₦airaland Forum

hopeful95:
I am wondering if there is no stock on the NGX that is a part of the global value chain of the surge in the building of Data Centres and AI?

Meta Plans up to $95 Billion in Financing to Power Its AI Growth


https://www.wsj.com/tech/ai/meta-plans-35-billion-stock-offering-to-power-ai-buildout-eyes-95-billion-total-plan-10b8947e?mod=hp_lead_pos1

If transcorp was serious

megawealth01:
Breaking News: STOCKS | Brazil Markets Brace for Selloff as Lula’s Surprise Win Could Upend the “Bolsonaro Trade”

https://www.binance.com/en-ZA/square/post/381292577103978

Breaking News: Brazil Stocks Dive As President Lula Wins Re-Election

https://www.investors.com/news/brazil-stocks-dive-as-president-lula-wins-re-election/

Breaking News: Analysts forecast Brazil market plunge after Lula turnaround win

https://www.reuters.com/business/analysts-forecast-brazil-market-falls-after-lula-turnaround-win-2026-10-26/

Breaking News Brazil’s real weakens 12% as Lula wins reelection

https://ng.investing.com/news/stock-market-news/brazils-real-weakens-12-as-lula-wins-reelection-93CH-2757382

As expected.

toyeoye:
CHAMPION drops to ₦9.00, down 8.16% today, breaking to a fresh 52wk low.
Volume surges to 8.19M shares, 4× its 30-day average.

Between champion and ellahlakes which one is better right now, with future returns in mind.

hopeful95:
I am wondering if there is no stock on the NGX that is a part of the global value chain of the surge in the building of Data Centres and AI?

Meta Plans up to $95 Billion in Financing to Power Its AI Growth


https://www.wsj.com/tech/ai/meta-plans-35-billion-stock-offering-to-power-ai-buildout-eyes-95-billion-total-plan-10b8947e?mod=hp_lead_pos1

CHAMS PLC

TRANSCORP
https://doclib.ngxgroup.com/Financial_NewsDocs/48169_TRANSNATIONAL_CORPORATION_PLC-_QUARTER_3_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_OCTOBER_2026.pdf

HALDANE MCCALL
https://doclib.ngxgroup.com/Financial_NewsDocs/48172_HALDANE_MCCALL_PLC-_QUARTER_3_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_OCTOBER_2026.pdf

INFINITY TRUST MORTGAGE BANK
https://doclib.ngxgroup.com/Financial_NewsDocs/48176_INFINITY_TRUST_MORTGAGE_BANK_PLC-_QUARTER_3_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_OCTOBER_2026.pdf

Source
https://ngxgroup.com/exchange/data/corporate-disclosures/

Here is a summary of today's trading session on the NGX, and a brief overview of some of the earnings that dropped after market close.

https://youtube.com/live/zUbbk7ANfr0?feature=share

KarlTom:
DIV policy of 60% PAT is in place

Has Cardi B approved?

Nov/Dec/Jan discount season on our annoited stocks will be loud, be prepared to load up on your annoited stocks.

Deep Market correction almost like a crash loading

ogawisdom:
Nov/Dec/Jan discount season on our annoited stocks will be loud, be prepared to load up on your annoited stocks.

Deep Market correction almost like a crash loading

Hmmm, what will dey now use to campaign Battered ASI This administration is a joke to you

ogawisdom:
Nov/Dec/Jan discount season on our annoited stocks will be loud, be prepared to load up on your annoited stocks.

Deep Market correction almost like a crash loading

Dangote listing in December to lift the market cap still

Let the IPO come and go. Make NGX breath

GeneralDae:
Dangote listing in December to lift the market cap still

2zona:
Hmmm, what will dey now use to campaign Battered ASI This administration is a joke to you

100k units of Dangote Cement intermittently can do the magic. They don't need plenty stock. ASI na yahoo numbers

yMcy56:
CHAMS PLC

The cham management are not serious. Na to dey praise themselves with useless mails they send to shareholders every now and then.
When u look at thr results u won't see any serious performance. It looks they just employed women full thr who go to thr offices to gist

2zona:
Hmmm, what will dey now use to campaign Battered ASI This administration is a joke to you

Na wa oo
Must everything be used for or linked to politics ?

United Capital Plc has:

Return on Equity: 14.69%
Price to Earnings Ratio: 6.41x
Debt to Equity Ratio: 6.65x
Current Ratio: 1.43x
Net Profit Margin: 55.76%
Dividend Yield: 6.04%.

*Femi Otedola returns to Dangote Cement with reported plan to build $700m position*

*Key details:*

- Nigerian billionaire Femi Otedola is reportedly buying Dangote Cement shares, targeting up to 5% stake.
- At closing price of N1,111 on Oct 23, a 5% holding = ~N936 billion = *$700 million*.
- Neither Otedola nor Dangote Cement has confirmed he has reached 5%. No regulatory filing yet.
- Stock hit 10% daily limit on Oct 23, adding N1.7trn market value. Market cap ~N18.7trn.
- Free float pressure: Dangote Industries owns 86.65% as of end 2025. Other insiders mean less than 10% publicly available. A 5% Otedola position would absorb significant portion of free float, potentially driving price.
- Possible link to planned London listing: NGX CEO Temi Popoola said Dangote Cement could pursue London listing as early as November. Company has not said if Otedola buying is connected.
- Not first investment: Otedola bought undisclosed shares in Jan 2024 at ~N350, calling it strategic investment citing domestic capacity, export potential and 6mt Itori plant. Stock is up 82% YTD in 2026, from ~N609 at open to N1,111 on Oct 23.
- H1 2026 revenue up 21.4% to N2.51trn.
- Otedola is already dominant shareholder in First HoldCo (FirstBank parent) and major holder in Geregu Power.

*United Capital cuts borrowings, doubles cash*

United Capital Plc Q3 2026 balance sheet shift:

*Highlights:*
- Borrowings reduced by *N52.2 billion* in first 9 months of 2026
- Cash and cash equivalents more than doubled in same period.

*What it means:*
- Stronger liquidity position — lower debt + bigger cash buffer
- Gives United Capital more flexibility to fund operations, meet short-term obligations, and jump on investment opportunities
- Described as prudent financial management

*Context given:*
- For Nigeria's financial services sector, liquidity management is key in volatile market. Companies with large cash buffers and less debt absorb shocks better.
- This balance sheet improvement positions United Capital for long-term growth.

Stockpromoter:
🚀 AVACAP: ANOTHER STRONG CATALYST JUST DROPPED! 💥📈

AVACAP has added another positive development to its investment story!

📢 NEW CATALYST: DIVIDEND POLICY ADOPTION

AVA Capital Plc announced on 26 October 2026 that its Board has approved a new dividend policy targeting a payout of 35%–70% of Profit After Tax (PAT), subject to financial performance, liquidity, capital adequacy and regulatory requirements.

🔥 Why this matters:

✅ Shareholder reward potential: The policy establishes a framework for returning part of the company's profits to shareholders.

✅ Improved investor confidence: A formal dividend policy signals a commitment to transparent corporate governance and sustainable shareholder value.

✅ Growth and expansion: AVACAP intends to balance shareholder returns with reinvestment, strategic initiatives and business expansion.

✅ Multiple catalysts: With this new dividend policy added to the company's growth story and recent financial performance, investors have another development to monitor.

🎯 LOCO'S TAKE: AVACAP is building a more compelling investment narrative. A dividend policy, growth ambitions and shareholder-value commitments could strengthen market interest if earnings and business performance support them.

⚠️ Important: The policy does not guarantee a dividend in any particular year. Actual payouts remain at the Board's discretion.

AVACAP WATCHLIST: More than just price action — watch the fundamentals, corporate developments and market demand! 🚀📊

Baba rest biko. You no dey tire

Jerekre:
Has Cardi B approved?

You dey see Cardi B for here again?
I hope it is not what I am thinking?

hopeful95:
I am wondering if there is no stock on the NGX that is a part of the global value chain of the surge in the building of Data Centres and AI?

Meta Plans up to $95 Billion in Financing to Power Its AI Growth


https://www.wsj.com/tech/ai/meta-plans-35-billion-stock-offering-to-power-ai-buildout-eyes-95-billion-total-plan-10b8947e?mod=hp_lead_pos1

Power is the stumbling block here. But I think some telecom are already providing CSP services. With the introduction of the regulation on data localization, the service is about to take off in Nigeria. So watch out for the likes of MTN, Airtel, MainOne etc.

AGBA said na bull na

ogawisdom:
Nov/Dec/Jan discount season on our annoited stocks will be loud, be prepared to load up on your annoited stocks.

Deep Market correction almost like a crash loading

*NGX flags nine firms for delisting or restructuring*

NGX RegCo says *Union Dicon Salt Plc + 3 others face November 2026 deadline* to complete business restructuring. Total 9 firms flagged.

*Breakdown from Oct 23 X-Compliance Report:*

*4 on Delisting Watchlist (DWL):*
- Critical Minerals Financing Corp Plc - undergoing restructuring, to file Quarterly Compliance Report
- Multi-Trex Integrated Foods Plc - 2-year watchlist period
- Union Dicon Salt Plc - on watchlist since Nov 1, 2024 (2 years)
- Fortis Global Insurance Plc - since Feb 14, 2025.

*5 others undergoing restructuring:*
- FTN Cocoa Processors Plc
- Thomas Wyatt Nigeria Plc (also previously suspended for not filing 2025 audited accounts)
- Austin Laz and Company Plc - 2-year restructuring approval
- Pharma-Deko Plc
- Premier Paints Plc

*Union Dicon specifics:*
- NGX says Union Dicon has now *fixed its free-float compliance* deficiency that put it on watchlist originally
- But still must finish post-listing obligations by *November 2026*
- If not done by deadline, case goes to NGX RegCo Board for further action - could mean further regulatory action, not automatic delisting
- Company recently said new management commissioned salt & pepper production, got NAFDAC approval, started packaging Dicon Salt and Dicon Hot Pepper
- Earlier problem was difficulty contacting Aims Limited, its 40% core investor

*Expert views:*
- Globalview Securities CEO Aruna Kebira: regulators gave enough time, but must protect shareholders
- ECL Asset Management CEO Charles Fakrogha: assess restructuring progress, if efforts not enough, consider regulatory delisting, or company could do voluntary delisting

NGX says any change in listing status will be on its website and X-Compliance Reports.

MEGAWEALTH02:
AGBA said na bull na

You go still manage the November bear. From end of November we go join. the tide for post election bull

https://open.spotify.com/episode/0dNTPwIaky9mtzZpN9y4zV?si=66D5fVzZQkC4a6pPdXEQbA

Here are a few stocks on my radar in today's trading session on the NGX.

mikeapollo:
You dey see Cardi B for here again?
I hope it is not what I am thinking?

He/she is referring to the CBN governor. There's a popular business/finance show on nairametrics tv YouTube channel every Friday evening, on several occasions, a regular host on the show have used that nick name to refer to the Nigeria CBN governor

francesfrances:
He/she is referring to the CBN governor. There's a popular business/finance show on nairametrics tv YouTube channel every Friday evening, on several occasions, a regular host on the show have used that nick name to refer to the Nigeria CBN governor

I know it is about Cardoso.
I am just letting him know that the name ''Cardi B'' could also mean ''other things''

essentialone:
https://nairametrics.com/2026/10/27/united-capitals-9m-2026-pre-tax-profit-rises-66-to-n41-58-billion-as-investment-income-nearly-doubles/

With this result, I expected UCAP to soar in price movement. But, it is within the neighborhood of N16.55 - N17.00. Well i have no choice but to increase my holdings as there is light at the end of the tunnel.

Ding

Streetinvestor2:
The cham management are not serious. Na to dey praise themselves with useless mails they send to shareholders every now and then.
When u look at thr results u won't see any serious performance. It looks they just employed women full thr who go to thr offices to gist

Vfd group worst pass.Everyttime mail praising their self with nothing

Someone is shivering na? 😂

Fidson or Mecure PLC should be able to help out...

There is no Ebola in Nigeria. Hopefully, the 53 people under surveillance complete 21 days without any symptoms.

The election MUST go ahead. Nigeria, and this platform, have been insane because of it. I cant wait to have normalcy back.

MEGAWEALTH02:
Someone is shivering na? 😂

Fidson or Mecure PLC should be able to help out...