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12/09/2026

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11/09/2026

23/08/2026

STOCKS THAT LED LAST WEEK - AUG 7 TO AUG 14, 2026
Market was bullish on Banking + Oil & Gas

Top Gainers Week Ended Aug 14:
Trans-Nationwide Express - up 32.09% to N2.84
International Energy Insurance - up 31.68% to N5.32
Sovereign Trust Insurance - up 13.77% to N1.90
Chams Holding Company - up 12.25% to N4.58
CWG Plc - up 9.74% to N21.40
Airtel Africa - up 8.59% to N6,300.00
NAHCO - up 7.29% to N150.20
Cadbury Nigeria - up 6.71% to N62.00

BANKING STOCKS DRIVING THE MARKET
FUGAZ banks rescued the market with N237.8bn gains in first week of August
First HoldCo - led with 12.23% WoW gain to N145.40
FCMB Group - climbed 13.10%
Access Holdings (ACCESSCORP) - most actively traded by volume 18.09%
UBA, Zenith also supported the rally

Why banks? CBN retained MPR at 26.5% which sustains strong interest income for banks

HIGH YTD PERFORMERS - 2026 SO FAR
NGX ASI is up 57.81% YTD
Airtel Africa - 177.5% YTD
HBM Nigeria Plc - 148.3% YTD Formerly Lafarge Africa
Aradel Holdings - 127.9% YTD, N1,526.80 Oil & Gas play
Fortis Global Insurance - 1215% YTD but had 4-for-1 share reconstruction

SECTOR WATCH FOR AUGUST
Tailwinds:
Oil & Gas: NGX Oil & Gas Index up 94.81% YTD. Middle East tensions could keep crude elevated
Banking: Up 22.95% in July
Industrial Goods: Up 82.84% YTD 894be8de

Headwinds:
Consumer Goods: Weakest sector YTD, up just 1.57%. Fell another 1.87% in July
Insurance: Index posted biggest loss of 1.78%

STOCKS TO WATCH THIS WEEK
Analysts flagged Aradel Holdings as a buy on dip. It fell 26.7% from May but recovered 7.7% in July and still 21% below May level e8de

Other active names by volume: HONYFLOUR, STERLINGNG, UNIVINSURE, CHAMS 4a2c

IMPORTANT NOTES
Market Breadth is weak: 26 gainers vs 63 losers last week. Gains are concentrated in heavyweights
Volatility: AVA Capital dropped 34.55% week ended Aug 14 after a 33.33% surge the previous week
Inflation risk: Higher petrol/transport costs may pressure consumer stocks

QUICK TAKE FOR INVESTORS
Banking + Oil & Gas are leading 2026
Low-priced stocks like TRANEXPR, IEI, SOVRENINS are seeing retail activity
Dividend plays: Presco, Ikeja Hotel, The Initiates went ex-dividend recently

06/07/2026

🇳🇬 Nigerian Capital Market Updates.

Major Market Performance
All-Share Index: Hit an all-time high of 242,295.35 points in April 2026. As of April 30, it closed at 242,277.81 points, up 2.14% daily, 20.36% monthly, and 128.47% year-on-year.

Market Capitalization: Stood at N93.72 trillion as of early December week, after gaining 2.67%. Another report in June had it at N156.109 trillion.

Recent Trend: The NGX sustained gains with N515 billion added in one week and N74 billion in another session.

Top Gainers & Active Stocks
Biggest by Market Cap (April 2026):
MTN Nigeria: N11.64B, up 258.82% YoY
BUA Foods: N10.58B, up 131.34% YoY
Dangote Cement: N9.99B, up 124.54% YoY
BUA Cement: N8.15B, up 399.40% YoY
Seplat: N3.95B, up 101.67% YoY

Most Active by Volume recently:
E-Tranzact, Cornerstone Insurance, and Access Holdings accounted for 73.60% of total equity turnover volume.
Financial Services and ICT led activity with 2.625B shares and 3.500B shares traded respectively.

Key Market Reform: T+1 Settlement
What happened: Nigeria migrated from T+2 to T+1 settlement cycle on June 1, 2026. It makes Nigeria the first in Africa to implement T+1.
Why it matters: Faster settlement, reduced risk, better liquidity, and alignment with global markets.
FTSE Russell: Deferred Nigeria’s reclassification to Frontier Market status to further assess the impact of T+1 on foreign investors. CIS says the DvP model is unchanged - securities and cash still exchange simultaneously.

Sector Notes
Banking: Zenith, GTCO, and Access led value traded. Banking index gained 1.0% recently on ETI, Zenith, GTCO moves.
Consumer Goods: Nigerian Breweries, Nestle, Dangote Cement among top movers.
Oil & Gas / ICT: Mixed performance. ICT led volume with 52.89% of total.

Macro Backdrop
Inflation: 15.38% as of March 2026
Interest Rate: 26.50%
Naira: Trading around ₦1,370.33/$ at official market.

Analyst View: Market sentiment is bullish with sustained bargain hunting, but some weeks saw profit-taking in blue-chips causing N146.7bn loss.

23/06/2026

23/06/2026

Capital Market Update

Nigeria's stock market is looking bullish! The NSE All Share index recently hit an all-time high, with a 2.14% gain to 242,278 points as of April 30, 2026. This marks a significant 20.36% increase over the past month and a whopping 128.47% rise compared to the same time last year ¹.

The market capitalization has also seen a remarkable surge, crossing the N100 trillion mark in early January 2026 and reaching N129.21 trillion by March 31, 2026, a N29.83 trillion increase ².

Some top-performing sectors include:
- Oil and Gas: 64.22% year-to-date return
- Industrial Goods: 54.6% year-to-date gain
- Banking: 22.8% year-to-date return

Analysts predict a cautiously optimistic outlook for the rest of 2026, driven by economic reforms, improving macroeconomic stability, and resilient corporate earnings.

Recommended stocks for the week.
Banking and Finance
- Guaranty Trust Holding Company Plc (GTCO): A household name in Nigerian banking, offering a dividend yield of around 8.6% and potential upside of 30%
- Zenith Bank: A tier-1 bank with a dividend yield of 6.54% and potential merger opportunities ²
- Wema Bank: A surprise performer in the banking sector, driven by digital banking growth and SME support.

Agriculture and Consumer Goods
- Presco Plc: Nigeria's palm oil king, with a 200% share price rise in 2025 and ongoing expansion plans
- Okomu Oil: A stable and reliable player in the palm oil sector, with 129% year-to-date returns
- NASCON Allied Industries: A Dangote Group company producing essential consumer goods, with a low P/E ratio of 7.7x

# # Telecoms and Energy
- MTN Nigeria: A telecom giant with a strong growth story, driven by 5G expansion and mobile money adoption
- Aradel Holdings: An oil and gas company with a 600% year-on-year profit growth in Q2 2025

Other Notable Stocks
- Beta Glass Plc: A manufacturing company with a 258% year-to-date return, driven by strong earnings growth
- Honeywell Flour Mills: A consumer goods company with a 225% year-to-date return, driven by a strong turnaround story

Keep in mind that investing in the stock market involves risks, and it's essential to do your own research and consider your financial goals before making any investments.