Nigerian Stock Exchange Market Pick Alerts - Investment (10054)

Nigerian Stock Exchange Market Pick Alerts - Investment (10054) - Nairaland

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Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 7:05pm On Feb 06

DEAPCAP

https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/DEAP_CAPITAL_UNAUDITED_FINANCIAL_STATEMENT_FOR_THE_FIRST_QUARTER_ENDED_31_DEC_2025_.pdf

Re: Nigerian Stock Exchange Market Pick Alerts by leo1234(m): 7:10pm On Feb 06

yMcy56:
Lol. So plenty people dey interested....😁
**Abeg DD is adviced ooo**

Well, it's a common stock here: CHAMS

* My interest is based on this court judgement
https://doclib.ngxgroup.com/Financial_NewsDocs/45964_CHAMS_HOLDING_COMPANY_PLC-CHAMS_HOLDING_COMPANY_PLC_-_NOTIFICATION_OF_COURT_JUDGEMENT_CORPORATE_ACTIONS_FEBRUARY_2026.pdf

** This case has been between CHAMS and MasterCard since 2006/2007.......
** MasterCard betrayed CHAMS....
** CHAMS sued for damages and it's looking like fortune may smile on CHAMS.....
** $360M suit filed against MasterCard by CHAMS in respect to NIMC deal

I sincerely hope it eventually favours CHAMS...
Although Court now affirms arbitrar award issued in favour of CHAMS.....

We see how it goes....😊

For more info: https://www.tekedia.com/the-nigerias-chams-plc-360m-suit-against-mastercard-ajay-banga-etc-on-nimc-deal/?

Same charms I bought at 2 naira and disposed like it's nothing. embarassed

People that held have enjoyed right issue at 1.7 and price is still flying .

I remember Loco trying to sell his rights and someone was pricing 1 naira. grin

Let me just hold my TANTALIZER and Aradel.

2 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by leo1234(m): 7:15pm On Feb 06

emmanuelewumi:
You better sell. Highly disappointed with their result

Are you for real?

I believe you are joking.

Re: Nigerian Stock Exchange Market Pick Alerts by leo1234(m): 7:24pm On Feb 06

Ginalex:
No amount of sugarcoating/sweet mouth fit make me reason Accesscorp.

Those buying believe the large assets the bank has will pay off in the long run.

Only buy access bank with patient funds.

I prefer wema bank to access bank.

4 Likes 1 Share

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 7:27pm On Feb 06

mikeapollo:
Access will make 100% capital gain before or at year end. No amount of bashing or bitter-coating can stop it, although I have not bought yet.
They did a lot of acquisitions in 2025, which usually come with write-off of legacy debts in the acquiree, acquisition expenses etc. which could depress their profits. But 2026 will be different.

Acquiring spree na till 2027..
Brace up!!! grin

Re: Nigerian Stock Exchange Market Pick Alerts by Pennystockwarri(m): 7:32pm On Feb 06

https://open.spotify.com/episode/34LlkBg043L8nlVSV0Iaib

A summary of today's trading session on the NGX.

Re: Nigerian Stock Exchange Market Pick Alerts by iskalamong(m): 7:53pm On Feb 06

NSEstudent:
This stopped working some years ago. It was a sure odd before that.

True.

Especially for the banks.

Cheers 🍻

Iskalamong!

.

.

Re: Nigerian Stock Exchange Market Pick Alerts by Ginalex(f): 7:58pm On Feb 06

leo1234:
Those buying believe the large assets the bank has will pay off in the long run.

Only buy access bank with patient funds.

I prefer wema bank to access bank.

me too

Re: Nigerian Stock Exchange Market Pick Alerts by Pennystockwarri(m): 8:03pm On Feb 06

https://www.youtube.com/watch?v=fuTJ9zlITHU

A summary of today's trading session on the NGX

Re: Nigerian Stock Exchange Market Pick Alerts by Ginalex(f): 8:15pm On Feb 06

Agbalowomeri:
You don born again

I've never been a fan. Them don too disappointed... Na so so hopeville till I accepted reality that year and moved.

3 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by mikeapollo: 8:26pm On Feb 06

chimex38:
Acquiring spree na till 2027..
Brace up!!!

Some of the newly acquired in 2025 will deliver profits in 2026. Access is not acquiring or expanding to make losses!

Re: Nigerian Stock Exchange Market Pick Alerts by Shalom428: 8:29pm On Feb 06

Alhaji is in the clear to reinforce his position as African Richest come 2026 - 2027.

My 12 months projection for the three listed Alhaji stocks

Sugar : 120
Salt : 200
Cement : 1000

Fertilizers and Refinery will shoot Alhaji to the moon

Not a buy recommendation

FOLLOW THE MONEY

7 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 8:46pm On Feb 06

mikeapollo:
Some of the newly acquired in 2025 will deliver profits in 2026. Access is not acquiring or expanding to make losses!

@bolded, that's not the point. I also believe it will deliver but not just yet.

I was only reminding/stating a fact- acquiring timeline runs until 2027.
It doesn't end in 2025!!

Therefore, following your premise, Write-off and legacy debts on the forth-coming 2026/2027 acquirees ( grin

) might dampen any 2025/2026 profit into next yr 2027.

Re: Nigerian Stock Exchange Market Pick Alerts by aj8(m): 9:06pm On Feb 06

chimex38:
it's sarcasm..
See his previous post below on January 18 in response to NAHCOs result and as a company.

“An eighty year old lady may not look so great in high-heeled shoes”

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by orriyomi33(m): 10:12pm On Feb 06

BUA CEMENT

Re: Nigerian Stock Exchange Market Pick Alerts by 2zona(m): 10:46pm On Feb 06

Agbalowomeri:
Access go report loss for this year end result

Even if they do report loss, trust me, it has been priced in already. Worst case, it will shade weight and rebound that same day.

2 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by Freshandfitpod: 11:48pm On Feb 06

orriyomi33:
BUA CEMENT

why does BUA resides in Dubai but his business is in Nigeria? I'm not getting it.

Re: Nigerian Stock Exchange Market Pick Alerts by Stockhunter: 11:54pm On Feb 06

On top 2 billion outstanding shares... Abeg o. In as much as i would love that but they should not o. Except they have institutions intending to hold large positions. If not they should hold their peace..

Sunrisepebble:
I’m hearing they could potentially do a bonus isssue in addition to dividend. Can’t confirm though
NFA

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by Stockhunter: 11:55pm On Feb 06

Abi na SAHCO de ginger them...

Sunrisepebble:
I think that’s what’s driving the price because I wasn’t that impressed with the result

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone(m): 5:45am On Feb 07

awesomeJ:
OKOMUOIL: over 70% drop in Q4 earnings yoy.

Would have been steeper if their oil palm cost of sales were actual cost rather than earnings.

Reading AIRTEL's results is merely for mental exercise, the stock is as good as delisted on the NGX.

Why is Airtel Plc always giving Notifications of Transaction in Own Shares?

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 5:46am On Feb 07

aj8:
“An eighty year old lady may not look so great in high-heeled shoes”

well, his reply was probably directed at someone who understands how high heeled shoes could fit greatly
(the sarcasm).

It didn't look like a generic information to every "80yr old" grin

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 5:50am On Feb 07

essentialone:
Why is Airtel Plc always giving Notifications of Transaction in Own Shares?

🎶 🎶
" Too much moneyyyy, problem is how to spend it
plenty dollar......." 🎶 🎶
undecided

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by iHaveMadeiT2: 6:48am On Feb 07

KarlTom:
DEAPCAP

https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/DEAP_CAPITAL_UNAUDITED_FINANCIAL_STATEMENT_FOR_THE_FIRST_QUARTER_ENDED_31_DEC_2025_.pdf

For experts in the house, is this ChatGPT interpretation of the above result correct?

Key Takeaways
Quarter Ended 31 December 2025:
Total assets increased slightly. �
doclib.ngxgroup.com
Still a negative net equity position, though improved. �
doclib.ngxgroup.com
Loss reported for the quarter, but less than the prior quarter. �
doclib.ngxgroup.com
EPS remained negligible (0 Kobo). �
doclib.ngxgroup.com
Positive cash flow from operations reported. �
doclib.ngxgroup.com
Overall: DEAP Capital remains in a turnaround/restructuring phase with ongoing losses and negative equity — but with some signs of stabilization relative to the previous quarter.

Re: Nigerian Stock Exchange Market Pick Alerts by Pennystockwarri(m): 8:12am On Feb 07

https://open.spotify.com/episode/7toAsukEj0qbXq54419wkV

A walkthrough ETI Interim FY 2025 earnings

Re: Nigerian Stock Exchange Market Pick Alerts by ositadima1(m): 10:18am On Feb 07

Pennystockwarri:
https://open.spotify.com/episode/5a8OpockhzcokdjPtn5OCp

A walkthrough Custodian investment interim FY 2025 earnings

A Few Thoughts on the Custodian FY25 Commentary

Thanks for sharing the Custodian FY25 walkthrough. The numbers are helpful, but I think some of the conclusions drawn from them deserve a closer look. Pulling figures from the accounts is useful, but interpretation is where the real value of analysis should come in.

The main point that stood out to me was the suggestion that Custodian may have borrowed money to fund the sharp increase in assets and investments. When you look at the actual balance sheet, that conclusion doesn’t seem to hold. Interest-bearing borrowings actually declined year-on-year, falling from roughly ₦3.4bn to under ₦1bn. So the balance-sheet expansion was clearly not debt-driven.

The jump in payables is real and significant, but payables are not the same thing as borrowing. In a group like Custodian, payables typically relate to reinsurance premiums, claims settlements, investment settlement timing and acquisition-related obligations. These are operating liabilities, not financing liabilities. They can temporarily inflate cash and financial assets, but they do not represent leverage in the traditional sense.

On the asset side, the move from about ₦407bn to over ₦1tn looks dramatic, but the story is actually visible in the accounts. Custodian consolidated acquired businesses, expanded its financial asset base significantly, and carried large timing balances from unpaid obligations. Assets and liabilities grew together, while equity increased by about ₦78bn, largely from retained earnings and some valuation reserves. That points to scale expansion, not unexplained balance-sheet risk.

The jump in quoted equity investments is also worth questioning, but it should be framed carefully. There are several plausible explanations here, consolidation of subsidiary portfolios, IFRS reclassification, or portfolio reallocation, none of which automatically imply aggressive or hidden risk-taking. It’s fair to ask for clarity, but it’s a stretch to imply borrowing without evidence.

On valuation, I also think the argument needs tighter logic. Highlighting a ~30% ROE and a low P/E, while at the same time suggesting fair value should be at or below book, creates a disconnect unless the case is explicitly that earnings quality is unsustainable. That point wasn’t fully developed, even though it’s probably the most important debate around this stock.

Overall, the numbers raised are valid, but the interpretation around leverage and funding could be stronger. Most investors can read financial statements; what differentiates good analysis is correctly classifying what the numbers actually represent and tying that back to risk and valuation in a consistent way.

9 Likes 1 Share

Re: Nigerian Stock Exchange Market Pick Alerts by Pennystockwarri(m): 11:18am On Feb 07

https://www.youtube.com/watch?v=ylAT4ngZMVE

Wema Bank/FCMBGroup/Sterling Holdco interim FY 25 earnings

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by debeey87(m): 11:21am On Feb 07

Sunrisepebble:
I had sold based off the results/ my result expectation. News of potential bonus came afterwards.

Make them no dilute or holdings abeg. Let our dividend continue to grow. Make we get 20 naira/share dividend in another 3-5yrs

Re: Nigerian Stock Exchange Market Pick Alerts by Starpro87(m): 11:32am On Feb 07

leo1234:
Same charms I bought at 2 naira and disposed like it's nothing.
People that held have enjoyed right issue at 1.7 and price is still flying .

I remember Loco trying to sell his rights and someone was pricing 1 naira.

Let me just hold my TANTALIZER and Aradel.

Hi, good day.

I funded my Investnaija account, hoping to invest in Aradel holdings.

System is telling me insufficient fund to buy stock, whereas I allegedly have sufficient funds there.

Please what could be the issue, or is there something I'm not getting right?

Please do well to reply to my inquiry.
Thanks in anticipation.

Re: Nigerian Stock Exchange Market Pick Alerts by iHaveMadeiT2: 11:38am On Feb 07

For new comers, just a note of caution. Except you're already in the bus, this is generally not a buying season. If one is not careful, FOMO can force you to jump in at an ATH price and you may find yourself left stranded for months

11 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by BuchyD: 12:01pm On Feb 07

Starpro87:
Hi, good day.

I funded my Investnaija account, hoping to invest in Aradel holdings.

System is telling me insufficient fund to buy stock, whereas I allegedly have sufficient funds there.

Please what could be the issue, or is there something I'm not getting right?

Please do well to reply to my inquiry.
Thanks in anticipation.

The money you transfered is still in your wallet and not your stock trading account.

Move it from your wallet!

Re: Nigerian Stock Exchange Market Pick Alerts by PropTrader: 12:01pm On Feb 07

Starpro87:
Hi, good day.

I funded my Investnaija account, hoping to invest in Aradel holdings.

System is telling me insufficient fund to buy stock, whereas I allegedly have sufficient funds there.

Please what could be the issue, or is there something I'm not getting right?

Please do well to reply to my inquiry.
Thanks in anticipation.

The money is probably in the wallet. You need to move it first from the wallet to your naira trading account for it to be accessible for share purchase.

Re: Nigerian Stock Exchange Market Pick Alerts by Starpro87(m): 12:07pm On Feb 07

deathwing:
Nice. Aradel was the reason I entered the NGX last year (at about 500 but now with an average cost of N610). Saw a lot of potential. Will be holding and accumulating till Jesus comes.

Good day.

Please can I have your guide?
I'm trying to invest in Aradel but the system is responding with insufficient fund to buy stock.

How do I go about it?
Thanks.

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