The Market Pulse

Key Takeaway
Amazon’s cloud strength vs. Apple’s supply bottlenecks shows where AI hardware constraints are pinching. Domestically, a 7% monthly gain for the NGX shows local liquidity remains remarkably resilient.
#NGX #Stocks #WallStreet #CrudeOil #Naira #Investing #IsaacMarkets

NGX Closes July at ₦158.3T 🇳🇬
The domestic bourse paused to wrap up the month:
• ASI: 🔻 -0.03% to 245,283.68 bps (Up ~7% for July!)
• Market Cap: ₦158.30T ($116B)
• Turnover: 692.88M shares worth ₦44.84B across 55.3k deals

@Eyitayo_Tayo @UBAGroup @UBANigeriaPlc It happened to me too, I transferred money from uba to an access bank up till now the person is yet to be credited

@GideonYusu78720 @iambabtee @MyFCMB I think say na only me, FCMB never gree send money

Nigerians Spend ₦1.7trn On MTN Data In 6 Months

MTN Nigeria reported generating ₦1.7 trillion from data services in the first half of 2026, according to financial results filed with the Nigerian Exchange Limited. The figures reflect sustained consumer demand for internet connectivity despite prevailing macroeconomic challenges during the period.

What does Femi Otedola want?

Market participants are closely monitoring unusual trading activity and rising share prices in First Holdco, with heightened interest surrounding major investor strategic moves on the Nigerian Exchange.

@NGMarketLens AVA Capital's listing is another reminder that the NGX is gradually becoming a more attractive platform for businesses seeking long-term capital. The next milestone isn't just getting more companies to list,it's ensuring those companies create lasting value for shareholders after

Investors should not be happy with MTNN while customers suffer.

NNPC revenue hits N19.04trn in six months

Recent financial disclosures indicate significant revenue generation alongside fluctuating profit after tax figures across the initial months of the year, reflecting broader fiscal trends within the national energy sector.

Seplat Energy’s H1 profit surges 430% on higher oil prices

Seplat Energy Plc has reported a blockbuster performance for the first half of 2026, with profit after tax surging 430.3 per cent to N225.5 billion, driven by higher oil prices...
https://t.co/B6YCv0CfOx

The taxman also had a good half year.

Profit before tax grew 14%.

The tax bill grew 41%.

Looks like the government enjoyed the results too.

#BUAFOODS #Taxes

Rice is still waiting for its big break.

After years of investment, rice contributed just 4% of revenue.

Even worse, revenue from the segment declined 20%.

The market is still waiting for the rice business to take off.

#BUAFOODS #NGX https://t.co/k67cr1VX1x

Market close 🔔

ASI: 245, 283.7 (-0.04%)
Market cap: 158.3T
YTD: +56.5%
Date: 31 July, 2026.

NGX closes red on the last day of July.

Another weekend to get acquainted with NGX Fair value report by @stockyvest - trust me it is worths absolutely all your time this weekend

Volume only matters if it is quality volume

​On the NGX, you want businesses that actually generate cash, pay steady dividends, and hold solid market power, companies like GTCO, Zenith, and Access for liquidity, MTNN for everyday demand, or Dangote Cement and Nestlé for pricing https://t.co/9gy6XCN9p8

FG seeks private capital to accelerate Nigeria’s clean mobility drive

The federal government of Nigeria is seeking private capital investment to accelerate the expansion of Compressed Natural Gas refuelling stations and clean mobility infrastructure across the country.

@iambabtee @wemabank I hope your bank is not among those banks delaying my upkeep ? 😀😀

But @iambabtee how can all the banks be delaying payment ? This issue is from nelfund itself , not the innocent banks

FG rules out electricity tariff hike as power generation steadies at 5,000MW

The Federal Government has decided against an immediate electricity tariff hike following consistent power generation above 5,000 megawatts over the past two weeks. This stability aims to manage operational costs across various sectors and support overall macroeconomic stability.

BUA Foods Now Has Over ₦1 Trillion in Shareholders' Equity.

The company's financial position became even stronger during the first half of 2026.

Highlights:

• Total Assets: ₦1.67 trillion (+20%)
• Shareholders' Equity: ₦1.01 trillion (+41%)
• Total Liabilities: ₦665.5 https://t.co/caFxZenIbW

Revenue Fell. Profit Rose. Here's How BUA Foods Did It.

BUA Foods delivered a strong H1 2026 despite weaker revenue. The company improved profitability by keeping costs under control and benefiting from a more stable foreign exchange environment.

Key highlights:

• Profit

We are delighted to congratulate Stanbic IBTC Bank on their extraordinary achievement of winning The Global Business & Finance Magazine Awards 2026 in the category of Best Digital Banking Experience – Nigeria 2026.

#globalbusinessandfinancemagazine #event #awards #awards2026 https://t.co/XbEdvrTyZq