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Nigerian Stock Exchange Market Pick Alerts - Investment (8978) - Nairaland cz39

Nigerian Stock Exchange Market Pick Alerts (13093457 Views)

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zendi: 8:49pm On May 04
KarlTom: 8:52pm On May 04
Latest by July we can expect another round of borrowings by the FG.
In fact the low oil output, coupled with 20% shortfall in crude benchmark price, makes this highly probable.

How this will affect the OCs is another ballgame...

crownprince2017:


I believed the market will still remain flat, the worst case scenario. because reduction in oil price will bring about reduction in cost of production for companies as well as increase in purchasing power.

Will country borrow, I don't think they would, based on other available sources of income which has increased in value like solid minerals as well as increased in tax etc.
debeey87(m): 8:55pm On May 04
pluto09:

The stated eps in NASCON is not adding up.
Someone should help with the calculations please,may be I am missing something.

It comes to around 2.80 even with the outstanding shares from Q1 2024.
KarlTom: 8:59pm On May 04
The block is vice versa...

Seun:
Dear Nairalanders,

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Agbalowomeri:


Anybody wey block me I go carry stock picks come meet am for dream
jonnysessy(m): 9:06pm On May 04
https://mobile.ghanaweb.com/GhanaHomePage/business/Dangote-announces-establishment-of-a-sugar-refinery-factory-in-Ghana-1982497


With this latest report, watch the scramble for Dangote Sugar tomorrow

What am yet to understand in this market is that any news drives the market ( I mean any news). People will even forget that the Q1 result didn't even jell.
jonnysessy(m): 9:09pm On May 04
I would have loved to pick some stocks tomorrow that had not reached their qualification dates for dividend investment. But, most that I would like are heavy duty stocks, which will afford me to pick only very few units. sad
Streetinvestor2: 9:21pm On May 04
KarlTom:
The block is vice versa...



This would have been better permanently
Ginalex(f): 9:22pm On May 04
Ginalex:
Dangsugar smiley
Is this a sign that Dangfoods would happen sooner than we think 🤔? First the Dangsugar project in Ghana, now this.... We wait and see

2 Likes

GeneralDae: 9:57pm On May 04
zendi:
What is the effect of crashing crude oil on Nigerian Stock Market, given the role of oil in the economy?

Bull, Bear or Neutral?

There are professors of economics and top notch market analysts here.
Time to speak up.
Portfolios and networths could be in danger.

National budget is typicallyly benchmarked on $75/barrel oil price.
Oil is right now at around $60 and, I'm sure, headed down.

Govt is the biggest spender in the economy, and right now is already in deficit budget.

So what next?

Is it foreign investors that will come and mop cheap stocks when liquidity dries up in the market?
Or will Govt resort to borrowing to fund the budget and keep the economy bouyant until our precious oil recovers?
Government may likely do forward crude oil sales again (like in COVID). This time it might be up to $11 Billion.
If Dangote is liquid, I would say we renegotiate with those we did forward sales with and Dangote buys up some of the long term forward crude oil sales we already have.
Budget would also have to be reviewed and cut down and capital projects ran strictly by the private sector or FDI.

4 Likes

emmaodet: 10:21pm On May 04
WHICH NIGERIAN BANKS PAY THEIR STAFF THE MOST, AND THE LEAST, IN 2024?

As inflation persists and the war for top talent intensifies, Nigerian banks are responding in markedly different ways when it comes to employee pay.
Nairametrics has analyzed the 2024 financial reports of 9 listed banks, and the findings reveal sharp contrasts in how banks structure compensation.
From executive-heavy organisations to lean branch-driven models, each bank’s strategy is reflected in how it pays its workforce.

1 Like

Streetinvestor2: 10:56pm On May 04
Ginalex:
Is this a sign that Dangfoods would happen sooner than we think 🤔? First the Dangsugar project in Ghana, now this.... We wait and see
Sugar go aurprise many from q2 results .And will touch #50 and above this yr
Bizibi(m): 6:12am On May 05
I really want to know how dangote sugar is doing in the market....let us forget the stocks first.
pluto09(m): 6:14am On May 05
debeey87:


It comes to around 2.80 even with the outstanding shares from Q1 2024.

Thanks , that alligns with my calculation.
I don't know how they arrived at their own figure of N3.74.

1 Like

starpower(m): 6:17am On May 05
pluto09:


Thanks , that alligns with my calculation.
I don't know how they arrived at their own figure of N3.74.
noticed that too.
Agbalowomeri: 8:02am On May 05
emmaodet:
WHICH NIGERIAN BANKS PAY THEIR STAFF THE MOST, AND THE LEAST, IN 2024?

As inflation persists and the war for top talent intensifies, Nigerian banks are responding in markedly different ways when it comes to employee pay.
Nairametrics has analyzed the 2024 financial reports of 9 listed banks, and the findings reveal sharp contrasts in how banks structure compensation.
From executive-heavy organisations to lean branch-driven models, each bank’s strategy is reflected in how it pays its workforce.

Is the 6m monthly or annual?
Harvestock01(m): 8:05am On May 05
emmaodet:
WHICH NIGERIAN BANKS PAY THEIR STAFF THE MOST, AND THE LEAST, IN 2024?

As inflation persists and the war for top talent intensifies, Nigerian banks are responding in markedly different ways when it comes to employee pay.
Nairametrics has analyzed the 2024 financial reports of 9 listed banks, and the findings reveal sharp contrasts in how banks structure compensation.
From executive-heavy organisations to lean branch-driven models, each bank’s strategy is reflected in how it pays its workforce.

Is contract staff included?
Mpeace(m): 8:06am On May 05
Oil prices fallen below 60$ no be small thing.
Yet seplat keeps going up in the london exchange
emmaodet: 8:09am On May 05
Agbalowomeri:


Is the 6m monthly or annual?

Definitely yearly
Agbalowomeri: 8:19am On May 05
emmaodet:


Definitely yearly

Omo that's poor
Ginalex(f): 8:51am On May 05
Agbalowomeri:


Is the 6m monthly or annual?
grin E say na monthly grin grin
Locotrader(m): 9:02am On May 05
CHAMPION BREW
Dividend 6kobo
Qualification date 9th being Friday
Payment date 21st May.

Target price Before Qualification date N5.19

The beginning of a new era in the Beverages /Brewery sector

3 Likes

Layi9: 9:10am On May 05
jonnysessy:
https://mobile.ghanaweb.com/GhanaHomePage/business/Dangote-announces-establishment-of-a-sugar-refinery-factory-in-Ghana-1982497


With this latest report, watch the scramble for Dangote Sugar tomorrow

What am yet to understand in this market is that any news drives the market ( I mean any news). People will even forget that the Q1 result didn't even jell.
The news about Aradel acquiring Shell assets didnt move it though
faoogoke(m): 9:10am On May 05
Agbalowomeri:


You do understand that commodities move in cycles? What if by the time ELLA is ripe, the global palm oil market is in the bears?

Ellahlakes is not doing only Palm Oil. It is also into piggery, cassava processing and has plan to do Rice farming etc
Ellahlakes is a diversified Agro business entity and not just doing Palm Oil.

2 Likes

nosa2(m): 9:22am On May 05
faoogoke:


Ellahlakes is not doing only Palm Oil. It is also into piggery, cassava processing and has plan to do Rice farming etc
Ellahlakes is a diversified Agro business entity and not just doing Palm Oil.

Na only palm oil matter, the rest are irrelevant

3 Likes

RodgersAkpafu: 9:56am On May 05
zendi:
Trump is humbling China.

https://www.foxnews.com/politics/trump-says-he-not-drop-tariffs-get-china-negotiating-table

Did you read the Chinese Embassy response?
It's the other way round
China is humbling USA

All these one is cope
KarlTom: 9:59am On May 05
The effect will reflect in Q2 results.

Then it will move... wink

Layi9:

The news about Aradel acquiring Shell assets didnt move it though

3 Likes

KarlTom: 10:00am On May 05
Ding! cool

3 Likes

KarlTom: 10:19am On May 05
Slow start.
Seems 'people' didn't forget... wink
jonnysessy:
https://mobile.ghanaweb.com/GhanaHomePage/business/Dangote-announces-establishment-of-a-sugar-refinery-factory-in-Ghana-1982497


With this latest report, watch the scramble for Dangote Sugar tomorrow

What am yet to understand in this market is that any news drives the market ( I mean any news). People will even forget that the Q1 result didn't even jell.
jonnysessy(m): 10:29am On May 05
KarlTom:
Slow start.
Seems 'people' didn't forget... wink




grin grin grin grin
Locotrader(m): 10:39am On May 05
Expect a possible breakout from C&I leasing any moment from now
Next is 4.95
Book value of CIleasing is 15.40

Year end Projected price N10-12
Note:Cileasing is yet to release 2024 audited result and Q1 2025.

This is why you are seeing the stock trading at this current price.Those who are bullish on the stock are taking positions now because this stock will sky rocket based on the researches made so far.

Take a look at these consumer services stocks
ABCTRANS
Nahco
Tip
Caverton
Cileasing the only stock yet to respond to bull here.

Based on unaudited 2024, Cileasing revenue increased from N25B in 2023 to N37B in 2024

Assets increased from N79B in 2023 to NN113B in 2024.

2025 is a good year for Cileasing.Their commercial paper was oversubscribed in March 2025.This is a good sign.

Check the news surrounding Cileasing in 2025 below

https://nairametrics.com/2025/03/12/ci-leasing-issues-n10-billion-commercial-paper-takeaways-for-investors/


https://businessday.ng/companies/article/fidelity-fbn-own-most-equity-stakes-in-ci-leasing-plc/

https://nairametrics.com/2025/04/07/ci-leasing-plc-expands-its-use-of-electric-vehicles-at-its-subsidiary-in-ghana-amid-an-impressive-over-subscription-in-recent-series-5-commercial-paper-issuance/

4 Likes

yMcy56: 10:46am On May 05
CWG
Successfully crossed N10 mark and is trading at highest price for today........N11.15.....
Almost on full bid.....
My dream price for this stock is still around 90% upside from today's high.......all things being equal
We see how it goes......

Besides, where are those that used to asked unending questions about this stock?
You no go hear "pim" again from them......
Una well-done.

** Note: This is a stock for the long termers and extremely patient investors.
Analysis for this stock was done more than 2yrs ago.....
@Currentprice bedsheet then did justice to it. 😊

2 Likes

rmx: 10:47am On May 05
ositadima1:


This is not what I asked. I'm looking at companies' profit growth. What I'm telling you is that, despite some of these companies reporting massive increases in profit, when you adjust those figures to the dollar value of their respective periods, you’ll realize they actually made less real profit.

Let me explain: suppose a Nigerian company made ₦1,000,000 in profit after tax in 2014. At the 2014 exchange rate of ₦197 per dollar, that equates to $5,076. Now, let's say the company has grown its profit by 20% annually (CAGR). By 2025, that would amount to about ₦7,430,000 in profit. Converted at the current exchange rate of ₦1,600 per dollar, that gives you roughly $4,644. So, although the profit in naira has increased significantly over the last 10 years, the real value in dollars has actually decreased.

Only companies with a compounded annual growth rate above 22% since then would have experienced real profit growth in dollar . But how many companies fall into that category?

So, my point again is that outsized returns aren’t the whole story. We also need to look at real return when compared with stable economies. Going back to your calculation—a foreign investor whose Nigerian portfolio didn’t grow more than 8x from 2014 to date has effectively lost money. Don’t point to the few companies that achieved 20x to 30x returns in share value; we also have many that didn’t. A 2014 investor would have needed to be extremely lucky to pick only the top performers.


They will say we spend in naira and it does not matter , atimes ignorance is not bliss , always good to be diversified especially when devaluation is a big factor

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