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CardinalStone

CardinalStone
External broker reports(aggregated public sources)
CardinalStone

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Nigeria Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Financials
49%
Consumer Staples
16%
Energy
10%
Industrials
8%
Communication Services
7%
Materials
5%
Consumer Discretionary
3%
Health Care
1%
Utilities
1%

Top Verticals

Equity Bottom-Up
59%
Thematic (Sector/Industry)
24%
Macroeconomics
17%

Top Entities

MTN Nigeria Communications
69
Dangote Cement
66
SEPLAT Energy
65
Lafarge Africa
64
Zenith Bank PLC
63
Aradel Holdings
40
Ecobank Transnational Inc
40
FCMB Group
39
United Bank for Africa
38
BUA Foods PLC
36

Top Countries

Nigeria
92.3%
United Kingdom
2.6%
United States
1.7%
China
1.3%
Hong Kong
0.9%
Japan
0.9%
Australia
0.4%
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