by 40.2% closing the week at Ksh 3.5 billion worth of shares traded down from 5.96 billion in the previous week. Volumes in the bonds fell by 50.14%  with about 9.4 billion worth of bonds traded compared to 18.96 the previous week. The primary auction in the bonds market by CBK could have sparked the decline in both the equity and the bonds market. Safaricom, Equity Group, and KCB, stocks which account for most of the market activity on the NSE for the week, declined by 2.5%, 6.16% and 9.5% closing at Ksh 37.50, Ksh 41.15 and Ksh 46.60 respectively. In global markets, the S&P 500 continued to take a drop of more than 1% for the fifth consecutive week. The index fell 1.2% closing the week at 4538.43 bp. The Dow fell by 0.9% closing the week at 34580 bp while the Nasdaq was down 2.6% to end the week at 15085.47 bp.  Tune in to learn how the fears of Tesla's volatility and the Fed's direction towards tapering is affecting US markets, how CBK's recent auction is sparking a decline in local bond and equity markets and some of the things to look out for in Centum's results and future.  Trade US stocks from Kenyan via the Hisa App on Android or iOS. Subscribe to the Kenyan Wallstreet podcast on spotify wherever you listen from. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Produced by Mwakaneno Gakweli.
Last week, Markets were shaken following the discovery of Omnicron by South African Scientists, evident in Dow's Dip by 800 bp on Friday, one of the highest since the pandemic began. The Dow dipped by 2.01% for the week, whereas the Nasdaq and the S&P 500 fell by 3.5% and 2.2% respectively. Locally, the NASI shed 3.66 basis points settling at 164.77 bp while the NSE 20 shed 7.3 bp closing the week at 1886.35 bp. We also recorded mixed results from I&M, Stanbic, DTB and HF. Tune in to learn how Omnicron is pushing investors to safer bets, why Safaricom's decline could have been led to lower indices, and how small-cap stocks took the crown last week on the NSE. Watch out for the debut of trading on the Hisa App on Android or iOS. Subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Produced by Mwakaneno Gakweli. 
In this episode, we discuss the partnership between Kenya Airways and South Africa Airlines, and what it means for both parties, share investor concerns on Kengen, and touch on Uber eats venture into creating and curing munchies. Listen to this episode to understand why the KQ/SAA partnership might not fly, hear KenGen response to the Auditor's qualified opinion and some things that investors could still be worried about, and learn why Uber Eats still faces the smoke of illegal supply in Canada's marijuana market. Binge on all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Mwakaneno Gakweli - Podcast Producer and Host, Hisa Hamisi Rawlins - Cofounder, Culture Capture Produced by Mwakaneno Gakweli
In this episode, we talk to Jan and Michiel from Etherisc on the use case of blockchain in agricultural insurance. We discuss the use cases and benefits and use cases of parametric insurance and smart contracts in the agricultural insurance in East Africa such as bridging affordability and speeding payouts. Listen to this podcast to learn how parametric insurance could unlock inclusive insurance for farmers, the upside of automating insurance contracts and potential use cases of blockchain in agriculture. Binge on all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Jan Stockhausen - Chief Legal Architect, Etherisc Michiel Berende - Chief Inclusive Officer, Etherisc Produced by Mwakaneno Gakweli
Last week, market indices were on the red, KCB, Cooperative Bank, and Alibaba reported their earnings and investors on the NSE held their breath for November 22, the debut of day trading at the NSE. Tune in to catch up on the debut of Day trading at the NSE, what ailed the markets last week, and why Alibaba missed analysts' revenue expectations. Binge to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Produced by Mwakaneno Gakweli
In this episode, we talk to Pramod Bagalwadi, CEO DHL Global Forwarding for Sub Saharan Africa on how the African Free Continental Trade Agreement (AfCFTA) will boost intra African trade. We break down how receptive national borders under the AfCFTA could benefit African MSMEs through freer movement of people, goods, and resources, allowing them to target the entirety of the 1.2 billion population. We also talk about the impediments to the agreement such as varying divestment in infrastructure among member countries and conflicting national interests and how they could shape the success of the agreement. Tune in to learn: How Covid-19 pushed innovation in the logistics space. How optimizing member country regulations such as tax policies could help more SMEs reach customers regionally.  How improvements of infrastructure will boost trade between Africa and the world by bringing multinationals closer to their consumers. Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Pramod Bagalwadi - CEO, - DHL Global Forwarding, Sub Saharan Africa Mwakaneno Gakweli - Podcast Producer/Host, Hisa and The Kenyan Wallstreet Produced by Mwakaneno Gakweli
In this podcast, we talk to Mutomboi Mundia, Director, Market Supervision and Development at the SEC in Zambia on the role of equality and gender representation in developing sustainable African capital markets, in the case of Zambia. Join us as we tackle issues that are key to boosting both participation and representation of women in African capital markets such as creating a pipeline of deserving women for board positions, leveraging their ability to multitask and multiskill, and setting individual goals that contribute to the bigger communal agenda. Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Mutomboi Mundia - Director, Market Supervision and Development at the SEC in Zambia Mwakaneno Gakweli - Podcast Producer/Host, Hisa and The Kenyan Wallstreet Produced by Mwakaneno Gakweli
23 Years and 15 million subscribers later, MTN Uganda is IPOing on the Uganda Securities Exchange. Join Eric Jackson and Wim Vanhelleputte as they break down the IPO, detailing the incentives, the opportunities, the risk factors and the onboarding process for investors. Listen to this podcast now to learn why the Telco operator chose to list now, how MTN is planning to rope retail investors through the m-IPO platform and why low internet penetration and mobile money are key of focus for MTN Uganda's radar. Highlights: MTN Uganda is offering 20% of its total 96% shareholding to the public. This is 4.47 billion ordinary shares at UGX 200 per offer share.  The offer opened on 11 October 2021 and closes on 22 November 2021. Trading will start on 6 December 2021. MTN is offering prospective East Africa investors a 5% free share incentive, and an additional 5% for Ugandan investors who participate in the IPO via the m-IPO platform. The telco has made a commitment to maintaining the 60% dividend payout ratio post-listing.  MTN Uganda is taking the low internet penetration opportunity through demand-driven 4G deployment, device financing and leveraging on-demand for localized digital content. The company sees the m-IPO process as key to addressing liquidity concerns on the USE through creating trading opportunities in the secondary market. Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Eric Jackson - Co-founder and CTO, Hisa Wim Vanhelleputte - CEO, MTN Uganda Produced by Mwakaneno Gakweli
In this episode we discuss Central Bank of Kenya's Directive to suspend the listing of negative information of borrowers with loans under Ksh 5 million that were previously performing but went under from 1 October 2021, the suspension of clearance certificates as a requirement for job application, the shining results of Safaricom and Equity Group and the mechanics behind Elon's share sale and the following dip. Tune in now to learn why suspending CRB listing and adopting cost based lending could democratize access to credit and increase its cost for some, how suspending clearance documents is a respite for job seekers that would benefit even more from zero pricing of background check documents, the gaps in results of the giants, and why the Twitter poll did not in fact influence Elon's decision to sell some of his Tesla Shares.  This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Mwakaneno Gakweli - Podcast Host and Producer, Kenyan Wallstreet/Hisa Produced and Directed by Mwakaneno Gakweli 
In this episode, we host Takudzwa Mutasa, a partner at DPI to discuss the opportunity for investment in Africa, the role of impact and sustainability in building valuable businesses and exit options for investors in the continent.  Join us as we break down the importance of partnership, value creation expertise, and impact-focused investment processes in driving value creation in investments and improving portfolio businesses in Africa. Taku also touches on the key trends that make Africa a very attractive investment destination: a young population and a growing workforce, strong demographics, the rapid wave of urbanization, technology and digital transformation and natural resource endowment of the continent. Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Takudzwa Mutasa - Partner, Development Partners International Mwakaneno Gakweli - Podcast Producer and Host, Kenyan Wallstreet and Hisa Audio Production by Mwakaneno Gakweli
In this episode, Eric Asuma talks to Safaricom CEO Peter Ndegwa and CFO Dilip Pal on the developments in Ethiopia following the state of emergency, the shifting conflict and delays in the US DFC $500 million loan.  Tune in to understand why Safaricom is still optimistic about launching in Ethiopia in mid-2022 despite the shifting conflict, its Capex commitment so far, and its investment in the market for the short and mid-term.  Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Peter Ndegwa - CEO, Safaricom Dilip Pal - CFO, Safaricom Eric Asuma - CEO, Hisa Audio Production by Mwakaneno Gakweli
Last week, the Safaricom stock took a beating, declining by 6.07% to Ksh 40.20 following worsening conditions in Ethiopia and US DFC's delay in disbursing the $500million to finance its Ethiopia entry. Equity Group reported an 85% jump in Q3 profit before tax to Ksh 36.6 Billion from Ksh 19.7 billion in Q3 2020. Globally,  Uber reported its first-ever EBITDA adjusted profit of $8 million. Listen to this episode to find out what's dragging Safaricom's share price, the details behind Equity's Profit jump and why BK Group is trailing, despite the positive Q3 results. Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Production by Mwakaneno Gakweli
In this weekly episode of We Are Curious, we discuss banks' decision to request additional security in case the value of collateral like land depreciates, explore the push to declare Safaricom as a dominant player in Kenya's Telco space, and take notes from the plunge of the Squid Game Crypto. Get all your podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Mwakaneno Gakweli - Podcast Host and Producer, The Kenyan Wallstreet Felix Ochieng - Chief Financial Analyst, Hisa Special appearances: Hamisi Rawlins Enock Aguera
Last week, Kengen reported a 94.6% decline in net profit to Ksh 1.2 billion following higher tax expenses. Revenue was up 4% to Ksh 4.5 billion attributed to geothermal, hydro and diversification projects. Kenya Power bounced back to profitability reporting a Ksh 1.5 billion net profit, a 216% jump in pretax profit and 17% dip in operating expenses. Apple results were slightly underwhelming following supply chains woes, and now Microsoft is the most valuable company on earth by market cap. Listen to this episode to find out what could happen to Kenya Power's stock after the positive results, and how changes in payments for developers and supply chain woes are affecting apple. Tune in to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa Production by Mwakaneno Gakweli
In this episode, Eric Jackson talks to Khula Co-founder and CEO Karidas Tshintsholo on making a business case for agriculture in Africa through availing inputs that allow subsistence farmers to try commercial agriculture, building a marketplace that connects farmers to bulk buyers and establishing platforms for farmers to raise funds for their operations. This episode also covers the net positive effect of COVID-19 in agriculture and agritech, and why telling African startup stories benefits Africa's entrepreneurship. Listen to all our podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Karidas Tshintsholo - Co-founder and CEO, Khula Eric Jackson - Co-founder, Hisa Production by Mwakaneno Gakweli. 
Last week, the NSE announced that it will introduce day trading in November, allowing investors to trade on a security multiple times a day. The president, upon lifting the curfew, ordered the National Treasury to raise the threshold for cash transaction reporting to favour MSMEs. Regionally, DHL announced that it is closing its e-commerce site eShop and Facebook is now Meta. Listen to this episode to understand why day trading, a great initiative to deepen the markets, still needs support infrastructures like lower fees to trigger retail activity, why removing barriers to digital transactions would a better tool to fight money laundering and terrorism finance than large cash transaction reporting requirements, and why Facebook's new name Meta isn't enough matte to cover up its privacy violations. Get all your podcasts directly through the Hisa App on Android or iOS, or subscribe to the Kenyan Wallstreet podcast wherever you listen from. This episode features: Mwakaneno Gakweli - Podcast Host and Producer, The Kenyan Wallstreet Felix Ochieng - Chief Financial Analyst, Hisa
In this episode, we talk to Anthony Kirui on the status of Kenya's capital markets, specifically looking at improving access for retail investors, heading against foreign outflows and moving away from safe bets like government securities. This episode follows the release of the 2021 Africa Financial Markets Index, where Kenya's market attractiveness fell to 11th position in Africa, scoring especially poorly in its local investor capacity. We explore possible remedies such as breaking barriers for retail investors, adoption of global master agreements, and how day trading and margin trading could help private individuals flourish in the domestic markets.   Access finance podcasts and the latest news on markets directly through the Hisa App available on Google Playstore and the Apple Store. This episode features: Anthony Kirui - Director, Head of Global Markets, Kenya and Africa Regional Operations at Absa Bank Kenya PLC Mwakaneno Gakweli  - Journalist/Podcast Host, The Kenyan Wallstreet and Hisa
Last Week, HF Group announced the appointment of Olive Mugenda, a known reformist and chairperson at the Kenyatta University Teaching and Referral Hospital. Benchmark indices ended the week lower as major stocks on the exchange went red, including Safaricom. However, the overall market activity was high. Equity turnover was up 53.2% to Ksh 3.2 billion traded while volume rose by 33.4% with 73.2 million shares traded. NBV's YTD performance has dipped from top position to 10th, pointing to its continuing high volatility. Globally, tech stocks were jittery. Shares of Twitter, Alphabet, Microsoft and Snapchat were all down. Snap Inc, the company behind Snapchat released positive results but failed to meet analyst expectations. Revenue was up by 57% to $1.7 billion, a shortfall of 93 million dollars from what analysts expected, which is why the stock plummeted on Thursday and Friday, closing the week at $55 after shedding 27%.  Facebook will be releasing its results today.  Listen to this podcast to understand what happened in local markets last week, and what to expect from global tech stocks following changes in Apple's privacy policy that is spelling doom giants like Snap and Facebook.  Listen to all our podcasts directly on the Hisa App available on the App Store and Google Playstore. This episode features: Felix Ochieng - Chief Financial Analyst, Hisa
In this episode, we sit with Joanita Lunkuse - Jaggwe to discuss the role of women in spearheading macroeconomic growth in Africa through taking leadership roles in sectors like Finance and Agriculture, and how increasing access to opportunities and proper succession planning could be the bridge to tapping into the benefits of having women in top leadership. Apply for an opportunity to be recognised among Top Women in Africa in Banking, Co-Operatives and SACCOs, Development Finance institutions, Fintech, Fund Management and Investment Banking, Insurance, Microfinance, Public Sector Finance and Private Equity at https://www.angazaawards.com/ Applications close on October 31. This episode features:  Joanita Lunkuse - Jaggwe -  Expert Financing, Office of the Prime Minister, Uganda Mwakaneno Gakweli - Podcast Producer and Host, The Kenyan Wallstreet Podcast 
Comments (5)

Beryl Nyengo

Nice, can't believe am only bumping into this today. Safaricom always innovative, not afraid to test new waters. Equity has mastered the art of thriving on economies of Scale.

Oct 27th
Reply

crispyslim din

🔥🔥🔥🔥🔥🔥

May 12th
Reply

crispyslim din

I'm loving this episode 💪🏽

May 12th
Reply

crispyslim din

Thanks for talking about the suez cannal 👍🏽

Mar 27th
Reply

Bond Nthenge

I'd love to listen to this podcast but it's hard to listen with all the banging around, it takes away from the conversation....I stopped listening 2 minutes In

Feb 14th
Reply
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