₦airaland Forum

Blaqq2:
Pro's in the house
lets say you technically have 100k per month to invest in stocks
what strategy is best

buying multiple stocks and increasing them gradually each month
or focus on a single stock per month?

Princkez:
please help clarify this TRANSCORP result...Is the eps based on 40b or 10b shares

yMcy56:
They don answer na.
The reconstruction was just done this October and the Q3 result was for July 1st to Sept 30eth 2024...
So the result was based on 40bn OS.

Q4 and FYE result will now be based on the new 10bn Outstanding Shares.

robobo:
subsidiaries of transcorp that generates those figures are not fully owned by them.

so the non controlling interest are the co owners of their subisidiaries

e.g. Trans power is 51% transcorp and 49% others meaning of all the profit from the Transpower only 51% is owned by Trancorp

robobo:
Oga Mpeace

i dont understand you oooo

it is N44.87bn (PAT) divide by 40.65 (outstanding shares) give N1.10 (110k)


abi my night school maths teacher don teach me nonsense niiiii. make i go collect my papa hard earned money back from him

robobo:
subsidiaries of transcorp that generates those figures are not fully owned by them.

so the non controlling interest are the co owners of their subisidiaries

e.g. Trans power is 51% transcorp and 49% others meaning of all the profit from the Transpower only 51% is owned by Trancorp

robobo:
but make we remember say out of the equivalent N4.4 (at current 10b) only about 56% i.e.N2.46 (going by controlling vs non controlling) belong to Transcorp shareholders ooooo

Blaqq2:
Pro's in the house
lets say you technically have 100k per month to invest in stocks
what strategy is best

buying multiple stocks and increasing them gradually each month
or focus on a single stock per month?

Streetinvestor2:
ok.it is still a good results. That means with this 10B OS, Transcorp can hit between #5.5 -#6.00 eps by full yr result. That means the stock is on its way to #80 and above organically. Then with Tony behind the screen imput it can hit #100 And above too

Streetinvestor2:
This can not be true. The non controlling guys have already taken thr 31B from the total 75B money. So what other controlling interest is thr

RodgersAkpafu:
Rotational
4 different stocks every month
Maximum of 20 assets

PS. I've got almost 48 to 50 assets in my portfolio

robobo:
Oga Street the N4.4 is the gross before deducting controlling interest ooooo

robobo:
Anything is possible in NGX

If you look at it from the perspective that Transcorp at 40bn outstanding shares had done about N19 sometimes this year then the N80 at 10 bn outstanding shares should not be far fetch cos it is almost same as N19 at 40bn outstanding shares

if you look at it at the current valuation of its share of its subsidiaries (i.e. transpower and transcohot) which is at about N200/share, then N100 should also not be far fetched

If you look at it from dividend yield (say N1.50-N2) at year end then both N80 and N100 looks like stretching ones luck

Streetinvestor2:
The 4.4 can not be gross.The 4.4 is effective of reconstruction of 40 billion os to 10billion.The eps for 40B os is 1.10.And if you multiple by 4 it will give 4.4.That is why I was projecting #5.5 to #6 for full year at 10b os.The actually profit was 75B minus 31 B (non controlling interest) which brought it down to 44b plus used to divide 40b os to get 1.1 eps

Streetinvestor2:
I was using pe maths in mind.i was looking at pe of 15 with conservative eps for full yr at #5.5

RodgersAkpafu:
Rotational
4 different stocks every month
Maximum of 20 assets

PS. I've got almost 48 to 50 assets in my portfolio

Coolcash1:
Less is more...

megawealth01:
Ikeja Hotel grows pre-tax profit by 188% in first nine months of 2024 


https://nairametrics.com/2024/10/27/ikeja-hotel-grows-pre-tax-profit-by-188-in-first-nine-months-of-2024/

Coolcash1:
Despite the weakened purchasing power of the people, some elements still get money to dey carry olosho go hotel...issokay

Coolcash1:
Less is more...

Ballzproblem2:
Una still dey invest for this archaic exchange ,nawao

RodgersAkpafu:
PS. I've got almost 48 to 50 assets in my portfolio

RodgersAkpafu:
yes actually
do you have any problems with it ?

Streetinvestor2:
You need to start portfolio rebalancing like me.This is what I have been doing since this yr.I have now 19 and still want to go down to 12.

Ballzproblem2:
are you not losing money due to naira devaluation?

RodgersAkpafu:
I did portfolio management at some point during my career, so I think I know what I am doing lmao

My sectoral allocation applies to 90% of my portfolio

The remaining 10% is open season (with some discretion of course )