Rufybaba
@Rufyb
Investment Management | Economics | Finance | Strategy
My track record in the Nigerian equities market: some of my big wins. I leverage information asymmetry in the market to capture significant gains. Most of the names here are not the typical names often covered by analysts. Meanwhile, I have an expansive set of data that captures…
I joined Dr Ayodele Oni and Dr Sam Amadi today on @channelstv discussing the issue of true cost of electricity and enugu state tariff controversy. The conversation largely centred around the legal, commercial, and political aspects of tariffs and the FG subsidy position. Watch…
Application for Unilag Masters program for 2025 closes in 6days. Tbh, If you have 3+ years experience & plan to be here for a while, it can also be a game changer for you. It's quite affordable, time-efficient (part-time options exist), and can seriously boost your career…
The performance of the top three cement manufacturers. Lafarge remains my top choice. On the second slide, we see the three lads reporting a combined profit growth of +79 %. These three guys account for 20% of the overall stock market cap. And then there is Airtel, and we…
Dangote Cement Q2 results. The Pan-African business dragged performance, but it was good overall. In the Nigerian market, revenue growth was primarily driven by price. Volume growth was weak, but I see the q/q upgrade. Dancem is on course to deliver ₦800bn FY net profit.
He will most likely be the only Nigerian billionaire that I know whose companies might outlive him. First, he left Dangote Sugar (he had to leave, as his attention is now divided by the refinery).
Dangote reportedly retires as Chairman of Dangote Cement. premiumtimesng.com/news/top-news/…
Update: checked my babies this evening and realised that every single one of them has done 2x already. Every single name. I just saw value (you too see what I saw below), and the market was super good to us. I didn't expect them to smoke this hot and early.
I updated my list of currently undervalued companies, given their strong financial profile and future growth trend. These companies really trade at attractive prices, in my view, and they should deliver strong returns in the near to medium term.
These are the issues. I was telling a friend which day that we should try to have a fair sense of the cost structure before we really complain about prices....
When next you want to curse real estate developers for house prices, think about this
Quick unrelated one: Not many people know that the investment bank, Morgan Stanley, was practically an offshoot of JP Morgan.
Morgan Stanley is saying y'all should go long-duration. Examples of long-duration assets: - Long-term bonds - Infrastructure assets - Real estate - Equity investments (including PE and VC)
Well, the coy also had its fill of momentum in the past. The Chinese are really not making life easy for Elon.
