Log in

Login

Show Password
Subscribe
  • Forgot Username?
  • Forgot Password?
Subscribe

    Research Hub Research Hub
    • Markets
      • Africa
      • Botswana | BSE
      • BRVM
      • Egypt | EGX
      • Ghana | GSE
      • Kenya | NSE
      • Malawi | MSE
      • Morocco | BVC
      • Namibia | NSX
      • Nigeria | NGX
      • Rwanda | RSE
      • South Africa | JSE
      • Tanzania | DSE
      • Tunisia | BVMT
      • Uganda | USE
      • Zimbabwe | ZSE
    • Reports Type
      • Company Reports
      • Country Reports
      • Market Updates
      • Sector Reports
      • Stock Recommendations
    • Providers

    Nigeria | NGX

    SECTOR | Nigeria : Palm Oil Sector Update : Prices to remain elevated in H1’25 on supply constraints

    Provider: CardinalStone Research
    Category: Nigeria | NGX
    Published: 17 March 2025

    The oil palm market in 2025 is expected to maintain elevated CPO prices, particularly in the first half, driven by robust demand from biodiesel mandates, festive seasons and geopolitical factors affecting some substitute oils. However, supply-side improvements, particularly from favourable weather conditions, may temper prices in the latter half of the year. Locally, we expect prices to remain elevated on account of rising demand and elevated FX rates, which bodes well for the local players.

    SECTOR | Nigerian Power Sector: Resolving liquidity concerns

    Provider: CardinalStone Research
    Category: Nigeria | NGX
    Published: 12 March 2025

    Although sector installed capacity was mostly flat year over year in 2024, average energy generated improved by a marginal 2.2% to 4,280 MW in Q3'24 from 4,189 MW in 2023. This improvement was in spite of the challenges of grid collapses, infrastructure vandalism, liquidity constraints, and gas supply shortages in the period.

    TOTAL | TotalEnergies Marketing Nigeria - Company Update : Strong growth outlook for FY’25E

    Provider: CardinalStone Research
    Category: Nigeria | NGX
    Published: 19 February 2025

    We maintain a favorable outlook for Total Energies Marketing Nigeria PLC (TOTAL). The company has successfully grown its topline to over a trillion Naira, driven by its leadership position within Nigeria’s downstream oil and gas sector as demonstrated in its robust FY’24 financial performance.

    GUINNESS | Guinness Nigeria - Company Update : Earnings recovery on the cards

    Provider: CardinalStone Research
    Category: Nigeria | NGX
    Published: 19 February 2025

    In its Q2'24/25 earnings, Guinness Nigeria Plc (GUINNESS) delivered its strongest quarterly performance in over a decade. The strong performance was aided by easing cost inflation and FX volatility, which we expect to positively cascade to other players in the sector in varying degrees. Given these favourable dynamics, we have revised our 12-month Target Price ("TP") upward to N96.57 (from N85.69) while maintaining our BUY recommendation.

    PRESCO | Presco Plc - Company Update : Expansion and strategic growth drive valuation upside

    Provider: CardinalStone Research
    Category: Nigeria | NGX
    Published: 17 February 2025

    PRESCO Plc (PRESCO) delivered a strong performance in FY'24, with revenue surging by 93.5% YoY, driven by favourable CPO prices, the partial consolidation of Ghana Oil Palm Development Company (GOPDC), and increased sales volumes.

    Nigeria | Fixed income update : Emerging risks and trends across fixed- income markets

    Provider: CardinalStone Research
    Category: Nigeria | NGX
    Published: 13 February 2025

    System liquidity was robust in January 2025, as inflows from maturities, coupon payments, and FAAC totalled N3.07 trillion. This buoyant liquidity fueled strong buying interest at the short end of the curve and prompted banks to net deposit N236.16 billion at the CBN deposit discount window.

    More Articles …

    1. NGX | Nigerian Exchange - Monthly Equities Report - January 2025 : Upbeat start to the year across global & local markets
    2. FCMB | FCMB Group - Company Update : Effective capital utilization to mitigate funding cost
    3. NGX | Nigeria Telecoms outlook - Tariff hike portends stronger earnings for operators
    4. NESTLE | Nestle Nigeria - Company Update : Resilient core performance amid headwinds
    Page 2 of 57
    • Start
    • Prev
    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7
    • 8
    • 9
    • 10
    • Next
    • End

    POPULAR REPORTS

    Apr 28, 2025

    GTCO | Guaranty Trust Holding - Company update : Balance sheet optimization to drive quality earnings

    Nigeria | NGX CardinalStone Research
    Mar 17, 2025

    SECTOR | Nigeria : Palm Oil Sector Update : Prices to remain elevated in H1’25 on supply constraints

    Nigeria | NGX CardinalStone Research
    Apr 22, 2025

    NESTLE | Nestle Nigeria Company Update : Path to profitability in sight

    Nigeria | NGX CardinalStone Research
    May 02, 2025

    BUACEMENT | BUA Cement - Company Update : Stellar Q1’25 earnings prompt upward review

    Nigeria | NGX CardinalStone Research
    Mar 28, 2025

    SECTOR | Nigeria : Consumer Goods Sector Update : On the road to recovery in 2025

    Nigeria | NGX CardinalStone Research
    Apr 25, 2025

    BUACEMENT | BUA Cement - Earnings Update : Margin expansion on robust revenue growth and lower FX losses

    Nigeria | NGX CardinalStone Research
    May 02, 2025

    TRANSCORP | Transnational Corporation Of Nigeria - Company Update : Target price revised; buy rating maintained

    Nigeria | NGX CardinalStone Research

    • About Us
    • Terms & Conditions
    • Contact Us
     
     
     

    Copyright © 2023 AM Investor Services SRL. All Rights Reserved.

    • About Us
    • Terms & Conditions
    • Contact Us