Overview of KASE's equity market in July 2022

02.08.22 17:53
/KASE, August 3, 2022/ – Kazakhstan Stock Exchange (KASE) presents an overview of the equity market in July 2022. ------------------------------------------------------------------ Volume, billion tenge July 29 June 30 Change, % Change, % ------------- from 01.01.22 July June ---------- -------- -------- --------- ------------- ------ ------ KASE Index 2,953.54 2,674.72 +10.42 -19.64 5.30 6.10 ------------------------------------------------------------------ KASE index grew by a record 10.4% in July. Some of the index's companies posted double-digit growth rates. ----------------------------------------------------------------------- Closing price Change, % Trading volume, million tenge -------------------------- --------- ----------------------------- July 29 June 30 Δ, % from July June Δ, % 01.01.22 ---- --------- --------- ------ --------- --------- --------- --------- KCEL 1,450.00 1,098.43 + 32.0 -10.9 2,553.1 3,201.8 -20.3 KZAP 14,620.00 12,038.00 + 21.4 -13.4 451.9 370.9 + 21.8 KZTO 821.00 685.00 +19.9 -25.0 124.1 152.4 -18.6 CCBN 471.99 430.54 + 9.6 + 18.6 911.0 1,643.6 -44.6 KSPI 25,548.00 24,240.00 + 5.4 361.7 162.7 +122.3 _ KZTK 27,900.00 26,999.98 + 3.3 -22.1 35.1 43.2 -18.8 KEGC 1,597.00 1,605.00 -0.5 -14.6 580.2 194.7 +198.0 _ HSBK 112.05 114.79 -2.4 -40.1 286.5 378.4 -24.3 ----------------------------------------------------------------------- Based on the results of the month, Kcell shares became the leader, having grown by 32.0%. On July 26, as part of the Issuer Day at KASE, Kcell announced that the company's net profit in the second quarter increased by 19.4%, to 10.1 billion tenge, in the first half of the year the growth was 23.9% to 19.4 billion tenge. The second place in terms of growth rates with a result of 21.4% for the month was shown by common shares of Kazatomprom, despite the fact that prices for uranium futures fell from 50.3 to 49.2 dollars per ounce by the end of the month. On July 19, the company completed the payment of dividends for a total of 227.4 billion tenge or 876.74 tenge per ordinary share. The publication of production results for the second quarter is expected. The top three are closed by the shares of KazTransOil, which recovered in price by 19.9%. On July 27, the transport company reported its half-year operating results, according to which, in six months, the total transportation volume decreased by only 2.3% compared to the first half of 2021, which is significantly better than market forecasts. In the banking sector, the shares of Bank CenterCredit became the growth leader, adding 9.6%. On July 22, the international agency S&P Global Ratings raised the long-term credit rating of Bank CenterCredit from "B" to "B+" with a "Stable" outlook, noting an improvement in the business position and an increase in the capital reserve. Common shares of Kaspi.kz recovered 5.4%. The company has published financial results for the second quarter and first half of 2022. Net profit of Kaspi.kz in the second quarter increased by 32% to 135.2 billion tenge. For the first half of the year, the growth amounted to 39.4% to 252.4 billion tenge. Based on these results, the Board of Directors proposed to pay dividends of 500 tenge per GDR. On July 22, the first Kaspi.kz GDR buyback program ended. The amount of the buyback amounted to approximately USD 51 million or 998.4 thousand GDRs, which is equivalent to 0.52% of the total number of GDRs in circulation. The Board of Directors approved a second three-month GDR buyback program of up to US$100 million. KASE's equity market : As a result of July, the capitalization of the equity market amounted to 21.8 trillion tenge (45.5 billion USD), which is by 0.9 trillion tenge, or 4.4%, higher than the same indicator of the previous month. ------------------------------------------------------------------- 29 July 30 June Change Change, % --------------------------- --------- ----------- ------- --------- Capitalization, billion KZT 21,798.06 20,885.41 +912.64 +4.4% Capitalization, million USD 45,528.34 44,907.14 +621.20 +1.4% ------------------------------------------------------------------- The bulk of the growth came from index companies due to adjustments in their stock prices. Change in prices of shares included in the representative list for calculating the capitalization of the equity market, as of July 29 2022: -------------------------------------------------------------------------- Issuer Price change / Change, (date of last trade) % ----------------------- ----------------------------------------- -------- Kcell JSC (KCEL) 1,450.00 (29.07.22) 1,095.00 (30.06.22) +24.5 National 14,620.00 (29.07.22) 12,038.00 (30.06.22) +17.7 Atomic Company Kazatomprom JSC (KZAP) KazTransOil JSC 821.00 (29.07.22) 685.00 (30.06.22) +16.6 (KZTO) JSC "BAST" (BAST) 10,000 (28.07.22) 8,515.00 (30.06.22) +14.9 AltynGold plc (GB_ALTN) 810.00 (29.07.22) 729.18 (30.06.22) +10.0 Bank CenterCredit JSC 471.99 (29.07.22) 430.54 (30.06.22) +8.8 (CCBN) NOSTRUM OIL & GAS 44.20 (28.07.22) 62.00 (30.06.22) -40.3 PLC (GB_NTRM) Rakhat JSC (RAHT) 17,000.00 (29.07.22) 18,000.00 (29.06.22) -5.9 -------------------------------------------------------------------------- [2022-08-03]