SA food sector - Outlook 2019 - Are we there yet?
We remain pessimistic about SA growth in 2019. However, greater policy certaintypost elections could lead to consumer confidence and a return in spending in the
second half of the year. Higher investment and signs of fiscal discipline will also
contribute to SA economic growth. The ZAR should strengthen with SA economic
growth which will contain raw material cost inflation. SA food producer earnings
growth can improve macro conditions. As such, we believe that SA food producer
valuations are attractive relative to the overall market, SA retailers and global peers
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Our research quality is consistently recognised in local and global surveys, with 18 analysts currently rated in their respective sectors (FM 2017). Value add through in-depth, innovative, high quality and consistent research with comprehensive underlying fundamental modelling supported by regular analyst and roadshow interactions.
Avior has proven that by working closely with our clients we can mutually develop dominant positions in certain sectors, going from strength to strength. Avior has a dedicated ESG team, having been ranked #1 in Corporate Governance research since 2008.
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