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African equities

3 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 7, 2022 by Colin Smith · across every show →

Everything said about African equities, oldest first

Nov 7, 2022
Assertion Not checkable as stated
Smith: One-third of the investable African equity universe has zero sell-side analyst coverage
“Out of our opportunity set, a third has zero analyst coverage whatsoever.”
Colin Smith Nov 7, 2022 ▶ 42:30 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Nov 7, 2022 bullish
Assertion Supported
Miah: African equities outperformed other emerging markets in 2022
“Post-nineteen there was COVID, a lot of noise, but definitely this year is the first year in many that you've had outperformance by Africa. And very importantly to us, the bottom line continues to grow. The jaws are widening, but the bottom line continues to g…”
Farouk Miah Nov 7, 2022 ▶ 12:49 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Nov 7, 2022
Assertion Not checkable as stated
Miah: Many African equities lost sell-side coverage as Wall Street downsized research teams
“And, you know, to further expand Colin's point, a lot of African names used to be covered, and then got dropped because of the last four or five years, and generally Wall Street and Southside being under pressure and letting go of people.”
Farouk Miah Nov 7, 2022 ▶ 44:08 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
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