APEX INVEST

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APEX INVEST

APEX INVEST

@Apex__Invest

Global macro & multi-asset research firm analyzing macro data, valuation frameworks & market flows for equity, fixed income & FX insights.

Nigeria Katılım Şubat 2025
0 Takip Edilen1.8K Takipçiler
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APEX INVEST
APEX INVEST@Apex__Invest·
The noise is constant. The signal is disciplined. APEX INVEST interprets global markets through macro cycles, flows & policy regimes—turning complexity into structured positioning insight. Macro | Equities | FX | Fixed Income Follow @Apex__Invest
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APEX INVEST
APEX INVEST@Apex__Invest·
APEX INVEST | WEEK AHEAD Global markets face a crucial test as labor, inflation, and growth data collide with persistent bond market concerns. Key themes: • US labor data • Eurozone inflation & growth • Australia GDP • Bond vigilantes • SpaceX & Anthropic #WeekAhead....
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APEX INVEST
APEX INVEST@Apex__Invest·
🇳🇬 Nigerian Equities Market — Weekly Scorecard Despite sectoral divergence: *NGX ASI advances to 250,385 points. *The Growth Index posts a remarkable +42.55% MtD. Banking and Consumer Goods face near-term headwinds. #NGX #Equities #WeeklyReport #Investing
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APEX INVEST
APEX INVEST@Apex__Invest·
A ₦96B earnings swing in one year. Most investors will credit operations. They're looking in the wrong place. Guinness Nigeria's turnaround story is hidden in the balance sheet. 🎥 APEX INVEST YouTube Channel: youtu.be/vjfggHNoAAU?si…⁠�
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APEX INVEST
APEX INVEST@Apex__Invest·
The real question Retained deficit went from −₦46B to −₦5B. Equity grew 20x. The dollar debt is gone. The recovery from the FX damage is real and the numbers are clean. Guinness Nigeria escaped the debt structure that was drowning them. Now the real test begins.
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APEX INVEST
APEX INVEST@Apex__Invest·
The ownership shift Diageo sold. Tolaram bought. New management, new supply chain, new banking relationships, all at once. But the brands stayed. Same bottles. Same names on them.
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APEX INVEST
APEX INVEST@Apex__Invest·
Guinness Nigeria swung from a ₦54.8B loss to a ₦41.2B profit in one year (FY 2025 AUDITED RESULTS) The product didn't change. The marketing didn't change. The breweries didn't change. The balance sheet did. Here's the actual story......
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APEX INVEST
APEX INVEST@Apex__Invest·
Exports fell despite higher oil & gas prices, suggesting soft external demand. Imports surged on gold and manufactured goods, with much of it added to inventories. #CanadaGDP 🇨🇦
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APEX INVEST
APEX INVEST@Apex__Invest·
🇨🇦 Canada's Q1 2026 GDP stalled at 0.0%, coming from -0.2% of Prior quarter. • Consumption grew • Govt spending dropped • Fixed investment dropped • Import exceed Export and dragged the Net trade. Consumption is the only positive. Net trade was the biggest drag on growth.
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APEX INVEST
APEX INVEST@Apex__Invest·
🇯🇵 Japan's labor market remains strong. • Unemployment fell to 2.5%, the lowest since Jul 2025. • Participation rate rose • Employment hit a record high • People outside the labor force declined • Jobs-to-applicants ratio at 1.18, indicating more vacancies than job seekers.
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APEX INVEST
APEX INVEST@Apex__Invest·
The market saw a profit decline We saw a different story Our analysis on Fidelity Bank's FY2025 audited results separates reported numbers from business fundamentals and highlights the key drivers investors should monitor going forward. Watch here: youtu.be/yCh_jIAaDPE?si…⁠�
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APEX INVEST
APEX INVEST@Apex__Invest·
Growth continues, but domestic demand was softer than first reported.
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APEX INVEST
APEX INVEST@Apex__Invest·
🇺🇸 US Q1 2026 GDP was finalized at 1.6%, less than the initial 2.0% estimate. • Consumer spending revised • Private investment revised • Net trade dragged as import outpaced export • Government spending rebounded after prior shutdown-related weakness. #GDP #Macro #USEconomy
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APEX INVEST
APEX INVEST@Apex__Invest·
Fidelity Bank's 2025 FY scoreboard said: profit down 12.8%. Headlines agreed. The actual business: NII at an all-time high. Fees up 33%. Provisions down 62%. Underlying profit nearly doubled. One derivative book photobombed the entire result. Here's how to read through it 🧵
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APEX INVEST
APEX INVEST@Apex__Invest·
Two years. Same bank. The business never stopped growing. The derivative book kept rewriting the headline — gains in 2024, in 2025 — while the core compounded quietly underneath. More details will be on our youtube channel link is down below
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APEX INVEST
APEX INVEST@Apex__Invest·
While the derivative book was burning, the actual bank was running its fastest lap: NII: ₦630B → ₦831B. Fees: +33%. Provisions: −62%. Not one core line stuttered. The market was pricing a bank in distress.
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