Capitec’s premium valuation rests on three compounding bets. All three are working – but each is now under pressure.
Author: Pambos Soteriades
Pambos Soteriades
Pambos Soteriades is a telecoms and strategy consultant with 28 years’ experience in African mobile markets, including executive roles at Vodacom Group and Telkom Kenya.
BlackBerry lost while it was winning. South Africa’s would-be IoT platforms should heed the warning.
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South Africa’s banks have a structural advantage telecoms operators cannot cross. They may not have long to use it.
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