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Nigerian Stock Exchange Market Pick Alerts - Investment (9355) - Nairaland

Nairaland ForumNairaland GeneralInvestmentNigerian Stock Exchange Market Pick Alerts (15660078 Views)

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Re: Nigerian Stock Exchange Market Pick Alerts by NettyNelly(m): 7:50pm On Jul 29, 2025
NettyNelly:
MTN has become a different Business from Q2 last year. I will share my thoughts on this later
The NCC directive last year initially caused MTN to lose millions of subscribers, but it fully recovered and gained even more, ending with a net subscriber (+3.2M) and internet user increase, unlike its competitors, who are still facing net losses.

MTN appears to have benefited from both subscriber additions and spend shift following the recent
disconnections. In markets like Nigeria, where most people own 2 or more SIMs, what usually happens during a
mass disconnection is that SIMs disappear, but the spend doesn’t; it either moves to another active SIM or users
register a new one.

The key here is that not all SIMs are equal. Primary SIMs are usually on the most reliable Network (for eg, MTN) and carry higher switching costs, so users are more likely to reregister them when barred. Backup SIMs, on the other hand, are disposable; people simply move the spend to their main line or switch to a more reliable operator.

It looks like that’s exactly what happened. While the industry is still down by over 51 million subscribers post-NCC Directive, MTN added 3.2 million. This suggests MTN was the main beneficiary of both new registrations and spend reallocation from churned SIMs on other networks. We saw this reflected on MTN’s 2024 numbers (36% revenue Growth, compared to the Normal 20 - 23% MTN has recorded since IPO).
Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 7:53pm On Jul 29, 2025
Cadbury Nigeria Plc – H1 2025 Financials as just released:

Revenue Surge: Turnover rose sharply by 50% to ₦77.25 billion (₦51.44 billion in H1 2024), reflecting strong volume growth and price increases.

Profit Turnaround: Rebounded from a ₦9.7 billion loss in H1 2024 to a ₦10.17 billion profit in H1 2025, a 205% positive swing.

Gross Margin Boost: Gross profit more than doubled (+128%) to ₦21.86 billion, showing improved cost efficiency.

Equity Recovery: Shareholders' equity jumped to ₦14.55 billion (vs. a negative ₦2.53 billion last year), wiping out retained losses significantly.

Operating Leverage: Operating profit soared 244% to ₦16.27 billion, driven by better cost control and topline expansion.

Debt Still High: Borrowings remained elevated at ₦32.2 billion, posing a sustained interest expense burden (₦1.74 billion net finance cost).

Inventory Spike: Inventory rose sharply to ₦34.5 billion (from ₦13.8 billion in Dec 2024), potentially signaling stockpiling or demand optimism.

Cash Burn: Cash balance declined to ₦8.46 billion (from ₦16.34 billion), as operations generated negative cash flow of ₦1.31 billion.


My opinion:

Cadbury Nigeria delivered an impressive financial turnaround in H1 2025 with robust revenue, strong profitability, and equity revival, though liquidity pressure and debt still work in progress.

The best of CADBURY is now in solidified MOTION
Re: Nigerian Stock Exchange Market Pick Alerts by Zagee: 8:05pm On Jul 29, 2025
With data residency now a big deal, atleast across other continents. MTN is now a cloud-base provider for Africa of which I am looking at chopping their salary and dividend(inshallah) 😁.

If they successfully onboard clients on the B2B level across Africa, this will be massive. The new money of the world is in data. I expect them to start to lobby governments(in Africa).


Now that we have seen revenue, they will find another fault🤣🤭 in that company..
Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 8:10pm On Jul 29, 2025
Zagee:
With data residency now a big deal, atleast across other continents. MTN is now a cloud-base provider for Africa of which I am looking at chopping their salary and dividend😁.

If they successfully onboard clients on the B2B level across Africa, this is will be massive. The new money of the world is in data. I expect them to start to lobby governments(in Africa).


Now that we have seen revenue, they will find another fault🤣🤭 in that company..
If only South Africa will allow my MTN sha. I bought it first time with the price of AIRTEL in mind grin
Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 8:11pm On Jul 29, 2025
megawealth01:
I'll analyze this JAPAUL QUARTER 2 in a brief...

Japaul Gold & Ventures Q2 2025 Financials – Summary in Few Words:

Turnover Growth: Revenue rose significantly to ₦1.71 billion (up from ₦1.21 billion in H1 2024), driven largely by offshore operations (₦1.48 billion).

Profitability: The company posted a modest profit of ₦420 million, maintaining profitability from the previous year (₦403 million).

Reduced Losses: Accumulated losses narrowed to ₦18.27 billion (from ₦18.69 billion in Dec 2024), indicating gradual recovery.

Strong Asset Base: Total assets rose to ₦34.76 billion, with significant investment in intangibles (₦9.36 billion) and PPE (₦4.21 billion).

Rising Borrowings: Total borrowings and lease liabilities remained high at ₦8.07 billion, indicating ongoing debt dependence.

Cash Flow: Slight improvement in operating cash flow (₦115 million), though still weak liquidity (only ₦132 million in cash).

Equity Position: Shareholder equity improved slightly to ₦18.81 billion, with share premium adjusted down to ₦29.95 billion.

Dilution Warning: Issued share capital more than doubled to 14.26 billion shares, likely due to equity fundraising or restructuring.

Free Float: Now at 46.08%, compliant with NSE listing requirements, but with heavy concentration in few major shareholders.


Pay attention to my observation/personal opinion: Japaul shows signs of turnaround with revenue growth and profit retention, but persistent losses, weak liquidity, high leverage, and heavy dilution remain key risks.
👍
Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 8:12pm On Jul 29, 2025
megawealth01:
If only South Africa will allow my MTN sha. I bought it first time with the price of AIRTEL in mind grin
But MTN on NSE is different from the main MTN. Unlike Airtel, MTN on NSE is only MTN Nigeria. Airtel on NSE is Airtel Africa
Re: Nigerian Stock Exchange Market Pick Alerts by Zagee: 8:18pm On Jul 29, 2025
megawealth01:
If only South Africa will allow my MTN sha. I bought it first time with the price of AIRTEL in mind grin
MTN NG you mean?
Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 8:20pm On Jul 29, 2025
Zagee:
MTN NG you mean?
The parent company in South Africa they pack the loot to grin
Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 8:28pm On Jul 29, 2025
Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 8:40pm On Jul 29, 2025
DWSN smiley

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 8:43pm On Jul 29, 2025
Mpeace:
But MTN on NSE is different from the main MTN. Unlike Airtel, MTN on NSE is only MTN Nigeria. Airtel on NSE is Airtel Africa
Untold story of MTN’s ‘illicit’ repatriation of billions of dollars from Nigeria

https://www.premiumtimesng.com/news/headlines/300849-untold-story-of-mtn-illicit-repatriation-of-billions-of-dollars-from-nigeria.html?tztc=1

Hope you and others get my point now grin
Re: Nigerian Stock Exchange Market Pick Alerts by Ginalex(f): 8:45pm On Jul 29, 2025
KarlTom:
DWSN smiley
Which company please?
Re: Nigerian Stock Exchange Market Pick Alerts by kintus(m): 8:48pm On Jul 29, 2025
Locotrader:
Same investors who bought 50m units at 1.50 dragged it down to close at 1.40.I believe there will be another bulk deal for them tomorrow at same 1.50 which when done,the daily new high will continue

Follow them and accumulate at 1.50 before Royalex kiss you bye and move above N2 in the coming days/week.
Operation show-off your portfolio........We don't need to use NSEMPA as exit liquidity.
Re: Nigerian Stock Exchange Market Pick Alerts by kintus(m): 8:52pm On Jul 29, 2025
Agbalowomeri:
Chuk head na. Anything wey your head collect, you take am home grin grin grin
Na to collect woto woto.
Re: Nigerian Stock Exchange Market Pick Alerts by elpaso007: 8:52pm On Jul 29, 2025
I will be looking forward to what Cardinal Stone's MEP report will look like next week after today's blowout from MTN and the ASI strong uptick.

Their MEP has done better than the ASI YTD.

https://research.cardinalstone.com/storage/ResearchReports/CardinalStone%20Research%20-%20Model%20Equity%20Portfolio%20-%2028%20July%202025.pdf
Re: Nigerian Stock Exchange Market Pick Alerts by leo1234(m): 9:05pm On Jul 29, 2025
emmaodet:
It is too high.
United capital loan is 28% plus 1% management fee i took 2 months ago
What was your collateral?
Re: Nigerian Stock Exchange Market Pick Alerts by kintus(m): 9:07pm On Jul 29, 2025
SAK:
CI leasing never cross 10 naira o! We never hear anything again about cI leasing?
I have a confession. I fell for this one.......I've been averaging down.....no sight of exit for me......
Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 9:18pm On Jul 29, 2025
kintus:
Operation show-off your portfolio........We don't need to use NSEMPA as exit liquidity.
Loco no be audios though he is a trader who uses MH to move his ministry sometimes.
The audios warehouse junks at cheap price and recommends it to targeted maga to create liquidity to exit for him and partners after pumping..
That is why I say when they recommend junk stocks to you.Ask them to show you thr current purchase at that price make you no loss.Pls is only for junk stocks not sound stocks .
When they recommend sound stocks. Look for your own margin of safety if you are more of a trader
Re: Nigerian Stock Exchange Market Pick Alerts by kintus(m): 9:25pm On Jul 29, 2025
kintus:
I have a confession. I fell for this one.......I've being averaging down.....no sight of exit for me......
Re: Nigerian Stock Exchange Market Pick Alerts by sophy17(m): 9:29pm On Jul 29, 2025
I got a gtb credit alert of some usd payment from Airtel Africa this afternoon.
Honestly I have no idea what exactly it is.
I assume it is dividend maybe interim or final. Or maybe I have some outstanding.
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 9:35pm On Jul 29, 2025
kintus:
I have a confession. I fell for this one.......I've been averaging down.....no sight of exit for me......
Loco go send some people back to the village grin
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 9:36pm On Jul 29, 2025
leo1234:
What was your collateral?
Your portfolio
Re: Nigerian Stock Exchange Market Pick Alerts by emmaodet: 9:38pm On Jul 29, 2025
leo1234:
What was your collateral?
My stock portfolio for stock loan and mutual fund account for normal/personal loan
Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 9:40pm On Jul 29, 2025
Transnational Corporation of Nigeria Plc

Released H1 2025 financials showing revenue of ₦279.7 billion and profit before tax of ₦85.7 billion.

Declared an interim dividend of ₦4.064 billion, or ₦0.40 per ordinary share (50 kobo).

Register closure: August 12–15, 2025; qualification date: August 11, 2025; payment date: August 19, 2025.

At all at all na im bad pass. We are chopping 40 kobo 😘
Re: Nigerian Stock Exchange Market Pick Alerts by Nobody:
Streetinvestor2:
Loco no be audios though he is a trader who uses MH to move his ministry sometimes.
The audios warehouse junks at cheap price and recommends it to targeted maga to create liquidity to exit for him and partners after pumping..
That is why I say when they recommend junk stocks to you.Ask them to show you thr current purchase at that price make you no loss.Pls is only for junk stocks not sound stocks .
When they recommend sound stocks. Look for your own margin of safety if you are more of a trader
Yes Loco is a monkey hunter.
Na wetin Loco buy he dey promote.
Loco even bought Royalex yesterday at 1.37 up to 5m units in bits of 1m units in each trade.

Na when Loco dey exit he no go tell you.
If you buy when Loco is buying and shouting buy buy buy,na to sit down and make your own exit plan and leave Loco alone.

Loco is inside Royalex 💯 with substantial units.
Royalex is a stock of 500%.
Loco fit no ride to 500% if he sees another opportunity in an undervalued stock.

Na only undervalued stock we dey detect and promote and move it to a value zone.

See this one trade attachment to prove we are not Audios as claimed by some people.Na money we dey make ooo.We no dey show ourselves.
Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 9:46pm On Jul 29, 2025
NB smiley
Ginalex:
Which company please?
Re: Nigerian Stock Exchange Market Pick Alerts by Oasisblue: 9:52pm On Jul 29, 2025
The debt is much, plus a Negative Operating Cash Flow: -₦6.25B (vs. -₦11.50B in H1 2024) – Due to working capital pressures (inventory/receivables) is scary.

.
Fred2020:
Do you know when Fidson results were released?

I dont think the market responded to the postive result or has it been priced weeks backs?
Re: Nigerian Stock Exchange Market Pick Alerts by EDUECO(m): 9:54pm On Jul 29, 2025
SAK:
CI leasing never cross 10 naira o! We never hear anything again about cI leasing?
Ichimoku cloud has gone below the cloud!

Cileasing is very bearish!! angry grin
Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 9:56pm On Jul 29, 2025
https://doclib.ngxgroup.com/Financial_NewsDocs/44698_UAC__OF_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Sincerely speaking, I just don't know why this stock keeps rising in price. I see nothing fantastic on the face of this result except if there is a hidden treasure or someone is about to buy them off.
Re: Nigerian Stock Exchange Market Pick Alerts by ojeysky(m): 9:58pm On Jul 29, 2025
Locotrader:
Yes Loco is a monkey hunter.
Na wetin Loco buy he dey promote.
Loco even bought Royalex yesterday at 1.37 up to 5m units in bits of 1m units in each trade.

Na when Loco dey exit he no go tell you.
If you buy when Loco is buying and shouting buy buy buy,na to sit down and make your own exit plan and leave Loco alone.

Loco is inside Royalex 💯 with substantial units.
Royalex is a stock of 500%.
Loco fit no ride to 500% if he sees another opportunity in an undervalued stock.

Na only undervalued stock we dey detect and promote and move it to a value zone.

See this one trade attachment to prove we are not Audios as claimed by some people.Na money we dey make ooo.We no dey show ourselves.
Has Loco left C&I and Chams?
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 10:06pm On Jul 29, 2025
ojeysky:
Has Loco left C&I and Chams?
Another victim grin
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 10:09pm On Jul 29, 2025
Mpeace:
https://doclib.ngxgroup.com/Financial_NewsDocs/44698_UAC__OF_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Sincerely speaking, I just don't know why this stock keeps rising in price. I see nothing fantastic on the face of this result except if there is a hidden treasure or someone is about to buy them off.
If it's making a projected year end N5, then it is worth at least 60-70
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