MoloneyStreetRe Analytics

Today on the NGX Wednesday, 01 Jul 2026

Updated for the latest scored session. 121 stocks in the model today.
Conviction Buy
4
composite ≥ 75
Accumulate
27
Upgrades (vs yesterday)
0
Downgrades
0
AI today's brief

Wednesday's NGX session opens with the market holding steady at 121 stocks scored—four Conviction Buys and 27 Accumulates intact with no rating shifts overnight. The CBN's 26.5% policy rate remains a structural headwind for equities, while regional climate risks and TotalEnergies' potential SPDC stake divestment warrant close monitoring through week's end.

NGX corporate disclosures filed Monday, 29 Jun 2026 · 11 on record

Official filings from NGX Group from the most recent disclosure session. Earnings, AGM notices, insider dealings, board changes — the data that drives next-session price action. Click any line to open the underlying PDF. See the full archive →

Other Disclosure · 4 filing(s)

UNILEVER · UNILEVER NIGERIA PLC.
Unilever Nigeria announced the resignation of Executive Director Ibrahim Sodipe effective 30 June 2026 and the appointment of Modupe Femi-Okunbanjo as Executive Director on the same date. Femi-Okunbanjo, currently Financial Controller for Nigeria and Regional Controls Lead for West Africa, brings 15+ years in finance and governance across FMCG and telecom sectors.
Read the filing ↗ · UNILEVER research →
AIRTELAFRI · AIRTEL AFRICA PLC
Airtel Africa disclosed that Indian Continent Investment Limited, closely associated with director Shravin Bharti Mittal, released a pledge on 595.2 million ordinary shares (£2.18 billion aggregate value) on 22 June 2026. This represents a material change in collateral arrangements for a major shareholder but does not alter underlying ownership.
Read the filing ↗ · AIRTELAFRI research →
AIRTELAFRI · AIRTEL AFRICA PLC
Airtel Africa disclosed that Bharti Airtel Limited, closely associated with directors Sunil Bharti Mittal and Gopal Vittal, released a pledge on 595.2 million ordinary shares (£2.18 billion aggregate value) on 22 June 2026. This reduces encumbrance on a major insider stake but does not alter ownership position.
Read the filing ↗ · AIRTELAFRI research →
NASCON · NASCON ALLIED INDUSTRIES PLC
NASCON Allied Industries announced a closed period effective July 1, 2026, lasting until 24 hours after release of Q2 2026 financial statements (quarter ending June 30, 2026). All insiders and connected persons are prohibited from trading NASCON shares during this window to prevent information asymmetry ahead of earnings disclosure.
Read the filing ↗ · NASCON research →

AGM Notice · 2 filing(s)

NEIMETH · NEIMETH INTERNATIONAL PHARMACEUTICALS PLC
Neimeth International Pharmaceuticals passed 67th AGM resolutions on 25 June 2026. Key approval: Board authorized to raise an additional ₦30 billion in capital (shares, bonds, commercial papers), bringing total capital-raising authority to ₦50 billion, of which ₦2.44 billion already raised via rights issue, leaving ₦47.56 billion available for deployment.
Read the filing ↗ · NEIMETH research →
CADBURY · CADBURY NIGERIA PLC.
Cadbury Nigeria's 61st AGM (26 June 2026) approved board changes including new Executive Director Ayman Fahmy Gaafar and four new Non-Executive Directors, renewed a general mandate for related-party transactions on commercial terms, authorized PwC auditor fees, and fixed Non-Executive Director remuneration at ₦40.9 million for 2026 onwards.
Read the filing ↗ · CADBURY research →

Insider Dealing · 2 filing(s)

ZENITHBANK · ZENITH BANK PLC
Summary unavailable (document not text-extractable). Read the original ↗
NAHCO · NIGERIAN AVIATION HANDLING COMPANY PLC
NAHCO's Executive Director Olusola Peter Obabori sold 410,000 ordinary shares on 11 June 2026 at ₦173.85 per share, totaling approximately ₦71.1 million. This initial insider dealing notification reflects a material reduction in directorial shareholding and should be tracked against subsequent filings to assess ongoing position changes.
Read the filing ↗ · NAHCO research →

Other Financial Filing · 2 filing(s)

TRIPPLEG · TRIPPLE GEE AND COMPANY PLC.
Tripple Gee & Company PLC filed audited financial statements for the year ended 31 March 2026. The company swung to a profit of ₦12.7 million after taxation, reversing a ₦1.39 billion loss in the prior year, with earnings per share of 1.28 kobo versus a loss of 140.81 kobo previously. The turnaround reflects operational recovery in the security documents and flexible packaging business.
Read the filing ↗ · TRIPPLEG research →
UPL · UNIVERSITY PRESS PLC.
University Press Plc filed audited financials for year ended 31 March 2026. Revenue rose 14% to ₦3.9bn and profit before tax swung to ₦389.5m (37% gain vs prior year loss). Directors propose 18 kobo per share dividend (₦77.7m total), payable 24 September 2026 to shareholders registered by 31 August 2026, subject to AGM approval and withholding tax.
Read the filing ↗ · UPL research →

Q2 / Half-Year Financial Statement · 1 filing(s)

ETI · ECOBANK TRANSNATIONAL INCORPORATED
Ecobank Transnational Incorporated announced a closed period effective July 1, 2026, ahead of its board meeting on July 24 to review Q2 2026 unaudited financial statements. During the blackout, insiders cannot trade ETI shares. The restriction lifts 24 hours after the board approves and publishes results.
Read the filing ↗ · ETI research →

NGX macro snapshot manually curated

The structural backdrop you should hold in your head every morning. Live feeds for FX / oil / ASI level coming in v2.
CBN policy rate (MPR)
26.5%
May 2026 MPC (305th meeting)
Cash reserve ratio
45%
commercial banks
Settlement cycle
T+1
since 1 June 2026
NGX All-Share Index
Live in v2
Track via NGX Pulse / Nairametrics — live feed coming in v2

NGX news in the last 24 hours

From Nairametrics, BusinessDay NG, The Cable, Reuters Africa, CNBC.

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