3Q PAT 2018 was up 3%. 2Q PAT 2018 was up 2.7%. In contrast with 43% QOQ for 2019.....

735i:


It's actually not extra ordinary. Considering that Q3 will be worse (rainy season). Dangcem may struggle to report YoY growth in bottomline for 2019.

Bomboclad:
3Q PAT 2018 was up 3%. 2Q PAT 2018 was up 2.7%. In contrast with 43% QOQ for 2019.....

43% looks good because of the poor performance in Q1 innit?

I guess so! ....anything to get the market to rally short-term!

735i:


43% looks good because of the poor performance in Q1 innit?

Accounting egg heads please help out....... High eps in Dangote cement was from decreased tax expense..... Could it be correlated with xecutive 7 order for them to build some roads signed last year before elections.....



Thanks

House just dey calm, hope NSE never catch fire oo

AIICO is doing fantastically well.....52% increase QOQ

UBN up 27%

When will NSE redemption happen. Even good results can't lift the market. This market is traumatic.

HNW Investors are on summer vacation!!

aremso:
House just dey calm, hope NSE never catch fire oo

No fire bro. Serious stalking...is going on.

Bomboclad:
UBN up 27%

Oga mi sir. Explain better pls

PharmAlfred:
When will NSE redemption happen. Even good results can't lift the market. This market is traumatic.

Or traumatised?

BNSITL, any news on Dangote Flour?

Union Bank of Nigeria Apr-Jun PAT up 27% from 2018 to 2019.

Jejebabaa:


Oga mi sir. Explain better pls

onegentleguy:
From a result driven perspective(H1 print for the most part)

The great; CAVERTON, FCMB, LAFARGE WAPCO and AIICO.

The good; MTN, FLOURMILLS(Q1), WEMA, CADBURY, CAP, NESTLE and DANGOTE CEMENT.

The fair(the not-so-good): JULIUS BERGER, GSK, ETI and AFPRUD.

The bad; AIRTEL, UNILEVER, FIDSON, OKOMU, PRESCO(Q1) and UCAP

The UGLY; OANDO, TOTAL and MOBIL

We really Love all the GREAT guyz... and like the 1st 5 from amongst the GOOD ones.
I will not be surprise to see all 4 GREAT coys reprise higher to bridge the present very juicy gap(MoS) between current VALUATION and price. ...given the present standing of their financial print, it seems the probability of occurrence is nearer to 1 and farther from zero.
Surely, time shall put things in their right perspective.

We hate them BAD guys !!
As for the UGLY folks, we would prefer to avoid them like a plaque. ...well, at least for now.
To those who are still associating or speculating with the 1st ugly guy after several cautionary input, remember;

"The difference between INVESTING and SPECULATING is like 'playing a ring/live action game' and 'gambling in the land of ghosts'
With the former, there is a probability for you to control your emotion. ...but with the latter, there is a possibility for your emotion to control you !!
The problem however is that the latter process can oftentimes be catastrophic !!"
~Sinclair

NOTE: Preference of selection from the basket of the GOOD guyz is from left to right in that order.

CAVEAT: NOT to be interpreted or referenced as any sought of recommendation. Due diligence should still remain ur 1st priority.
My advice: Pls follow ur instinct.

We look forward to more fine financials this week !!
It is well.

Modified.
With AIICO insurance now added to the list of GREAT coys !!
...and here's why;

http://www.nse.com.ng/Financial_NewsDocs/26911_AIICO_INSURANCE_PLC._FINANCIAL_STATEMENTS_JULY_2019.pdf

DANGOTE CEMENT has also made it @ the far end of the list of GOOD guyz.

It is well.

Market reacting negatively to ETI result.

Bad situation.

onegentleguy:


Modified.
*With AIICO insurance now added to the list of GREAT coys !!*
...and here's why;

http://www.nse.com.ng/Financial_NewsDocs/26911_AIICO_INSURANCE_PLC._FINANCIAL_STATEMENTS_JULY_2019.pdf

It is well.

Pele ti e.
Na NSE dey push u upandan

Stocks with new 52 week lows
NCR #5.80k Uac prop #1.13k ETI #8.00k Total #114.80k
Stocks with new 52 week highs
Dangote flour #19.60j Lasaco assurance #0.37k

Intendy:
Stocks with new 52 week lows

NCR #5.80k
Uac prop #1.13k
ETI #8.00k
Total #114.80k

Stocks with new 52 week highs

Dangote flour #19.60j
Lasaco assurance #0.37k

Clearly ETI is poised to win the next 200% race for us
We watch carefully like the Felis catus

onegentleguy:


Modified.
With AIICO insurance now added to the list of GREAT coys !!
...and here's why;

http://www.nse.com.ng/Financial_NewsDocs/26911_AIICO_INSURANCE_PLC._FINANCIAL_STATEMENTS_JULY_2019.pdf

DANGOTE CEMENT has also made it @ the far end of the list of GOOD guyz.

It is well.

In my own opinion, there is nothing special about dangote cement. There is a drop in gross profit.
They just increased PAT by accounting abracadabra, tax accounting... I am definitely not a fan

And insurance company, those profits can disappear by next quarter....

pluto09:



In my own opinion, there is nothing special about dangote cement. There is a drop in gross profit.
They just increased PAT by accounting abracadabra, tax accounting... I am definitely not a fan

And insurance company, those profits can disappear by next quarter....

Facts behind the figures
You don take over from Oga Wanaj

Agbalowomeri:
Clearly ETI is poised to win the next 200% race for us
We watch carefully like the Felis catus

Like what price are you looking at?
Let's know when you want to dive in o, cos e be say you get eagle eye. i'll like to follow you for back in this one.

Mcy56:

Like what price are you looking at?
Let's know when you want to dive in o, cos e be say you get eagle eye. i'll like to follow you for back in this one.

He said 200% race. You didn't ask to know if it is race up or down. With Agba, you can't be too sure. It might be 200% fall.

Chai! Anybody see vitafoam today? That stock na silent achiever only that its very illiquid.
It's meant for those with spare and idle cash. Make una keep making babies so it can keep delivering....mpeace FYA.

Mcy56:

Like what price are you looking at?
Let's know when you want to dive in o, cos e be say you get eagle eye. i'll like to follow you for back in this one.

How can you follow me for back? Stay front make I dey see road so that I am able to assess the assets in the stock properly

Mpeace:
He said 200% race. You didn't ask to know if it is race up or down. With Agba, you can't be too sure. It might be 200% fall.

Lol. Na true. I just interpreted it to be that it will still fall more but able to deliver 200% increase in the long run. Maybe I'm wrong true true.
Oga Agba abeg explain yourself in one sentence not more that 5 words please.

*Hope say I no pass my boundary by giving my tisha assignment.*

Agbalowomeri:


Facts behind the figures
You don take over from Oga Wanaj

Wanaj0 na master o

I cannot forget him for his contribution to oando discussion on SMN.

pluto09:



Wanaj0 na master o

I cannot forget him for his contribution to oando discussion on SMN.

That was prophetic
I just hope people never commit suicide; the way people sold all their assets to plunge into Oando chai

Mcy56:
Chai! Anybody see vitafoam today? That stock na silent achiever only that its very illiquid.
It's meant for those will spare and idle cash. Make una keep making babies so it can keep delivering....mpeace FYA.

Lol. Na pple in za oza room fit do this one.

Agbalowomeri:
How can you follow me for back? Stay front make I dey see road so that I am able to assess the assets in the stock properly

See the kind talk you dey talk? Vee will not like this.
Yariya dey your front na, she go make you assess the stock well well.
She for dey in the ghost section now, yariya come back you belong here, those ghost members will deal with you there.I don talk my own

Mcy56:

Lol. Na true. I just interpreted it to be that it will still fall more but able to deliver 200% increase in the long run. Maybe I'm wrong true true.
Oga Agba abeg explain yourself in one sentence not more that 5 words please.

*Hope say I no pass my boundary by giving my tisha assignment.*

Why are you doubting your interpretation
Having dined and whined at the bosom of.......