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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.

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.

Tantalizers Plc – H1 2025 Review and Outlook Tantalizers Plc remains a notable player in Nigeria’s quick-service restaurant (QSR) sector. However, its H1 2025 performance reflects continued operational and financial distress, raising red flags for potential investors despite slight improvement in some areas.

Recovery underway, but revenue pressures and fragile working capital require caution. Catalysts Cost Efficiency Gains: The 38% YoY decline in distribution and administrative expenses to ₦536 million in H1 2025, alongside an 85% reduction in finance charges, has materially improved profitability.