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ConsumerWatch – Against all odds

Consumer

ConsumerWatch – Against all odds

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.

To read the full report, click the download button at the top of the page.

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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.

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