Our community narratives are driven by numbers and valuation.
Executive Summary Stanbic IBTC Holdings Plc delivered a strong top-line and bottom-line performance in 9M 2025, driven by robust interest income, sustained fee-based earnings , and improved cost efficiency. The Group recorded record profit before tax (PBT) of ₦393.8 billion , up 77% year-on-year , and profit after tax (PAT) of ₦278.5 billion , up 52% year-on-year , supported by strong trading and non-interest income growth.Read more

BW Energy is one of the most undervalued stock i have found in the oil industry listed in Norway. The company have one large shareholder, BW Group, which owns about 75% of BWE.Read more
NVIDIA Corporation (NVDA), currently trading at $120.07 per share, has been a dominant force in the semiconductor industry, particularly in graphics processing units (GPUs) and artificial intelligence (AI) applications. Recently, the stock experienced a significant decline, dropping 17% in January 2025, primarily due to concerns over emerging AI technologies that may reduce the demand for high-cost hardware.Read more

Nigerian Breweries Plc (“NB” or “the Group”) delivered a strong recovery in earnings for the nine months ended 30 September 2025, posting a Profit After Tax (PAT) of ₦85.5 billion , a dramatic rebound from a ₦149.5 billion loss in the same period of 2024. The turnaround was driven by robust revenue growth (+47% YoY) , improved cost efficiency, and a sharp decline in net finance cost following the successful ₦600 billion Rights Issue completed in 2024 , which strengthened the balance sheet and reduced leverage.Read more

Lafarge Africa Plc (Lafarge) reported an outstanding Q3 and 9M 2025 performance, sustaining its growth trajectory with significant year-on-year improvements across all key profitability metrics. The Group delivered robust topline expansion and margin improvement, underscoring its operational discipline, improved plant reliability, and cost optimization.Read more

Transcorp Hotels Plc, the hospitality subsidiary of Transnational Corporation Plc (Transcorp Group) , delivered another stellar performance for the nine months ended 30 September 2025 , reflecting robust revenue growth , sustained profitability , and disciplined cost management. Revenue rose 49% year-on-year (YoY) to ₦72.31 billion , while Profit Before Tax (PBT) climbed 36% YoY to ₦22.4 billion , demonstrating strong operating leverage.Read more

Africa Prudential Plc delivered another strong financial performance for the nine months ended 30 September 2025 , with profit after tax surging 53.5% YoY to ₦2.05 billion (9M 2024: ₦1.34 billion). The result was underpinned by higher investment income and growth in customer-contract revenue , reflecting the company’s continued diversification into digital and technology-driven services.Read more

Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.Read more
Okomu Oil Palm Company Plc delivered another robust performance in 9M 2025 , reflecting continued price strength in the palm oil market, increased output, and operational efficiency gains. The Group recorded a profit before tax (PBT) of ₦84.1 billion , up 106.7% year-on-year (YoY) from ₦40.7 billion in 9M 2024.Read more
