₦airaland Forum

Welcome, Guest: Register • Login • With Google • Trending • Recent • New

Stats: 3,344,598 members, 8,512,663 topics. Date: Tuesday, 03 November 2026 at 06:36 PM

Toggle theme

Nigerian Stock Exchange Market Pick Alerts - Investment (11143) - Nairaland

Nairaland Forum › Nairaland General › Investment › Nigerian Stock Exchange Market Pick Alerts (17187321 Views)

1 2 3 ... 11140 11141 11142 11143 11144 11145 11146 ... 11206 Reply (Go Down)

Re: Nigerian Stock Exchange Market Pick Alerts by yMcy56: 6:41am On Oct 22
Streetinvestor2:
The client invested funds should not be what makes up majorly thr assets. It should be shareholders funds. That is what I saw here though didn't dig deep
AVA has positive shareholders funds and also growing it.
Also liquid in cash
Re: Nigerian Stock Exchange Market Pick Alerts by NSEstudent: 6:56am On Oct 22
yMcy56:
Yes
This stock has really done well and far above its colleagues in the biz
* This is "the dark" sboga has been talking about

https://doclib.ngxgroup.com/Financial_NewsDocs/48116_GUINNESS_NIGERIA_PLC-GUINNESS_NIGERIA_PLC_-_Q3F26_INTERIM_DIVIDENDS_CORPORATE_ACTIONS_OCTOBER_2026.pdf
Maybe we go need to kill cow for NB before e go catch up.
Re: Nigerian Stock Exchange Market Pick Alerts by ayobama1: 7:18am On Oct 22
NSEstudent:
Maybe we go need to kill cow for NB before e go catch up.
Please don't kill any cow yet 🙏
Re: Nigerian Stock Exchange Market Pick Alerts by Wotowotoman: 7:25am On Oct 22
Streetinvestor2:
I no dey fear bro.I have gone through worst in the past . Is that why u can't come out boldly to support him even when you know he has failed
Cowards die many times before thr death they say .Prison is ment for humans and does not scare my type. Some of us are even ready to die for what we believe is right
Why that mod no delete this gibberish 👆?
Re: Nigerian Stock Exchange Market Pick Alerts by essentialone(m): 7:50am On Oct 22
ayobama1:
Please don't kill any cow yet 🙏
Why? You are still in the mopping up stage?
Re: Nigerian Stock Exchange Market Pick Alerts by Pennystockwarri(m):
Re: Nigerian Stock Exchange Market Pick Alerts by Mills55: 7:56am On Oct 22
.
Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 7:57am On Oct 22
Wotowotoman:
Why that mod no delete this gibberish 👆?
No time to waste
collect u blocking
Re: Nigerian Stock Exchange Market Pick Alerts by Mills55: 8:03am On Oct 22
megawealth01:
Sowore Omoyele nko?
Few of you are working very hard to kill this thread with political matters.
You are gradually achieving that.
Continue.
Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 8:17am On Oct 22
megawealth01:
Sowore Omoyele nko?
Yes nawu. Him currently dey trial . You forget?
Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 8:21am On Oct 22
Druss:
How old are you?
Druss skipped his Drugs
Re: Nigerian Stock Exchange Market Pick Alerts by essentialone(m): 8:23am On Oct 22
AVA Capital Plc:

*Headline numbers (9 months ended Sept 30, 2026):*

- *Profit before tax:* N2.63 billion
- *Profit after tax:* N1.84 billion
- *Revenue:* N5.87 billion
- *Profit margin:* 44.80% (very strong)
- *Total assets:* N94.43 billion
- *Client Investment Funds:* N77.79 billion

*The big story is the client funds growth:*
- From N9.24bn at Dec 2025 to N77.79bn by Sept 2026
- That's *+742.00% in 9 months*

That jump is because this is their first reporting as a *combined group* - AVA Capital Plc + AVA Global Asset Managers + AVA Trustees + AVA Securities. So they're now counting all client assets under one roof.

*Revenue mix:*
- Interest income: N4.05bn (69.00%)
- Fees & commission: N1.26bn
- Other income: N559m
- Cost-to-income: 39.90% - they kept costs tight.

*Company level (just Plc, not group):*
- Revenue: N1.99bn vs N511m in 9M 2025
- PBT: N1.35bn vs N232m last year.

*CEO Kayode Fadahunsi's take:* "We are not building AVA simply to be the biggest in the room; we are building it to be the most trusted."

*Context:* They listed on NGX by introduction in August 2026, so this result is basically their first post-listing scorecard to the market.

In this market, 44.80% PBT margin, with N77bn in client funds for a newly listed small-cap financial services group is what investors will be watching. The question for next quarter, is whether they can retain those client funds, and convert them to fee income, not just interest income.
Re: Nigerian Stock Exchange Market Pick Alerts by Willie2015:
GeneralDae:
Why not? More jobs and FDI’s like these equals increased purchasing power over time. Right or Wrong?


What in heaven’s name did you guys think removal of fuel subsidy was?

How would he prepare the masses? Buhari first announced removal of subsidy in January 2022 but later changed his mind promising to prepare Nigerians over an 18 month period with stuff like CNG but nothing much materialised and the Buhari Government in 2022 was contemplating using Eurobonds for continuation of the subsidy. So there was already an 18 month head start and no budget for subsidy beyond the 18 months which was to end in June 2023. If Tinubu continued beyond June all in the name of preparing Nigerians, he would never remove the subsidy. Let’s not deceive ourselves.

As for CNG conversion, the Government doesn’t need to target millions of vehicles. Just make the program easy enough for private investors to invest in, build the infrastructure and subsidize CNG conversion only for transport vehicles travelling between states and regions like trucks and the likes so that food transport is affected by it.
Ur theory sound good on paper....
But wont work in reality ....
Inflation always outpace wage growth rate in Nigeria...
The moment fuel prices spike, the cost of virtually every commodity skyrockets.
The damage to household purchasing power and the local consumer market happens immediately,
long before the promised jobs, investments and economic benefits materialize...thats even if they materialize
Businesses cannot thrive in a consumer market where millions of people can barely afford basic necessities.
Businesses will lose customers, lay off staffs and may eventually close up.
Acc to NESG, 30% of Nigeria's 24 million registered MSMEs collapsed due to BAT reforms.
That is a bad statistic for an economy that desperately needs job creation and private-sector growth.

Tinubu had options.
That is precisely why he is President.
His government could have considered a supplementary budget,....
It could also have accelerated domestic refining capacity ...
and rolled out viable alternatives before exposing Nigerians to the full shock....
He decided to chose the extreme path.

What makes the situation more troubling is that BAT has continued to borrow massuvely from
the World Bank and international debt markets,
while Nigerians still question the pace of reductions in the cost of governance.
Even, all the monies freed up from removing subsides has been completely wiped out.
Re: Nigerian Stock Exchange Market Pick Alerts by essentialone(m): 8:28am On Oct 22
Guinness Nigeria - 9 months to Sept 30, 2026:

*Headline:*
- Revenue: *N403.33bn* (+20.40% from N335.07bn in 9M 2025).
- Gross profit: N151.38bn (+20.40%).
- Operating profit: N64.98bn (+23.40%).
- *PBT: N61.65bn* (+55.30% from N39.69bn).
- *PAT: N40.69bn* (+53.10% from N26.59bn).
- EPS: N18.58 vs N12.14 last year.

*What drove it:*
Finance costs crashed *-61.90%* - from N15.30bn to N5.83bn. That's the big kicker. Operating growth was solid (+23.00%) but debt and fx cost reduction, is what pushed PAT up 53.00%.

*Dividend:*
Board declared *N7 per share interim dividend* (~N15.33bn payout). That brings total interim for FY so far to *N16 per share*:
- Q1: N2
- Q2: N7
- Q3: N7

Board Chairman Prof Fabian Ajogwu and MD Girish Sharma both saying same thing - "resilient business, disciplined execution."

Guinness is N403bn revenue. Guinness margin is ∼10.00% PAT margin.

It's looking like a strong Q3 earnings season, on NGX. We watch and wait...
Re: Nigerian Stock Exchange Market Pick Alerts by ghm: 8:39am On Oct 22
My Buy consideration today.

Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 8:56am On Oct 22
Mills55:
Few of you are working very hard to kill this thread with political matters.
You are gradually achieving that.
Continue.
What are u doing to sustain this thread with stock matters/analysis
Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 8:58am On Oct 22
Streetinvestor2:
What are u doing to sustain this thread with stock matters/analysis
grin
Re: Nigerian Stock Exchange Market Pick Alerts by ayobama1: 9:04am On Oct 22
essentialone:
Why? You are still in the mopping up stage?
My Tfare isn't complete yet
Re: Nigerian Stock Exchange Market Pick Alerts by Stockpromoter(m): 9:25am On Oct 22
🔥 LOCO INSURANCE RADAR: THE Q4 OPPORTUNITY! 🚀

The insurance sector is entering a critical phase as recapitalization developments and Q3/Q4 results take centre stage.

But not every battered insurance stock will deliver the same returns!

📊 My strategy is simple: TA + CATALYST + LIQUIDITY.

🎯 TOP PICKS TO WATCH:

- Guinea Insurance
- IEI Insurance

Both deserve close attention as traders search for potential recovery plays backed by technical setups and credible catalysts.

👀 OTHER BATTERED STOCKS ON MY RADAR:
LASACO, Veritas Kapital, Regency Alliance, Sovereign Trust and Mutual Benefits.

The insurance index needs to regain strength, while individual stocks must confirm their setups with price action and volume.

⚠️ Remember: recapitalization does not automatically guarantee a rally. Dilution, weak earnings and selling pressure can change the story.

My Q4 thesis: The market may reward insurance stocks combining strong TA with credible catalysts more than those relying on fundamentals alone.

🔥 Keep your eyes on the LOCO INSURANCE STOCKS. The next major opportunity may come from the few that get the combination right!

Watch the charts. Verify the catalysts. Let the market confirm the move.
Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 9:30am On Oct 22
Ding! grin
Re: Nigerian Stock Exchange Market Pick Alerts by Stockpromoter(m): 9:30am On Oct 22
🚨🔥 AVACAP: THE Q3 NUMBERS HAVE LANDED! WHO IS WATCHING? 🔥🚨

Some stocks rally on rumours. Others have numbers that demand attention!

AVA CAPITAL (AVACAP) has reported ₦5.87 billion in nine-month revenue and ₦2.63 billion profit before tax, with profit after tax of ₦1.84 billion for the period ended September 2026. Q3 alone contributed ₦1.17 billion to profit before tax! 📊

Client investment funds surged to ₦77.79 billion, highlighting the expansion of its asset management business. 🔥

Now combine these numbers with the technical setup, market interest and the possibility of renewed buying momentum.

👀 THE BIG QUESTION: IS AVACAP PREPARING FOR ANOTHER LEG UP?

Watch the price action. Watch the volume. Watch how buyers respond to resistance.

If bullish momentum returns with strong demand, AVACAP could become one of the most exciting stocks on traders' radar this quarter.

The Q3 story is out. Now the market must decide how far it wants to take this stock! 🚀📈

🔥 AVACAP — RESULTS, MOMENTUM AND A STORY THE MARKET CANNOT IGNORE!

Bullish outlook, not a guaranteed price target. Trade with a plan.

Source: AVA Capital's unaudited nine-month 2026 results.
Re: Nigerian Stock Exchange Market Pick Alerts by nosa2(m): 9:32am On Oct 22
crownprince2017:
Na this thing loco dey hawk.. grin grin

Just tell me this metrics are not real..

P.e of 20 ke.. angry angry
What is the p.e of vfd again
Loco haba...no Wonder u dey see crash for jan
Imagine what the p.e will be at your 10 proj ctions.
This market is expensive. There is certainly growth but for a lot of companies that growth has been priced in.
Re: Nigerian Stock Exchange Market Pick Alerts by mikeapollo: 9:43am On Oct 22
People who hate the bitter truth are deleting my messages grin grin
Re: Nigerian Stock Exchange Market Pick Alerts by Stockpromoter(m): 9:43am On Oct 22
nosa2:
This market is expensive. There is certainly growth but for a lot of companies that growth has been priced in.
And Chellarams and Eti are cheap right?
You need to realign and join who pass you.
Avacap will shock you and you will be speechless and run to guest mode because you won't believe your eyes.
Re: Nigerian Stock Exchange Market Pick Alerts by mikeapollo: 9:46am On Oct 22
Willie2015:
Ur theory sound good on paper....
But wont work in reality ....
Inflation always outpace wage growth rate in Nigeria...
The moment fuel prices spike, the cost of virtually every commodity skyrockets.
The damage to household purchasing power and the local consumer market happens immediately,
long before the promised jobs, investments and economic benefits materialize...thats even if they materialize
Businesses cannot thrive in a consumer market where millions of people can barely afford basic necessities.
Businesses will lose customers, lay off staffs and may eventually close up.
Acc to NESG, 30% of Nigeria's 24 million registered MSMEs collapsed due to BAT reforms.
That is a bad statistic for an economy that desperately needs job creation and private-sector growth.

Tinubu had options.
That is precisely why he is President.
His government could have considered a supplementary budget,....
It could also have accelerated domestic refining capacity ...
and rolled out viable alternatives before exposing Nigerians to the full shock....
He decided to chose the extreme path.

What makes the situation more troubling is that BAT has continued to borrow massuvely from
the World Bank and international debt markets,
while Nigerians still question the pace of reductions in the cost of governance.
Even, all the monies freed up from removing subsides has been completely wiped out.
Kudos!
When you insist on these solid facts and hard truths, then they begin to blackmail you and call you partisan or member of opposition party
Re: Nigerian Stock Exchange Market Pick Alerts by nosa2(m): 9:53am On Oct 22
Stockpromoter:
And Chellarams and Eti are cheap right?
You need to realign and join who pass you.
Avacap will shock you and you will be speechless and run to guest mode because you won't believe your eyes.
I might if the numbers direct me. However forward PE of over 13 and price to book of over 2 is not something I can get behind; especially for a financial services company
Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 10:00am On Oct 22
Stockpromoter:
And Chellarams and Eti are cheap right?
You need to realign and join who pass you.
Avacap will shock you and you will be speechless and run to guest mode because you won't believe your eyes.
Is ava group about to lunch a flying car.Abi dey are still stock brokers/portfolio managers..lol
Re: Nigerian Stock Exchange Market Pick Alerts by Stockpromoter(m): 10:02am On Oct 22
nosa2:
I might if the numbers direct me. However forward PE of over 13 and price to book of over 2 is not something I can get behind; especially for a financial services company
This is old method of checking stocks.
Catalysts have replaced those things.
This is one of the reasons you are making little or no money in stocks
Re: Nigerian Stock Exchange Market Pick Alerts by nosa2(m): 10:03am On Oct 22
Stockpromoter:
This is old method of checking stocks.
Catalysts have replaced those things.
This is one of the reasons you are making little or no money in stocks
Oh well!
Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 10:06am On Oct 22
Stockpromoter:
This is old method of checking stocks.
Catalysts have replaced those things.
This is one of the reasons you are making little or no money in stocks
How did you arrive that he is not making money in this ngx business

To me he has made more than you in like 2 or 3 stocks this yr..lol
Re: Nigerian Stock Exchange Market Pick Alerts by Zagee: 10:07am On Oct 22
NGX let us do 130 again. I need small transport fee.. grin
1 2 3 ... 11140 11141 11142 11143 11144 11145 11146 ... 11206 Reply

Nigerian Stocks To Buy - 2025 Best Performing Stocks • Free Stock Market Pick Alert For All Investors Globally!!! • Dangote Resumes As President Of Nigerian Stock Exchange • 2 • 3 • 4

Viewing this topic: SmartNYSC, roolnaado(m), oyi2, jonnysessy(m), EduC(m), faoogoke(m), princejayy(m), smartoskie(m) and 10 guest(s)