Investment ideas by ASYL INVEST JSC (Kazakhstan) analysts' on January 28, 2010

/IRBIS, January 28, 2010/ - ASYL INVEST JSC (Almaty) provided an overview of major events and their investment ideas and forecast to IRBIS on January 28, 2010. According to the massage the analysts of ASYL INVEST expected at international stock markets: - Today analysts of joint-stock company "ASYL INVEST" expect growth of the share markets of the USA and Europe. Sales in the market in the USA were slowed down despite the negative data on the habitation market. As the basic drivers in the markets the published reporting will act. Today the reporting for fourth quarter 2009 Amazon, AstraZeneca, AT&T, Ford, Microsoft, Motorola, Nokia, SanDisk, Southwest Bancorp, US Airways, Occidental Petroleum, Consol Energy, Potash Corp, Procter&Gamble, 3M, Colgate-Palmolive and so forth will be published. - Among the published macroeconomic data it is necessary to allocate the data about volume of orders for the goods of long using in the USA for December. Indicator growth is expected. Also in the USA the traditional data on a labor market for last week will be published. It is expected that the quantity of demands for payment of unemployment benefits was reduced. In a euro zone the data of indexes of confidence of economic, industrial, consumer spheres and in sphere of services will be published. Growth of indicators is expected. In Germany there is data on unemployment. Growth of quantity of workplaces in the country is expected, but the rate of unemployment also is expected at high level-8.2 %. - Asian share indexes show now growth. Japanese Nikkei 225 grows on 1.5 %, Chinese Shanghai Composite adds about 0.5 %, and Hong Kong Hang Seng grows on 1.8 %. The nearest futures for oil of mark Brent bargain at level 72.2$/barr., marks WTI nearby 73.6$/barr. Gold bargains about level in 1090$/tr.unts., silver - 16.6$/tr.unts., copper - 3.22$ / pound. Futures for the American indexes show now growth within 0.5-0.7 %. Course EUR/USD - 1,4006, GBP/USD - 1.6217. Analysts of JSC ASYL Invest make following recommendations to investors on share papers Kazahmys plc (LSE:KAZ, KASE:GB_KZMS): today the company will publish the industrial report for the fourth quarter 2009. According to JSC expectations by ASYL Invest, copper manufacture is predicted at level of 71.5 thousand tons. As a whole for 2009 it is expected that the company made about 320 thousand tons of copper. The company forecast-300 thousand tons. Manufacture of silver of analytics of JSC ASYL Invest expect at 15,4 thousand level тр. Ounces for 2009, and gold manufacture? At 130 thousand level Current fundamental estimation of JSC ASYL ИНВЕСТ of a fair stock value of the company means the target price in 13,5 pounds sterling that does not mean essential potential of growth. The long-term recommendation about company papers? To hold . During the yesterday's auctions, shares of company have decreased in the price for 0,7 % to level of 12,65 pounds sterling. Thus during the stock quote auctions decreased more low and reached recommended to JSC ASYL INVEST of the purchase price in 12,3 pounds sterling. Analysts of JSC ASYL ИНВЕСТ change the current trading recommendations about company papers: to buy (to average positions) at level of 12 pounds sterling (2 900 tenges) to sell (partially to fix profit) at level of 15 pounds sterling (2 500 tenges). Opening positions one prize (without possibility of averaging and position escalating), it is recommended to establish relatives stopp-losy. In the debt market of analytics of JSC ASYL ИНВЕСТ JSC Kazkommertsbank (KKGBb4, recommend to investors to pay attention on coupon bonds KZ2CKY10B513. Profitableness - 15 %, the pure price? 78,5748 % from face value, the coupon rate - 8,9 %, on inflation, repayment date - 25.03.15). Analysts of JSC ASYL Invest consider attractive parameters of bonds, proceeding from a good position of bank, and also expect a rise in prices of the given papers after growth of level of profitableness of the bond following the results of last transactions. Last year the bank has shown good credit status. In November, 2009 the bank has extinguished Eurobonds for the sum $500 million, in July on 25 billion yens, in December the bank has extinguished the syndicated loan for the sum $300 million and has partially extinguished Eurobonds. For the accounting period inflow of means of clients also was observed, private deposits have increased practically by 16 %. Trading recommendations of JSC ASYL Invest: to buy at profitableness of 15 %, to sell at profitableness of 12 %. The given material has exclusively information character and is not the offer or the recommendation to make any transactions with the stocks. Agency "Irbis" doesn't take responsibility for the opinions which are in given material. [2010-01-28]