Weekly Update (WDC, AAF, LBTYA, LEN)
This week we had a busy week of earnings (WDC, AAF, LBTYA), and it will continue next week. Honeywell (HON) spun off 100% of its Advanced Materials...
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AIRTELAFRI- Operational Gains to Lift Earnings
In Q1’25/26, the Nigerian business reported a revenue growth of 30.0% to $333.0 million as a result of an interplay of price increases and rising...
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JSW Cement IPO - RHP Updates, Peer Comp and Thoughts on Valuations
JSW Cement is looking to raise about US$410m in its India IPO. In this note, we talk about the RHP updates, peer comp and implied valuations in the...
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Weekly Update (AAF, NLOP, KHC)
Kraft Heinz (KHC) is currently evaluating a plan to spin off a significant portion of its grocery business into a new, distinct entity. The WSJ...
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Airtel Africa Plc - Earnings Recovery Driven by Operational Improvement
Airtel Africa Plc (AIRTELAFRI—TP: N3,635.78 ) Q1'25/26 results were in line with expectations as topline scaled by 22.4% to reach $1.42 billion
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