Equity Group

topic on 1 show · 3 statements across 1 episodes

3 statements about Equity Group, every show

CAPITAL ALLOCATORS Assertion Partly supported

Smith: MTN Nigeria trades at a single-digit P/E and yields a 7% dividend

“And Ted, you can buy MTN Nigeria for single digit PE. You can buy Equity Group in Kenya for less than book value. Both of them pay us seven percent. Div yield at the moment.”

Colin Smith Nov 7, 2022 ▶ 18:58 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

CAPITAL ALLOCATORS Assertion Supported

Smith: 98% of Kenya's Equity Group transactions happen electronically outside physical branches

“So they were very, very quick to adopt all sorts of technology over time to the point now where 98% of their transactions are electronic transactions that happen away from any sort of bank branch.”

Colin Smith Nov 7, 2022 ▶ 16:41 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

CAPITAL ALLOCATORS Assertion Contradicted

Smith: Kenya's Equity Group compounded dollar EPS at 20% annually for 20 years

“It started as a listed entity around 20 years ago, and since then it has grown its dollar EPS by over 20% per annum.”

Colin Smith Nov 7, 2022 ▶ 14:57 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

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Equity Group

3 statements about Equity Group, every show

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