Kasuwar hannayen jari ta Najeriya (NGX) ta rufe watan Afrilu na 2026 da sabon tarihi, inda jimillar darajar kasuwa ta kai Naira tiriliyan 155.9, yayin da masu zuba jari suka samu ribar Naira tiriliyan 2.68, duk da tangarɗar da aka samu a bangaren bankuna.
All-Share Index ya ƙaru da kashi 7.33 cikin 100 a makon ƙarshe na watan, inda ya rufe a maki 242,277.81. Wannan ya haifar da ribar wata-wata ta kashi 20.36 cikin 100—mafi girma a shekarar—tare da ɗaga ribar shekara zuwa yau zuwa kashi 55.69 cikin 100.
Duk da wannan gagarumin ci gaba, bangaren bankuna ya fuskanci koma baya. Index na bankuna na NGX ya ragu da kashi 5.52 cikin 100, sakamakon raguwar farashin manyan bankuna.
Hannun jarin UBA ya faɗi da kashi 22.27 cikin 100 bayan gazawarta na sanar da rabon riba na shekara, yayin da Access Holdings (-13.17%) da FBN Holdings (-13.80%) su ma suka ragu.
A gefe guda, bangaren kayayyakin masana’antu ya yi tashin gwauron zabi da kashi 16.89 cikin 100, musamman saboda kamfanonin siminti. BUA Cement ya tashi da kashi 24.78 cikin 100, yayin da Dangote Cement ya ƙaru da kashi 8.99 cikin 100, alamar cewa masu zuba jari na sa ran ci gaban ayyukan gine-gine.
Masana sun danganta wannan tashin kasuwa da kyakkyawan sakamakon kuɗaɗen kamfanoni, daidaituwar darajar naira, da kuma ƙaruwar ajiyar kuɗaɗen waje (FX reserves) zuwa sama da dala biliyan 45, wanda ya ƙara jawo hankalin masu zuba jari na ƙasashen waje.
Harkokin ciniki sun kasance masu ƙarfi, inda aka yi mu’amala da hannayen jari biliyan 4.842 da darajarsu ta kai Naira biliyan 287.8, duk da cewa makon ya yi gajarta sakamakon hutun Ranar Ma’aikata.
Faɗaɗar kasuwa ta inganta, tare da ƙaruwa da kashi 28 cikin 100 a yawan hannayen jari da aka sayar, da kuma ƙaruwa da kashi 34 cikin 100 a darajar ciniki.
Duk da raunin bangaren bankuna, hasashen kasuwa na ci gaba da kasancewa mai kyau. Sabbin tara kuɗaɗe daga kamfanoni, kamar na Neimeth International Pharmaceuticals na Naira biliyan 2.4 ta hanyar Rights Issue, na nuna cewa har yanzu kamfanoni na kallon NGX a matsayin wata babbar hanya ta samun jari.
Masana sun ce darasin watan Afrilu a bayyane yake: duk da tashin kasuwa gaba ɗaya, dole ne masu zuba jari su zaɓi bangaren da ya dace—inda bangaren siminti da masana’antu ke bunƙasa, yayin da bangaren bankuna ke fuskantar matsin lamba sakamakon rashin biyan riba yadda ake tsammani.
