REVIEW: KASE market of shares in June, 2011

12.07.11 16:21
/IRBIS, July 12, 2011/ - In June 2011, on the Kazakhstan Stock Exchange (KASE) on shares in all sectors were recorded 870 transactions totaling 5,328.1 million tenge or 36.5 million U.S. dollars at current exchange rates at the dates of transactions. The said amount is 18.0% of the monthly volume of transactions in the market of corporate securities KASE (in May 2011 - 31.8%) and 0.2% of the total exchange monthly turnover (0.3%). By the end of May 2011 at the KASE increased average daily price of 27% of names of shares (in May 2011 - 9%), decreased - 55% of titles (73%), prices of 18% of items did not change (18%). Maximum trends for the month showed the following tools: EXBNp increased by 24.3%, BTAS fell by 35.3%. In May 2011 the maximum trends showed CCBN (+1.5%) and TEBN (-20.2%). Below are tables describing the stock market KASE more than enough in June, 2011. Table 1. Statistical characteristics of KASE share market in June 2011 ------------------------------------------------------------------- Trend as of -------- --------- Indicator Jun. 2011 May 2011 Jun. 2010 -------------------------------------- --------- -------- --------- Trade volume, th. USD 36,493.1 -14.7% -23.8% Trade volume, m. KZT 5,328.1 -14.6% -24.3% Deals 870 -11.4% -28.4% Instruments in deals 23 0 -23.3% Daily average of deals 40 -19.5% -28.4% Daily average volume of deals, th. USD 1,658.8 -22.5% -23.8% Daily average volume of deals, m. KZT 242.2 -22.3% -24.3% Stock of direct deals (number), % 0.2 +0.2 pp -0.6 pp Stock of direct deals (volume), % 1.4 +1.4 pp -11.8 pp Pension assets, % gross 5.0 +5.0 pp +5.0 pp Individuals, % gross 27.6 -11.8 pp -11.5 pp Non-residents, % gross 15.0 -0.3 pp +5.8 pp KASE members, concluded deals 35 +9.4% -5.4% Market concentration, % 32.5 -29.7 pp -22.6 pp ------------------------------------------------------------------- * indicates the percentage of the total turnover of shares, which accounts for most traded securities (their number is 5% of the total number of titles of shares involved in the transaction). Tab. 2. Industrial characteristics of KASE share market * ----------------------------------------------------------------- Stake of total volume of market (%): ------------ ----------- ----------- Industry Jun. 2011 May 2011 Jun 2010 ---------------------------- ------------ ----------- ----------- Power energy 39.5 6.7 17.0 Discretional consumer sector 32.5 79.1 43.9 Finance 22.9 8.3 6.8 Raw material sector 4.0 5.2 1.9 Telecommunications services 0.6 0.2 - Industry 0.4 0.3 30.5 Main consumer sector 0.2 0.2 - Public services - - - Public health - - - Information technologies - - 0.01 ----------------------------------------------------------------- * Industrial Classification turnover structure prepared in accordance with rubricator Global lndustry Classification Standard (GICS) Standart and Poor's Tab. 3. KASE index dynamics in various periods at the moment of trade close as on June 30, 2011 (basis actual/365) --------------------------------------- Change: ----- ----- Period in % % APR --------------------------- ----- ----- For preceding 30 days -4.2 -51.1 Since the beginning of 2011 -9.2 -18.6 For last 365 days (year) +10.8 +10.8 In 2010 -2.8 -2.8 From the beginning of 2010 -11.8 -7.9 --------------------------------------- Tab 4.Main indicators of exchange purchase and sale share market in June 2011 ---------------------------------------------------------------- Market Volume of Volume of capitalization, deals, deals, Number Date m. USD KASE index th. USD m. KZT of deals -------- --------------- ---------- --------- --------- -------- 31.05.11 57,675.8 1,628.17 783.7 114.0 43 01.06.11 58,018.0 1,629.72 1,291.8 187.7 36 02.06.11 57,301.2 1,607.48 337.8 49.1 37 03.06.11 57,194.6 1,601.93 384.9 56.0 24 06.06.11 56,308.0 1,577.35 316.5 46.1 21 07.06.11 56,669.3 1,589.34 1,381.3 200.9 51 08.06.11 57,162.8 1,607.50 812.9 118.3 44 09.06.11 56,734.9 1,579.79 1,989.5 289.4 42 10.06.11 56,550.5 1,578.26 621.1 90.4 28 13.06.11 55,090.9 1,573.84 435.0 63.4 56 14.06.11 55,525.3 1,572.09 545.5 79.5 43 15.06.11 56,051.1 1,572.65 229.3 33.4 31 16.06.11 54,497.8 1,543.33 2,320.1 337.8 46 17.06.11 54,071.4 1,538.56 165.8 24.2 24 20.06.11 54,430.9 1,556.69 214.8 31.4 21 21.06.11 54,647.3 1,552.85 2,746.4 400.5 29 22.06.11 55,020.1 1,550.12 391.1 57.1 33 23.06.11 55,230.9 1,558.03 212.9 31.1 25 24.06.11 54,396.4 1,544.59 544.3 79.5 36 27.06.11 53,811.6 1,523.63 13,244.0 1,937.2 151 28.06.11 52,871.5 1,503.80 278.7 40.8 28 -------- --------------- ---------- --------- --------- -------- Trend -2,023.6 -68.4 % -3.5 -4.2 ---------------------------------------------------------------- Tab. 5. Changes in shares traded on KASE in June 2011 ------------------------------------------- Shares: Issuers: Admission ----- ----- ----- ----- category Numb. trend Numb. trend ------------------- ----- ----- ----- ----- First 14 -1 9 -1 Second 23 +4 16 +2 Third 54 -1 44 -1 Investment funds` 2 0 2 0 securities Unlisted securities 11 0 9 0 ------------------- ----- ----- ----- ----- Total 104 +2 76 +1 ------------------------------------------- Tab. 6. Results of trades in shares on KASE in June 2011 (according to data on deals, concluded on the secondary market by open trade method) -------------------------------------------------------------------------------- KZT per share: --------- --------- ----------------- ------------------- Last deal: For last 365 days: Amount Number Share --------- --------- Of deals, Of code min. max. Price Chan.,% Min. max. Th. USD deals ------- --------- --------- --------- ------- --------- --------- --------- ---- BSUL 630.00 630.00 630.00 0 620.00 658.05 143.4 17 BTAS 2.00 4.00 2.35 -38.2 1.80 549.00 55.6 72 CCBN 487.01 523.82 487.01 -7.1 487.01 670.00 448.2 25 EXBNp 1,210.00 1,300.00 1,300.00 1,210.00 1,300.00 7,414.4 2 GB_ENRC 1,755.00 2,100.00 1,950.00 -5.6 1,755.00 2,600.00 307.9 64 GB_KZMS 2,894.00 3,200.00 3,200.00 +2.2 2,241.00 3,800.00 377.9 45 HSBK 318.00 335.19 321.00 -2.7 280.00 445.00 216.7 39 KASE 4,500.00 4,500.00 4,500.00 -0.0 3,750.00 6,000.00 4.5 1 KAZIp 300.00 334.00 305.00 -9.0 300.00 390.00 46.6 11 KKGB 395.00 460.00 400.00 -12.5 356.00 616.00 150.2 26 KKGBp 188.00 198.00 188.00 -5.1 188.00 242.00 52.0 4 KZTK 19,400.00 19,950.00 19,550.00 +0.7 13,500.00 20,850.00 5,581.8 61 KZTKp 9,200.00 9,550.00 9,200.00 -3.2 6,300.00 9,990.00 51.4 7 MMGZp 6,002.50 6,002.50 6,002.50 4,000.00 10,450.00 4.1 2 RDGZ 17,200.00 19,581.00 17,800.00 -6.3 15,155.01 21,000.00 468.9 41 RDGZp 17,150.00 18,300.00 17,600.00 -4.1 10,800.00 20,510.00 19,058.8 392 SATC 71.00 71.50 71.07 +0.01 70.87 72.00 324.1 27 TKUDp 9.01 9.01 9.01 0 9.00 9.01 293.4 3 TSBN 813.16 942.85 942.85 813.16 970.00 907.1 5 ZERD 1.10 1.20 1.20 0 0.70 2.49 0.3 2 ZERDp 5.25 5.40 5.40 +3.6 4.60 5.72 87.2 22 ------- --------- --------- --------- ------- --------- --------- --------- ---- 22 35,994.6 868 -------------------------------------------------------------------------------- Notes: The table provides data on the shares. in which the deals were concluded by one of the open trade methods. Trends (change in %) are provided in relation to the last deal of the preceding month (May 1 - 31, 2011). Trend is not computed. if there were no deals in the preceding month. Tab. 7 Top 10 most liquid shares of KASE in June 2011 ----------------------------------------------------------------------------- Liquidity indicator calculation base (Kl): Position ----------------------------------------------------------------------------- Liquidity Amount Number of Number of Jun. May Share index Of deals, Number KASE result. 2011 г. 2011 г. code (Kl) mln KZT of deals members days ------- ------- ------- ---------- ----------- ---------- -------- ---------- 1 1 RDGZp 2.99 1,051.9 300 25 22 2 6 KZTK 1.65 813.5 61 16 19 3 2 BTAS 1.32 8.1 72 16 19 4 9 GB_ENRC 1.30 44.9 64 17 17 5 4 GB_KZMS 1.17 55.1 45 17 14 6 5 RDGZ 1.16 68.3 41 18 12 7 3 HSBK 1.15 31.6 39 16 16 8 8 CCBN 1.03 65.2 25 15 14 9 10 SATC 0.92 47.2 27 15 9 10 7 KKGB 0.81 21.9 26 10 14 ----------------------------------------------------------------------------- Notes: For calculation of Kl only data on deals concluded in KASE secondary market sector by one of the open trade methods are accounted. The methodology of calculation of this indicator is available in the corresponding section of the document, released at http://www.kase.kz/mix/rsp.pdf in Russian and at http://www.kase.kz/eng/mix/rsp.pdf in English. Tab. 8. Top-10 most capitalized companies listed on KASE, whose shares are listed on securities exchanges (at the close of trading on the dates indicated) ------------------------------------------------------------------------------- As of Jun 30: As of May 31: Change: --------------------- --------------------- ----------------- Short Po- Capita- Compa- Po- Capita- Compa- Capita- Quotas, Company si- lization, Ny's- si- lization, Ny's- lization, Perc. Name Tion mln. USD Quota% Tion mln. USD Quota% mln. USD point. ----------------- ---- --------- ------ ---- --------- ------ --------- ------- ENRC PLC 1 17,008.9 30.56 1 18,263.2 31.67 -1,254.3 -1.10 KAZAKHMYS PLС 2 11,655.3 20.94 2 11,519.6 19.97 +135.6 +0.97 EP KMG 3 8,801.7 15.82 3 9,421.0 16.33 -619.3 -0.52 Halyk Bank 4 2,884.2 5.18 4 2,950.6 5.12 -66.4 +0.07 Mangistauminaigaz 5 2,702.5 4.86 5 2,733.9 4.74 -31.4 +0.12 KKB 6 2,296.3 4.13 6 2,616.4 4.54 -320.1 -0.41 Nurbank 7 1,891.4 3.40 7 1,896.6 3.29 -5.2 +0.11 ATFbank 8 1,487.7 2.67 9 1,319.9 2.29 +167.8 +0.38 Kazakhtelecom 9 1,482.9 2.66 8 1,476.6 2.56 +6.3 +0.10 Shubarkol-komir 10 723.7 1.30 10 725.7 1.26 -2.0 +0.04 ------------------------------------------------------------------------------- Notes: The company stock % - an indicator, received by cutting off market capitalization of the company to total capitalization of exchange market share of official list of securities of KASE and expressed in percent. As of the market close, June 30, 2011 this indicator made USD55,652.2 mln. 91 shares of 65 issuers were listed on the official list of KASE [2011-07-12]