Main menu
Edison Group
  • Home
  • Sparks
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Oncopeptides

    MCap

    SEK1,181m

    Last close

    SEK5.59

    ▲ 0.94 (20.22%)

    Metals One

    MCap

    GBP4m

    Last close

    GBP0.01

    ▲ 0.18 (19.44%)

    Chosa

    MCap

    SEK50m

    Last close

    SEK0.63

    ▲ 0.10 (19.05%)

  • Sectors

    Sectors

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

ConsumerWatch – Against all odds
Subscribe

Consumer

ConsumerWatch – Against all odds

Russell Pointon

Written by

Russell Pointon

Director of Content, Consumer and Media

It is fair to say there was not much positivity in Q225 from a geopolitical and macroeconomic perspective. It was therefore no surprise that there were broad-based downgrades to profit expectations across the consumer subsectors and the regions. What may be more of a surprise is the extent to which a good number of the consumer subsectors outperformed in a number of regions, despite the less-than-favourable trends in growth estimates. For example, the majority of the UK subsectors performed better than the benchmark. Notwithstanding the overall weak growth outlook, many of the consumer subsectors and companies are expected to generate appealing levels of profit growth, and we continue to find a number of attractively valued companies with good growth prospects.

CONTINUE READING
Please enable JavaScript in your browser to complete this form.

To access the complete report, please register below. By registering, you'll also unlock:

Tailored stock updates: Choose from 400+ stocks, filter by sector, and set your preferred frequency.
Premium website features: For an even more enhanced experience.
Personalised recommendations: Benefit from investment insights tailored to your reads and saved content.

Name
Email
Investor type

We will only use your personal information to provide the services and products that you have signed up for. You will receive a confirmation email after subscribing and can tailor your preferences or unsubscribe at any time by using the links provided. Edison Group's Privacy Policy and Terms & Conditions can be found here.

Consent

Latest

Financials | thematic

Banco Angolano de Investimentos – Growing retail presence

Investment Companies | thematic

Hansa House View

Industrials | thematic

Decarbonising the built environment – Green materials, greener buildings

TMT | thematic

The advertising ecosystem – Triangulating perspectives

thematic

Edison Growth Conference 2025

Financials

Banco Angolano de Investimentos – Growing retail presence

Banco Angolano de Investimentos (BAI) is the largest Angolan bank by assets. It is a money centre, institutional-focused bank, with high investment and trading revenue, funded by a diversified deposit base. Its strong capital base and solvency position it for growth in an Angolan economic upswing. BAI’s low loan-to-deposit ratio provides optionality in the long term to drive higher returns on assets and equity. It started to roll out credit more strongly during FY24, a trend that has continued in H125.

Continue Reading

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free