2023 High Conviction Stocks: November Performance Review
Our conviction stocks closed higher in November, gaining 1.8% m/m, underperforming the ASI by 1.2ppts. [...]
01
Dec
Dec
SSA Capital Markets Q3’23 Update
Analyst: Chidozie Daniels* Equity Markets – Fiscal policies dictate investor sentiment in Q3’23. It has [...]
28
Nov
Nov
Zenith Bank Plc Q3’23 Earnings: Interest Income, FX revaluation gains improve performance
Analyst: Olumide Sole* In its Q3 financial statements, ZENITHBANK reported a 68% y/y jump in [...]
28
Nov
Nov
Nigeria Gross Domestic Product: Reforms restrict real output growth to 2.54% in Q3
Analyst: Ibukun Omoyeni* In Q3’23, Nigeria’s real GDP growth slowed to 2.54% y/y, 9bps lower [...]
28
Nov
Nov
H2’23 SSA Macroeconomic Outlook: A hard turf
Executive Summary. The world has seen a significant increase in economic activity as countries have [...]
28
Nov
Nov
LAFARGE AFRICA PLC Q3’23 Earnings: Sustainability ambitions drive long-term outlook
Analyst: Abigail Alabi* Target price: ₦41.76 Rating: BUY FX loss weighs on bottom lineIn Q3’23, [...]