Author Archives: R. Daniels Chidozie
FCMB GROUP PLC FY’23 EARNINGS – Strong growth amid economic headwinds
Analyst: Olumide Sole* Target price: ₦12.10 Rating: HOLD Following the release of its unaudited FY’23 [...]
30
Jan
Jan
December 2023 Inflation review – Inflation rises to 27-year high
Analyst: Ibukun Omoyeni* Consumer price inflation ascended to 28.92% y/y, 20bps lower than our estimate [...]
16
Jan
Jan
10 High Conviction Stocks for 2024
In 2023, our high-conviction stocks demonstrated a notable weighted average return of 87%, surpassing the [...]
02
Jan
Jan
FY’24 SSA Consumer Goods Outlook – Macro headwinds limit growth.
The production of household brand products in the Sub-Saharan African (SSA) region faces a series [...]
29
Dec
Dec
FY’24 Macroeconomic Outlook – From tight ropes to turning points
From tight ropes to turning points The global economic landscape in 2024 is painted with [...]
20
Dec
Dec
FY’24 SSA Industrials Outlook – A glimpse of hope
Price hikes offset declining volumes In 2023, the cement industry experienced a decline in volumes [...]
19
Dec
Dec