The Market Pulse

ANOH Gas signs deal with NGIC to inject 250MMscf/d into national network

ANOH Gas Processing Company Limited has signed a Network Entry Agreement with the Nigerian Gas Infrastructure Company. This agreement allows for the injection of 250 million standard cubic feet of gas per day into the national pipeline network, boosting domestic supply.

Easy investment.

$2m NGX stocks
$1m US equities
$1m crypto portfolio
$1m Mutual funds.

Then I go back to sleep 😴 💤 https://t.co/e5SmB2PIyq

Airtel Africa and +10%... name a more iconic duo. 😅📈
Long-term investors must be smiling today.
What's your best-performing NGX stock so far? #NGX #Stocks #investingtips101

@NGN_stocks
@oluoftrades
@Afrinvest
@investbamboo
@iyekefejiymg https://t.co/QshaSqXYcg

🏆 AIRTELAFRI just keeps finding another gear.

The NGX heavyweight is locked at +10%, printing a fresh 52-week high of ₦5,801.40.

📈 +155.57% YTD
🚀 Volume already running more than 4x its 30-day average
👑Still the largest stock on the exchange
When a stock this big is https://t.co/5paAZ5R4rb

The Stocks Most Nigerian Investors Agree On... But Do You Know Why They Agree?

MTN Nigeria (MTNN)
Dangote Cement (DANGCEM)
BUA Foods (BUAFOODS)
Zenith Bank (ZENITHBANK)
Guaranty Trust Holding Company (GTCO)
United Bank for Africa (UBA)
Stanbic IBTC Holdings (STANBIC)
Wema Bank

Let’s look at what happened in the NGX this week 👇

📈 The Nigerian market had a strong session on Tuesday as the All-Share Index gained 2.15%, pushing the market capitalisation back around the ₦150 trillion level.

Moments like this remind us why patience matters in

GTCO Plc – Strongest dividend track record with FY2025 total dividend of ₦12.76/share. �
NGX Pulse +1
Zenith Bank Plc – Consistent high payouts and solid earnings. �
THISDAYLIVE +1
United Bank for Africa Plc – Reliable dividends with strong regional growth. � Follow for more

NNPC, Partners Sign Gas 6 Agreements to Catalyse Industrial Growth, Enhance Energy Security

The Nigerian National Petroleum Company Limited and its partners have executed six gas agreements aimed at driving industrial growth and boosting energy security across the country. The agreements are expected to catalyze development within the nation's energy sector.

If you're just starting stocks in Nigeria, here's your first 3 steps:

1. Open a stockbroker account (Bamboo, Cowrywise, Trove, or Meristem)

2. Start with SWOOT (Stocks whose Marketcap is over 1 trillion Naira) — BUA Foods, BUA Cement, Dangote Cement, ARADEL, MTNN

3. Invest https://t.co/G5BbmhBHD8

Xenergi Launches Mandatory Takeover Offer for Premier Paint Shares at ₦38 Each

Xenergi Plc has launched a mandatory takeover offer to acquire up to two million ordinary shares of Premier Paint Plc at ₦38.00 per share. The transaction follows Xenergi acquiring a controlling interest in the paint manufacturing company, in compliance with the Investments and Securities Act.

💰 Early money flow is clustering around a few large caps.

AIRTELAFRI leads value traded with ₦779m, while ARADEL is close behind with ₦715m and a +3.09% gain to ₦1,470.

ZENITHBANK follows at ₦259m traded (+1.86%).

The gap between the top two and the rest of the market is https://t.co/92loguAUpo

There is a small percentage chance that MTNN may be nationalized, the talk is already at the senate https://t.co/fUNbD9trVO

Firm Secures 15-Year Gas Supply Deal For LNG Project

UTM Floating Liquefied Natural Gas Limited has signed a 15-year Gas Sale and Purchase Agreement with the NNPC and Seplat Energy Joint Venture. The agreement secures a daily supply of 200 million standard cubic feet of gas, supporting Nigeria's gas utilization expansion plans.

Nigeria’s UTM Offshore has secured a 15-year gas supply agreement for its $3 billion floating LNG project, clearing a major hurdle toward final investment decision expected in Q4 2026.

Under the deal, a joint venture between NNPC Ltd and Seplat Energy will supply 200 million https://t.co/gtj6Q0Fma7

Manufacturing’s VAT dominance strengthens case for targeted industrial support

Nigeria's manufacturing sector has reinforced its position as a major contributor to the country's Value Added Tax revenue. This dominant tax contribution strengthens the advocacy for targeted government intervention and policy support to bolster the industrial sector's productivity.

Nigeria’s biggest palm oil producer plans $100m investment in Ogun

Presco Plc, Nigeria's largest listed oil palm producer, plans to invest approximately $100 million to establish new operations in Ogun State, expanding its domestic production footprint.

There are different kinds of investors on the NGX, and each one is chasing something different.

1. The Dividend Investor: wants cash flow every year. They buy quality companies and smile when dividend alerts drop.

2. The Growth Investor: doesn't mind low dividends if earnings

@stockyvest I no get SEPLAT 😭😭😭, sold early... my average cost for ARADEL is 700 naira or so... that Presco na 2300 oooo

H1 2026 on the NGX wasn't just a bull market. It was a market of clear winners and losers.

Here are the biggest takeaways:

Top Performers (YTD)
• NGX 30: +90.21%
• Banking: +79.03%
• Pension: +71.26%
• Industrial Goods: +59.48%
• Lotus II: +56.21%

Only Two Indices Ended https://t.co/tbPNZUaFec

Experts advocate stronger governance to sustain Nigeria’s capital market momentum

Financial experts have emphasized the need for robust institutions, regulatory consistency, and legal certainty to maintain the growth momentum of the Nigerian capital market. They argue that sustaining the market's performance requires stronger corporate governance practices.