Sign in

    Jonathan Kennedy-Good

    Research Analyst at JPMorgan Chase & Co.

    Jonathan Kennedy-Good is an equity research analyst at JPMorgan Chase & Co., specializing in coverage of the banking and financial services sectors with a focus on major publicly traded institutions. He has provided in-depth analysis and recommendations on companies such as ANZ, Westpac, Commonwealth Bank, and National Australia Bank, with a performance track record that includes ranking among the top banking analysts by investor platforms and maintaining a consistent forecast accuracy. Kennedy-Good began his career in the early 2000s, previously holding analyst roles at other prominent financial institutions before joining JPMorgan Chase & Co. in 2012. He holds multiple securities licenses and maintains active registration with FINRA, reflecting his strong credentials and established reputation within the investment community.

    Jonathan Kennedy-Good's questions to Vodacom Group Ltd / ADR (VDMCY) leadership

    Jonathan Kennedy-Good's questions to Vodacom Group Ltd / ADR (VDMCY) leadership • Q4 2023

    Question

    Jonathan Kennedy-Good of JPMorgan Chase & Co. asked for clarity on the drivers behind the expected service revenue growth improvement in South Africa, whether revised guidance includes Safaricom's share, and if Vodacom would consider increasing its stake in Safaricom.

    Answer

    CEO Shameel Joosub attributed the positive South Africa outlook to strong prepaid performance, network availability, a 5-7% price increase, and lapping the impact of the RT15 government contract. Regarding the Safaricom stake, he noted it is held by Vodafone, which is unlikely to sell at current prices. CFO Raisibe Morathi clarified that the group's revised guidance for service revenue and EBITDA excludes Safaricom, which has its own separate guidance.

    Ask Fintool Equity Research AI

    Jonathan Kennedy-Good's questions to VOD.JO leadership

    Jonathan Kennedy-Good's questions to VOD.JO leadership • FY 2023

    Question

    Jonathan Kennedy-Good from JPMorgan Chase & Co. asked for clarity on the drivers for the expected improvement in South Africa's service revenue growth, whether revised guidance includes Safaricom, and if Vodacom would consider increasing its Safaricom stake.

    Answer

    CEO Shameel Joosub cited improved prepaid performance, price increases, and the lapping of negative contract impacts as drivers for South African growth. He also noted Vodafone is not currently looking to sell its Safaricom stake. CFO Raisibe Morathi clarified that the group's guidance excludes Safaricom, which has its own separate guidance.

    Ask Fintool Equity Research AI