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Jaiz Bank Plc has delivered a resilient half-year 2025 performance, marked by strong earnings growth, expanding income streams, and a relatively stable cost profile. Gross income from financing and investment transactions rose 32% YoY to ₦44.01 billion, with net income after provisions reaching ₦43.66 billion, indicating efficient risk asset management despite a modest impairment loss.

1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.

Caverton Offshore Support Group Plc (CAVERTON) has posted a marked turnaround in its H1 2025 results, returning to profitability after consecutive losses in H1 2024. Despite a strong top-line recovery and favorable foreign exchange gains, the company’s precarious balance sheet and persistent cost pressures warrant a cautious investment stance.

Oando Plc’s H1 2025 financials reflect volatile earnings marked by margin compression and irregular income streams. While revenue remains robust and the company posted a profit for the half-year due to one-off tax credits and finance income, the underlying core operations signal significant weaknesses.

Peter Lynch Valuation Based on the formula: Earnings growth rate × TTM EPS, ValueInvesting.io estimates a fair value of $9.09, with 122% upside from recent trading ($4.10 on June 13) . Note this method may overstate value in a cyclical royalty trust like MARPS, but still highlights a potentially significant gap.

C&I Leasing Plc H1/Q2 Result – Leveraging Operating Efficiency Amidst Capital Constraints C&I Leasing Plc demonstrates a solid operational performance trajectory, underpinned by strong leasing income growth and sustained profitability. The company has effectively managed to scale gross earnings by 12.5% YoY to ₦20.47 billion in H1 2025 (vs.

AIICO Insurance Plc – H1 2025 Financial Performance Review AIICO Insurance Plc demonstrated strong revenue and asset growth in H1 2025, positioning itself as a resilient player in Nigeria’s insurance sector. Despite a marginal decline in profitability, the company’s expanded insurance and investment income base, strengthened equity, and improved underwriting results suggest long-term growth potential.

Julius Berger Nigeria Plc continues to reinforce its position as a leading construction and infrastructure player in Nigeria, with solid top-line growth, margin resilience, and a robust balance sheet supported by prudent capital management and substantial revaluation gains. The company’s strong operational performance and growing asset base position it favorably to benefit from Nigeria’s increased public infrastructure spending and private sector construction demand.

UPDC Plc has delivered a remarkable turnaround in its H1 2025 financials, showcasing a 148% year-on-year increase in group revenue and a massive 2,568% growth in profit before tax. This rebound stems from improved sales performance, cost containment, and significant finance income.