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ASO Savings & Loans Plc – Company Analysis using Q3 2025 result
Sector: Financials Industry: Mortgage Banking / Primary Mortgage Institution (PMI) Coverage Analyst: Adebara Qudus (+234 9058909959) Date: October 2025 1. Company Overview ASO Savings & Loans Plc (“ASO”) is a leading Primary Mortgage Institution (PMI) in Nigeria, established in 1995 and headquartered in Abuja.Read more
NVIDIA Reports Record Q3 FY26 Revenue with Exceptional Data Center Growth Driving Strong Profitability
Analyst: Qudus Adebara (Founder of Wane Investment House, Nigeria) Executive Summary NVIDIA Corporation delivered a record performance for the third quarter ended October 26, 2025, with revenue of $57.0 billion, up 62% YoY and 22% QoQ , reflecting robust demand across AI, cloud, and data center workloads. The company’s gross margins remained exceptionally high at 73.4% GAAP and 73.6% non-GAAP , supported by operational efficiency and the strong adoption of NVIDIA Blackwell and Rubin systems.Read more
ZENITH BANK PLC Q3 Result – Sustained Earnings Resilience Amid Elevated Impairments and Strong Balance Sheet Growth
Executive Summary Zenith Bank Plc delivered a resilient performance for the nine months ended September 30, 2025, despite a challenging macro-financial environment marked by elevated interest rates, volatile trading markets, and heightened credit risk pressures. The Group demonstrated strong balance sheet expansion, robust core banking income momentum, and disciplined funding structure management.Read more
If gold reaches $4,000/oz & silver reaches $100/oz
Key Assumptions: Resource Totals (2023 Updated Resource): Gold: 700,000 oz (Lomero-Poyatos). Silver: 7 million oz (Lomero-Poyatos).Read more
Ghana's High Quality Gold Play (35% Insider)
Asante Gold – Updated Snapshot (Sept 2025) Latest official guidance and disclosures Five-year outlook: company targets ~500,000 oz/yr by 2028 and >US$2B cumulative unlevered FCF (company outlook). asantegold.com+1 2026 production target (company): ~450,000 oz consolidated (Bibiani + Chirano).Read more
Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin
About Netflix Q2 2025 results Netflix's second-quarter 2025 performance demonstrated a successful strategic shift towards mature, profitable growth. The company reported a 16% year-over-year revenue increase to $11.1 billion and a 46% surge in net income to $3.1 billion.Read more
Massive Social Commerce Tailwinds Promise Shopify's Future Growth
Catalysts “Social commerce” presents a massive tailwind with $6.23T market opportunity by 2030. Social commerce market is growing at 30.71% CAGR with 91% occurring on mobile devices: https://www.mordorintelligence.com/industry-reports/social-commerce-market 25% of Shopify traffic comes from mobile devices: https://www.chargeflow.io/blog/shopify-statistics AI Store Builder + Sidekick features are increasing user engagement and reducing onboarding friction.Read more
Eli Lilly's Future Growth Driven by Tirzepatide and Favorable Market Conditions
Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.Read more
SMCI's Opportunities Are Clear But Risks Are Rising
Super Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more
