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Gold strength is here to stay. JAG will benefit dramatically

MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.

Wema Bank is delivering a compelling earnings recovery, underpinned by strong net interest income growth , recovering asset quality , and an expanding loan book. Catalysts driving the upside include: Net Interest Income Surge : A 105% YoY increase to ₦129.2 billion (H1 2025), fueled by aggressive asset re-pricing and increased lending activity, supported by a ₦225 billion growth in loans and advances (now ₦1.43 trillion).

Lafarge Africa Plc has delivered a strong financial performance for H1 2025, with significant revenue and profit growth driven by higher demand, margin expansion, and cost control. The company demonstrated robust operational efficiency , disciplined capital allocation, and maintained a healthy balance sheet.

Presco Plc Delivers Explosive Earnings Growth in H1 2025 – A High-Yield, High-Confidence Investment Case Presco Plc’s H1 2025 results reveal a remarkable earnings story driven by record revenue growth, margin expansion, and consistent operational strength. With a 125.8% surge in revenue and a 128.2% boost in net profit, Presco has firmly established itself as a top-tier performer in Nigeria’s agro-industrial sector.

The company has demonstrated exceptional earnings growth in H1 2025, backed by operational leverage, prudent cost control , and a healthy balance sheet. Despite agricultural seasonality and inflationary pressures, Okomu Oil's performance suggests continued upside potential in the near-to-medium term.

NGX Group Plc delivered a robust performance in H1 2025, posting profit after tax of ₦4.22 billion , representing a significant growth of 97% compared to ₦2.14 billion in H1 2024. This sharp rebound highlights the resilience of NGX’s diversified earnings streams and the strength of its capital market infrastructure business amidst recovering macroeconomic conditions.

Nestlé Nigeria Plc has staged a remarkable recovery in H1 2025, reversing the prior year’s losses with impressive revenue and profit growth. A combination of robust top-line performance, margin expansion, and efficient cost control drove a swing from a ₦252.5 billion pre-tax loss in H1 2024 to an ₦88.4 billion profit in H1 2025.

Nigerian Breweries Plc has delivered a remarkable turnaround in H1 2025, swinging from a ₦85.2 billion loss in H1 2024 to an ₦88.4 billion profit. This performance reflects a combination of strong revenue growth, disciplined cost management, and sharply lower finance costs, positioning the company for a more stable and profitable future despite lingering macroeconomic pressures.