₦airaland Forum

MTN at a glance

yok:
This is one of the reason we love Technical Analysi, it tells you what is happening before others get to know?

Technically STANBIC stock is limited in supply.

yMcy56:
TOTAL is here.....
All UNAUDITED....

https://doclib.ngxgroup.com/Financial_NewsDocs/34900_ECOBANK_TRANSNATIONAL_INCORPORATED%20_QUARTER_4_FINANCIA.pdf


ETI
PAT: +309% increase........

ETI

Heishere:
Yeah. It is already having impact on oil price. However, with the miserable dividend I received last FY, it is better to align with other oil firms. Besides, they just completed the acquisition of Enyo. I don't see any increase in dividends this year.

Well, sentiment can also move the price.

Heishere:
Take off to where with their poor dividend?

Russia and Ukraine crisis might affect Oil prices.

onegentleguy:
If up untill now, you still don't see how UNILEVER' HPC business segment is related to or can sync with GSK' consumer healthcare segment (not their health/pharmaceutical business line, but CONSUMER health care line), then let's leave it at that.

Am sorry I can not help you.

Regards

Now get your point.

Thanks

Nigerialabalaba:
As I dey look am so, Kabiyesi Gadaffi dey make sense o becos GSK don sell dia consumer goods section and share d money sef. Also, d 2 industries dey under different regulators (Gsk na pcn and NAFDAC and Unilever na only nafdac), e go easy for Unilever to relate/merge/buy Cadbury dan to buy GSK.

GSK' consumer health care business segment and UNILEVER' Households & Personal Care line no sync like dat o becos of regulation and production lines. Na only on paper e be like say dem sync. Wen GSK try am before, dey suffer wella so dem las las commot dia to face only pharmaceutical.

On paper you go tink say dem relate and sync until you enter u go con see wetin GSK mean wen dem talk say e fit be like panadol but no b panadol

Las las, if I use ur logic of complementary business, e fit be like say Julius Berger Furniture go fit buy Okomu Oil Palm one day niyen nau after all Okomu Oil get wood relationship with JB.

Meanwhile, I read say na 1986 Champions Brewery pay dividends last. Any pesin we dey buy champions bury, make him dey tell hin children so dat if hin no collect dividend for hin life time, hin children and grandchildren go collect am.
Igi pawpaw o ni wo pawa o.

Him no understand sey Pharmacy is different from Supermarket.

onegentleguy:
UNILEVER has 2 core business lines;
HPC... Home and personal care business segment and
FBS... Food business segment which houses the core of the coys consumer products.

GSK operates on 2 core business lines;
Consumer health care business segment and
the Health/pharmaceutical arm of business.

And you really do not see any relationship btw GSK' consumer health care business segment and UNILEVER' HPC line... or how both segment can sync?

It means you still didn't quite follow the post.
You probably misrepresented matters.
Try reading btw the lines... then relate things to my previous analysis on GSK.

Note that am not saying that a merger, acquisition or buy-out will play out. ...I honestly know nothing about that pls.

Regards

Home personal care, isn't related health care/Pharmaceuticals.

Unilever don't have any Pharmaceutical products, not even Paracetamol.

GSK is into vaccine and prescription medicines.

Hope you remember GSK deal with FIDSON.
Why do you think GSK considered FIDSON before Unilever.

onegentleguy:
On the part in bold, they actually do have something in common.

UNILEVER HPC business segment relates quite well with GSK consumer health care line of business.
Here's an interesting perspective...

Look at UNILEVER Nig' last spate of financial print and you'll notice that the groups HPC (home & personal care) business segment has been contributed a bit more to their topline than the food segment.
The 1st 9M of 2021 saw the former segment grow at a faster pace (print @ above 3x) the latter.
...Q3 highlights a slight deviation in growth trajectory despite price and vol growth in key product (like knorr cube, close-up etc) accross both business segment.
Little wonder they want that deal with GSK.
...they need it more!

Time to keep an eye on UNILEVER.
The mid to long term horizon should pay more than the short to mid term if you know what I mean.

At current mkt peg UNILEVER retains our HOLD rating. (my FVE presently pegs @ N15.9 attaching a high RP and raking-off surrounding worries)

As for GLAXOSMITHKLINE NIG, we have stopped talking about GSK.

It is well.

Unilever is consumer goods, while GSK is Health/Pharmaceuticals.

GSK has been selling off her, consumer products (Lucozade and co) the focus on health/pharma.

There is so much money in pharmaceuticals at the moment.


Except GSK Int, sell off it Nigerian arm to Unilever, I don't see any merger happening.

customstreet:
Is there any possibility of merger or acquisition among the following companies in the foreseeable future?

1. Unity Bank and Jaiz Bank
2. UNILEVER and GSK
3. Presco Oil and Okitipupa Oil
4. DangoteCem and LafargeWAPCO
5. Flour mill and NNFM

I foresee one to happen in the near future

Unity Bank and Jaiz Bank, that's possible

Presco Oil and Okitipupa Oil, also possible

NNFM is a subsidiary of FlourMills

GSK and Unilever, they are not in the same industry

DANCEM and WAPCO, not sure it happen

yMcy56:
ZENITH Vs. GTCO
GTB may eventually take it's place back with time....

Not disputing the fact that Zenith is way ahead in terms of dividend yield, PAT and all that.........but GTB seems to have anointing for leadership.

I hope those bashing the price will do quick and allow the stock rest and face front.

Let's see how Mr. Time, Mr. Market and Mrs. Result takes care of this situation.

Given Zee and GT, at present price, I'll go for GTCO. Don't mind me, I no be expert and I no know book. Just thinking out loud......and maybe because I be jijoist, we like things moving fast and pretty well.
Las las, both are good to have in one's portfolio.

If GTB dividend reduces this year Zenith is the Leader, but if the dividend remains the same or increases GTB takes the crown.

emmanuelewumi:
Are you surprised?

Yes o

BUA

Elsueno:
I think the I-invest app is a better alternative here, they pay the dividends directly ur bank account & they actually send u an SMS alert with ur CSCS account number for every unit of stock u buy.

I-invest is owned by Parthian Partners Limited(SEC license, NSE and FMDQ member)

You own everything you buy through I-invest.

RodgersAkpafu:
Okay...
Thanks for the feedback
Is the apprehension you have bordering around the fact that Trove msy close down one day ?

It is not just about closing down.

Do you get any message/s from the company's registrars when you buy on Trove?

RodgersAkpafu:
How about using it as a place to buy shares for keep and dividend income ?

What's your take on that

It's not advisable.

Buying with Trove is third-party transaction, your name might not show in the company's registrars.

When you buy through a broker, you get all the benefits of a shareholder directly from the company.

sophxx:
I tested the water just two days ago with NSE using trove app but I came back with a loss. Please show me the way to profit. At least maybe the basics. The right apps to have, websites to bookmark, and people and others to follow. I'm trying to make this thing a full time job. It's too early to start incurring losses considering my mearger seed I have to start with.

I won't advise you to use TROVE to trade on NSE if you are a Nigerian and live in Nigeria.

Trove is not a broker.

It is cheaper to use a licensed broker on NSE.

Meristem, Leadcapital, Morgan, and co are brokers with good support.

yMcy56:
GTCo: 25.50!
ZENITH: 25.50!!
The meeting point.....Act 1 Scene 2.........
We see if we'll draw curtain here today to signal the end of Act 1, a tenure......... for Act 2 Scene 1 to commence.....

GTCo dividend yield just got better.

Any news about CAP/Portland cement merger?

They have fully gone online since last year.

You can even open operate their account online.

Dollarwoman:
But for others NYSE is the perfect place to be.
Lots of investors' has flew NSE to NYSE.

Lol, there is no perfect place anywhere.

Most investors here are also on NYSE.

AIRTEL @ 1050

sterlingD:
Is Wema Bank to be suspended from trading to effect this and possibly when

Wema will be suspended for reconstruction

yMcy56:
WEMA BANK
Seems like too much grammar dey worry this bank.

3. Market Maker has been appointed to repurchase reliquished shares.........

We will understand the grammar much better as time goes on........
We may likely witness some manipulations here in coming days....

https://doclib.ngxgroup.com/Financial_NewsDocs/34771_WEMA_BANK_PLC%20WEMA_BANK_PLC_%20_DEC_31,_2021_COURT%20ORDE.pdf
https://doclib.ngxgroup.com/Financial_NewsDocs/34772_WEMA_BANK_PLC%20WEMA_BANK_PLC_%20_DEC_31,_2021_EXTRAORDIN.pdf

Oga @Onegentleguy happy new year sir!
More of God's protection, direction, good health and blessings for us all IJN.

RabbiDoracle:
Does it mean they want to bid the stock from seventy something kobo till N1.60?

How did I get this value?

Current share outstanding = 38.58 B
Current share price = 85 kobo
Market capitalization = N32.793 B


From 85 kobo till N1.56 will be 84% gain in the stock.

Maybe WEMA will employ a Market Maker to manipulate the price.

emmasoft:
Please note there are many factors that determine price movement of stocks at the NGX, not just availability of products alone.

Some of them like investor's or market sentiments are not tangible factors, you may not be able to measure them but they are there.

Another factor is share holding structure of a company, if a company shares are not readily available just as the case of Bua right now the price is bound to move up because it will be scarce. Bua food shares are own basically by one person at listing. Hence it's scarce.

Sometimes it's just a mere new entry factor as we can see with Bua foods investors just want to see what is up.

Also note that there are some investors who knew a company prelisting period and so they know the worth and can stake their money for it and see the listing as an opportunity to have a share of the goodies

The sector and personality behind the listed company plays a major part as well.

I can tell you today at any time a company affiliated with Dangote/Jim/Tony and the likes for example will do the same crazy movement at the point of listing.

There are some companies that was listed at the NGX in time past the market may seems not to be aware just because no positive sentiment towards it.

Another factor is past experience.
Many people made millions when Bua cement was listed so many believe same will be repeated with the Bua foods.

The list is not exhaustive.

However, don't bother, water will always take its level that is what market always do to all stocks. Very soon Mr market will put the right price tag on Bua foods when the numbers and figures (financial reports) starts to come out from the operations of the company. it's a matter of time.

"Be fearful when others are greedy. Be greedy when others are fearful"
- Warren Buffet

The only reason it's going up, is the Holding structure.

Slimdove:
Na only Bua Foods,there are other companies in NGxGroup that are also confusing on how they make the extra ordinary profit they declare in every quarters of the year. Like me I don't understand the kind of business UCAP is running that is giving them the kind of profit they declare in every quarter as if to say we don't live in the same country and know how difficult it is to run such business.

Even those ones we understand their businesses very well they never declare such profit in keeping with the Outlook of Nigeria economy.�

Haba, UCAP is an investment and portfolio management company, just like ARM, FBNQUEST and STANBIC Assets Management.
This companies make profits from stockbroking, bonds and assets management.

But I can't find any BUAFOODS products in the Market .

Mpeace:
Bua foods doing great so far.
But pls make i ask, wetin den dey sell?
I stay in Imo state and i just can't place an item in the market from Bua foods.
Yet they list 18billion shares and its just doing 10% daily.
Hmmm. This NSE abi na NGXGroup wetin una no dey tell us?

That's what I don't understand.

Their products are not available in the market here in Lagos. Yet the price is going up.

FMN got better market than BUA.

It's better to loads more FMN.

yMcy56:
I think at this junction (53+), it's better to wait for pullback in BUAFOODS.

It may likely take the form of BUACEMENT when it was listed too.........

Na to keep eye on it when it pulled back and they're about to move it again.
This is just my opinion.

In the past, one Oga would have come with some info and analysis on it, with gurus brainstorming on it, but now, na we amateurs dey post.

BUA is expensive compared to FMN.

I feel OLAM might also be listed this year.

yMcy56:
Oga I didn't see any red o.

BUAFOODS: Full bid @53.20.......Up with N4.80..
Up with N13.20 withing 3 days of listing......money speaks...

NGXGROUP: Touched N21 as at now.........

GTCO and ZENITH: Getting close.........Zee still respecting the boss.......(.0.40k difference so far)

How far this can continue, we don't know yet.......
However, I think GTB may be presenting better entry opportunity if they're able to drag it down some.more from this point (25.80)

GTB is attractive, but I am not touching BUA.

The market is red.

No entry level yet.

Heishere:
Happy new year guys. I foresee bonus declaration from UCAP

Let it happen

Willie2015:
The best ETF on the NSE is the NewGold ETF..
Unfortunately, it is not diversified...
D only ETF that can fit your request is the Global X MSCI Nigeria ETF (NGE)...
And U may need to go global....

SECTOR WEIGHT (%)
Financials 46.6
Consumer Staples 23.6
Materials 21.7
Communication Services 5.7
Utilities 2.2
Real Estate 0.2

Is STANBIC IBTC ETF 30 diversified ?

Thank you