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United Capital Plc: Is it Right Now to Buy the Dip?

United Capital combines steady earnings growth, consistent dividend payouts, strong cash flow, and a healthy balance sheet. At a PEG of 0.33 and trading below its 52-week high, the current dip looks more like an opportunity than a red flag. Read our recommendation

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Ikeja Hotel vs Transcorp Hotels: Which stock is cheaper to buy now?

Recommendations: For investors, the choice depends on strategy:  If you want growth and scale, Transcorp Hotels is the heavyweight, but you’ll be paying a premium, and expectations leave little room for disappointment. If you prefer value and potential upside at a cheaper entry point, Ikeja Hotels offers the more compelling case, especially for risk-tolerant investors betting on its turnaround…

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Cornerstone Vs. Mansard: Which Insurance stock is the better bet now? 

In terms of profitability, Mansard stands out with a return on equity (ROE) of 12%, compared to Cornerstone’s 8%. This suggests Mansard is more efficient at converting shareholder capital into profits. However, both are still trailing the sector average ROE, which tempers the strength of this positive. Share Price and dividend yield performance Both insurers have delivered share price…

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Cutix Q1 profit slumps amid rising input costs and mounting finance costs 

For investors, the 52% YtD share price rally reflects optimism about Cutix’s positioning in Nigeria’s cable industry. However, the fundamentals suggest rising risks: unless receivables are collected faster, inventory turnover improves, and debt costs are contained, profitability and dividend payments may be muted for the current financial year. Notably, the company has declared a final dividend…

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Nigeria’s cheap stocks in 2025: Bargains or traps? 

Fifteen Nigerian companies spanning banks, insurers, industrials, and real estate are currently trading below their book value, with an average P/B ratio of just 0.60. These include Smart Products Nigeria, ETI, Access Holdings, UBA, FirstHoldCo, CI Leasing, FCMB, John Holt, UPDC REIT, Julius Berger, Zenith Bank, Regency Alliance Insurance, Aso Savings, Briclinks Africa Plc, and Linkage…

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Cornerstone Vs. Mansard: Which Insurance stock is the better bet now?

Insurance stocks have quietly become one of the hottest corners of the Nigerian market in 2025. The NGX Insurance Index, which tracks 15 of the sector’s most capitalized and liquid players, has surged by 82% YtD, second only to the Consumer Goods Index, and well ahead of the broader market’s 37% YtD gain. Among the companies riding this wave are AXA Mansard Insurance and Cornerstone Insurance…

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How Transcorp made N85 billion profit in 6 months of 2025 

Despite the moderation in short-term profit growth to 21%, the company’s long-term trajectory, evidenced by a remarkable 5-year CAGR of 143%, demonstrates its resilience and capacity for sustained value creation. Its leadership in the conglomerates sector, underpinned by the highest market capitalization at N488 billion, reinforces its dominance and credibility. Trading at an earnings multiple…

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Roosevelt’s exit: Access Bank denies boardroom rift as rumours swirl 

Access Holdings, the parent company of one of Nigeria’s largest banks, Access Bank, recently announced the resignation of Roosevelt Ogbonna as a Non-Executive Director of the group. The resignation of Roosevelt, a veteran of the bank and one of the most recognizable figures in the Nigerian banking industry, sent shock waves across the sector, with many questionings why such a decision was taken…

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Who leads the palm oil sector? Presco Plc vs. Okomu Oil

Since 2023, Nigeria’s business environment has been defined by significant challenges, including high inflation, fluctuating interest rates, and volatile exchange rates. However, relative stability is beginning to emerge in 2025, as reflected in the Q1 and Q2 results of companies. Amidst this volatility, the palm oil sector has remained attractive to investors, largely due to the persistent gap…

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End-of-Day Market Report

The week opened with equities firming, the naira slipping slightly, and liquidity swinging back into surplus. Here’s how the markets shaped up today: Currency The naira traded between ₦1,520.00 and ₦1,538.00/$, closing at ₦1,536.42/$ (–0.09%). Gross external reserves slipped 0.07% to $41.12bn. 📌 Takeaway: The naira weakened modestly, while the dip in reserves signals limited firepower for…

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How to buy the best bank stocks in Nigeria 

Nigerian banks dominate the NGX with N16.28 trillion in market cap, strong dividends, and heavy daily trading, making them attractive for both income and growth investors. Investors should focus on profitability, dividend consistency, efficiency (ROE), and key risk metrics like Non-Performing Loan (NPL) ratio and Capital Adequacy Ratio (CAR). Valuation ratios such as P/E and P/B must be compared…

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Nigerian stocks add over $42 billion in value as 16 companies hit $1B mark in 2025 

he Nigerian stock market is on a run in 2025, with 16 companies now boasting market capitalizations above $1 billion, collectively contributing more than $42.3 billion (N65.53 trillion) in value as of July 28, 2025.  Compared to last year, these companies have added $9.4 billion about N14.39 trillion in market capitalization.  The surge reflects strong investor appetite, improved corporate…

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MTN Nigeria is one quarter away from wiping out FX-induced losses 

MTN Nigeria may be just one profitable quarter away from reversing two years of retained losses triggered by the naira devaluation and FX volatility. Based on its H1 2025 results, the telecoms giant posted a pre-tax profit of N622.24 billion and a net profit of N367.44 billion, significantly narrowing its accumulated retained losses from N607.47 billion in December 2024 to N192.89 billion by…

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MTN Nigeria sustains profit, post pre-tax profit of N419.613 billion in Q2 2025 

MTN Nigeria Plc has released its condensed consolidated and separate financial statements for Q2 2025, ended June 2025, reporting a pre-tax profit of N419.61 billion, a major turnaround from the pre-tax loss of N179.60 billion recorded in the same period last year. This performance builds on the N202.63 billion pre-tax profit posted in Q1 2025, bringing H1 2025 pre-tax profit to N622.24…

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Nigerian equities are booming, but fund managers are sitting out 

The Nigerian stock market is on fire in 2025. The All-Share Index (ASI) as of the close of trading last week surged to 134,452.93 basis points, representing a 30.63% year-to-date (YtD) return, just shy of the 37.65% full-year gain recorded in 2024 and closing with a market capitalization of N83.07 trillion. In 2024, about 35 stocks recorded triple-digit YtD gains with Juli Plc, Sunu Assurance,…

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We recommended these stocks earlier this year, See how they are performing 

Sometimes, all it takes is a good call. But when you get several right in a row, you’re not guessing — you’re reading about the market. Back in April, May, and June, we dropped high-conviction calls on names we believed were due for a breakout: FirstHoldco, Custodian, Nestlé, Beta Glass, Fidelity, MTN, and yes, even Tesla. Nairametrics

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8 Nigerian banks meet minimum forbearance related requirements – CBN Governor

The Central Bank of Nigeria (CBN) has confirmed that eight Nigerian banks have met the minimum regulatory requirements under the current forbearance regime. This was disclosed by CBN Governor Yemi Cardoso during the Monetary Policy Committee (MPC) briefing held on Monday, July 22, 2025. “Eight banks have surpassed the minimum required,” Cardoso said in response to questions from journalists,…