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Nairaland Forum / Nairaland / General / Investment / Nigerian Stock Exchange Market Pick Alerts (11378164 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 Valueinvestor: 5:43pm On Aug 20, 2019 |
Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 5:44pm On Aug 20, 2019 |
735i: Coined from quote; "With a 9% cash payout projected in the next 12 months, Nigeria promises more than three times the returns of the MSCI All Country World Equity Index, data compiled by Bloomberg show." ...but actually, its a well over 15% projected cash payout(net of WHT) accross a few select fundamentally sound coys over the next 6 months(interim + final dividend play) ...which means more than 5x(5 times) the returns as tracked by the MSCI All Country World Equity Index. As we speak, yields accross assets(RE, fixed income space etc) in some European & Asian countries are delivering funny returns in single digits(1-3%) over a whole yr period, with some economies given negative returns... yet they are'nt immune to certain risk premium in the global space. Since the current market downturn is not peculiar to the Nigerian terrain, let me see why they will not come here to grap some of these juicy yields. I believe that 'our foreign hot money brothers' understand that as RISK premium rises, YIELD from interest return should equally increase until such a TIME when a certain deriavable yield can well make up for such risk. That TIME is somewhere between a while ago and now. I like what I saw with the market activity(particularly with healthy vol) today. No further comment !! We continue to observe. 3 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by currentprice: 5:52pm On Aug 20, 2019 |
veecovee: Witches go fit explain it better to u. CP no nothing about jazz ![]() ![]() ![]() ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by veecovee: 5:58pm On Aug 20, 2019 |
currentprice: Witches and juju ehh ... ![]() But I think they are on profit since this year? |
Re: Nigerian Stock Exchange Market Pick Alerts by Mcy56(f): 6:00pm On Aug 20, 2019 |
currentprice:Chai! See stone! ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by OBAGADAFFI: 6:05pm On Aug 20, 2019 |
currentprice: What movie? Abi Na wolf of wall street |
Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 6:10pm On Aug 20, 2019 |
The Lucky one in life is that which saw an opportunity and was prepared to take it up LUCK = OPPORTUNITY + PREPARATION And that's what stock offers you in comparison to real estates (ability to be prepared at most times/ability to liquidate your holdings at any given point) in order to key into more juicy deals. Diversification is key in life,no doubt about that,but when you liquidate a holding(stock,bonds,real estates,TB,even fixed deposits)in other to be a mere partaker of another holding(just to belong) without due diligence i guess that's no more diversification but diworsification. The question you should ask is why didnt someone like dangote liquidate all his stock holdings and invest them in real estates,or could someone like Femi Otedola do what he just did with FO, IF most or all his holdings were in real estates.(The idea looks crazy but am sure he saw a better deal elsewhere) .LIQUIDITY and TIMING are the issues here. One tends to loose more when trying to raise emergency cash from liquidating a real estate than liquidating a properly chosen set of dividend paying stock. In the real business world beautiful/juicy opportunity arises almost on a daily basis,and theses opportunities are never lost in life,it has just been taken up by someone more prepared than you. 4 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by Nobody: 6:11pm On Aug 20, 2019 |
onegentleguy: You made mistake. There are more negative bond yields in mature markets(developed economies) than others in the same mature market. All Emerging markets have highly positive yields compared to the mature markets. There is currently $15trn of negative yielding debts. To get a clearer picture, if you buy 10 year bonds in some European states, you will get the same amount(or most times lower) of money you invested after 10 years. As in X amount of money invested for 10 years produces X or lower amount of X money. Austria, like 1 month ago, sold 100 years bond at 1.5%. Read what I wrote well o: One hundred years and not ten years o! Then imagine the kind rush they will give stocks with yields of 15% after Withholding tax.! They will buy it till the dividend yield reaches 3% sef. 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by Witches: 6:12pm On Aug 20, 2019 |
currentprice: currentprice: Whenever we Deal with People , They Cant Explaine . |
Re: Nigerian Stock Exchange Market Pick Alerts by veecovee: 6:15pm On Aug 20, 2019 |
Witches: ![]() ![]() ![]() ![]() ![]() Oh! Are you dealing with him already? |
Re: Nigerian Stock Exchange Market Pick Alerts by veecovee: 6:19pm On Aug 20, 2019 |
I for help CP deal with the wtches . Only say him dey cunny and no dey easily help person. Anyway na God we dey do good to. Oya, all the witches dragging CP ... CATCH FIREEEEEEEEEEEE ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 6:25pm On Aug 20, 2019 |
I can site the treasury bills man here,is this a sign that God has left ...... and He is visiting NSE ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by Nobody: 6:27pm On Aug 20, 2019 |
RabbiDoracle:Old news you can read and see the mountain of money looking for yields. https://www.cnbc.com/2019/08/07/bizarro-bonds-negative-yielding-debt-in-the-world-balloons-to-15-trillion.html https://m.economictimes.com/markets/expert-view/marc-faber-on-how-to-lose-the-least-money-over-next-10-years/articleshow/70732091.cms https://www.bloomberg.com/news/articles/2019-07-02/top-emerging-bond-manager-sees-payoff-in-frontier-amid-trade-war https://www.bloomberg.com/amp/opinion/articles/2019-06-25/a-100-year-austrian-bond-at-1-2-what-fresh-madness-is-this https://news.err.ee/951240/estonia-issues-200-million-in-treasury-bills http://www.ekathimerini.com/241379/article/ekathimerini/business/ecb-pays-greek-banks-to-fund-households-and-businesses |
Re: Nigerian Stock Exchange Market Pick Alerts by dipoolowoo: 6:35pm On Aug 20, 2019 |
NSE: Dangote Cement Reclaims Spot as Most Capitalised Firm https://businesspost.ng/2019/08/20/nse-dangote-cement-reclaims-spot-as-most-capitalised-firm/ |
Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 6:36pm On Aug 20, 2019 |
onegentleguy: RabbiDoracle: Yes u are very correct dear !! But that's also where I drew reference from. Developed markets accross some European and Asian economies are a no-no when u consider their current yields accross several asset classes(which presently prints a range of </=--1.6%</=3% at best) and given that they are not even immune to the present global economic downturn, money must have to redirect to better destinations. Meanwhile my findings shows that the present yield accross the other global worst performing FM and EMs are at best 5.8%, while yields here are currently printing @ well over 15% for some select stocks. ...It's alright !! The point is in the part in bold above. But ur input is well noted. Regards. |
Re: Nigerian Stock Exchange Market Pick Alerts by chillykelly86(m): 6:54pm On Aug 20, 2019 |
RabbiDoracle: They also need to discount for inflation rate/currency valuation risks. Though after discounting these, yields in Nigeria(special case), are still better. Whatever made them stay away for so long has to be from within. |
Re: Nigerian Stock Exchange Market Pick Alerts by stcool(m): 7:10pm On Aug 20, 2019 |
Chibuking81: Dem still dey miss bus for NSE ![]() For stock like Zenith to get N25...it must pass through 18, 19, 20, 21, 22, 23, 24 ![]() ![]() ![]() Still waiting at N15 - Zenith N20 - GTB It means even if Zenith hits N15, I would wait GTB to hit N20 before buying both Zenith & GTB! |
Re: Nigerian Stock Exchange Market Pick Alerts by Nobody: 7:11pm On Aug 20, 2019 |
chillykelly86: I have asked those questions. But what confuses me is the inflation to use knowing that these monies are not going to be used in Nigeria. So the real yield should be = Yields(returns) from stock - inflation in their own country - % of currency depreciation . You can't use Nigerian inflation because the monies they bring are not spent in Nigeria but abroad. This is what I think. If a Nigerian invests his naira, you should consider inflation when calculating real yield because after everything you get, you still spend it here at home where a high inflation takes the gains away from you. I'm summary, where is there zero exchange rate and their home country has negative to below 2% inflation, the yield will be around 12% 3 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by onegentleguy: 7:40pm On Aug 20, 2019 |
RabbiDoracle: On the part in bold, I had this same argument with a colleague just a few months ago. ...and yes u are right !! That's what it should be. Discounting inflation should be at the point of expense and not the point of income. From an accounting perspective, a discount should follow thru with the expense line of the capital invested. Even local funds(DPIs) that are usually well hedged against currency risk at the point of trade exit should be 'discounted' using that(the exchange fx) country's inflation rate while estimating real yield, irrespective of whether they are repatriated or not. I also think this is one reason why most key FPIs, DPIs and FMs tend to reap more than the ordinary investor, and so will often see things in different light to us. Oftentimes, what we perceive to be a disproportionate yield on the back of a seemingly very high risk premium might actually be moderate when they do a well hedged discount in real time. Because we tend to see a 'mirage' of bigger worries, they sometimes play ahead of us. The wise ones know how to play their cards to be ahead of the curve though. My view. |
Re: Nigerian Stock Exchange Market Pick Alerts by maishai: 8:05pm On Aug 20, 2019 |
RabbiDoracle: I have this idea and I believe U might have calculated it.........Buy a stock in naira, never sell and convert all dividend payment to dollar using the parallel exchange rate @ the period it was declared.......in dollar terms is it possible to recoup ur investment After 10 years.......... Using zenith for example........ ...,,, ...,, Cc All nsempa 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by needful: 8:31pm On Aug 20, 2019 |
maishai: That is what I do and it paid off. Although I always do it with TB and had never run into loss. I no when to enter and exit. Infact the last one I did, yielded excess dollars which I spent here because inflation is not much. As per canada, there is no investment that can yield even upto 5% and if it does, tax will reduce it to 2%. So I jejely invest in naija market and probably use the yield to buy real estate here and rent. Although people complain of exchange rate, but i havent experienced an exchange rate that has eat up my gain and capital. 2 Likes 1 Share |
Re: Nigerian Stock Exchange Market Pick Alerts by meshpips(m): 12:25am On Aug 21, 2019 |
BullBearMkt: Hello sir, I bring you to remembrance this day. Being able to see ahead of others is a quality that any visionary leader ought to possess. 2 Likes
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Re: Nigerian Stock Exchange Market Pick Alerts by Harvestock01(m): 3:05am On Aug 21, 2019 |
meshpips: Was waiting for this but why do you count your chickens before they hatch? 1 Like |
Re: Nigerian Stock Exchange Market Pick Alerts by meshpips(m): 4:15am On Aug 21, 2019 |
Harvestock01: I checked your profile. You are selective with your posts. I think I like that. I can count the chickens before they hatch because my analysis covers the whole of year 2019. Numbers never lie. Volume is same as QUANTITY or NUMBER OF UNITS transacted. The same NUMBERS are accessible to everyone globally as there is a centralized exchange. I simply check the difference between the NUMBER of buyers and the NUMBER of sellers. This Net NUMBER is what I use as the input parameter for every other process I perform. I have been at this for about 3 years and have not come out in the open since that time because it was still in R & D stage. The PRODUCT is now ready. The "stress test" for this product was done using the currency market as its environment (this is the most "unwise" place to try to use volume computations). The product performed excellently well with surgical precision in that environment. My logic is this, IF the product can be so accurate in the currency trading space THEN it will undoubtedly do same (or even better) in the equities trading space. The market is welcome to try to fault my logic. In my usual method of driving points home sir. Take this case in point: You found yourself in the White House with President Trump. You left Nigeria many years ago and have not been home eversince. One of your relative sent you GARRI (in your own eyes, it looks like some yellowish - granular stuff which he told you is obtained from cassava). Your relative said IF you heat water to boiling point and you pour this yellowish - granular particles into it, THEN you will have EBA. Now, you are about doing this "experiment" in the presence of President Trump. Shebi the GARRI is supposed to respect itself and not disgrace you by turning to hamburger because President Trump is there? What gives you that quiet confidence that IF the water heats until it boils THEN you pour in the GARRI , you will have eba? I await your answer sir. Thank you. |
Re: Nigerian Stock Exchange Market Pick Alerts by currentprice: 5:51am On Aug 21, 2019 |
Then u will use it to make this in the present of Trump na ![]() ![]() ![]()
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Re: Nigerian Stock Exchange Market Pick Alerts by Mpeace(m): 5:53am On Aug 21, 2019 |
meshpips:You will not bring us to remembrance of your N19 projection for gtb abi 2 Likes |
Re: Nigerian Stock Exchange Market Pick Alerts by Nobody: 6:11am On Aug 21, 2019 |
meshpips: You are invariably saying that you have calculated the confidence interval for the assets you analyzed since you have the mean price, the standard deviation and that high degree of confidence. Na who e epp? Be truthful to yourself, have you made money in stocks using this academic exercises? In forex, have you made money on real account using these academic exercises? People are making money without going through this academic exercises on our unleveraged NSE. Instead of you to admit that and respect people's strategies , you come up with several Chewbacca defense to support your view that money can be made. |
Re: Nigerian Stock Exchange Market Pick Alerts by Nobody: 6:13am On Aug 21, 2019 |
meshpips: Na 24 you talk, shebi? ![]() The stock never even cross tollgate sef not to talk of reaching Ore! ![]() 1 Like 1 Share |
Re: Nigerian Stock Exchange Market Pick Alerts by dipoolowoo: 6:30am On Aug 21, 2019 |
MTN, Airtel Joining Banking Sector Not Threat to GTBank–Agbaje https://businesspost.ng/2019/08/21/mtn-airtel-joining-banking-sector-not-threat-to-gtbank-agbaje/ Nigerian Stock Market Returns to Familiar Territory After 0.21% Loss Tuesday https://businesspost.ng/2019/08/21/nigerian-stock-market-returns-to-familiar-territory-after-0-21-loss-tuesday/ Fresh Hopes for Nigeria as Brent Returns to $60 Per Barrel https://businesspost.ng/2019/08/21/fresh-hopes-for-nigeria-as-brent-returns-to-60-per-barrel/ Six-Month Treasury Bill Yield Rises to 15.60% https://businesspost.ng/2019/08/21/six-month-treasury-bill-yield-rises-to-15-60/ |
Re: Nigerian Stock Exchange Market Pick Alerts by meshpips(m): 6:46am On Aug 21, 2019 |
RabbiDoracle: Dog wey go kill bush meat, na from small them dey know am. Stock wey go carry buy so tey oyinbo people go holler "eyi gaju" na from small them dey sabi am. Make we dey watch. |
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 6:54am On Aug 21, 2019 |
meshpips: Goan siddon joor, no be from this forum you copy UACN ![]() ![]() ![]() |
Re: Nigerian Stock Exchange Market Pick Alerts by Michael11stock(m): 7:13am On Aug 21, 2019 |
![]() valacious: 1 Like |
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