₦airaland Forum

Krisuba:
So they are gradually turning this to gambling. Chai.!! Broad day gambling!!

Joyful365:
Increase in crude oil price leads to increase in cost of production and transportation.

If producers transfer the cost to consumers, demand and sales will drop, meaning less revenue.

Stocks in the consumer goods sector will be the first to take a hit in Q1, Q2 2026, then every other will follow gradually till we hit the bottom one year from now.

If you are in good profit, exit and stay in cash or more stable and liquid investment.

With Israel reportedly now targeting energy infrastructure in Iran the world economy is going to feel the impact soon

Itzlinda:
If this higher oil prices didn't benefit oando shareholders, I'll comot my hand for anything wale.

He got to be the most wicked ceo alive.

Itzlinda:
If oil reach $120 and stay longer at that price the world would have a recession. Weather the ripple effect would reach Nigeria is what we don't know.


But I would not be complacent

Mankind2024:
Betting against the market during a crisis has historically been a losing strategy. The "stay the course" mentality is backed by decades of data showing that the global economy is designed to adapt and expand.
History shows the S&P 500 has never lost a war. When the world feels chaotic, markets have survived every crisis thrown at them. This is the reason your portfolio probably will too.

Joyful365:
S&P 500 is not in the NGX and there's no strong positive correlation between the stock market where the S&P 500 operates and the NGX.

The only common denominator in these markets is crude oil prices. Once you figure out how revenue, income or loss from crude oil is going to flow during or immediately after the war, you can position yourself to win big.

Will Nigeria benefit from rising crude oil prices? Yes, more revenue will flow to the government but it's going to end up in areas that don't directly impact on the purchasing power of the people.

The stock market is sustained by a people with high purchasing power, else everything is a gamble in a bubble.

Purchasing power of the average Nigerian consumer is being decimated now because there's no more subsidy and fuel prices is going through the roof.

Q2 results will reflect this if nomalcy doesn't return soon.

In all of this, I'll bet on the banking sector to remain resilient through this period. Most of everything else is overpriced. It's time for them to drop 50-70% so people can sort through the rubbish and pick up valuable ones

HesInMe:
Futures, options and other derivatives -- financial instruments whose value is "derived" from the performance of an underlying asset or index -- are actually rather commonplace offerings of most mature financial markets.

If anything, their adoption by the NGX has been rather slow and they're proceeding very gingerly by restricting futures trading to the most stable of indices out there: the NGX30 and NGXPENSION, which represent the blue-chip, large-cap stocks (the DANGs, BUAs, MTNN, NESTLE, PRESCO, etc.)

Instead of thinking about futures only as gambling, think of them as allowing better capital efficiency through leverage (you can own more than your cash allows) or risk hedging (you can cap losses on your stocks).

However you see them, if derivatives trading truly takes off, the true winner here, as in most "gambling," is the house: NGXGROUP.

ojeysky:
Ofcourse they are but they will not let the shareholders smell the cheese not even the crumbs

Itzlinda:
If this higher oil prices didn't benefit oando shareholders, I'll comot my hand for anything wale.

He got to be the most wicked ceo alive.

jckgroup1:
Nigeria stock exchange introduced or listed two new index futures contract trading/investment (a derivative market)

NGX30U6 Futures

NGXPENSIONU6 Futures


Start date: 16 March 2026

Expiration date: 18 September 2026


Little by little our market is getting more sophisticated.


How to play or speculate: You predict the direction (up or down) of these two indexes with a view before expiration date.

You place your money where your mouth is(i.e based on your prediction).

If your prediction works, you win, if not you loss. As long as the index follow your prediction (whether up or down) you are a winner.............................................................. ..................


Contact your Stockbroker and financial adviser for more details.

Due deligence is adviced.

Agbalowomeri:
We don dey enter Kalo Kalo small small

Mpeace:
Unless something urgent is done, oil will surely get to $120 in a very short time. It might even rise above that price.

Iran is actually more powerful than America and Israel thought.

A friend in the middle East told me what Iran is doing over there is hardly reported. They are actually hitting targets.

Agbalowomeri:
Unfortunately, more than 95% of salaries in Nigeria are so useless now including ALL of civil service.

Without corruption, I don't think a SENIOR civil servant can comfortably buy a tokunbo corolla car in 3 years. Where is uncle Tolu?

kintus:
The bears don show

Market sentiment seems bearish at the moment

There’s a lot of negative narrative going around, possibly influencing participants’ decisions

Mankind2024:
​I repeat again.
"Do not bet against the market to shed 50 to 70%".
Prof Agbalowomeri would never tried that despite his strong support for a bear market.
​The Nigerian Exchange (NGX) of 2025/26 is a far cry from the landscape of 2015. It has matured through extreme volatility, proving its resilience by weathering a series of systemic shocks that would have derailed a less evolved market:
​Structural Shifts: Navigating the total removal of fuel subsidies and the subsequent inflationary pressure.
​Monetary Volatility: Absorbing the impact of aggressive currency devaluations.
​Banking Stability: Managing the complexities of the banking sector’s forbearance period.
​Fiscal Reform: Adapting to the implementation of Capital Gains Tax (CGT) and broader Nigerian tax reforms.
​The market isn't just surviving these crises; it is evolving through them.

Joyful365:
The likes of Ellah Lakes, Presco, Aradel, Guinness, Okomu, MTN, and Access Bank will shed at least 50% from their all time highs when the time comes. Watch out and check the charts

GeeKudi:
On the hind sight, that press release pegging OANDO's RI at N50 appears ill-timed.

Joyful365:
The likes of Ellah Lakes, Presco, Aradel, Guinness, Okomu, MTN, and Access Bank will shed at least 50% from their all time highs when the time comes. Watch out and check the charts

Joyful365:
The likes of Ellah Lakes, Presco, Aradel, Guinness, Okomu, MTN, and Access Bank will shed at least 50% from their all time highs when the time comes. Watch out and check the charts

kintus:
The bears don show

Market sentiment seems bearish at the moment

There’s a lot of negative narrative going around, possibly influencing participants’ decisions

Stockhunter:
On another angle. You see that japa wave of 2021 to 2023. A lot of nigerians that japa during that time have settled in to an extent and are heavily investing in the stock market. This is another angle most people do not factor in when they compare 2008/2020 and now. These set of people are sophisticated and earn in foreign currencies. Social media is also doing the lords work in driving the market. The other day i even saw NGX advert on youtube..

Stockhunter:
Where you see bears.. hahaha this una analysis sef. People wey hold cash de wait for pull back.

Index wey run reach 200 go drink water rest small na..

Take everything you read online with a pinch of salt.

Joyful365:
Logistics businesses are already taking a hit. Thousands of them can no longer afford diesel at N1650 to move goods from one place to another.

Any attempt by producers to shift the burden to consumers will be roundly rejected not because consumers in Nigeria are stronger or more rational now but because consumers are now poorer with less disposal income and purchasing power.

They can't afford anything else after paying rent and transport.

A stock market not supported by plenty of people with high purchasing power will eventually collapse in the long term.

Nigeria is not more productive today than it was 3 years ago. Surging stock prices is not evidence of a productive economy.

It's evidence of too much money in circulation chasing too few goods/stocks. It's a bubble. Big bubble.

Just a pin and everything will go poof!

See how energy infrastructure is now the target of all parties in the war?

Think what will happen in Nigeria if same scenario plays out.

You already have pockets of people trying to draw attention to Nigeria by protesting and taking sides in the war.

Then you have another group who are pissed off and vexed at the one who wants to monopolise the market and grab all the wealth for himself.

Just be cautious and stay close to the news.

EquityM:
I'm currently trading equity funds in Nigeria and foreign ETFs. The whole market is going south for now; nevertheless, it will bounce back with greens.

ojeysky:
is this in cash/liquidity or net worth? because they are different things