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Equity Group

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

Everything said about Equity Group, oldest first

Nov 7, 2022 bullish
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)
Nov 7, 2022 positive
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)
Nov 7, 2022 positive
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)
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