₦airaland Forum

Most banking stocks end on negative this week

fashionnisir:
still 2028 what ? .

Might not be but these prices we are seeing and senior members are asking guyz to pick up aren’t the base cases

I don’t believe this is all over and the market has priced it all in

PuristForest:
https://ewnation.com/zenithbank-bulls-aim-for-n65/
we expect a quick reversal for this asset till about 65-70 but thereafter has to be a good correction to around 50 region. stay safe guys

Zenith bank current stock price on bloomberg

No bullying guyz
Everyone is free to post here

Agbalowomeri:


No allow people hit you 2x2 o

Body dey hot

I was just threatened on this group

Payunsin:
Yesterday you needed it at N15 today N18, tomorrow only God knows what price u will need it.
Classic example of a joker

Access bank stock holder for sure.
Maybe bought very close to the peak
Just my guess from the passion of the comment

One banking stock to rule them all

chimex38:
. .

I hear you mehn.
Along with using q1 results and lets not forget, the first report created over the weekend included GTCO and Stanbic IBTC wrongly.
If I were those banks I may seek the court’s justice for misinformation

bastardson:
How come I bidded Access at this Price and it didn’t fill up.

Today for sure. Don’t give up sir

Banking Stocksarmageddon - someone should remind me of the oracle famous quote
How will two banks be the only ones doing well
They better ban them all in the spirit of fairness

https://nairametrics.com/2025/06/16/cbn-forbearance-new-rencap-report-names-banks-facing-dividend-suspension-till-2028/.
Renaissance capital report

https://www.facebook.com/photo.php?fbid=9845235422197786&id=100001342772973&set=a.328663620521728

Check the comments on this post
https://m.facebook.com/story.php?story_fbid=1251579560307247&id=100063656437591

Mehn na all sectors ooo. Is this true?

https://www.instagram.com/reel/DK62HJxNjA1/?igsh=MTQ1Z3M2bmNmdzE2cw==

Streetinvestor2:
He is defending his dividend strategy of all this yrs.If it becomes true that all banks should not pay dividend. Will he now classify them as bad companies
I know naija many will want to hide under this cbn policy and not want to pay. They don get excuse to short change shareholders while they pay themselves via back doors

But guyz, for most of the investors in those banks, they’ve already gotten over 20% from stock price appreciation.
Which dividends are you guyz looking for again.

https://www.thisdaylive.com/2025/06/15/regulatory-forbearance-cbn-directs-first-bank-others-to-suspend-dividend-payments-bonuses/

If First Bank is there then I don’t know who will be exempted.

jonnysessy:
I guess you are right. No man knows tomorrow, after all I bought the first public offer of Guaranty TrustBank@ N5 but, was only able to buy few units. Who will believe the same GTB will be selling for as much as N70 a few years later.

Dead give away

US ke

Youngzedd:
Invest in FBNQuest Money Market Funds and leave stock alone.

Select quarterly payout.

Will you get more than 20% returns annually?

GeneralDae:
Aight let’s look at loan losses of the FUGAZ for example.

Zenith loan losses

N401 billion in 2023
N594 billion in 2024
N36 billion in Q1 2025

GTCO

N102.8 Billion in 2023
N137 Billion in 2024
N13.4 Billion in Q1 2025

UBA

N154 Billion in 2023
N258.9 Billion in 2024
N11.1 Billion in Q1 2025

First HoldCo

N174.7 Billion in 2023
N371 Billion in 2024
N41.2 Billion in Q1 2025

Access Holdings

N84.4 Billion in 2023
N92.9 Billion in 2024
N70 Billion in Q1 2025

You see that Access Holdings are the only ones having it worse in 2025 compared to 2024 for instance with such a high Q1 data.

(It doesn’t seem any of the quarters in 2023 and 2024 were as low or close to the low of Q1 2025, if any were, present the data and I would admit my methodology is flawed).

We do not know what the numbers for Q1 2023/2024 were for instance and this is why I said we would need data of Q2 as well to see where the trend would likely go.

I am not giving you definite predictions since we don’t have all the data yet, I am only looking at the low Q1 2025 numbers. You can counter me by showing that Q1 2023 and 2024 also had low numbers or that it could be as low in any of the quarters of those years and then spike in another quarter. All of these are possible, but I am only giving you a trend here (dealing with probabilities based on the data we have)

Alright Chief

GeneralDae:
When you read the report you would see that comparatively on the average, the bad loans seemed to have reduced significantly in Q1 2025. I think Q2 would give us even more perspective but so far 2025 doesn’t seem that bad compared to 2024.

Sir, see all the adjectives you used
Comparatively, on the average, seemed, seem that bad.
With all due respect sir, if you will indulge me and not take my response as impertinent, this is a noncommittal tangentially misleading response.

You omitted the fact that there are non-banking stock opportunities. Some were mentioned in a nairametrics article

Sunuassur
Eunisell
Conoil
Tanscorp
Tantalizer

Mankind2024:
If you believe the current stock prices are high, you might be hesitant to invest, potentially missing out on market opportunities while you hold onto cash or opt for fixed-income products. Meanwhile, I hope you were able to secure allocations in the recent bank rights and public offers.

These stocks are so high now.
The banking sector is doing great

Sell
https://nairametrics.com/2025/06/02/bad-loans-nigerian-listed-banks-incur-n3-77-trillion-in-loan-losses-since-2023-see-top-losers/

https://businessday.ng/market-intelligence/article/foreign-subsidiaries-deliver-28-of-nigerian-four-tier-one-banks-profits/?amp

https://businessday.ng/market-intelligence/article/in-five-charts-heres-how-nigerian-banks-performed-in-q1/?amp

Sell

Are nigerian banks stocks over priced

https://nairametrics.com/2025/02/07/top-10-nigerian-stockbrokers-for-january-2025-based-on-trading-value/

Which is better for in-house fix bills (smaller than 50 m funds for t-bills)
Stanbic ibtc or Cardinal Stone investment firms

Are bank stocks over priced?
What are the best stocks to buy now.
DD on me for sure.

Is it time to get back in