Author: Gilbert Ayoola

Navigating Opportunities in Q4 – A Strategic Guide to Investing As we approach the last phase of Q4 2025, investors, both seasoned and new, face a pivotal moment in the financial calendar, a time ripe with opportunities yet fraught with uncertainties. The closing quarter traditionally signals companies’ final earnings pushes, portfolio rebalancing, and strategic positioning ahead of the New Year. For those looking to build lasting wealth, this period demands not hurried speculation but disciplined, strategic investing. The foundation of any successful investment journey is consistency. Investing should become a monthly priority, just like paying your essential bills non-negotiable and…

Nigerian Treasury Bills- A Flight to Safety in Volatile Equities Market The latest Primary Market Auction (PMA) for Nigerian Treasury Bills (NT-Bills) held on October 8, 2025, has once again underscored investors’ sustained appetite for low-risk, fixed-income securities amid increasing volatility in the equities market. The auction saw a total subscription of over N1.06 trillion, almost double the N570 billion on offer, an oversubscription rate that reflects heightened risk aversion and a clear shift toward capital preservation. Despite the avalanche of demand, the stop rates moderated across most tenors, signaling improved market liquidity and a less urgent need for government…

SFSREIT: The Market’s Unstoppable Climber in October Monday, October 6, 2025, marked another exhilarating day for SFS Real Estate Investment Trust Fund (SFSREIT), a true market sensation and the undeniable hot climber rider of the Nigerian stock market. Investors, analysts, and market watchers alike are buzzing as SFSREIT continues to rocket higher, propelled by robust fundamentals, rising market demand, and investor confidence. Kicking off the year at a strong price of N197.35, SFSREIT has refused to relent, riding a wave of bullish momentum that has captivated market players seeking solid, fundamentally sound investments in a sea of volatility. The stock’s…

Chams Riding a Wave of Positive Market Momentum Post-Rights Issue Chams Holding Company Plc has been steadily capturing investor attention and market enthusiasm, with its stock price exhibiting remarkable upward momentum in recent trading sessions. This surge can be closely linked to the successful closure of the company’s rights issue, which concluded on September 26, and has subsequently ignited a wave of positive sentiment among market participants. The rights issue, priced at N1.70 per share, offered a significant discount relative to the prevailing market prices at the time. This strategic pricing not only incentivised existing shareholders to increase their stakes…

Capital Gains Tax: Will 25% Compromise Calm Nigeria’s Capital Market? The recent call by operators in the Nigerian capital market to review the proposed 30% capital gains tax on share disposals underscores a critical juncture for the country’s equity market. As the government, through the Presidential Committee on Fiscal Policy and Tax Reforms (FPTR) chaired by Mr. Taiwo Oyedele, moves to implement this tax from January 2026, market participants have raised serious concerns about the potential impact on investor confidence and overall market dynamics. In an open letter dated October 2, 2025, capital market stakeholders appealed for a reduction of…

Ellah Lakes Ignites Market Frenzy with Bold ARPN Acquisition Ellah Lakes Plc has once again signaled its commitment to becoming a dominant player in Nigeria’s agribusiness and agro-industrial landscape with its recent intent to acquire 100% equity stake in Agro-Allied Resources Processing Nigeria Limited (ARPN) through a definitive Share Purchase Agreement. This transaction, which includes a vast portfolio of arable land and mature plantations, underscores Ellah Lakes’ strategic ambition to consolidate its vertically integrated agricultural model, deepen its asset base, and aggressively drive long-term value creation for its shareholders. The acquisition, poised to close by December 2025, pending regulatory approvals,…

CBN Grabs Full Control of the Debt Market – What It Means for Investors The Central Bank of Nigeria’s (CBN) decision to assume full control of the Fixed Income Market starting November 2025 marks a critical turning point in the country’s financial architecture, and its impact on the broader capital market cannot be overstated. This move, while expected to instill a new level of structure and oversight in the fixed income space, carries both immediate and long-term implications that could reshape investor participation, influence pricing dynamics, and test market confidence. Immediately, the transition to full CBN control introduces a recalibration…

Nigeria at 65: A Nation at Economic Crossroads in a Changing World As Nigeria marks 65 years of independence, the moment invites both celebration and sober reflection. While the green and white flags wave across the country and patriotic songs fill the air, beneath the surface lies a nation wrestling with complex economic realities. Independence is more than a political milestone; it is the right to shape one’s destiny. And as we assess Nigeria’s economic journey through six and a half decades, the question becomes: how far have we truly come and how prepared are we for the future in…

Aradel Holdings Lifts Market as Bellwether Stock Pushes All-Share Index Higher As the third quarter came to a close on the final trading session of September, the Nigerian Exchange (NGX) witnessed a strong finish, fueled largely by a resounding performance from Aradel Holdings Plc. The All-Share Index (ASI) surged by 142,377.56 points, closing the session firmly in positive territory. This bullish close was underpinned by a notable rally in key bellwether stocksmost notably, Aradel Holdings, which led the gainers’ chart with a sharp uptick that has sparked renewed interest and cautious optimism across the equities market. Aradel Holdings, a large-cap…

Access Holdings’ Earnings Delay Raises Investor Concerns Access Holdings Plc, one of Nigeria’s foremost financial banks, has increasingly found itself under investor scrutiny following the conspicuous delay in releasing its Q2 2025 half-year financial results. While delays in financial reporting are not entirely unusual in the corporate world, the timing and recurring pattern in Access Holdings’ disclosures especially considering its aggressive acquisition drive has raised red flags for both investors and market analysts alike. Traditionally known for its operational efficiency and prompt regulatory compliance, Access Holdings has maintained a robust corporate governance framework. However, the ongoing delay now stretching well…