Africa & Middle East Stock Index
Africa & Middle East stock index. ๐๏ธ State owned ๐ผ๐ป ESG friendly ๐ ฟ๏ธ Preference shares available ๐๐ Global/regional operations or part of global/regional supply chains
This post is an index for all Africa and Middle East stocks covered and tagged under our EM Stock Pick Tear Sheets (plus additional untagged stocks) organized as follows:
Africa (4)
Note: The links above to the relevant post sections below will only work for paid subscribers.
And for individual stocks:
๐๐ etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than domestic companies.
๐๏ธ State owned, controlled, or influenced companies.
๐ผ๐ป ESG friendly stock e.g. renewable energy. This is fairly subjective.
๐ ฟ๏ธ Preference shares available (Note: I donโt see a comprehensive list of preference shares or preferred stocks readily available on the Internetโฆ).
A very short description of the stock with links to the IR page and stock quote(s) on Yahoo! Finance or other sites.
Any Wikipedia page (denoted by ๐ผ) and a Substack stock tag link (denoted by ๐ท๏ธ) linked to any post under EM Stock Pick Tear Sheets.
Titles linked to any good or in-depth research (๐๏ธ denotes an archived piece) from funds etc covering the stock or our posts (denoted by โ ).
* Substack search leaves much to be desired. Inputting common terms or names (e.g. Holdings, etc.) will lead to a broad range of irrelevant results. Inputting a stock ticker (e.g. those that are numbers, etc) without the exchange abbreviation can come up with better Substack search results.
And as always, this post is provided for informational purposes only (and to make your life easierโฆ). It does not constitute investment advice and/or a recommendationโฆ
The goal is to build up a database or index of international, frontier, and emerging market stocks that have research available or are owned by international stock funds.
This means there is considerable room for improvement for these index posts over the coming months e.g. adding an icon link to any Wikipedia page (e.g. via an icon) as such pages usually mention any scandals or problems a stock may have add; tagging and adding additional stocks from 2023 EM Fund Stock Picks posts; organizing stocks by industry for countries that have many stocks covered, etc.
Africa
Tags: Africa & Africa Stocks
๐ Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF) - UK-based MNC providing telecommunications & mobile money services in 14 African countries. ๐ผ ๐ท๏ธ
๐ Africa Oil Corp (TSE: AOI / STO: AOI / FRA: AFZ / OTCMKTS: AOIFF) - Oil & gas exploration & production + exploration & appraisal assets in Africa.
๐ Jumia Technologies (NYSE: JMIA) - Operates a pan-African e-commerce marketplace, logistics service & payment service platform. Berlin HQ. ๐ผ
๐ Panoro Energy ASA (OSE: PEN / FRA: 1PZ / OTCMKTS: PESAF) - Exploration, development & production of oil & gas properties in Africa.
๐ง๐ผ Botswana
๐ง๐ผ Sechaba Brewery Holdings (BSE: SECH) - 60% controlling interest in Kgalagadi Breweries Ltd (KBL) & Botswana Breweries (Pty) Ltd. SAB Miller holds the remaining 40% minority interest. ๐ผ
๐ช๐ฌ Egypt
Tags: Egypt & Egypt Stocks
๐ช๐ฌ Alexandria Container and Cargo Handling Company SAE (EGX: ALCN) - 2 main terminals: Alexandria terminal in Alexandria port & El Dekheila terminal in Dekheila port. ๐ผ ๐ผ ๐ท๏ธ
๐ช๐ฌ Arab Food Industries Co (DOMTY) (EGX: DOMT) - Cheese, juice, bakery & dairy.
๐ช๐ฌCentamin PLC(LON:CEY/ TSE:CEE/ FRA:7CT/ OTCMKTS:CELTF) -Gold mining company focused on the Arabian-Nubian Shield.Acquired byAngloGold Ashanti(NYSE:AU).๐ผ๐ช๐ฌ CIRA Education (EGX: CIRA) - Largest integrated provider of education services in the Egyptian private sector. ๐ท๏ธ
๐ช๐ฌ Cleopatra Hospital Group (EGX: CLHO) - Egyptโs first & largest private hospital group.
๐ช๐ฌ Commercial International Bank (CIB) (LSE: CBKD / FRA: CIN0 / OTCMKTS: CIBEY) - Egyptโs leading private-sector bank. ๐ผ
๐ Eastern Tobacco (EGX: EAST) - Makers of the Cleopatra brand of cigarettes. ๐ผ
๐ Edita Food Industries (EGX: EFID) - 5 segments: Cakes, Croissants, Rusks, Wafer & Biscuits.
๐ El Sewedy (EGX: SWDY) - Leading integrated energy solutions provider in MENA. ๐ผ
๐ช๐ฌ Fawry Banking and Payment (EGX: FWRY) - e-payments & digital finance solutions.
๐ Macro Pharmaceuticals (EGX: MCRO) - Pioneer & market-leader in the countryโs cosmeceutical space.
๐ช๐ฌ Obour Land for Food Industries (EGX: OLFI) - Dairy manufacturer.
๐ช๐ฌ Port Said Containers And Cargo Handling Co. Stock (PSCCHC) (EGX: PSCT) - Major container terminal operator in Egypt with operations at the Port Said Port. ๐ผ ๐ท๏ธ
๐ช๐ฌ Qatar National Bank Alahli (EGX: EGS60081C014.CA) - Owned by QNB Group. ๐ผ
๐ฌ๐ญ Ghana
๐ฐ๐ช Kenya
๐ BAT Kenya (NSE: BAT) - Regional manufacturing & business hub for BAT's business in East & Southern Africa. Subs. of British American Tobacco plc (NYSE: BTI). ๐ผ
๐ KCB Group Plc (NSE: KCB) - Financial services holding company. ๐ผ
๐ฐ๐ช ๐ช๐น Safaricom (NSE: SCOM) - Mobile telephony, mobile money transfer, mobile banking SMS-based service (M-PESA), consumer electronics, ecommerce, cloud computing, data, music streaming & fibre optic services. Vodafone Group Plc (LON: VOD / NASDAQ: VOD) controlled. ๐ผ