- Asmaa Lamich
- Ines Khouaja
- Jean-Jacques Birba
- Josiane Ouakam
- Lamyae Oudghiri
- Mahat Zerhouni
- Maria Iraqui
- Meryeme Hadi
- Nisrine Jamali
- Omar Cherkaoui
- Taha Jaidi
African Investment Themes 2020
AGR is launching its African stock selection under the theme of “quality of growth”. By quality, we mean companies able to deliver a sustained profit growth over the next 3 years, while preserving their financial viability. In this context, we focus on the improvement of the free cash-flows thanks to a strong market position, the balance sheet quality and the existence of credible investment projects conducted by a Management with a proven track-record. At the end of this exercise we come up with a portfolio of 13 African stocks.
This first edition brought together 10 analysts from diverse backgrounds, to carry out 20 Corporate meetings in the covered African markets (Morocco, West Africa, Tunisia) and last but not least, to identify our top exciting investment themes for 2020.
The key points we are sharing with you through this report of 69 pages are:
- Strategic review of the covered African markets (Morocco, West Africa, Tunisia) ;
- Analysis of the main growth project supported by our favorite companies;
- Feedback from our one-to-one meetings with the Top Managements;
- Financial projections over the 2016-2022E period;
- Country-risk analysis where our favorite companies operate (Morocco, Tunisia, Côte d'Ivoire, Senegal and Burkina Faso).
Attijari Global Research is a subsidiary of Attijariwafa Bank Group which is a research center dedicated to the African financial markets. AGR's mission is to ensure a multi-asset and multi-zone coverage of areas related to macroeconomics, fixed income, equity forex and commodities, as well as the development of asset allocation strategies within North, West and Central Africa as well as Egypt. At AGR, our services are carefully tailored to building impactful relationships with our investors; we therefore, emphasis on providing our clients with constant support of attaining accurate market analysis through conference calls, committees, corporate access and conferences. We also provide a wide coverage of reports that are intricately extracted and analysed to meet our investors needs. These reports include morning briefs, market trends, research reports, weekly insights, closing, and research papers.
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