ajchihiyah

I used to just build the front door (Frontend Dev). Now I'm learning how to pick the locks (Cyber Security). Documenting my journey into IT Security

@ChelseaFC

[ajchihiyah @ajchihiyah]

It's whether you're positioned for it.
#AfricanMarkets #FrontierMarkets #NGX #JSE #NSE #DangoteCement #Safaricom #MTNGroup #Cocoa #EmergingMarkets
https://t.co/kcUWrrXLUR

[ajchihiyah @ajchihiyah]

🧵 African markets are in full risk-on mode today. Here's what you need to know in 60 seconds:
1/ The leaders: Dangote Cement (+2.86%) is flying on the NGX. Safaricom (+2.24%) and MTN Group (+1.76%) are ripping across Nairobi and Johannesburg. Domestic demand > commodities right

[ajchihiyah @ajchihiyah]

Rand +0.44%. No FX panic = more runway for the equity rally.
7/ Bottom line: African markets are having a moment. Record foreign portfolio flows, domestic-demand stocks leading, and Africa Capital Week convening in Nairobi this week.
The question isn't whether Africa is working.

[ajchihiyah @ajchihiyah]

@magonjomarlon It's needed

[ajchihiyah @ajchihiyah]

@antomukuwa But have you seen these rates as well by our banks

[ajchihiyah @ajchihiyah]

@BRICSinfo 🤣

[ajchihiyah @ajchihiyah]

Cocoa futures +2.15% to $7,845/mt on El Niño supply fears. Full movers 👇 📊 Top Gainers: DANGCEM +2.86% | SCOM +2.24% | MTN +1.76% 📉 Top Losers: AGL -1.30% | EQTY -1.24% | ORAS -1.20% #AfricanMarkets #StockNews
https://t.co/t3yG0DEOHA

[ajchihiyah @ajchihiyah]

🌍 African markets close mixed. Dangote Cement leads the charge +2.86% to ₦450.20, while Safaricom bounces +2.24% on the NSE.

Mining stocks drag: Anglo American slips -1.30% as copper sentiment cools. Brent Crude firms at $84.62/bbl (+1.24%).

[ajchihiyah @ajchihiyah]

But Africa's smartphone market just posted its first YoY decline in 3 years. Infrastructure is booming. Affordability is not. #AfricaTech #AI #DataCentres
https://t.co/A5jljY3si5

[ajchihiyah @ajchihiyah]

📡 MTN is going all-in on AI infrastructure: 150MW data-centre build-out, Phase 1.

Nigeria's NITDA just signed the National Sovereign Cloud into regulation.

AWS commits $1B. NVIDIA backs Cassava Tech.

[ajchihiyah @ajchihiyah]

Guinea's Simandou is the model: rail, port, agriculture, and iron ore in one ecosystem. Côte d'Ivoire: Montage Gold pours first gold before year-end. $1B secured. The future is what you build on the surface. #Mining #Africa #CriticalMinerals

https://t.co/pwUauRNTZA

[ajchihiyah @ajchihiyah]

⛏️ Africa's mining sector is rewriting the playbook: less extraction, more co-development.

MOTA 2026: 260 delegates from 32 countries. The message? Sovereignty, sustainability, and local value creation.

[ajchihiyah @ajchihiyah]

attention.
2/ The refinery was built to end Nigeria’s fuel imports. Instead, war in the Strait of Hormuz turned it into Europe’s largest jet-fuel supplier. Dangote now ships ~20% of Europe’s jet fuel. Accidental geopolitical relevance, now being monetized.
3/ The structure is

[ajchihiyah @ajchihiyah]

🧵 The $5B refinery IPO that could redraw Africa’s capital markets
1/ In October, Aliko Dangote’s refinery will list on the Nigerian Exchange. Target: ~$5B raised. Valuation: $40–50B. That is 3x the size of any prior African equity raise. Here is why capital allocators should pay

[ajchihiyah @ajchihiyah]

structural re-rating? The next 90 days will tell.
#Nigeria #NGX #Markets
https://t.co/1FnvZa77sH

[ajchihiyah @ajchihiyah]

🇳🇬 Nigeria's stock market gained N1.9 TRILLION yesterday on frontier-market euphoria.
Dangote Cement +2.86%. GTBank +1.45%. Zenith +1.20%.
Finance Ministry says $1tn GDP by 2030 is "on track."
But inflation is 22%+, MPR is 26.25%, and Atiku is slamming fuel prices.
Sugar rush or