REVIEW: KASE market of shares in October 2011

10.11.11 16:01
/IRBIS, November 10, 2011/ - In October 2011, on the Kazakhstan Stock Exchange (KASE) on shares in all sectors were recorded 914 transactions totaling 2,468.1 million tenge or 16.7 million U.S. dollars at current exchange rates at the dates of transactions. The said amount is 38.6% of the monthly volume of transactions in the market of corporate securities of KASE (in September 2011 - 11.1%) and 0.1% of the total exchange monthly turnover (0.6%). As a result of September 2011 at the KASE average daily prices of shares of 31% of titles have increased (in September - 19%), decreased - 38% of titles (62%), prices of 31% have not changed (15%). Maximum trends for the month showed the following tools: KZTKp grew by 27.8%, BTAS fell by 28.4%. In September 2011 the maximum trends were shown by KZTKp (+14.6%) and GB_KZMS (- 24.1%). Below are tables describing the stock market of KASE in October, 2011. Table 1. Statistical characteristics of KASE share market in October 2011 -------------------------------------------------------------------- Trend as of -------------------- Indicator Oct 2011 Sep 2011 Oct 2010 -------------------------------------- -------- --------- ---------- Trade volume, th. USD 16,685.3 5.9 times 83.0 times Trade volume, m. KZT 2,468.6 5.9 times 82.7 times Deals 914 +23.3% -43.8% Instruments in deals 27 +3.8% +3.8% Daily average of deals 44 +29.2% -43.8% Daily average volume of deals, th. USD 794.5 5.7 times 83.0 times Daily average volume of deals, m. KZT 117.6 5.6 times 82.7 times Stock of direct deals (number), % 0.1 -0.3 pp -0.1 pp Stock of direct deals (volume), % 1.2 +1.2 pp +1.19 pp Pension assets, % gross 0 -24.5 pp -0.4 pp Individuals, % gross 37.9 +15.5 pp -12.3 pp Non-residents, % gross 12.1 +11.4 pp +11.8 pp KASE members, concluded deals 30 -9.1% -21.1% Market concentration, % 23.2 -24.7 pp -73.8 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 Oct 2011 Sep 2011 Oct 2010 ---------------------------- ------------ ----------- ----------- Power energy 52.7 51.2 0.9 Discretional consumer sector 20.0 42.8 0.2 Finance 19.7 3.3 0.5 Raw material sector 5.1 2.0 97.0 Telecommunications services 1.5 0.3 0.7 Industry 0.7 0.1 0.03 Main consumer sector 0.3 0.1 - Public services - 0.2 0.7 Public health - - - Information technologies - - - ----------------------------------------------------------------- * 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 of Oct 31, 2011 (basis actual/365) --------------------------------------- Change: ----- ----- Period in % % APR --------------------------- ----- ----- For preceding 30 days +3.6 +43.5 Since the beginning of 2011 -31.3 -37.5 For last 365 days (year) -22.4 -22.4 In 2010 -2.8 -2.8 From the beginning of 2010 -33.2 -18.1 --------------------------------------- Tab 4.Main indicators of exchange purchase and sale share market in October 2011 ---------------------------------------------------------------- Market Volume of Volume of capitalization, deals, deals, Number Date m. USD KASE index th. USD m. KZT of deals -------- --------------- ---------- --------- --------- -------- 30.09.11 41,989.5 1,140.30 508.8 75.3 21 03.10.11 41,213.4 1,116.90 450.4 66.7 26 04.10.11 40,071.1 1,080.20 425.7 63.1 44 05.10.11 39,908.0 1,076.25 267.0 39.6 22 06.10.11 40,435.1 1,091.43 621.6 92.2 48 07.10.11 42,993.7 1,137.16 353.8 52.5 51 10.10.11 42,909.3 1,142.20 416.1 61.7 36 11.10.11 43,002.0 1,148.33 533.2 79.0 37 12.10.11 43,358.8 1,145.27 758.2 112.1 62 13.10.11 44,005.1 1,151.00 895.9 132.3 53 14.10.11 44,225.8 1,149.75 418.6 61.8 52 17.10.11 44,643.7 1,163.88 465.8 68.9 32 18.10.11 44,182.4 1,154.14 80.9 12.0 16 19.10.11 44,045.5 1,146.54 544.0 80.4 33 20.10.11 43,845.2 1,143.03 756.6 111.9 43 21.10.11 43,636.2 1,144.51 610.9 90.4 37 24.10.11 44,803.7 1,168.28 548.0 81.1 54 25.10.11 45,230.9 1,170.81 3,906.6 578.0 97 26.10.11 45,156.4 1,161.92 2,480.0 366.9 28 27.10.11 46,517.6 1,203.03 1,132.9 167.5 71 28.10.11 46,784.0 1,187.47 802.1 118.3 51 31.10.11 46,053.7 1,181.11 217.0 32.1 21 -------- --------------- ---------- --------- --------- -------- Trend 4,064.2 40.8 % +9.7 +3.6 ---------------------------------------------------------------- Tab. 5. Changes in shares traded on KASE in October 2011 ------------------------------------------- Shares: Issuers: Admission ----- ----- ----- ----- category Numb. trend Numb. trend ------------------- ----- ----- ----- ----- First 15 0 9 0 Second 18 -2 12 -1 Third 57 +3 46 +2 Investment funds` 2 0 2 0 securities Unlisted securities 3 0 3 0 ------------------- ----- ----- ----- ----- Total 95 +1 70 +1 ------------------------------------------- Tab. 6. Results of trades in shares on KASE in Oct 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 0 630.00 658.05 100.0 17 BTAS 1.00 1.59 1.30 -18.8 1.00 9.50 26.9 35 CAHO 37.50 37.50 37.50 -0.03 37.50 37.51 78.1 3 CCBN 311.00 346.33 315.00 -9.6 295.05 670.00 638.7 35 EXBN 1,090.00 1,090.00 1,090.00 1,090.00 1,090.01 0.0 1 GB_ENRC 1,275.00 1,650.00 1,649.00 +19.5 1,275.00 2,600.00 230.3 30 GB_KZMS 1,780.00 2,450.00 2,261.00 +15.9 1,780.00 3,800.00 483.1 94 HSBK 197.00 235.40 217.00 -5.7 197.00 445.00 941.3 137 HSBKp 168.40 168.40 168.40 0 153.64 185.24 61.3 2 HSBKp1 171.00 171.00 171.00 156.38 171.00 61.7 2 KASE 4,850.00 5,157.00 5,100.00 3,750.00 5,500.00 311.8 5 KATR 3,300.00 3,300.00 3,300.00 3,300.00 3,300.00 1.6 1 KKGB 240.00 261.50 248.00 -4.6 234.00 616.00 337.3 60 KKGBp 148.00 156.20 156.20 +5.5 144.00 230.00 36.7 2 KZTK 17,600.00 18,350.00 17,700.00 -3.4 15,100.00 20,850.00 1,403.3 36 KZTKp 9,000.00 12,200.00 11,500.00 +27.8 7,405.00 12,200.00 1,399.1 46 MMGZp 5,500.00 5,500.00 5,500.00 0 5,100.00 10,450.00 14.9 4 MREK 1,182.00 1,299.00 1,299.00 +9.9 1,100.00 3,000.00 38.6 2 NFBN 1,375.00 1,375.00 1,375.00 0 1,375.00 1,375.00 62.0 3 RDGZ 12,100.00 15,180.00 15,100.00 +11.4 12,100.00 21,000.00 3,871.9 78 RDGZp 12,100.00 14,250.00 13,952.00 +5.6 12,100.00 20,510.00 5,760.6 277 SATC 71.02 71.05 71.02 -0.04 71.00 72.00 391.5 16 TSBN 800.00 865.00 800.00 -11.4 800.00 942.85 58.3 3 VSTN 115455.00 115455.00 115455.00 -3.8 115455.00 120000.00 31.2 1 ZERD 1.10 1.10 1.10 0 1.10 2.49 5.5 3 ZERDp 5.40 5.42 5.40 0 4.60 5.72 133.7 20 ------- --------- --------- --------- ------- --------- ----------------- ------ 26 16,479.5 913 -------------------------------------------------------------------------------- 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 (Sep 1 - 30, 2011). Trend is not computed. if there were no deals in the preceding month. Tab. 7 Top 10 most liquid shares of KASE in October 2011 ----------------------------------------------------------------------------- Liquidity indicator calculation base (Kl): ----------------------------------------------------------------------------- Position --------------------------Liquidity- Amount Number of Number of Oct. Sep Share index- Of deals, Number KASE result. 2011 2011 code (Kl) mln KZT of deals members days ------- ------- ------- ---------- ----------- ---------- -------- ---------- 1 1 RDGZp 2.86 461.9 230 20 21 2 5 HSBK 2.17 139.2 137 21 19 3 4 RDGZ 2.10 572.9 78 17 19 4 2 GB_KZMS 1.80 71.5 94 18 20 5 6 KKGB 1.54 49.9 60 17 18 6 13 KZTKp 1.38 206.9 46 14 14 7 3 KZTK 1.36 207.6 36 13 17 8 8 GB_ENRC 1.30 34.1 30 17 14 9 10 CCBN 1.19 94.5 35 12 16 10 9 BTAS 1.08 4.0 35 13 13 ----------------------------------------------------------------------------- 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 Oct 31: As of Sep 30: 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 14,370.3 31.20 1 11,867.9 28.26 +2,502.4 +2.94 KAZAKHMYS PLŠ” 2 8,188.8 17.78 2 7,049.7 16.79 +1,139.0 +0.99 EP KMG 3 7,143.7 15.51 3 6,659.0 15.86 +484.8 -0.35 Mangistaumunaigaz 4 2,663.3 5.78 4 2,659.4 6.33 +4.0 -0.55 Halyk bank 5 2,079.0 4.51 5 2,141.1 5.10 -62.2 -0.59 Nurbank 6 1,866.6 4.05 6 1,863.8 4.44 +2.8 -0.39 Kazkommertzbank 7 1,468.2 3.19 8 1,466.0 3.49 +2.2 -0.30 ATFbank 8 1,449.4 3.15 7 1,471.1 3.50 -21.7 -0.36 Kazakhtelecom 9 1,333.6 2.90 9 1,370.7 3.26 -37.2 -0.37 Shubarkol Komir 10 714.2 1.55 10 713.1 1.70 +1.1 -0.15 ------------------------------------------------------------------------------- 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, Oct 30, 2011 this indicator made USD 46,053.7 mln. 90 shares of 65 issuers were listed on the official list of KASE [2011-11-10]