InsuranceAugust 7, 2017

Professional Insurance – Unaudited Half Year Results 2017
Moses Siame (CEO) and Christopher Aongola (Head -Finance) of Professional Insurance recently published their2017 unaudited half year results in the local print media in accordance of the Securities Act of 2016. The duo pointed out that growth in gross written premiums of 82% had been achieved through rapid grow in fire and engineering risks (the […]

Economy, FinanceAugust 4, 2017

Is The Global Economy Tittering On The Brink Of Collapse?
Next to weather, I have been tracking the global financial markets with keen interest this year. Whilst matters of weather and financial markets have consumed a fair chunk of my private time, I cannot quite recall why it is specifically these two topical and complex issues that have overwhelmingly peaked my curiosity in 2017. The […]

Agriculture, Zambia Sugar PlcAugust 3, 2017

ZamSugar: The Anatomy of a “PAAR” Deal
In their 2016 Annual Report (AR), ZamSugar (of the Illovo fame) reported commencement of an important project that would turnaround the fortunes of the company. The Product Alignment and Refinery (PAAR) project was the company’s signal to the market that they intended to reinforce their resources and enhance their capabilities. However, for a project of […]

Strategy, Zambia Sugar PlcAugust 2, 2017

Why Zambian Premier Companies Need Core Competences to Survive
There are companies on the Lusaka Stock Exchange that continue to generate increased revenue year on year. Of those companies, the manufacturing and vertically integrated companies have been the most impressive. Few have speculated that size does matter hence why these companies continue to produce increasing revenue records amidst challenging macro conditions that have been […]

FinanceJuly 31, 2017

Lessons from Diaspora: TFHZPC breaks bread with expatriate Zambians
I was recently on a graduation pilgrimage to Manchester mid July 2017. I was keen to meet with many of my country folk in order to get an idea of the impact that Financial Insight Zambia had on them. However, little did I know that I was destined to learn much from our fellow natives […]

Agriculture, Zambia Sugar PlcJuly 30, 2017

Zambia Sugar 2017 Annual Review – Refocused and Sweetly Re-energized
Sugar production worldwide in 2014/2015, by region (in million metric tons), ranked Africa 6th globally behind the titans of Asia, South America, Europe, North and Central America and the EU. Producing 11.98 million metric tons, according to Statista.com, it is clear that Africa which ranks second in global population by continent provides scale for sugar producers […]

Finance, Strategy, ZCCM-Investment Holdings PlcJuly 12, 2017

Project Ekaris: A Dare to Gate Crash a Premier Company’s AGM
When announcements of AGMs are published on SENS ANNOUNCEMENTs, TFHZPC is always keen to be a part of proceedings. It’s not just the coffee and muffins that get served (for premier companies that host at exotic hotels) but the agenda of the meetings that wets the appetite of any investor who wants to understand how […]

StrategyJuly 9, 2017

Competition Commission: Bringing Balance to Competitive Forces in Zambia
Competition in any economy is healthy.Zambia is no exception. In fact, competition in an emerging economy such as ours serves to foster innovation and price of product sensitivities. However, just like any competitive sport, rules and regulations on how players in the game compete are important. They provide for an equal playing field for all […]

Construction, LafargeJuly 9, 2017

Cement Wars to Continue
If TFHZPC sat in one of the three boardrooms of Dangote, Lafarge Holcim and Zambezi Portland, we would have been deeply reflective of the ground breaking ceremony in Masaiti area Ndola that happened recently. The announcement that the Industrial Commercial Bank of China (ICBC) would be putting up over $500 million into construction of another […]

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RetailJuly 3, 2017

FMCG Kings. The Ontology of Trade Kings
Although TFHZPC loves to dig into the financials of listed companies, there is one company that has been in existence for over 20 years in the Zambian market that has impressed us with its progression. There is very little information about the company in terms of the mechanics of its management because it is not […]