Another Earnings Season is here
Welcome to a brand new trading week.
As we commence the third quarter of the year, we expect that within the next couple of weeks, companies will start turning in their H1-2016 reports. This will present investors with an excellent opportunity to re-balance and re-align their portfolios.
Kindly send in your requests for portfolio re-alignment to email@example.com
to ensure that your portfolio is skewed towards optimum returns based on the new realities and unfolding events.
Also, our equities note on Oando will be published shortly to guide our esteemed investors on their Oando exposure. A special report on the unfolding issues around Skye Bank will also be published this week.
We will also like to implore you to encourage your friends to subscribe to the GTI Research mailing list by visiting www.gti.com.ng
and clicking on email subscription to join our ever growing mailing list.
For all your estate account challenges, Investment advisory, portfolio realignment and research support, please send your inquiries to firstname.lastname@example.org.
If you would require any help to ensure that your portfolio is positively aligned, or any inquiry on your portfolio, please send an email to email@example.com or to firstname.lastname@example.org
Have a fantastic trading week.
Head, Research and Strategy
Champion Breweries: Going by the recent antecedence of Heineken and how it merged the operations of Consolidated Breweries and Sona Breweries with its flagship brand Nigeria Breweries, the smart money is on the possibility that at some time soon, Champion Breweries may be merged fully with the operations of Nigeria Breweries.
Zenith Bank: Despite the challenges in the Nigerian financial services sector, with rising loan loss provisions as a result of their exposure to the oil and gas sector as well as the potentially toxic power sector, doubts about asset quality and weakening CAR, we still see opportunities in the tier one banks.
The company has a huge public sector portfolio which includes: Permanent Site of the National Institute for Legislative Studies, Abuja, New Residences for Presiding Officers of the National Assembly, Abuja, Rehabilitation & Extension of Airport Expressway, Abuja, Rehabilitation of Badia Roads,Lagos, Lagos-Badagry Expressway,Lagos, Lagos-Ibadan Dual Carriageway, Section 1, Lagos-Shagamu, and many more. (these are all on-going
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