Naija Lo Wa » stockpicks http://www.naijalowa.com Get all the latest information on businesses and companies in Nigerian Stock Exchange. Thu, 05 Jan 2012 19:43:28 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 Market Reports And Updates http://www.naijalowa.com/market-reports-and-updates/ http://www.naijalowa.com/market-reports-and-updates/#comments Tue, 23 Jun 2009 17:02:12 +0000 donne4real http://www.naijalowa.com/?p=1133 Here are the Stockbrokers’ market reports and updates:

FSDH - Weekly Report - June 19 2009 (309)
Lead Capital - Monthly Briefing - June 2009 (284)
Lead Capital - Stock Ratings - June 22 2009 (318)
Zenith Securities - Weekly Report - June 19 2009 (270)
Meristem Securities - Stock Picks - June 2009 (395)

]]> http://www.naijalowa.com/market-reports-and-updates/feed/ 0 Monthly Reports and Analysis of the Banking and Insurance Sectors http://www.naijalowa.com/monthly-reports-and-analysis-of-the-banking-and-insurance-sectors/ http://www.naijalowa.com/monthly-reports-and-analysis-of-the-banking-and-insurance-sectors/#comments Wed, 04 Feb 2009 21:39:23 +0000 donne4real http://www.naijalowa.com/?p=842 Here are the monthly reports and stock market analysis from Zenith Securities and Afrinvest.

Meristem Securities has also prepared an analysis of the banking and insurance stocks. 

Happy reading.

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]]> http://www.naijalowa.com/monthly-reports-and-analysis-of-the-banking-and-insurance-sectors/feed/ 0 Zenith Securities’ Stock Picks http://www.naijalowa.com/zenith-securities-stock-picks/ http://www.naijalowa.com/zenith-securities-stock-picks/#comments Wed, 04 Feb 2009 21:20:05 +0000 donne4real http://www.naijalowa.com/?p=834 Here is Zenith’s Stock Picks and rationale:

ASHAKA CEMENT  
BUY at 27.8 
Rationale: Supply gap in the cement market, rising cement prices and capacity addition would boost long term earnings despite energy constraints

LAFARGE WAPCO 
BUY at 40.65 BUY 
Rationale: Rising cement prices, increased demand for cement and capacity additions would boost margins

NIGERIAN BOTTLING COMPANY 
BUY at 46.1
Rationale: Capacity expansions and upgrade of plants will help boost sales and efficiency ratios

SEVEN-UP BOTTLING PLC  
BUY at 46.32
Rationale: Capacity expansions and upgrade of plants will help boost sales and efficiency ratios but, rising raw material cost will drag down margins

DANGOTE SUGAR  
BUY at 29.25
Rationale: Capacity additions and increased demand for bio-fuels will widen demand-supply gap

FLOUR MILLS
BUY at 113.04
Rationale: Capacity additions and growth in flour consumption driving price

NIGERIAN BREWERIES PLC  
BUY at 54.21
Rationale: Substantial scope for growth in the beer market, increased demand from growing middle class and generous dividend payout

GUINNESS NIGERIA PLC.
BUY at 103.76
Rationale: Substantial scope for growth in the beer market, increased demand from growing middle class and generous dividend payout

UAC NIGERIA PLC  
BUY at 59.3
Rationale: Continuing disposal of non-performing assets will free up cash and capital across the business

NESTLE NIGERIA PLC
SELL at 136.78
Rationale: Increasing economic conditions will spur demand but, increase in price of raw materials a major downside risk

PZ CUSSONS  
BUY at 31.13
Rationale: Strong competition from Procter & Gamble, Unilever and imports will keep margins low

BAGCO  
BUY at 5.1
Rationale: Biggest supplier of woven sack in Nigeria. Capacity to grow earnings is enhanced by the growing demand for cement in Nigeria.

AIICO INSURANCE
BUY at 3.15
Rationale: Economic growth, reforms in the insurance sector and improved capitalisation key to achieving target price

SOVEREIGN TRUST INSURANCE
BUY at 2.29
Rationale: Economic growth, reforms in the insurance sector a catalyst but ,margins compared to peers a beer point

CRUSADER INSURANCE
HOLD at 5.61
Rationale: Economic growth, reforms in the insurance sector a catalyst but ,margins compared to peers a bear point

MUTUAL BENEFIT ASSURANCE
BUY at 2.88
Rationale: Economic growth, reforms in the insurance sector and improved capitalisation key to achieving target price

CONTINENTAL REINSURANCE PLC
BUY at 1.94
Rationale: Economic growth, reforms in the insurance sector a catalyst but ,margins compared to peers a bear point

]]> http://www.naijalowa.com/zenith-securities-stock-picks/feed/ 0 Stock Picks and Reports http://www.naijalowa.com/stock-picks-and-reports/ http://www.naijalowa.com/stock-picks-and-reports/#comments Tue, 13 Jan 2009 01:12:30 +0000 donne4real http://www.naijalowa.com/?p=784 Below are the stock picks and reports from the stock brokers:

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]]> http://www.naijalowa.com/stock-picks-and-reports/feed/ 0 Stockbrokers’ Report For Week of August 15th http://www.naijalowa.com/stockbrokers-report-for-week-of-august-15th/ http://www.naijalowa.com/stockbrokers-report-for-week-of-august-15th/#comments Mon, 18 Aug 2008 14:19:57 +0000 donne4real http://naijalowa.com/?p=429 Here are the stock reports from Zenith Securities, FSDH, CSL, Investor Delight, and Lead Capital for the week ended Friday, August 15th.

Zenith Securities’ stock picks for this are also attached. Their stock picks for this week are:
Oceanic Bank
Skye Bank
UBA
UBN
Zenith Bank
Nigerian Breweries
Ashaka Cement and
Lafarge Wapco

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]]> http://www.naijalowa.com/stockbrokers-report-for-week-of-august-15th/feed/ 1 Weekly Market Reports From The Stockbrokers http://www.naijalowa.com/weekly-market-reports-from-the-stockbrokers/ http://www.naijalowa.com/weekly-market-reports-from-the-stockbrokers/#comments Mon, 28 Jul 2008 20:48:39 +0000 donne4real http://naijalowa.com/?p=370 Here are the weekly market reports for the week ended Friday, July 25th prepared by FSDH, Zenith Securities, and Lead Capital.

The stock picks for the week from Zenith Securities and Lead Capital are also below.

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]]> http://www.naijalowa.com/weekly-market-reports-from-the-stockbrokers/feed/ 0 Analysis of NSE For The Week Ended July 18th http://www.naijalowa.com/analysis-of-nse-for-the-week-ended-july-18th/ http://www.naijalowa.com/analysis-of-nse-for-the-week-ended-july-18th/#comments Mon, 21 Jul 2008 16:06:49 +0000 donne4real http://naijalowa.com/analysis-of-nse-for-the-week-ended-july-18th/ Here analysis of the Nigerian Stock Exchange for last week by Zenith Securities, FSDH Securities, and BGL Securities.

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You can also read the stock recommendations for the current week from Zenith Securities:
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]]> http://www.naijalowa.com/analysis-of-nse-for-the-week-ended-july-18th/feed/ 0 Stock Picks For the Week http://www.naijalowa.com/stock-picks-for-the-week/ http://www.naijalowa.com/stock-picks-for-the-week/#comments Wed, 16 Jul 2008 21:12:57 +0000 donne4real http://naijalowa.com/?p=356 Below are the stock picks and market analysis from Express Discount and Lead Capital.
Lead Capital’s picks are Dangote Sugar, Zenith Bank and RT Briscoe. Express Discount picks are Diamond Bank, FCMB, Zenith Bank, Dangote Sugar, WAPCO, Law Union & Rock Insurance, Mutual Benefits, Custodian and Allied Insurance, Oceanic, Platinum, and IBTC.
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]]> http://www.naijalowa.com/stock-picks-for-the-week/feed/ 0 Stock Recommendations by Lead Capital and Zenith Securities http://www.naijalowa.com/stock-recommendations-by-lead-capital-and-zenith-securities/ http://www.naijalowa.com/stock-recommendations-by-lead-capital-and-zenith-securities/#comments Thu, 26 Jun 2008 18:58:12 +0000 donne4real http://naijalowa.com/stock-recommendations-by-lead-capital-and-zenith-securities/ Below is the of stocks recommended by Lead Capital and Zenith Securities.

The interesting thing is the convergence of their picks. Both pick Oceanic and Skye Banks. In my own opinion, the best in the list are the insurance stocks.

You can read their full recommendation and reasons for their picks in the attached documents.

Lead Capital:
GlaxoSmithKline
Oceanic bank
UBA
Dangote Sugar
Skye Bank

Zenith Securites:
Cornerstone Insurance
Intercontinental WAPIC
UBA
Ikeja Hotels
Nigerian Breweries
Skye Bank
Diamond Bank
Zenith Bank
UAC Properties
Oceanic Bank
CAP PLC
Bank PHB
Ashaka Cement

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