AfricaNext Investment Research, LLC

Publisher description

AfricaNext Investment Research is a leading advisory and consulting firm focused on the telecommunications, media and technology (TMT) sectors in Africa. AfricaNext’s mission is straightforward: to provide clients with the most in-depth, independent and fundamentals-focused analysis available on the TMT sector in Africa.

Our research builds on five pillars:

1.Focus on Africa

Africa is the core business. Leveraging an extensive network of contacts and researchers, coverage spans from Africa's largest economies (e.g.

South Africa, Nigeria, Kenya, Angola), to its so-called frontier markets (DRC, Ethiopia, Central African Republic).

2.Wireless, Broadband, Media:

Thematic coverage is focused on wireless, broadband and media markets and assets.

3.Fundamental, value-focused research with an investor and service provider slant:

AfricaNext believe sustainable African social development will come primarily through broad-based, unabashed capitalistic wealth creation. In turn, its research technology trends but do not believe in technology punditry for its own sake. Research is predominantly focused on the business models fundamentals, with an emphasis on bottom of pyramid demand, and all from a service-provider and investor vantage points.

4.Research methodology built on business and economics fundamentals:

The research builds on primary and secondary data and information gathering, analyzed through the prism of business and economics theory and practice, management best practice as well as technology feasibility. We examine external and internal factors of performance, all lines of revenue and cost to answer that basic, yet unassailably fundamental question: is there profit, and ultimately, creation of shareholder value?

5.Thought-provoking approach to research:

AfricaNext look to push the boundaries of established thinking and conventional wisdom. We value agile and anticipatory thinking, speak our minds and acknowledge when we are wrong. The delivery style is designed to be easy to read, straightforward -if at times flowery- and whenever possible, it seeks to say more with less.