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Daily Market Analysis

MARKET OVERVIEW & WEEKLY COMMENTARY — 1st–5th JUNE 2026

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The NGX week of 1–5 June 2026 was the most broadly negative since the market’s all-time high of 252,508 points on 13 May 2026, as
sustained profit-taking dragged the NGX All-Share Index down 3.11% to settle at 242,593.31 points shedding 7,792 points and erasing
approximately ₦4.91 trillion in market capitalisation. The week also marked the first full trading week under Nigeria’s new T+1 settlement
regime, which commenced on 1 June. Investor sentiment was firmly negative across the first four sessions, with decliners consistently
outpacing gainers before a partial recovery on Friday when 39 stocks advanced against 11 decliners. International Energy Insurance PLC
led the weekly gainers at +60.62% to ₦7.26 a remarkable surge that extended its multi-week run followed by Abbey Mortgage Bank
(+47.24%), Sovereign Trust Insurance (+20.61%), Tantalizers (+18.40%), and Airtel Africa (+10.00% to ₦3,655.70). On the decliners
side, BUA Cement led weekly losses after its maximum -10.00% daily decline on Monday, while Aradel Holdings plunged -9.51% and
Eterna fell -9.85% on Thursday alone dragging the Oil & Gas Index down 4.90% in a single session. Trans-Nationwide Express, John
Holt, and Red Star Express also featured prominently among the week’s decliners.

MONTHLY INVESTMENT OUTLOOK : Where to invest in June 2026

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As June 2026 begins, the investment landscape continues to evolve amid tight monetary policy, persistent inflationary pressures, relative exchange rate stability, and a broadly positive growth outlook defining a complex but opportunity rich environment for Nigerian investors entering the second half of the year. MPR (Monetary Policy Rate): 26.5%  — held steady by CBN Inflation (April …

MONTHLY INVESTMENT OUTLOOK : Where to invest in June 2026 Read More »

MARKET OVERVIEW & WEEKLY DIGEST (25th–29th May 2026)

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The NGX week of 25–29 May 2026 was characterised by a significant moderation in gains, with the top gainers posting comparatively modest advances relative to the prior weeks’ spectacular rallies a clear signal that the market is entering a consolidation phase. International Energy Insurance PLC led the gainers at +32.55% to ₦4.52, followed by Sovereign Trust Insurance (+20.61%), which reversed its prior week’s -22.45% decline in a sharp bounce. Tantalizers PLC gained +18.40%, while Airtel Africa surged +10.00% to ₦3,655.70 a notable move for one of the NGX’s highest-priced stocks. NEM Insurance (+9.67%) and Union Dicon Salt (+9.45%) rounded out a week where insurance and consumer staples dominated the gainers. On the decliners side, Dangote Sugar Refinery led losses at -18.22% to ₦71.15 reversing much of its prior-week gain while The Initiates PLC shed -15.98% and CAP PLC continued its retracement at -10.00% to ₦179.10. Transcorp Power (-9.97%) and Fidelity Bank (-9.79%) also featured prominently.

DPH CAPITAL MARKETS DIGEST (18th -22nd May 2026)

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The NGX week of 18–22 May 2026 saw a notable shift in market character, with gains concentrated in small-to-mid cap transport,
publishing, and energy names, while the paints sector which had dominated the prior two weeks gave back significant ground. Associated
Bus Company PLC led the gainers at +44.82% to ₦9.08, followed by Academy Press (+29.79%) and University Press (+28.00%)
signalling a rotation into previously overlooked low-cap value names. Zichis Agro Allied Industries resumed its upward trend with a
+14.34% gain to ₦33.65, recovering from the prior week’s consolidation, while Oando PLC gained +11.70% to ₦52.50 as energy stocks
benefited from positioning ahead of the week’s oil price moves. On the decliners side, Sovereign Trust Insurance led losses at -22.45%,
while CAP PLC (-14.85% to ₦199.00) and Berger Paints (-12.64% to ₦147.60) experienced expected profit-taking after their
extraordinary multi-week rallies. Trans-Nationwide Express shed -18.98%.

DPH CAPITAL MARKETS DIGEST (11th–15th May 2026)

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The NGX week of 11–15 May 2026 saw a powerful rotation into paints, media, healthcare, and real estate names, with Berger Paints PLC leading the gainers at +55.57% to ₦168.95 extending the paints sector re-rating that began with CAP PLC the prior week. SCOA Nigeria PLC surged +45.92%, while Daar Communications (+42.41%) and Fidson Healthcare (+32.52%) signalled broadening market breadth across consumer and healthcare names. Learn Africa (+32.32%), Mecure Industries (+30.72%), and Chams Holding (+29.03%) rounded out a diverse top ten. On the decliners side, Zichis Agro Allied Industries led losses at -11.78% to ₦29.43 a natural pullback after three consecutive weeks of extraordinary gains totalling over 170%. The Initiates PLC (-10.03%) and NPF Microfinance Bank (-10.00%) also featured, while Stanbic IBTC Holdings continued to face selling pressure at -7.91% to ₦163.00.

DPH CAPITAL MARKETS DIGEST (4th–8th May 2026)

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The NGX week of 4–8 May 2026 was headlined by exceptional gains in paints, agro-allied, and consumer staples, with CAP PLC surging +60.95% to ₦233.70 the standout performer of the week and the strongest gain by a large-cap industrial in recent months. Zichis Agro Allied Industries extended its remarkable multi-week run with a further +53.17% gain to ₦33.36, while FTN Cocoa Processors jumped +50.91%. RT Briscoe (+40.98%), Dangote Sugar Refinery (+33.43%), and Berger Paints (+32.84%) rounded out a week dominated by consumer-facing and industrial names. On the decliners side, Nigerian Aviation Handling Company (NAHCO) led losses at -20.95%, followed by Guinness Nigeria (-18.99%) and Access Holdings (-12.59%). MTN Nigeria shed -12.45% to ₦801.10, reflecting profit-taking in the telecoms sector after recent strength.

MARKET OVERVIEW & WEEKLY COMMENTARY — 27th–30th APRIL 2026

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The NGX week of 27th–30th April 2026 saw continued momentum in consumer goods and industrials, with Zichis Agro Allied Industries leading the gainers at +39.62% to ₦21.78 building on its 25.71% gain the prior week, confirming sustained institutional interest in the agro-allied sector. The Initiates PLC surged +33.04%, followed by UACN PLC (+27.82% to ₦181.50) extending its remarkable two-week rally that has now seen the conglomerate gain over 80% from ₦100. BUA Cement (+24.78%), CAP PLC (+22.53%), and Lafarge Africa (+18.68%) continued the industrials and building materials rotation. On the decliners side, United Bank for Africa led losses at -22.27%, reflecting broad profit-taking in banking stocks following their strong prior-week performance. Royal Exchange PLC shed -20.00%, while Trans-Nationwide Express reversed its prior-week gains with a -18.99% drop.

MARKET OVERVIEW & WEEKLY COMMENTARY — (20th–24th APRIL 2026)

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The NGX week of 20–24 April 2026 delivered a notable rotation back into mid-to-large cap consumer goods and conglomerates, with UACN PLC leading the gainers at +42.00% to ₦142.00 the most significant weekly gain by a blue-chip conglomerate in recent months. Union Dicon Salt (+32.73%), NASCON Allied Industries (+32.63%), and Trans-Nationwide Express (+30.58%) rounded out a strong top four, all exceeding 30% weekly gains. Notably, Lafarge Africa (+21.36%), PZ Cussons (+18.81%), First HoldCo (+17.19%), and Unilever Nigeria (+17.13%) also featured signalling broad institutional buying across Consumer Goods, Industrials, and Financial Services. On the decliners side, Infinity Trust Mortgage Bank led losses at -50.79%, reflecting the extreme volatility that continues to characterise low-cap mortgage and insurance stocks. Stanbic IBTC Holdings shed -13.82% to ₦162.50, the most notable large-cap decliner of the week.

DPH CAPITAL MARKETS DIGEST

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The Nigerian Exchange (NGX) enters the week of 20 April on extraordinary momentum. The All-Share Index (ASI) closed last Friday 17 April at a new all-time high of 217,167.57 points a weekly gain of +6.20% (+12,679 points), marking the 12th consecutive bullish trading session. Market capitalisation surged to ₦139.8 trillion, representing a gain of ₦8.89 trillion in a single week. The Banking sector led with +11.85% for the week and Oil & Gas gained +17.59%, driven by Zenith Bank, GTCO, Seplat, and Aradel. Q1 2026 delivered N29.83 trillion in total market gains the largest first-quarter gain in Nigeria’s stock market history. The NGX ASI is up approximately 40% year-to-date, establishing Nigeria as one of the world’s best-performing equity markets in 2026.

DPH CAPITAL MARKETS DIGEST – (MARKET WEEKLY COMMENTARY 7th–10th APRIL 2026)

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The Nigerian Exchange (NGX) for the week of 7–10 April 2026 recorded a notable rotation: quality large-cap names headlined the gainers list a clear shift from the micro-cap recovery plays and thinly traded names that dominated previous weeks. Trans-Nationwide Express led with +32.75%, while NGX Group itself (+13.94%), GTCO (+10.66%), NASCON (+9.52%), Guinness Nigeria (+9.38%), and Zenith Bank (+8.74%) all featured prominently. The appearance of GTCO, Zenith Bank, Guinness and Nestle Nigeria on the gainers list signals broad-based institutional buying returning to blue-chip counters. On the decliners side, Daar Communications (-21.47%) and RT Briscoe (-20.00%) led losses, with many small-cap and insurance names also retreating.

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