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Nigerian Stock Exchange Market Pick Alerts - Investment (8958) - Nairaland 6u1i1f

Nigerian Stock Exchange Market Pick Alerts (13087376 Views)

Sunrisepebble: 7:20pm On Apr 28

Their EPS doesn’t work straight line like that
Q1 for last year was N5.1, which is N20.4 annualized. They made an EPS of N59 for last year.
My forecast for this year is an EPS of N75-80.
I won’t mind seeing it at 350 though to load more

emmaodet:

It has to.
They generated roughly 100% in revenue but a 200% in cost of sale to 132b swallowed up any gains made.
An eps of #7.77 Q1 is just #31 annualized.
With a PE of 10 and total dividends of maybe #30, I expect the price to roam around 350-450

5 Likes 1 Share

emmaodet: 7:22pm On Apr 28

sterlingD:
ARADEL Q1 2025

https://doclib.ngxgroup.com/Financial_NewsDocs/43919_ARADEL_HOLDINGS_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

Revenue up to 199.9b from 101.2b... roughly 100% increase.
Cost of sales swallowed up any gain to 120.98b from 38.5b. whooping 200%
Gross profit 78.9b compared to 62.7b generated from previous year quarter from 101.2b.
Gross margin - 39.5% down from last 62%.
Aradel used 61% of revenue generated as cost of sale while previous was 38%.

2 Likes

Emndy(m): 7:26pm On Apr 28

Sunrisepebble:
Their EPS doesn’t work straight line like that
Q1 for last year was N5.1, which is N20.4 annualized. They made an EPS of N59 for last year.
My forecast for this year is an EPS of N75-80.
I won’t mind seeing it at 350 though to load more

Plus, Renaissance deal was signed last month, so we should see the effect from Q2.

I don't mind the price coming down for more loading though

Na Nahco and Aradel get my money this year, last year was Presco, Zenith and Nahco.

Intentionality and consistency na baba

4 Likes

emmaodet: 7:30pm On Apr 28

Heishere:
United capital didn't disappoint.

https://doclib.ngxgroup.com/Financial_NewsDocs/43924_UNITED_CAPITAL_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

I don't expect any tangible appreciation in ucap.
Forecasted annualized eps of #1.31 is just #13 per share at pe 10.
Adding dividends, it should rove around #15-18 this year

1 Like

megawealth01: 7:37pm On Apr 28

When will ARADEL be around $300 or a little above/below?

This should happen fast... Dumpers should be fast please

1 Like

yMcy56: 7:44pm On Apr 28

SonofElElyonRet:
@yMcy56
For (2) above, I gathered VFD is 8th May while Japaul is America's Independence day...
Still asking if there's any news on conhall and mbenefit dividend payment 👍

Sorry, I just saw your mentions
CONHALLPLC is holding Board Meeting on 30th April while MBenefit is yet to release further result

Check KarlTom's posts, he's been updating these info from time to time

2 Likes

yMcy56: 7:54pm On Apr 28

Agbalowomeri:
I am very sure that PeTEriCHy has exited CADBURY after shouting for one year

Locotrader:

Village people don capture Peter already as you are the next in line

KarlTom: 7:55pm On Apr 28

The wave of uncertainty around ARADEL will soon subside.

From the Q1 results, they did well.

The onboarding of the Olo Marginal Fields. Marginal fields ed for the increase in output.
I can only imagine the impact of the Shell assets...

Every mallam to his kettle

emmaodet:

It has to.
They generated roughly 100% in revenue but a 200% in cost of sale to 132b swallowed up any gains made.
An eps of #7.77 Q1 is just #31 annualized.
With a PE of 10 and total dividends of maybe #30, I expect the price to roam around 350-450

3 Likes 1 Share

KarlTom: 7:58pm On Apr 28

Sunrisepebble:
Their EPS doesn’t work straight line like that
Q1 for last year was N5.1, which is N20.4 annualized. They made an EPS of N59 for last year.
My forecast for this year is an EPS of N75-80.
I won’t mind seeing it at 350 though to load more

KarlTom: 8:03pm On Apr 28

I don't think they've released any information on the dates...

I'll update if I get any information

SonofElElyonRet:

@yMcy56
For (2) above, I gathered VFD is 8th May while Japaul is America's Independence day...
Still asking if there's any news on conhall and mbenefit dividend payment 👍

1 Like

jckgroup1(m): 10:13pm On Apr 28

Low to which KM ?

megawealth01:
They must bring am low by all means for MEGAWEALTH01 to enter

mikeapollo: 12:13am On Apr 29

emmaodet:

Revenue up to 199.9b from 101.2b... roughly 100% increase.
Cost of sales swallowed up any gain to 120.98b from 38.5b. whooping 200%
Gross profit 78.9b compared to 62.7b generated from previous year quarter from 101.2b.
Gross margin - 39.5% down from last 62%.
Aradel used 61% of revenue generated as cost of sale while previous was 38%.

I think new acquisitions, JV/merger deals, oil finds etc usually come with some huge intial costs, onboarding expenses etc which are better recognised and charged to the income statement immediately after a deal is consumated, i.e. obeying the principle of Prudence.
I think this Aradel performance may be similar to how/why Oando reported a loss in Q4 2024 after the acquisition of ENI/NOAC, as some costs need to be fully written off instead of carrying fictitious balances in the books.

5 Likes

emmaodet: 4:48am On Apr 29

Transcorp Hotel Q1.

With eps of 49k in Q1, annualized to #2.
Price should roam between #8 - #13 but I am shocked it is trading at #145.
Who are those buying at that price?

2 Likes 1 Share

emmaodet: 4:51am On Apr 29

IB Q1.
A 148% increase in PAT looks good after paying off a substantial part of their debts.
I don't know if they will be able to increase their bottom line by atleast 50% going forward per quarter

2 Likes

emmaodet: 4:55am On Apr 29

Livestock will shell out most of the gains in price they have made for the past 2 quarters.
Though I expect them to declare a better result due to cheaper inputs like feeds and feed ingredients been cheap between September to February since they would have stocked then to use in Q1.
I don't expect anything optimistic in Q2.
Eps of 1.27k annualized to 6k per year is worrisome.
This stock may start shedding weight back to her previous 2-3 naira zone

4 Likes 1 Share

emmaodet: 4:59am On Apr 29

Cadbury result is impressive.
I see her in 80-100 naira zone if she continues with this impressive result in Q2.
Current market price is #29.2.
This is a good stock to position at.
A 5m in Cadbury now MAY likely give 20m by December.
Do your due diligence.
Have not done compressive analysis.
Just using the summary to quickly do my findings.

9 Likes 1 Share

yMcy56: 5:16am On Apr 29

Thanks @emmaodet for these succinct summaries

Can you pls do for ARADEL and DANGCEM too.

Meanwhile, Unilever also released improved Q1
https://doclib.ngxgroup.com/Financial_NewsDocs/43925_UNILEVER_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

** One of the key winnings for some of these FCMG & Brewery stocks is the "reduced finance costs"
Impressive!!

1 Like

yMcy56: 5:23am On Apr 29

PuristForest: 5:58am On Apr 29

https://ewnation.com/transcorp-unlikely-surge-as-bears-continue/
https://ewnation.com/aradel-bottom-eludes-investors-for-now/
https://ewnation.com/lasaco-bulls-to-find-desperately-needed-relief/

2 Likes

SonofElElyonRet: 7:46am On Apr 29

yMcy56:

Sorry, I just saw your mentions
CONHALLPLC is holding Board Meeting on 30th April while MBenefit is yet to release further result

Check KarlTom's posts, he's been updating these info from time to time

Yeah thanks

SonofElElyonRet: 7:47am On Apr 29

KarlTom:
I don't think they've released any information on the dates...

I'll update if I get any information

Thanks

aj8(m): 8:11am On Apr 29

Agbalowomeri:

I agree with you.

Just that I like to squeeze to the last drop

Thats okay. Just that they are negative on retained losses.

emmaodet: 9:01am On Apr 29

yMcy56:
Thanks for these succinct summaries

Can you pls do for ARADEL and DANGCEM too.

Meanwhile, Unilever also released improved Q1
https://doclib.ngxgroup.com/Financial_NewsDocs/43925_UNILEVER_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

** One of the key winnings for some of these FCMG & Brewery stocks is the "reduced finance costs"
Impressive!!

Unilever Q1 eps = #0.97.
Estimated FY eps #4
Has good quality of earning = 1.72
Implied FY price = #40 - #50.

About Aradel, i commented on it yesterday.
Will search and tag you

2 Likes

Agbalowomeri: 9:08am On Apr 29

yMcy56:
Thanks @emmaodet for these succinct summaries

Can you pls do for ARADEL and DANGCEM too.

Meanwhile, Unilever also released improved Q1
https://doclib.ngxgroup.com/Financial_NewsDocs/43925_UNILEVER_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

** One of the key winnings for some of these FCMG & Brewery stocks is the "reduced finance costs"
Impressive!!

So you no see revenue growth

yok: 9:13am On Apr 29

MARKET UPDATE 29 April- NIGERIA MARKET UPDATE WITH SOME GLOBAL PERSPECTIVE
From global perspective, it is going to be an uphill task for oil to return back to the $75 dollar range and with Trump Tariff likely to reset prices of many items (the global economy may face some headwind). But let us make it a case of we will cross the bridge when we get there, so we should not worry.

Let us enjoy the current bullish run. In the Caucus, we are taking a very brutal approach, focus only on best few stocks in the market. Our major pick this morning is a stock that is likely to find it easy to cost without much sweat and sorry we do not want to buy at high, so if market pulls back today it is game for us

Looking at the indices performance, Consumer goods still led, followed by Meristem Growth and banking. Somehow, I like the content of the meristem growth stocks at the moment, a lot of the stocks currently making gains are there.

Let us have a nice day.

1 Like

emmaodet: 9:16am On Apr 29

yMcy56:
Thanks for these succinct summaries

Can you pls do for ARADEL and DANGCEM too.

Meanwhile, Unilever also released improved Q1
https://doclib.ngxgroup.com/Financial_NewsDocs/43925_UNILEVER_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

** One of the key winnings for some of these FCMG & Brewery stocks is the "reduced finance costs"
Impressive!!

For Dangcement
Q1 eps = #12.3 with estimated FY25 to be #48
The eps grows by 84% to previous quarter, we can expect a conservative 20% increase in FY eps thereby making it #58 instead of 48, implied FY25 price should be around #700 factoring in dividends.
MP = #432
FVE = #700

4 Likes

Care4: 9:47am On Apr 29

jonnysessy:

I can feel your vibes. The stocks sold for between N2.00 - N2.50 (could even be lower). I got some units then, later sold off some thinking I had hit a goldmine, never knew that the rally is just beginning. It has the highest % gain in my portfolio (Na only tasere unit I have o).

Lesson learnt: never kill the goose that lays the golden egg.

To avoid stories that touch, I sold 50% late last year to sort some things, and take position in another company. It was worth it.

1 Like

Locotrader(m): 9:50am On Apr 29

Insurance stocks are no no for now.
Just take a look at veritas Q1 result.Its time for a pullback in the sector.

This is the time for consumer goods especially the foods and breweries.
Also companies that render services to those consumer good companies.ABC TRANS is one of them.

This is a time of BUY for them oooo.
Some of them like NB,Cadbury,Unilever etc will trade above #80 this year.

Know this and enjoy the ride

KarlTom: 10:00am On Apr 29

Ding

4 Likes

HesInMe: 10:08am On Apr 29

No Chams again? grin

Locotrader:
Insurance stocks are no no for now.
Just take a look at veritas Q1 result.Its time for a pullback in the sector.

This is the time for consumer goods especially the foods and breweries.
Also companies that render services to those consumer good companies.ABC TRANS is one of them.

This is a time of BUY for them oooo.
Some of them like NB,Cadbury,Unilever etc will trade above #80 this year.

Know this and enjoy the ride

toyeoye(m): 10:15am On Apr 29

📊 Market’s live and moving fast!

LEGENDINT, ABCTRANS, and CADBURY are off to a hot start 🔥
Will the momentum hold or flip before midday?

Track the action in real time on StockBubbles
🔗 https://stockbubbles.com.ng/

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