NewStats: 3,262,493 , 8,177,291 topics. Date: Monday, 02 June 2025 at 01:04 PM 196o4p

6z3e3g

Nigerian Stock Exchange Market Pick Alerts - Investment (8729) - Nairaland 4j5c4u

Nigerian Stock Exchange Market Pick Alerts (13111311 Views)

(4)

Go Down)

sterlingD(m): 8:20am On Jan 30
UPDC

https://doclib.ngxgroup.com/Financial_NewsDocs/42982__UPDC_REAL_ESTATE_INVESTMENT_TRUST-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

NPF MCFBK

https://doclib.ngxgroup.com/Financial_NewsDocs/42984_NPF_MICROFINANCE_BANK_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


E-TRANZACT

https://doclib.ngxgroup.com/Financial_NewsDocs/42987_E-TRANZACT_INTERNATIONAL_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


MRS

https://doclib.ngxgroup.com/Financial_NewsDocs/42991_MRS_OIL_NIGERIA_PLC.-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

GEREGU

https://doclib.ngxgroup.com/Financial_NewsDocs/42999_GEREGU_POWER_PLC-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

NEIMETH

https://doclib.ngxgroup.com/Financial_NewsDocs/43000_NEIMETH_INTERNATIONAL_PHARMACEUTICALS_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


THE INITIATES


https://doclib.ngxgroup.com/Financial_NewsDocs/43001_THE_INITIATES_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

2 Likes 1 Share
jckgroup1(m): 8:21am On Jan 30
For this year, 29% plus 2% charge

emmanuelewumi:



They do, but it is too expensive. I prefer that of FSDH Capital and United Capital
emmanuelewumi(m): 8:56am On Jan 30
jckgroup1:
For this year, 29% plus 2% charge



Structured to encourage trading, because keep on reviewing the qualified stocks in your portfolios.
There was a time they classified GTB and Zenith bank as overpriced, as a result you will be expected to sell them if you are a margin trader who pledged them as collateral

2 Likes 2 Shares
Mpeace(m): 9:01am On Jan 30
Geregu with dividend of N8.5
No difference from transcorp power that is paying N3.50 when you consider their share prices.
Na wa oh

1 Like

X21: 9:08am On Jan 30
nosa2:


Does anybody know why the distribution expenses dropped?

I dont think this is going to be sustainable. If it is just a one off then the result is not so good

It is unexplained in the note. Best to wait for Auditors to sign off thie financial before using it to make decisions
nosa2(m): 9:14am On Jan 30
X21:


It is unexplained in the note. Best to wait for Auditors to sign off thie financial before using it to make decisions

Thanks. I'm not making any decisions for now. I'm just looking for what might be interesting in a few years
essentialone(m): 9:40am On Jan 30
sterlingD:
UPDC

https://doclib.ngxgroup.com/Financial_NewsDocs/42982__UPDC_REAL_ESTATE_INVESTMENT_TRUST-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

NPF MCFBK

https://doclib.ngxgroup.com/Financial_NewsDocs/42984_NPF_MICROFINANCE_BANK_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


E-TRANZACT

https://doclib.ngxgroup.com/Financial_NewsDocs/42987_E-TRANZACT_INTERNATIONAL_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


MRS

https://doclib.ngxgroup.com/Financial_NewsDocs/42991_MRS_OIL_NIGERIA_PLC.-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

GEREGU

https://doclib.ngxgroup.com/Financial_NewsDocs/42999_GEREGU_POWER_PLC-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

NEIMETH

https://doclib.ngxgroup.com/Financial_NewsDocs/43000_NEIMETH_INTERNATIONAL_PHARMACEUTICALS_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


THE INITIATES


https://doclib.ngxgroup.com/Financial_NewsDocs/43001_THE_INITIATES_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

Neimeth still wallowing in Losses? Sound result from TIP
jckgroup1(m): 9:45am On Jan 30
What are the rates for FSDH Capital and United Capital,though I have no with them. I have with Meristem, Chapel Hill Denham, Morgan and Atlass.
The DM please.
emmanuelewumi:



They do, but it is too expensive. I prefer that of FSDH Capital and United Capital
emmaodet: 9:46am On Jan 30
Raider76:
Petroleum marketing is actually a very low margin business. What kept these companies going are the side wuru wuru of import of substandard products ar inflated prices for NNPC, inflated subsidy payments, bridging charges, high artificial prices through the creation of scarcity, and the chain of black marketing petrol stations along interstate highways. All these sources of arbitrage have now been blocked, except the import one, which they are sustaining, by fire by force, with the collusion of their NNPC partners.

So, I expect that the fundamentals of companies like MRS, Total, Conoil and Eterna will not their current market prices going forwards unless they diversify.



I totally agree with you, though i don't like low margin stocks

1 Like

emmaodet: 9:50am On Jan 30
nosa2:


Does anybody know why the distribution expenses dropped?

I dont think this is going to be sustainable. If it is just a one off then the result is not so good

I think it is the advert.
They increased their advert expenses to 95m from 2.6m while reducing their selling expenses from 3.18b to 220m. I think it paid-off.
jckgroup1(m): 9:51am On Jan 30
please update with UPDC if it is available, UPDCREIT sited
quote author=sterlingD post=133930301]UPDC

https://doclib.ngxgroup.com/Financial_NewsDocs/42982__UPDC_REAL_ESTATE_INVESTMENT_TRUST-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

NPF MCFBK

https://doclib.ngxgroup.com/Financial_NewsDocs/42984_NPF_MICROFINANCE_BANK_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


E-TRANZACT

https://doclib.ngxgroup.com/Financial_NewsDocs/42987_E-TRANZACT_INTERNATIONAL_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


MRS

https://doclib.ngxgroup.com/Financial_NewsDocs/42991_MRS_OIL_NIGERIA_PLC.-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

GEREGU

https://doclib.ngxgroup.com/Financial_NewsDocs/42999_GEREGU_POWER_PLC-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

NEIMETH

https://doclib.ngxgroup.com/Financial_NewsDocs/43000_NEIMETH_INTERNATIONAL_PHARMACEUTICALS_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf


THE INITIATES


https://doclib.ngxgroup.com/Financial_NewsDocs/43001_THE_INITIATES_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf
[/quote]
dapix: 10:00am On Jan 30
Ding grin shocked!!

1 Like

KarlTom: 10:00am On Jan 30
Ding cool

1 Like

Sunrisepebble: 10:03am On Jan 30
Vitafoam on full bid grin

2 Likes

sterlingD(m): 10:03am On Jan 30
[quote author=jckgroup1 post=133931556]please update with UPDC if it is available, UPDCREIT sited
quote author=sterlingD post=133930301]

The result is actually for UPDC.It was ed again as UPDC

https://doclib.ngxgroup.com/Financial_NewsDocs/43005_UPDC_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf
emmaodet: 10:05am On Jan 30
NNFM -

They sold 29,534mt of products in 9M/24, 2,590mt lesser than 9M/23 of 32,124mt.
Despite the lesser sales, they made more revenue of 29.6b than prior 9M of 21.8b.
They have been able to raise the selling price in such a way to maximize sales without hurting the revenue, but it reflected in the inventory - a 300% rise in inventory to 16.5b from 5.1b says it.
They sold 7160mt of products in Q3/24 to generate 8.5b revenue. It means inventory at 16.5b, the company can afford to sell their products for 2 quarters or 6 months (Q4/24 and Q1/25) without producing anything - Just send the workers home for 5 months.
Coupled with the fact that semolina or semovita has 6 months average best before or expiry date, it means they already have products that may be due to expire in store, before factoring in getting to wholesalers, retailers and final consumers.
It is either they slow down on production or expand their market share to sell more products.
P/E of 3.8x is low compared to peers and compared to her history, so we may see the share price go to around 100-150 per share all things been equal in a short time.
A note of caution - the OCF negative 1.7b. Checking the CCC, it was impressive. 13 days to sell and convert your inventory to cash but the large inventory is causing it to be negative.

5 Likes 1 Share
emmaodet: 10:07am On Jan 30
Sunrisepebble:
Vitafoam on full bid grin

It will and it should but there is a long-term problem on the horizon. For short and medium-term profits, it's okay

1 Like

Fundlocator(m): 10:07am On Jan 30
emmanuelewumi:



Professor Uche Uwaleke a professor of capital market studies said about 5 million.

SEC less than 5% of our adult population. Assuming we have 140 million adults in Nigeria, that is less than 7 million Nigerians

NBS data shows 7.3% of the population are in Formal employment. Using latest data of those with sizeable disposable income, I doubt the 5m.

1 Like

Sunrisepebble: 10:09am On Jan 30
I still dont really understand your view on it. Let me go back to see if I can find it

The only problem I saw with their previous results were the FX losses in Q2. Everything else looked fine to me. This will return N9 EPS + this year
emmaodet:


It will and it should but there is a long-term problem on the horizon. For short and medium-term profits, it's okay
Fundlocator(m): 10:10am On Jan 30
toyeoye:


What is the source please? I'm hearing conflicting data every time

SEC

2 Likes

ojeysky(m): 10:11am On Jan 30
sterlingD:



THE INITIATES


https://doclib.ngxgroup.com/Financial_NewsDocs/43001_THE_INITIATES_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

Weldone TIP now proceed to the promise land up north
GeeKudi: 10:16am On Jan 30
TRANSCORP will also likely pay less than N1 which may discourage people from holding the stocks and bring the price back to the range those of us who want to buy more have been waiting for. The goal is capital appreciation over the course of the year.


Mpeace:
Geregu with dividend of N8.5
No difference from transcorp power that is paying N3.50 when you consider their share prices.
Na wa oh
NSEstudent: 10:18am On Jan 30
Xidget:
If you pursue a career in stand-up comedy, I assure you, you will make it. grin

Comedy content creation makes more money now and entry is unrestricted. He can easily become a billionaire in naira in one year after many months of cashing out dollars from streaming services like YouTube, Instagram, Facebook, TikTok, etc.
jckgroup1(m): 10:24am On Jan 30
What is really driving up the market price of Afriprud?
dapix: 10:25am On Jan 30
TRANSCORP and TONY go shock una this year, make una dey watch!!!!!!!!!! shocked grin
grin
GeeKudi:
TRANSCORP will also likely pay less than N1 which may discourage people from holding the stocks and bring the price back to the range those of us who want to buy more have been waiting for. The goal is capital appreciation over the course of the year.


2 Likes

GeeKudi: 10:27am On Jan 30
Hold it tight if you have it.

Sometimes in October last year when I did a personal review of the stock, I placed it on my watchlist at an entry price of 8.95. Unfortunately, the day I saw it at that price, I didn't have money to pick it. That same day, it did a 10% on that and it never looked back since then. I was only able to pick at 15 and I already have 60% on it.
I strongly believe there is something cooking.

jckgroup1:
What is really driving up the market price of Afriprud?
sterlingD(m): 10:27am On Jan 30
ROYAL EXCHANGE

https://doclib.ngxgroup.com/Financial_NewsDocs/43009_ROYAL_EXCHANGE_PLC.-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

PRESTIGE

https://doclib.ngxgroup.com/Financial_NewsDocs/43008_PRESTIGE_ASSURANCE_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

BERGER PAINTS


https://doclib.ngxgroup.com/Financial_NewsDocs/43010_BERGER_PAINTS_NIGERIA_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

MAY AND BAKER

https://doclib.ngxgroup.com/Financial_NewsDocs/43012_MAY_AND_BAKER-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JANUARY_2025.pdf

2 Likes

Sunrisepebble: 10:35am On Jan 30
I think they can pay out close to N2
GeeKudi:
TRANSCORP will also likely pay less than N1 which may discourage people from holding the stocks and bring the price back to the range those of us who want to buy more have been waiting for. The goal is capital appreciation over the course of the year.
emmanuelewumi(m): 10:36am On Jan 30
Fundlocator:


NBS data shows 7.3% of the population are in Formal employment. Using latest data of those with sizeable disposable income, I doubt the 5m.


Traders, retiree and artisans buy shares.

The bank recapitalization initiated by Soludo made bankers to market their shares to customers who are financial viable.


Surprised the other time when K1 the ultimate was talking about how he replaced a lost share certificate.

5 Likes

ojeysky(m): 10:38am On Jan 30
dapix:
TRANSCORP and TONY go shock una this year, make una dey watch!!!!!!!!!! shocked grin
grin

Shock can be in 2 different ways cool

2 Likes

essentialone(m): 10:43am On Jan 30
It seems that some people have already pre-seen the results of Guinea Insurance and Linkage Insurance?
Health3: 10:45am On Jan 30
ojeysky:


Weldone TIP now proceed to the promise land up north
After I offloaded? Na wa o. My consolation was that I exited with approx 60% profit.

Reply)

Viewing this topic: Xidget, GeeKudi, opadiya, Ginalex(f), Chinesegirl(f), Agbalowomeri, omayeya, SlahJoe(m), Princkez, zendi, Saybal(m), sterlingD(m), cocolacec(m) and 32 guest(s)

(Go Up)

Sections: How To . 43
Disclaimer: Every Nairaland member is solely responsible for anything that he/she posts or s on Nairaland.