The Weekly Street Note — W41 · 9 Oct 2026
🟢 4 Strong · 🟡 35 Positive · Median score 65.6
The NGX's breadth this week reflects a market recalibrating to structural energy policy and currency headwinds. Dangote Group's projection of naira weakness to N1,330/$ by year-end, coupled with the FG's 30-day petrol discount absorbed by NNPC Retail margins, has repositioned investor appetite toward defensible cash generators. The NLC's two-week ultimatum on fuel pricing and minimum wage renegotiation underscores volatility ahead, yet the model caught this rotation early: four new names entered the Strong tier (CWG, IKEJAHOTEL, MAYBAKER, OANDO), with zero exits, signaling conviction at the to
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