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For 2008 |
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Stock |
*Start Price[N] |
Forecast (N) |
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NEM |
4.00 |
8.00 |
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ECOBANK |
7.95 |
17.00 |
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NIGERIA WIRE |
6.25 |
12.00 |
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INT. BREW |
4.53 |
7.00 |
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JAPAUL |
10.64 |
16.00 |
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CORNER STONE |
4.97 |
8.50 |
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CRUSADER |
6.94 |
11.00 |
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INT ENERGY |
6.00 |
10.00 |
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VITAFOAM |
9.98 |
17.00 |
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NIGER INSURANCE |
7.06 |
9.00 |
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Click for More |
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Courtesy: Oceanic Capital;
* Start Price:Price at Computation Date |
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ADVISORY SERVICES |
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MONEYWISE PORTOFOLI O CONSTRUCTION
This service entails constructing investment portfolio for new and existing market players/investors. The process would involve:
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Determination of portfolio objective
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Assessment of risk tolerance level and return expectation of the investor
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Allocation of funds along agreed asset classes
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Execution of recommended portfolio by the client
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At the instance of the client, the constructed portfolio may be managed by our partner's wealth managers under our portfolio Management offering. |
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Fees: |
N180,000 |
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Notes: |
This is a one –off service involving having direct interview sessions with the clients to clarify portfolio objectives, return expectations, portfolio tenor and risk quotient |
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MONEYWISE TRADING STOCK SELECT & MONEYWISE FIXED STOCK SELECT
This service is a bye product of our interactions with business leaders, maket makers and rigorous desktop economic and equity research. This will entail communicating the results of our research in format that can make them to be immediately usable by subscribers. It comes in two modules
- Trading Stock Select (TSS) to cater for traders and market raiders
- Fixed Stock Select (FSS) for long term investors
Delivery mode:
- Due to the volatile nature of the market, subscribers to this service would, through email get TSS Report once in a month while FSS Report would capture fundamental changes in the company earlier recommended for investment.
- Any downgrade or upgrade of any company stock would be promptly communicated to subscribers through their respective emails
- For time sensitive information, text messages would be sent to subscribers
- The monthly report will periscope market and industry information as well as company specific information that qualifies selected companies as "Buy".
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Fees: |
N180,000 P/A |
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Targets |
Existing capital market investors who are desirous of enhancing their portfolio yield. |
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Notes: |
This is a one off service involving having direct interview sessions with the clients to clarify portfolio objectives, return expectations, portfolio tenor and risk quotient |
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MONEYWISE STOCK SCREENING
This entails conducting investigations on existing stocks held by subscribers to be able to determine their health and return potential based on the expectations of the clients.
It involves
- Dematerialisation of certificates
- Valuation of share investments
- Recommending the sale of some share holding and purchase of others in line with client's investment objectives and return expectations
- Recommendation of stock broking company
- Achieving optimal portfolio mix
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Fees: |
N180,000 |
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Targets |
Those who have invested in shares in haphazard manner and those who are not maximising their share investment |
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Notes: |
This involves having a live session with the client with the view to determining investment objectives, expectations of returns and risk tolerance limit. We observe that some capital market investors follow bandwagon effect in share investing. Some have no clue as the real reason for investment . Stock screening is all about sieving of the junks from investment |
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MONEYWISE PORTFOLIO MANAGEMENT
This is a fully integrated service that accommodates virtually all the services mentioned above:
- Determination of portfolio objective
- Assessment of risk tolerance level and return expectation of the investor
- Allocation of funds along agreed asset classes
- Screening of client's existing investment in share holding
- Creation of dummy portfolio and get the client's buy in
- Execution of recommended portfolio by the client, if non discretionary or by our wealth managers, if discretionary portfolio
- Access to margin facilities for willing clients
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Fees: |
Management Fee: 1% of net asset value. This is prorated and becomes payable on a quarterly basis |
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Targets |
Investors with not less than share/cash investment of N10million-N20million |
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Notes: |
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