NSE | AIB Axys May 2021 Stock Picks

    In the month of March, our portfolio improved 1.5% M/M and was up 2.5% YTD on the back of an uptick in Safaricom, EABL and NSE. With its detrimental performance in FY20, after announcement of a KES 9.1B loss and an expectation of a rise in staff costs on account of the current restructure program, we have dropped Britam in our quarterly review and instead absorbed Jubilee Holdings to our portfolio.

    On a relative basis our portfolio has continued to perform better than the NSE-20 YTD while lagging the NASI.

     

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    AIB-AXYS Africa
    AIB-AXYS Africa Ltd is the fusion of two established companies; AIB Capital Limited and Apex Africa Capital Limited, both with over 25 years of experience in the Securities market. With the solid reputation and experience of the professional teams, we leverage talent and networks to better service businesses and investors looking to capitalize on the African growth story, and its vibrant financial sector.
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