Goa InvestQ Partners Limited

03/08/2024

Research commissioned by MOBILIST shows that sub-Saharan Africa’s renewable energy market already represents a potential investment opportunity of $193 billion by 2031.

Despite the scale of the opportunity, the International Renewable Energy Agency estimates that Africa currently attracts only 3% of global energy investment.

The Helios Climate, Energy Access, and Resilience (CLEAR) Fund has raised approximately $200 million.

31/05/2024

Happy Madaraka day to all our clients,colleagues and community in Kenya!

16/05/2024

Many years the Financial Services segment in the Nairobi Securities Exchange PLC has been the strongest performing in Kenya.

Following recent strong financial performances by Equity Bank and Safaricom (largely supported by MPESA services) Co-operative Bank of Kenya Bank of Kenya ,has captured the spotlight yet again with its remarkable 7.7% increase in earnings to $50M (KES 6.58B) for Q1 2024.

This impressive financial performance underscores the bank's strategic prowess in growing its net interest income by 8.6%, effectively controlling operating costs, and significantly boosting customer deposits by 14.8% and loans by 5%.

The growth in net profit comes on the back of net interest income growing 8.6 percent to Sh11.7 billion.

09/05/2024

“We are extremely pleased at what we have been able to achieve as a group despite the significant startup costs in our business in Ethiopia.We expect that from 2025 the Ethiopia business will start being a significant growth distributor at group level for both bottom line and top line.”

We are yet to witness the best for thi stock, currently trading at KES 15.95

Congratulations to Safaricom PLC for relatively robust FY perfomance and for posting $1B+ in earnings.

Safaricom net profit for the full year to March rose 1.2 percent to Sh62.99 billion.

08/05/2024

The Brand Finance report for the Kenya market is out. Key to note;
-They are all listed on NSE.
-They compare interestingly to the top

10 companies in NSE by Market Cap;
Listed below:
-SCOM 639B
-EQUITY 161B
-EABL 120B
-KCB 95B
-COOP 72B
-ABSA 65B
-NCBA 65B
-SCBK 65B
-STANBIC 47B
-BAT 41B

Only KPLC & KQ are out of the top ten but are monopolies/dominant in their key sectors.

04/05/2024

Here is an overview of the performance of Safaricom Plc,the leading telecommunications company in Kenya.

The company counter currently trades at a Price of KES 15.95 with an intrinsic value of Upwards of KES 25.There is opportunity to invest in the stock.

04/05/2024

Ascent Capital, a prominent PE firm, has made waves in Kenya's packaging industry with its recent acquisition of a 49% stake in Dune Packaging Limited for US$14M (KES 1.6B).

This strategic move underscores the firm’s confidence in Kenya's economic potential and highlights the growing significance of the packaging sector in the region.

Ascent Capital aims to drive growth, expand production capacity, and explore new market opportunities, ultimately shaping the future of packaging solutions in Kenya.

Ascent Capital has expanded its operations in Kenya with the acquisition of a 49 percent stake.

01/06/2023

Wishing you all a happy Madaraka day!

06/04/2023

We wish you all a happy Easter season as we celebrate our Lord Jesus Christ.

22/03/2023

PE firms seek alpha returns from investments through day to day active management to unlock the “unseen” value.

Taking away this control means no achievement of desired investment returns.

Helios has exited at cost within 6 years and with oportunity costs.Demonstrates,it may not always work out and a call to cut costs at earliest red flags

Kenya unlawfully expropriated the prime property of Telkom Kenya Limited without Telkom’s or Jamhuri Holding Ltd’s consent.

25/02/2023

Adenis Partners, a Mauritius based PE firm is in advanced stage discussions to acquire 100% of Java Restaurants for an estimated $30M.

The chain is currently owned by Actis PE firm that acquired it from the troubled Dubai based Abraaj Group.

Actis seems keen to cash out from a rather troubled hospitality sectors that is yet to recover from the negative effects of COVID 19 pandemic as well as increasing cost push inflation that is affecting the industry.

Adenis has previously invested in QuickMart,RedLand Roses,Kanu Equipment and Africa Biosystems Ltd.

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StandardPeak Asset Management

Mauritius-based private equity firm Adenia Partners is in discussions to fully acquire restaurant chain Java House.

13/01/2023

PE Investments provides an opportunity to focus and unlock the intrinsic values in the target businesses .It's a great opportunity to allocate capital in opportunities that offer superior returns that may not be available in public markets for the investors (Limited Partners).

It also provides a great opportunity for investment diversification for the investors while providing capital and management expertise for growth to the target venture.

The bottom line/end game for the PE firm is to unlock "locked returns" and generate cashflows while growing the target businesses.

In the past one and half decades, private equity funds have shown great interest in the continent.