|| Strategy | Ideas | Insight | Investing | Stocks ||

  02 25 Recap | ASI Down 6bps | Sector Losses Deepen | Bonds Rally | OMO ... https://youtube.com/shorts/pSmbVGPsN24?si=2Wa9NTyVQerDRSV9 via @YouTube

  How Pre‑Election Years Shape the Nigerian Stock Market: Key Insights for 2026 The Nigerian stock market has always reacted uniquely to political cycles, and pre‑election years remain one of the most influential periods for investor sentiment, liquidity flows, and sector performance . As the country approaches another election cycle, understanding how these dynamics shape market behavior is essential for investors seeking clarity and strategic positioning. With 2026 already gaining momentum, analysts and market participants are asking a critical question: How will the pre‑election environment influence market direction, sector rotation, and risk appetite? This article explores historical patterns, current market signals, and what investors should expect as Nigeria enters another politically active period. Why Pre‑Election Years Matter for the Stock Market Pre‑election years often trigger a mix of optimism, caution, and speculative positioning. Several factors typically conve...

  The equities market of 2025 is often described as a “money‑printing machine,” but the data tells a more disciplined story. The year closed with an impressive 51.19% gain , yet this performance did not lift every investor equally. The real beneficiaries were those who approached the market with preparation, selectivity, and a clear understanding of earnings strength. 📌 Understanding the 2025 Market Rally The broad recovery narrative that dominated early 2025 gradually shifted into a more technical, earnings‑driven market. While forex stability found a new normal and monetary policy remained firm, inflation—though easing—continued to exert pressure on costs. This created a landscape where earnings resilience became the true differentiator . Several trends defined the year: Sector performance diverged , rewarding industries with strong fundamentals. Valuations became harder to justify based on sentiment alone. Companies with sustainable cash flows and solid balance sheets ...

  Unilever Nigeria Plc Announces Date for Q1 2026 Board Meeting Unilever Nigeria Plc has issued an official notice confirming the date for its upcoming Board of Directors meeting for the first quarter of 2026. The meeting is scheduled to take place on Thursday, March 18, 2026 , and will focus on key governance and financial matters, including the review and approval of the company’s Audited Financial Statements for the year ended 31 December 2025 . This update is part of the company’s ongoing commitment to transparent communication with shareholders, regulators, and the investing public. Key Agenda: Approval of 2025 Audited Financial Statements One of the major items on the agenda is the consideration and approval of the 2025 Audited Financial Statements (AFS) . The review of the AFS is a critical step in the company’s financial reporting cycle and provides insight into Unilever Nigeria’s performance over the past financial year. The approval of the audited accounts is also a...

  2026 02 24 Recap || Nigerian Stocks Drop 90bps as BUAFOODS, MTNN Slide; ... https://youtube.com/shorts/lLbAmMOHNv8?si=-fFLBuAbFqBqqtvm via @YouTube

  Nigerian Stock Market Declines as ASI Drops 0.90% Amid Broad Selloffs The Nigerian equities market closed lower as the All‑Share Index (ASI) fell by 0.90% to 194,484.61 points , reflecting a sharp downturn across several major sectors. Market capitalization declined by N1.1 trillion , ending the session at N124.8 trillion . The decline highlights renewed investor caution amid ongoing macroeconomic pressures. Equities Market Weakens as Large‑Cap Stocks Decline The negative performance was driven by significant losses in key large‑cap stocks, including BUA Foods (-9.99%) , MTN Nigeria (-2.56%) , Stanbic IBTC (-5.35%) , and Nigerian Breweries (-1.03%) . Market breadth weakened to 0.65x , with 40 losers outpacing 26 gainers , underscoring broad selling pressure. Despite the bearish sentiment, Jaiz Bank recorded a full‑day gain of 10% , emerging as the top performer. On the downside, DAAR Communications and Tantalizer both declined by 10% , leading the laggards. Trading acti...

  Ellah Lakes Plc Announces Closure of Public Offer and Provides Update on ARPN Acquisition Ellah Lakes Plc has formally announced the closure of its Public Offer for Subscription, marking an important update for investors and stakeholders following the company’s recent capital‑raising efforts. The agribusiness company, which has been pursuing strategic expansion initiatives, provided clarity on the outcome of the offer as well as progress on its proposed acquisition of Agro-Allied Resources & Processing Nigeria Limited (ARPN). Public Offer Closes Without Allotment The Public Offer, which opened on November 10, 2025 , and closed on December 19, 2025 , sought to raise up to ₦235 billion through the issuance of 18.8 billion ordinary shares at ₦12.50 per share . According to the company, the level of subscription did not meet the minimum threshold required for allotment . Because the offer fell short of the regulatory minimum, no shares will be allotted , and all subscripti...

  Airtel Africa plc Buys Back 30,000 Shares at Up to 360.60p Under $100m Programme Published: 19 February 2026 | London & Lagos Airtel Africa plc has announced the purchase of 30,000 ordinary shares as part of its ongoing $100 million share buy-back program , reinforcing its commitment to enhancing shareholder value. The transaction, executed on 18 February 2026 , was carried out through Barclays Capital Securities Limited under authority previously granted by shareholders. Key Details of the Share Buy-Back Here’s a breakdown of the latest transaction: Total shares purchased: 30,000 Lowest price paid: 354.80p Highest price paid: 360.60p Volume-weighted average price (VWAP): 358.55p Date of purchase: 18 February 2026 The repurchased shares will be held in treasury , meaning they remain issued but are not currently in circulation. Updated Share Capital and Voting Rights Following the buy-back: Total ordinary shares in issue: 3,654,881,028 Treasury shares: 8,968,490 Total ...

  UPDC Plc Secures NGX RegCo Approval for Two‑Year Free‑Float Compliance Extension UPDC Plc has announced that NGX Regulation Limited (NGX RegCo) has approved the company’s request for an extension of time to meet the Nigerian Exchange’s free‑float requirements. The approval grants UPDC a two‑year window, covering 2026 to 2028 , to fully resolve its free‑float deficiency and return to full post‑listing compliance. What the Extension Means The Nigerian Exchange mandates that companies listed on its Main Board maintain: 20% issued and fully paid share capital as free float , or ₦20 billion free‑float market capitalization The extension allows UPDC additional time to meet this threshold while continuing normal operations and maintaining transparency with shareholders. Regulatory Framework The approval aligns with Rule 3.1.4 of the Exchange’s Rules Governing Free Float Requirements. This rule empowers the Exchange to suspend trading in a company’s securities if it fails to ac...

  Block Trades Major Block Trades Hit the NGX: SEPLAT, DANGCEM, GTCO, PRESCO, ACCESSCORP Lead High‑Value Deals The Nigerian Exchange (NGX) witnessed a surge in high‑value block trades , signaling renewed interest from institutional investors and large‑scale market participants. These transactions, often executed off‑market or through negotiated deals, provide insight into liquidity flows, investor sentiment, and sector‑level positioning. Below is a breakdown of the most significant block trades recorded, including total volumes, price levels, and transaction values. SEPLAT Energy: ₦1.41 Billion in High‑Value Trades SEPLAT dominated the energy sector’s block‑trade activity with multiple deals totaling 178,810 shares . The trades were executed between ₦7,900 and ₦8,100 per share , bringing the total transaction value to ₦1.41 billion . This level of activity highlights continued institutional interest in the upstream oil & gas giant, especially amid rising crude prices an...

  Naira Cools After Ten‑Day Gains as Dollar Demand Rises The Nigerian naira eased on Thursday after a strong ten‑day rally, as renewed demand for the U.S. dollar pressured the local currency across both the official and parallel foreign‑exchange markets. Naira Slips in Official Market Fresh data from the Central Bank of Nigeria (CBN) showed that the naira weakened by ₦7.78 to close at ₦1,366.06 per dollar , representing a 0.6% decline from ₦1,358.28 recorded in the previous session. The pullback marks the first notable slowdown after a sustained stretch of appreciation driven by improved FX inflows and tighter monetary conditions. Parallel Market Also Softens In the informal market, the naira also lost ground. Market operators reported trades at ₦1,452 per dollar , slightly weaker than ₦1,450 recorded the previous day. The mild depreciation reflects persistent retail demand for dollars despite recent improvements in liquidity. External Reserves Continue to Strengthen In...

  🚀 Aradel Holdings Plc Reports Strong FY 2025 Unaudited Results with 55% Profit Growth Aradel Holdings Plc , one of Nigeria’s leading integrated energy companies, has released its Full Year Unaudited 2025 results , showcasing a powerful performance driven by disciplined execution, strategic acquisitions, and a resilient diversified portfolio. The company recorded an impressive 55% growth in Profit After Tax (PAT) , reinforcing its position as a major player in the country’s upstream, gas, and refining sectors. 🔹 Strong Financial Performance in a Dynamic Environment Despite operating in a challenging macroeconomic landscape, Aradel delivered meaningful growth across all business segments. According to CEO Mr. Adegbite Falade , the company’s performance reflects the strength of its asset base and the resilience of its integrated energy model. Aradel’s upstream operations, gas business, and refining activities all contributed to the robust financial results, demonstrating the effec...

  🚧 Lafarge Africa Plc Announces Major Expansion of Ashaka and Sagamu Cement Plants Lafarge Africa Plc has unveiled a significant expansion plan for two of its key cement plants in Nigeria — the Ashakacem Plant in Gombe State and the Sagamu Plant in Ogun State . The announcement, dated February 4, 2026 , signals the company’s continued commitment to strengthening Nigeria’s industrial and infrastructural backbone. 🔹 Overview of the Expansion Plan According to the disclosure, Lafarge Africa Plc intends to boost production capacity across both plants: Ashakacem Plant (Gombe State): Upgraded to 2 million tonnes (2MT) per annum Sagamu Plant (Ogun State): Expanded to 3.5 million tonnes (3.5MT) per annum These upgrades represent a strategic investment aimed at meeting rising demand for cement across Nigeria’s rapidly developing construction and infrastructure sectors. 🔹 Why This Expansion Matters Nigeria’s infrastructure needs continue to grow, driven by urbanization, hous...

  ⚖️ Chams Holding Company Plc Secures Court Validation of Arbitral Award Against NIMC In a significant legal development, Chams Holding Company Plc has announced that the Federal High Court of Nigeria, Abuja Judicial Division , delivered a judgment on December 11, 2025 , affirming the validity and enforceability of a Final Arbitral Award in favor of Chams Consortium Limited against the National Identity Management Commission (NIMC) . 🔹 Background of the Dispute The dispute arose from a concession arrangement between Chams Consortium Limited and NIMC. Following arbitration proceedings, a Final Arbitral Award was issued in favor of Chams Consortium. NIMC challenged the award, prompting legal proceedings to determine its enforceability. 🔹 Court Judgment Highlights Chams Disclosure The Federal High Court upheld the following key points: ✅ The Arbitral Tribunal was properly constituted ✅ The Tribunal had jurisdiction over the dispute ✅ The Final Arbitral Award is valid an...

📈 NGX Hits All-Time High as Bulls Drive Broad-Based Gains — Market Recap for February 4, 2026 The Nigerian Exchange (NGX) closed on a strong positive note today, with bullish sentiment propelling the All Share Index (ASI) to a new all-time high . Investors responded positively to gains across multiple sectors, reinforcing confidence in the equities market. 🔹 NGX All Share Index Performance The NGX All Share Index surged by +1.28% , settling at 168,030.18 points — marking its highest level ever. This milestone reflects sustained investor interest and optimism in the Nigerian capital market. 🔹 Market Breadth: Gainers Outpace Losers Market breadth was positive , with 53 stocks advancing against 26 decliners , indicating broad-based strength across the board. 🟢 Top Gainers DAARCOMM (+10.00%) BERGER (+10.00%) FTGINSURE (+10.00%) RTBRISCOE (+10.00%) FIRSTHOLDCO (+9.92%) 🔻 Top Losers REDSTAREX (−9.97%) DEAPCAP (−9.97%) UHOMREIT (−9.95%) MCNICHOLS (−9.93%) ...

  Vitafoam Nigeria PLC Insider Purchase at Vitafoam Nigeria Plc: Key Details From the Latest Market Disclosure Insider transactions continue to play an important role in helping investors understand how company executives view the outlook of their organisations. In the latest disclosure on the Nigerian Exchange (NGX), Vitafoam Nigeria Plc recorded a notable insider purchase that has drawn attention across the market. On January 30, 2026 , the Company Secretary of Vitafoam Nigeria Plc executed a significant share acquisition, reinforcing internal confidence in the company’s long‑term fundamentals. Summary of the Insider Transaction According to the official filing, the Company Secretary purchased: Units Bought: 200,000 Average Purchase Price: ₦110.50 Total Transaction Value: ₦22.10 million Date of Purchase: January 30, 2026 This transaction was executed on the floor of the Nigerian Exchange and disclosed in line with regulatory requirements governing insider dealings. ...