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Nairaland Forum / Nairaland / General / Investment / Nigerian Stock Exchange Market Pick Alerts (11379247 Views)
Nigerian Stocks To Buy - 2024 Best Performing Stocks / Free Stock Market Pick Alert For All Investors Globally!!! / Dangote Resumes As President Of Nigerian Stock Exchange (2) (3) (4)
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Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 9:44am On Jul 30, 2019 |
pluto09: @ Sir Pluto I understand ur reservation but after revisiting the prints in the financials, l still maintain that DANGOTE CEMENT deserves to make the list of GOOD coys based on its H1 2019 result. Like I always say; There is no such thing as a perfect result. With a coys financial print, the driven inherent VALUE is derived by weighing in on the good or pros(improvements therein) against the bad or cons(downturn surrounding it) over a specified period of time. ...and where the former exceeds the latter(adjusting for risk), a margin of safety can be drawn... which would invariably determine the VALUE to be taped from. This is why I always advise that financial prints be interpreted by looking at several key factors as a COLLECTIVE and not just 1 or 2 single input in isolation. With DANGOTE CEMENT' H1 result, it looks like u had focused only on the cons, without the deserving consideration to the pros. 1st off, part of the big problem that DC had(comparing H1 2018/2019) was that of cost MANAGEMENT and OPTIMIZATION. Cost savings was particularly low... With cost of production, energy cost and finance cost eating deeply into gross margins. Well, am sure u saw that CoS declined by over 650bps... with production cost(cost per ton) down 300bps parving way for an over 54pbs expansion in gross margin. Yes the rise in EM/EPS was aided by a lower tax expense, but the bigger boost was chiefly from a sweeping decline in net finance cost(over 71% over H1 2018) spurred by a drop in fx related losses. Elsewhere, cost savings from energy ensured that the coy spent 14% less money than it did over the same period of last yr. ...and with the installation of 2 new gas turbines in 2 of the African countries it operates, more funds will most likely be saved from utilizing coal as an alternative source of power(this is key). So u see; It is this cost saving measures(coupled with an improved cashflow) that resulted in the growth in PAT(by 44%) and not necessarily accounting/tax abracadabra as u put it. Bottom line: With DC H1 result, there are cons no doubt, but the pros are of a more worthy consideration. ...which is why current price still paints a fine value behind it, and maintains a buy rating for us.(FVE @ N215) DISCLOSURE: DC is presently not a part of our portfolio. DISCLAIMER: NOT to be infered to as any sought of recommendation. ...Pls do well to read through my signature below. My advice? ...Just follow ur instinct. 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 9:53am On Jul 30, 2019 |
@ Sir meshpips, reading thru ur posts here, I see why u have been criticized for what could've been helpful inputs. The problem isn't that u don't talk sense. ...it is that ur talking seems to be chiefly defined by the one motive of wanting to make money off members. Of course u can make money by getting acquainted with someone u meet here or anywhere else, but it has to come naturally, after building a reputation for competence and efficiency and a good foundation of trust in between. 2 of the persons I manage their portfolio are members here. A persons VISION might be good, but once it is driven by personal motive and smeared with suspicion, their MISSION loses value and eventually dies in time. When u pursue EXCELLENCE, success will almost always naturally follow. But 1st u need to be selfless to achieve that. ...and if u truly wish for that, then u urgently need to retrace ur steps. It would also be nice if u'll learn to properly sieve ur post to exclude certain clauses that could paint u in bad light, before putting them up here. There are lots of persons who have contributed a lot to this platform. Perhaps even much more than u can ever imagine. The things u've put up here aren't entirely new. Take my word for it; there are folks here that are more than well rounded in them. This platform is full of very smart fellows who are distinctive in various professional facet of life, so it'd be out of place for one to assume that u need them less than they need u. The reason for the seeming attack on ur person by some fellows here is because ur pathways seems to distract from the real aim of this forum. ...we are all here to help each other. I sense u may not really have bad intentions. Unfortunately though, ur actions and inactions have painted u that light. ...that is what u need to change. Of course, u can keep up with ur contributions, but change ur pathways. How? Just rework ur mindset on why u are here, and be SINCERE at doing that. Just a candid piece of advise my dear. Regards. 15 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by meshpips(m): 10:28am On Jul 30, 2019 |
@onegentleguy, thanks for taking out time to write. I appreciate your candid view and would see how I can do as you have said. Thanks again. 4 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 10:40am On Jul 30, 2019 |
I knew ETI will bottom-out this morning |
Re: Nigerian Stock Exchange Market Pick Alerts by PharmAlfred: 10:46am On Jul 30, 2019 |
Are the FUGAZ scared of releasing their result?? I thought they used to be the first to drop results? |
Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 10:46am On Jul 30, 2019 |
meshpips: My Pleasure Sir !! ...Glad u didn't misrepresent my intention. I look forward to a better and more seasoned contributions from u !! Cheers. |
Re: Nigerian Stock Exchange Market Pick Alerts by swilo: 10:49am On Jul 30, 2019 |
OBAGADAFFI: Which of the oracles did you consult? 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 10:50am On Jul 30, 2019 |
Agbalowomeri:Lol. ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 10:51am On Jul 30, 2019 |
1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 10:51am On Jul 30, 2019 |
swilo:Definitely not our oga RabbiDoracle. Maybe na Lancee wey still be apprentice. ![]() 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by aremso(m): 10:52am On Jul 30, 2019 |
PharmAlfred: F has dropped it remains UGAZ 3 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by arduino: 10:56am On Jul 30, 2019 |
swilo:If it is not the one that lives in Turkey and remotely works for NRC, any other Oracle na counterfeit ![]() ![]() 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 10:59am On Jul 30, 2019 |
DOLLARTEX:I surprise the day I saw that name too, say which kind coy be this. Seems the confra too don list on NSE, end times things, people beware. ![]() 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by yok: 11:02am On Jul 30, 2019 |
DAILY STOCK MARKET GUIDE FOR 30 JULY 2019 MSCI still keeping a clean slate. Downward momentum in the market is slowing down. Looking at the results released so far, most has been within our expectation, very interesting!!! Let us see how the expected result for Dangote Sugar will be? Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan). This document remains the personal property of Target technical analysis https://twitter.com/AnalysisTarget 2 Likes
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Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 11:03am On Jul 30, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 11:04am On Jul 30, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 11:11am On Jul 30, 2019 |
Agbalowomeri: Remember this. ETI is doing (3.75%) this morning |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 11:12am On Jul 30, 2019 |
Has Mbenefit released their result, this one its gaining today? Maybe its insider stuff as usual. |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 11:14am On Jul 30, 2019 |
OBAGADAFFI:Anyway I'll go with Agba on this, I dont think it has bottomed out with the kind of bids/offer I'm looking at on their table. Agba has 'dined and whined' with oga Oracle, so I wouldnt doubt him. Dont mind my error message, na joke. ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 11:15am On Jul 30, 2019 |
Mcy56: It is gradual. |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 11:18am On Jul 30, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 11:19am On Jul 30, 2019 |
OBAGADAFFI:I sincerely hope so. |
Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 11:20am On Jul 30, 2019 |
OBAGADAFFI:The day is still young o,real trades happen between the hours of 1- 2.19pm. 2 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 11:26am On Jul 30, 2019 |
onegentleguy: aremso: Yes FBNH H1 2019 financial print was released yesterday. It was a poor outing from it though, in line with our view on the coy(see the post above) Like I said then, its peers(access and uba) are far better picks @ current prices than fbnh given any expected return from dividend cashflow and cap appreciation in the short to mid term. But then again, this is speaking strictly from a result driven perspective and no more than that. Salah. |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 11:31am On Jul 30, 2019 |
Valueinvestor: What is the possibility of ETI going below previous low. |
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 11:34am On Jul 30, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 11:40am On Jul 30, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by swilo: 11:49am On Jul 30, 2019 |
1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by lancee(m): 11:53am On Jul 30, 2019 |
Mcy56: Sis Mercyllicious eku ise oo 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 11:58am On Jul 30, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 11:58am On Jul 30, 2019 |
OBAGADAFFI:Honestly ETI should be a promising stock,but I don't seem to understand its action these days(guess its been affected by the general bear).I had to sell all my holdings at 9.50(of course at a loss),hoping to re enter when things stabilize.Although I don't aim to catch its exact bottom(not the type of Agba's bottom),judging by the look of things,and price action,maybe when it starts hovering around the same spot (at 8.00) for weeks like zenith is doing now at 18.45,we can then say it has bottomed out. Anyway the most important,thing to me about the stock is that it is out of the woods |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 12:06pm On Jul 30, 2019 |
lancee:Lol. Una still dey confuse me with mercyllicious this 21st century? That one na the senior wife o. ![]() Reminds of bigass too. The two of them just disappeared like that. I'm sure they'll be following this thread in ghost mode. ![]() Abeg, mercillicious and bigass, if you dey read this message, help me deal with yayira well well there, dont give her seat and she must be cooking free food for you from her portfolio moni. She sabi insult people but she no fit take am. ![]() 1 Like |
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