₦airaland Forum

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

I can see some bears playing mind games on this banking issue.

Well I ain’t rushing. I am gonna stick to my Access Bank.

What is going on with ARADEL. Even with the Iran war news, no movement.

I wanna buy more, but some people wey talk sey e go still go down dey make d investment fear me

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

BabsO2:
As long as ELLAH mgt do a good job taking off into growth it’s good. In successful ventures the growth phase returns profit that multiplies money like x10 in a shorter period than more mature businesses. New ventures also carry risk of failure. But if there is no failure money multiples like x10 in less than a decade.

you see Ellah doing 10x in 10 years?? I see it doing 10x in 10 months

moneymanager:
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

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

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

. .

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

Today for sure. Don’t give up sir

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

nosa2:
you see Ellah doing 10x in 10 years?? I see it doing 10x in 10 months

Hmm...Cool..6+ is what I expect ellah will get to in short time but let me sha sit tight in this bus

wanaj0:
My oga, trying to survive in this Tinubu economy.

Since the guru's and guguru's ask we newbies to keep quiet when the experts are talking na so I go back to nursery school to go and learn o.

Hope people are paying better school fees as everything done cost

I remain loyal ooo

My oga at the top, we have really missed you o.
As for the guru's and guguru's ,it is not unexpected since the market has maintained its bullish momentum.

The current discount in the banking sector presents an opportunity for discerning investors to strike a bargain🉐 Here are some notable stocks: R/I vs CP
- UBA: N35 R/I→ N34.10 🉐 (discounted)
- Access Bank: N19.75 → N20.50🉐
- Zenith Bank: N36 → N47✔️
- Stanbic: N50.5 → N79.35✔️ might be heading to km N100
- FBN: N25 → N26.50🉐
- Fidelity: N9.25 →🉐 N18.30✔️
- GTCO: Public offer at N44.50 → Current price N71.50✔️
This downturn if persist could offer another window for investors with legacy portfolios to consolidate.

nosa2:
you see Ellah doing 10x in 10 years?? I see it doing 10x in 10 months

Una body go calm down when dem release the Q2

What a great time to be a Nigerian! We're becoming self-taught experts in finance, auditing, accounting, and investment banking, all in our effort to create a legacy portfolio and a generational wealth.
The RENCAP publication offers valuable insights, advising us to look beyond banks' accounting profits, which may be unrealised, and focus on cash profits instead. Notably, Stage 2 loans can lead to forbearance issues, especially when banks have substantial unrealised accounting profits

pluto09:
https://www.thecable.ng/renaissance-capital-names-six-banks-affected-by-cbns-dividend-suspension-directive/

Mankind2024:
What a great time to be a Nigerian! We're becoming self-taught experts in finance, auditing, accounting, and investment banking, all in our effort to create a legacy portfolio and a generational wealth.
The RENCAP publication offers valuable insights, advising us to look beyond banks' accounting profits, which may be unrealised, and focus on cash profits instead. Notably, Stage 2 loans can lead to forbearance issues, especially when banks have substantial unrealised accounting profits

You can never go WRONG with CASH FLOW! Many look at profits BUT CASH FLOW is where the answer is

Happy Investing

With this latest clarification about the banks. Expect the price of GTCO and Stanbic IBTC to soar today. I also believe all the affected banks to come out and explain to the investing public what they are doing about their forbearance loans. I already had calculated what am expected to get in interim dividends from Banking sector before this "below- the- belt- hit". Well, i will make do with my tasere units of GTCO. But, i keep wondering why Zenith Bank kept winning the best bank back to back. Yet, they failed to make provision for this forbearance loan. I was actually hoping that Zenith Bank will start playing catch-up with GTCO. But, with this latest scenario, the gap will widen more. We keep our fingers crossed and watch how events unfolds. I am also able to gather UBA is in a better position than Zenith, Firstholding coy and Accesscorp. The paying dividend from other subsidiaries is a ruse. Everyone knows the Banking subsidiaries are the stronghold of these companies. I also watches in anticipation of how those coming to the market for recapitalized will be received.


Lesson learnt: Diversification of portfolio is paramount. Thou shall also not panic to sell good stocks because of a temporary setbacks.

Agbalowomeri:
Una body go calm down when dem release the Q2

People are buying the news and the future... as long as good news of new milestones keep coming, aa wa alright

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

My UBA is almost out of the forbearance woods

@ Agbalomoweri, GTCO will not be coming to your bus stop. You should consider Access, Firstholdco, FCMB, Fidelity, UBA or Zenith Bank. I am sure within the one hour of opening of the market you will get a bargain price.

This is not true, have you seen their NPL coverage ratio. They’re in the best position to clear any bad loans, they’d have sorted it by H1.
They had about N700bn in impairment charge last year and still made over N1trn PAT.
I think they’ll be fine also

jonnysessy:
With this latest clarification about the banks. Expect the price of GTCO and Stanbic IBTC to soar today. I also believe all the affected banks to come out and explain to the investing public what they are doing about their forbearance loans. I already had calculated what am expected to get in interim dividends from Banking sector before this "below- the- belt- hit". Well, i will make do with my tasere units of GTCO. But, i keep wondering why Zenith Bank kept winning the best bank back to back. Yet, they failed to make provision for this forbearance loan. I was actually hoping that Zenith Bank will start playing catch-up with GTCO. But, with this latest scenario, the gap will widen more. We keep our fingers crossed and watch how events unfolds. I am also able to gather UBA is in a better position than Zenith, Firstholding coy and Accesscorp. The paying dividend from other subsidiaries is a ruse. Everyone knows the Banking subsidiaries are the stronghold of these companies. I also watches in anticipation of how those coming to the market for recapitalized will be received.


Lesson learnt: Diversification of portfolio is paramount. Thou shall also not panic to sell good stocks because of a temporary setbacks.

jonnysessy:
@ Agbalomoweri, GTCO will not be coming to your bus stop. You should consider Access, Firstholdco, FCMB, Fidelity, UBA or Zenith Bank. I am sure within the one hour of opening of the market you will get a bargain price.

Bad bad things will always happen between Feb-sept.

Nov geng getting ready

olawaleatanda:
The banks stocks will crash before the end of the year or first quarters of next year.

Investors who are shortsighted and are not seeing the handwriting now will loose a lot.

I'm waiting for the crash to loads lots of bank shares.

if everyone is waiting for the crash to buy more,who will sell?

olawaleatanda:
The banks stocks will crash before the end of the year or first quarters of next year.

Investors who are shortsighted and are not seeing the handwriting now will loose a lot.

I'm waiting for the crash to loads lots of bank shares.

I was told just few hours ago that you are re a newbie? And now you are now an expert in predictions? 😳

Princkez:
if everyone is waiting for the crash to buy more,who will sell?

Every buyer is not buying at the same crash point and every seller is not selling at the same panic point .

Everyone has their meeting points of tolerance

KarlTom:
16 Jun 2025
[XNSA]>> CHAMS HOLDING COMPANY PLC: PROPOSED RIGHTS ISSUE

NGXREG/IRD/MB43/25/06/16

Chams Holding Company Plc: Proposed Rights Issue Trading License Holders are hereby notified that Chams Holding Company Plc (the Company) has through its Stockbrokers, Tiddo Securities Limited, Cowry Securities Limited, APT Securities and Fund Limited, Lambeth Capital Limited, and CSL Stockbroker Limited, submitted an application to Nigerian Exchange Limited for the approval and listing of a Rights Issue of Two Billion, Three Hundred and Forty-Eight Million and Thirty Thousand (2,348,030,000) ordinary shares of 50 Kobo each at N1.70 per share on the basis of one (1) new ordinary share for every two (2) ordinary shares held as at the close of business on Monday, 16 June 2025. The Qualification Date for the Rights Issue is today, 16 June 2025. This is for your information please.

Godstime Iwenekhai
Head, Issuer Regulation Department

Way to go....................... ELLAH should follow soon

Agbalowomeri:
Una body go calm down when dem release the Q2

If only you understood the mentality of the people invested in this company.

This reminds me of the design guy 😁. I hope he is fine.

megawealth01:
I was told just few hours ago that you are re a newbie? And now you are now an expert in predictions? 😳

please help me how can i contact Mr. Grok AI for the link provided is not working

Mankind2024:
Please follow up with Mr. Grok AI, the keeper of unique knowledge. He can provide current evidence and insights on the advantages of Family Investment Company or Corporation (FICs)
https://grok.com/share/c2hhcmQtMg%3D%3D_ee6c1b14-6156-41eb-a450-ce9294adf575

.

megawealth01:
I was told just few hours ago that you are re a newbie? And now you are now an expert in predictions? 😳

Lol
Laffin in ijebu language. Egba mi oooo.
GROK AI can be downloaded via Google play store for Android users or I store for Iphone users.
https://play.google.com/store/apps/details?id=ai.x.grok

Redoil:
please help me how can i contact Mr. Grok AI for the link provided is not working

📊 Heads up, traders!
Weekly aggregation is now live on StockBubbles! 🚀
You can now track weekly performance trends accurately.

https://nairametrics.com/2025/06/17/fcmb-reassures-investors-on-forbearance-loans-outlines-plan-to-sustain-dividends/

One down, who is next?