Industrial Goods

Understand the industrial goods landscape, with insights into manufacturing, infrastructure development, and supply chain factors that drive this key sector of Sub-Saharan Africa’s economy

HY’24 Industrial Goods Outlook: A delicate balancing act

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LAFARGE AFRICA PLC FY’23 Earnings Release – Higher prices masks weak volumes

Analyst: Abigail Alabi* a.alabi@vetiva.com Target price: ₦42.63 Rating: BUY Lafarge recently released its audited result, [...]

FY’24 SSA Industrials Outlook – A glimpse of hope

Price hikes offset declining volumes In 2023, the cement industry experienced a decline in volumes [...]

H2’23 SSA Industrials Outlook: Steering towards a robust future

Still on track for long term growth In 2022, cement producers recorded weak volumes impacted [...]

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. [...]