Stock Research · Technology
Microsoft — The Enterprise AI Operating System
Microsoft develops and sells software, cloud infrastructure, and hardware across enterprise and consumer markets. Its Azure cloud platform is the backbone for a growing share of global enterprise AI workloads, while Copilot integration across Office 365 is creating a new monetisation layer on top of an already-dominant productivity suite. With 345 million paid Office seats and Azure growing north of 30% annually, Microsoft is compounding across multiple durable vectors simultaneously.
Stock Research · Consumer Staples · NGX
Honeywell Flour Mills — The Milling Business Finally Works
Honeywell Flour Mills Plc mills wheat into flour, semolina, noodles and pasta across two Nigerian sites, and is 76.75% owned by Flour Mills of Nigeria. After a flat FY2026, the first quarter of FY2027 delivered the clearest operating inflection in a decade — revenue up 67% to ₦112.9bn and operating margin up 361 basis points — as ₦33.6bn of previously idle capital work in progress began carrying volume. The path to our long-term target requires no multiple expansion at all, only earnings compounding, though it rests against ₦118.1bn of related-party receivables standing at 194% of shareholders’ funds.
Stock Research · Healthcare · NGX
Fidson Healthcare — Nigeria’s Leading Pharmaceutical Manufacturer
Fidson Healthcare Plc is one of Nigeria’s largest indigenous pharmaceutical companies, manufacturing and marketing a broad range of pharmaceutical products across multiple therapeutic categories. With a strong domestic distribution network, growing local manufacturing capacity, and increasing demand driven by Nigeria’s expanding population, Fidson is well positioned as a long-term beneficiary of Nigeria’s healthcare formalisation trend.
⌛ Coming Soon
Stock Research · Semiconductors
AMD — The Credible Alternative in AI Silicon
Advanced Micro Devices designs high-performance processors and graphics chips for data centres, personal computers, and gaming consoles. Its MI300X AI accelerator has emerged as the most credible alternative to NVIDIA’s dominant GPU lineup, with hyperscalers actively diversifying their AI chip supply chains. AMD’s combined CPU-GPU architecture and competitive pricing give it a structural entry point into a market that is expanding faster than any single supplier can serve alone.
Stock Research · Technology
ServiceNow — AI at the Enterprise Workflow Layer
ServiceNow provides cloud-based workflow automation software that connects people, functions, and systems across large enterprises. Its platform manages IT service operations, HR, legal, and finance workflows under a single architecture — making it deeply embedded and costly to replace. AI integration through its Now Assist suite is driving upsell into existing customers, and with gross retention consistently above 98%, ServiceNow has the pricing power and stickiness of a true enterprise operating system.
Stock Research · Technology
Oracle — Cloud Infrastructure’s Underappreciated Compounder
Oracle builds and sells database software, cloud infrastructure, and enterprise applications used by the largest organisations in the world. Its Autonomous Database and OCI cloud platform have positioned it as the infrastructure provider of choice for AI workloads that require specialised, low-latency database performance — a niche where AWS and Azure are structurally disadvantaged. Decades of embedded enterprise contracts, combined with a rapidly accelerating cloud revenue base, make Oracle a rare compounder hiding in plain sight.
ETF Research · Income
SCHD — The Gold Standard for Dividend Growth Income
The Schwab U.S. Dividend Equity ETF tracks an index of 100 high-dividend-yielding US stocks screened for fundamental quality — specifically cash flow to debt, return on equity, dividend yield, and five-year dividend growth rate. The result is a portfolio of financially sound, consistently profitable companies that have demonstrated the discipline to grow their dividends over time. For investors seeking reliable passive income with equity upside, SCHD offers an efficient, low-cost vehicle that has compounded dividends for over a decade.
Stock Research · Financial Services · NGX
Access Holdings — Pan-African Banking at Scale
Access Holdings Plc is the parent company of Access Bank, one of Africa’s largest banks by total assets. With operations spanning over 20 countries across Africa, the UK, and beyond, Access Holdings is executing a deliberate strategy to become the world’s most respected African bank. Its diversified revenue base, strong retail deposit franchise, and expanding non-banking financial services subsidiaries position it as a compelling long-term holding in the Nigerian and broader African financial sector.
⌛ Coming Soon