Nigerian Stock Exchange Market Pick Alerts - Investment (9358) - Nairaland
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| Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 10:29am On Jul 30, 2025 |
dapix:Excellent result. Highly undervalued stock |
| Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 10:29am On Jul 30, 2025 |
Tpharell:65-70.% |
| Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 10:30am On Jul 30, 2025 |
| Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 10:32am On Jul 30, 2025 |
Mpeace:When I said this market is GAME eh. ALHAJI knows what he is doing... ALHAJI and GOVERNMENT na 5 and 6 forget the initial media gragra Only the WISE in INVESTMENT will DECODE this  |
| Re: Nigerian Stock Exchange Market Pick Alerts by Shalom428: 10:33am On Jul 30, 2025 |
Shalom428:Just like I said in one of my posts about Sugar and Salt, the probability for Nascon hitting 120 this year is 1 , so if 20% is not too little for you in a short term , you can key into Salt today , 120 is guaranteed . As for Sugar , those that are really patient with it will be bountifully rewarded. FOLLOW THE MONEY! 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 10:34am On Jul 30, 2025 |
Shalom428:DS that will do MAGIC... ALHAJI sabi joor 2 Likes |
| Re: Nigerian Stock Exchange Market Pick Alerts by egojeny1(f): 10:35am On Jul 30, 2025 |
Mpeace:It's alright |
| Re: Nigerian Stock Exchange Market Pick Alerts by yMcy56: 10:38am On Jul 30, 2025*. Modified: 2:53pm On Jul 30, 2025 |
SOVEREIGN TRUST Anyone remember this stock when I mentioned it here for buy? If no other person does, one oga that I told to buy at 80/90kobo should remember.... Told him he'll sell @2 or 2+.... Today, STI is trading @2.07 full bid in market...... Anyone interested in industrial goods should pick MEYER too.... Insurance: SUNU, LASACO DD pls. 9 Likes 1 Share |
| Re: Nigerian Stock Exchange Market Pick Alerts by dapix: 10:42am On Jul 30, 2025 |
1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by egojeny1(f): 10:46am On Jul 30, 2025 |
| Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 10:48am On Jul 30, 2025 |
dapix:This guy no suppose dey anything below #150 by yr end with this result.The eps na different level. I don't have a unit of it oh. Na sugar I dey since ipo 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by ndept: 10:50am On Jul 30, 2025 |
https://doclib.ngxgroup.com/Financial_NewsDocs/44717_NIGERIAN_AVIATION_HANDLING_COMPANY_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf Good result. Right on target to meet expectations. EPS of 455k against 177k last year |
| Re: Nigerian Stock Exchange Market Pick Alerts by aj8(m): 10:53am On Jul 30, 2025*. Modified: 11:26am On Jul 30, 2025 |
Nascon, its annualized. 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 10:54am On Jul 30, 2025 |
ndept:Nascon with over N11 Eps is so far the best and most undervalued compared to NAHCO and WAPCO |
| Re: Nigerian Stock Exchange Market Pick Alerts by Sunrisepebble: 10:55am On Jul 30, 2025 |
For NASCON I don’t get the result. Is the EPS not annualized? Divide PAT by OS, it comes to N5.77 for H1 Mpeace: 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by dapix: 10:57am On Jul 30, 2025 |
| Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:58am On Jul 30, 2025 |
SAK:I think CILEASING is consolidating at +/- N7. To me the business in in great health. Profit takers and those that need money will pull down the price from time to time till new data show clearly its earnings level has risen to new levels. With a book value of N15 even with the diluted shares which some are selling (pulling down price), I think the business should be good for the medium term with a market price trending towards its book value as a minimum. I think the market is watching how debt and profitability will play out going forward. ### 📉 Debt Situation at C & I Leasing (CILEASING) CILEASING’s **Total Debt to EBITDA ratio** currently stands at **6.0x**, which is relatively high. For context: - The **industry average** in the same sector is around **3.8x**, with a median of **2.4x**. - This places CILEASING in the **top quartile for leverage**, meaning it’s more indebted than most of its peers. This level of debt suggests the company is **highly leveraged**, and while not necessarily alarming, it does mean they’re more exposed to interest rate fluctuations and refinancing risks. ### 💸 Finance Costs vs Profitability Here’s the catch: - With a **high debt load**, **finance costs** (interest payments) can eat into profits — especially if earnings don’t grow fast enough to offset them. - In 2024, CILEASING reported **₦36.74 billion in gross earnings** and **₦1.6 billion in profit after tax**, which shows they’re still profitable. - However, the **thin margin** between earnings and profit suggests that rising finance costs could **erode profitability** if not managed carefully. ### 🧠 What to Watch Going Forward - **Interest Rate Trends**: If rates rise, finance costs will increase. - **EBITDA Growth**: If earnings grow faster than debt, the ratio improves. - **Debt Restructuring or Paydown**: Any moves to reduce debt would be a positive signal. 3 Likes 1 Share |
| Re: Nigerian Stock Exchange Market Pick Alerts by Sunrisepebble: 10:58am On Jul 30, 2025 |
Q3 is always the strongest. They’ve grown PAT in each quarter YOY by 150%+. I wonder what they’ll deliver in Q3 this year because they made N3 EPS in Q3 last year. They’re on track for 10-11 EPS ndept: 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by ndept: 11:01am On Jul 30, 2025 |
Mpeace:sunrisePebble is right. NASCON result was annualized. The actual EPS for H1 is 577k 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 11:02am On Jul 30, 2025 |
Payunsin:I'm not blaming loco. Get the facts. They expected N15 that Loco predicted so they bought much higher.. maybe they wanted to trade not invest so not patient funds |
| Re: Nigerian Stock Exchange Market Pick Alerts by bovali(f): 11:03am On Jul 30, 2025 |
My Thoughts on UACN Acquisition: 1. Strategic Impact * Acquiring Chi Limited (Chivita & Hollandia) gives UACN an immediate leadership position in juice, value-added dairy, and beverage categories. All of which are markets with high margins and growing consumer demand. * Chi Limited is the clear market leader in both juice (Chivita) and drinking yoghurt/milk (Hollandia). * The deal diversifies UACN’s revenue base away from animal feeds and paints into more defensive, high-turnover consumer goods. 2. Balance Sheet and Earnings Impact * The acquisition will boost UACN’s topline (revenue) and EBITDA margin. However, much depends on: * The acquisition price (not disclosed, but see estimate below) * Funding structure (cash, debt, shares) * Integration effectiveness and cost synergies * EPS: If Chi is profitable and growing, it will lift UACN’s earnings power and could justify a re-rating (higher sector P/E, more in line with consumer staple blue chips). * Book Value: Will increase if funded via share issue at a premium or assets injection; could fall if high leverage is used. * Multiple Expansion: UACN will move from a low-multiple conglomerate to a consumer staple profile, attracting higher valuation multiples. Chi Limited Valuation (Speculative): * Industry Benchmarks: In 2019, Coca-Cola acquired the rest of Chi Limited reportedly at a $500–$600m enterprise value (when Naira was under ₦400/$). * Current market: Nigerian consumer sector has re-rated upwards, and Naira has devalued. Category leaders trade at 2.0x–3.0x sales and 8x–12x EBITDA. * Estimated 2025 numbers: Based on Chivita/Hollandia’s market dominance and the scale implied by 5,000 employees, a conservative 2025 revenue estimate is ₦300–₦400 billion, EBITDA margin of 15–20 percent. Quick Speculative Valuation: Metric | Estimate (2025) | Multiple | Implied EV (₦bn) Revenue. | ₦350bn. | 2.0x. | ₦700bn EBITDA. | ₦60bn (17% margin). | 9x. | ₦540bn * Likely deal value: ₦540–₦700 billion EV (approx $370–$480m at ₦1,450/$) * If UACN acquires at this range, the implied equity value (after any debt) would be slightly lower, but Chi Limited could add ₦5–₦7 per UACN share in earnings power over time if integration is efficient and margins are sustained. My Opinion and Rationale * UACN’s Fair Value Impact: If acquisition is at fair price, UACN could see its fair value per share move up by 30–50 percent range based on new sector P/E and increased earnings as long as synergy and brand momentum are captured. * Chi Limited Standalone Value: Using industry multiples, Chi’s standalone value today is ₦540–₦700 billion. * Long-term: If well-executed, this deal could make UACN the top Nigerian consumer staple play after Nestle and Nigerian Breweries. 7 Likes 2 Shares |
| Re: Nigerian Stock Exchange Market Pick Alerts by sterlingD(m): 11:05am On Jul 30, 2025 |
Sunrisepebble:It is annualized. 2 Likes |
| Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 11:07am On Jul 30, 2025 |
Sunrisepebble:You are correct. Thats confusing. Why would they do such. Meanwhile lots and lots of money entering WAPCO |
| Re: Nigerian Stock Exchange Market Pick Alerts by abuhusna1: 11:10am On Jul 30, 2025*. Modified: 11:57am On Jul 30, 2025 |
megawealth01:I can't wait for dangote refinery and dangote fertiliser. Im going all in and putting many family and friends on it |
| Re: Nigerian Stock Exchange Market Pick Alerts by Sunrisepebble: 11:12am On Jul 30, 2025 |
I’m going to start taking profit on this very soon Mpeace: 3 Likes |
| Re: Nigerian Stock Exchange Market Pick Alerts by Payunsin: 11:17am On Jul 30, 2025 |
SonofElElyonRet:So even if it will get to N15 Na overnight. I laugh in Spanish |
| Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 11:19am On Jul 30, 2025 |
Sunrisepebble: 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by aj8(m): 11:20am On Jul 30, 2025 |
ndept:Price should fall. Common Sense Target lower than the current price. 3 Likes |
| Re: Nigerian Stock Exchange Market Pick Alerts by Ginalex(f): 11:24am On Jul 30, 2025 |
aj8: and I exited it at 117.2 to enter sugar at 54.5. make e fall more abeg. Make I reenter |
| Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 11:25am On Jul 30, 2025 |
Ginalex: 1 Like |
| Re: Nigerian Stock Exchange Market Pick Alerts by Zegra: 11:27am On Jul 30, 2025 |
Is the merger between Nascon and Dangote sugar still being considered? |
| Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 11:27am On Jul 30, 2025 |
Payunsin:You can laugh in gibberish for all I care! Try to be sensitive to other people's situation. I am in CI leasing and Caverton for long term. Some people entered short term because it was said that the rally will continue till 15. The funds may not be patient funds. I am not blaming Loco and I believe the stocks are good for mid to long term 3 Likes |
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