Nigerian stocks weekly review: Market sheds N3.8 trillion, Trans-Nationwide leads gainers

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Nigeria's equities market closed the week ended August 14 with a sharp N3.8 trillion loss, reversing Monday's record peak as profit-taking hit major stocks. The NGX All-Share Index fell 1.20% week-on-week to 242,619.20 points, while year-to-date return dropped to approximately 55.9%.

The market had touched N160.42 trillion in value on Monday, August 10, with the All Share Index at 248,529.75 points. But by Friday, market capitalisation had fallen to N156.62 trillion, down from N158.51 trillion on August 7.

Top gainers and losers

Trans-Nationwide Express emerged as the week's standout performer, surging 32.09% to close at N2.84 from N2.15. International Energy Insurance followed with a 31.68% gain to N5.32 from N4.04, as investors rotated into select insurance and small-cap names.

Other gainers included Sovereign Trust Insurance (up 13.77% to N1.90), Chams Holding Company (up 12.25% to N4.58), CWG Plc (up 9.74% to N21.40), Airtel Africa (up 8.59% to N6,300.00), Guinea Insurance (up 8.11% to N0.80), VFD Group (up 7.83% to N12.40), NAHCO (up 7.29% to N150.20), and Cadbury Nigeria (up 6.71% to N62.00).

On the downside, AVA Capital fell 34.55% to N7.20, Unilever Nigeria dropped 18.94% to N118.30, and Zichis Agro Allied Industries lost 15.08% to N18.30. Other losers included Thomas Wyatt Nigeria (down 14.33% to N2.75), Dangote Sugar Refinery (down 11.58% to N64.55), NPF Microfinance Bank (down 10.99% to N4.05), Austin Laz & Company (down 10.69% to N2.84), Cornerstone Insurance (down 10.62% to N5.05), BUA Foods (down 10.00% to N760.60), and John Holt (down 9.90% to N9.10).

Profit-taking in MTNN (-4.73% w/w), BUAFOODS (-10.00% w/w), and ZENITHBANK (-2.70% w/w) outweighed buying in AIRTELAFRI (+8.59% w/w), GTCO (+0.39% w/w), and ACCESSCORP (+0.37% w/w).

Sectoral and market activity

All sectoral indices closed broadly negative for the first time. The NGX Consumer Goods Index tumbled 6.72% week-on-week to 4,037.91 points, the worst hit. The NGX Insurance Index fell 2.72% to 1,128.74 points, Banking slipped 1.48% to 2,548.02 points, Oil & Gas dropped 0.74% to 5,201.81 points, and Industrial Goods lost 1.22% to 10,379.10 points.

Despite the correction, most indices remain strongly positive year-to-date, led by Oil & Gas (up 94.81%) and Industrial Goods (up 82.84%). Consumer Goods is now the weakest major sector year-to-date, up just 1.57%.

A total turnover of 12.153 billion shares worth N176.058 billion changed hands in 224,146 deals, more than doubling the previous week's volume of 5.359 billion shares worth N139.053 billion. The Financial Services Industry led activity, contributing 92.25% of total volume and 50.55% of total value. Fortis Global Insurance, Cornerstone Insurance, and Consolidated Hallmark Holdings accounted for 9.488 billion shares worth N36.219 billion, contributing 78.07% of total volume.

Twenty-six equities appreciated, fifty-nine depreciated, and sixty-two remained unchanged.

Corporate actions

Lasaco Assurance Plc listed an additional 9,236,321,546 ordinary shares on August 12, 2026, raising total issued shares from 11.08 billion to 20.32 billion. The shares arose from a Rights Issue at N2.00 per share on the basis of five new shares for every six held.

Several stocks traded ex-dividend. Presco adjusted from N2,070.00 to N2,055.34 following a N14.66 dividend. Ikeja Hotel eased from N47.00 to N46.97 on N0.03 dividend. The Initiates dropped from N27.00 to N26.80 after declaring N0.20 per share. HBM Nigeria fell from N350.00 to N334.00 on a N16.00 dividend. Seplat Energy shed value from N11,363.90 to N11,200.63 following its N163.27 payout.

The week's decline marks the sharpest weekly pullback since June's correction. For Nigerian investors, the drop is a reminder that even strong bull markets pause, but the broader 2026 trend remains supported by solid year-to-date gains in Oil & Gas and Industrial Goods.

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