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DrAwo's Posts

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InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:06pm On Jul 07, 2020
Sabiboy99:
Sir...please where did you get this info from??
I download 5 years worth of annual reports from the companys website, extract the data I need and enter it onto a spreadsheet... From it, I calculate all the ratios and figures...

If you know how to use Microsoft excel, its pretty straightforward...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:57pm On Jul 07, 2020
Julius Berger 5 year results analysis...
Thumbs up...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:17am On Jul 06, 2020
Flour Mills Nigeria 5 year result analysis...
Happy investing...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:23pm On Jul 04, 2020
ositadima1:
I got this from FCMB. The picture looks a little blurry as i snapped that part from a PDF, and my editing skills is shit embarassed
I think these are quite optimistic valuations...
Especially for the banking stocks. They estimate they will be trading at a PE of 7 one year from now when they trade at an average PE of 3...

Anyway, impossible is nothing....
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:32am On Jul 04, 2020
gabscity:
The Buharinomics has not only undervalued the banks but also the breweries. I read from a link here where one of the Breweries MD confirmed they pay 35kobo per CL as Excise Duties.

Meaning: Heneiken is 60CL per Bottle, NB PLC will pay 21Naira per Bottle as excise duties that translates to 252Naira per crate as there are 12 bottles in a crate; of course this is excluding VAT. All these go to the govt. This is highly imparting the bottom line of that industry.
5 year summary of Guinness Nigeria results...
#Depressing...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:57am On Jul 04, 2020
https://academy.gti.com.ng/financial-statement/

For those that are keen on learning fundamental analysis and understanding financial statements, the above is a link to a one day zoom training just for that... Invest in your education...

All the best...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:11am On Jun 29, 2020
DrAwo:
Funny enough, I'm a staunch believer in this stock and I, personally, doubt it will significantly fall farther than it has fallen already...

I think it's a bargain as things stand...
Most oil exploration and production companies around the world lost between 50 - 60% of their value due to corona and the lockdown...

Seplat UK listing also lost over 50% value as well... So far, seplat Nigeria has lost approximately 40% of its value... Will we see a further 10% loss to match its global compatriotshuh

Time will tell...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:58pm On Jun 28, 2020
DrAwo:
Funny enough, I'm a staunch believer in this stock and I, personally, doubt it will significantly fall farther than it has fallen already...

I think it's a bargain as things stand...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:40pm On Jun 27, 2020
RabbiDoracle:
Before Seplat can fly, it needs to drop below 397.70

So wait till it goes below 397.70.

Cc Meshpips
Funny enough, I'm a staunch believer in this stock and I, personally, doubt it will significantly fall farther than it has fallen already...

I think it's a bargain as things stand...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:16pm On Jun 23, 2020
5 year analysis/ Q1 2019 & 2020 for Nestle Nigeria...
Enjoy...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 11:35am On Jun 23, 2020
Mcy56:
My dear you said it all.
If I have enough money to buy, then it also means I have more money left to turn the coy around for good.
Yes, I'll buy it. tongue
Chai....
She called me "my dear"...
#ButterfliesInMyTummy...

I hear you!
Enjoy the loot from your investment...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 11:11am On Jun 23, 2020
Mcy56:
To answer you again, I do invest in Japaul when the opportunity comes calling.
So I wouldn't totally call it speculation.....but calling it as it is......from my own point of view.
Mercy Mercy...
I gbadun your style well well...

Lemme ask you one question... If you were offered 100% of all the shares in Japaul right now, and you have enough money to buy it all, would you buy the company?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:29am On Jun 23, 2020
Uchetoba:
I have no fear at all because i did a very good research before deciding to invest into UACN
I konw what I am investing into and my reason for investing in it.
One of the top secrets of the world billionaires is that they invest in things that they know very well they do not gamble
I commend you for being very convinced about your investment. I particularly like it that you did as much research as you could before putting your money into the company which is the first rule of investing.
I sincerely do hope that it pays off for you handsomely... Also remember that you've surrendered your money and it's possible proceeds to the whims of the UACN board...

All the very best...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:51am On Jun 23, 2020
DrAwo:
Zenith bank to possibly hit 1 trillion naira in equity by FY 2020... The numbers don't lie, usually...

#Stellar...
https://nairametrics.com/2020/06/23/exclusive-best-bank-in-nigeria-judging-by-the-numbers/
Good to see that Nairameteics agrees with my assertion...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:39pm On Jun 22, 2020
Mcy56:
How do you want me to answer you now?
Okay. All of the above. grin
Just wanted to understand the reason you are somewhat optimistic about Japaul...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:14pm On Jun 22, 2020
Mcy56:
Lol.
We mentioned initially that Japaul may swerve to other related biz since Access is now "controlling" the dredging aspect.
Who knows an investor may come on board if the management sits up and prove they are up to the task.
Let's see how the whole scenario plays out.

Caveat: We are all just guessing here, we dont know what the management is up to.
......but coming to market to raise fund may be a positive development.
We are observing.....
Are you investing or speculating in Japaul?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:04pm On Jun 21, 2020
emmanuelewumi:
I was released from a ban last night. I was released from a similar ban about 4 days ago, only to be banned 2 hours after my release.
I was actually banned 3 times consecutively... Just came back recently too...
I'm somewhat skeptical posting anything now knowing another ban might be looming...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:48pm On Jun 21, 2020
ojesymsym:
Nice report you got here. Did you generate it yourself?
Wapco has a higher revenue than Bus yet their cost of sales is almost two times that of Bua. But the others also spend on power I believe.
Thanks. Yes I did generate it myself...
I believe cost is going to increase across board in the industry as competition heats up for market share... Q2 results will tell us more...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:40pm On Jun 21, 2020
ojesymsym:
Why is the operational cost of Wapco so high?
The notes to the results show that they spent significantly higher year-on-year on fuel/ power and distribution...

Their cost of sales is the highest of the 3 companies...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:07pm On Jun 21, 2020
Comparison of cement companies q1 2020 results...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:45pm On Jun 19, 2020
https://www.proshareng.com/news/Stock---Analyst-Updates/Cold-Wars--Dissecting-The-Weak-Underbell/51703

Insightful analysis of Nigerian cement market...
Very good read indeed...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:43pm On Jun 12, 2020
Mr Efficient....

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:45pm On Jun 09, 2020
X21:
http://www.nse.com.ng/Financial_NewsDocs/30478_RED_STAR_EXPRESS_PLC_FINANCIAL_STATEMENTS_JUNE_2020.pdf
Thanks for the heads up regarding the result @X21

Very good result from redstar express...

P/E ratio 6.1
Gross ratio 25% (Fair)
Net ratio 5% (poor but they are in a competitive industry)
Current ratio 2.3 (Excellent)
Debt ratio 36% (Excellent)
Debt/ equity ratio 56% (Excellent)
ROA 7.8 (Excellent)
ROE 12.2% (Good but can be better)
Price/ book ratio 0.75 (can be said to be cheap)

I'll take anything more than 30k per share dividend as a bonus...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:13pm On Jun 09, 2020
X21:
http://www.nse.com.ng/Financial_NewsDocs/30478_RED_STAR_EXPRESS_PLC_FINANCIAL_STATEMENTS_JUNE_2020.pdf
First impressions...
Good result... Effect of the dilution after right issue is responsible for the drop on EPS which was expected...

Will look at it better now...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:07pm On Jun 09, 2020
DrAwo:
Their financial year has not even ended yet....
Above post is erroneous... Year ended March 2020... My bad

Result isn't out yet ke...
Or you have info that we don't have...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:06pm On Jun 09, 2020
X21:
[

redstar

negative reaction on fy result
Their financial year has not even ended yet....
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:02am On Jun 09, 2020
Zenith bank to possibly hit 1 trillion naira in equity by FY 2020... The numbers don't lie, usually...

#Stellar...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:23pm On Jun 06, 2020
emmanuelewumi:
Can you share the one you did for United Capital.

How an investor who spent N9 million for the right offer, would have received a dividend of N20 millon in the last five years
Ucap 5 year & q1 2019/2020 analysis

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:15pm On Jun 06, 2020
leo1234:
Steady growth. grin
Please which site can I get summarized financial report like this?
None that I know of for now... Not sure if proshares subscription service gives as much information...
This was self collated and computed...

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