Tuesday, 22 November 2016

SUNRISE CAPITAL (PVT) LTD | 22 November 2016 | LANDING

Recovery mode continues as KSE-100 climbs points Oil exploration and banking sectors lead the gains. Stocks continued their winning streak as the KSE-100 index gained  192.54 points 0.45% to close at 42,631.58. Ferocious bulls took charge of the market right from the start with the index taking a big leap forward by 309.36 points. Although the market opened positive and continued to trade in the green zone for the entire session, investors remained cautious over the uncertainty surrounding the outcome of a Supreme Court hearing on the Panama Papers leaks case and the skirmishes with India along the Line of Control; investors were also startled by foreign selling in emerging markets. In just nine sessions since Nov 9, foreign selling at the Pakistan Stock Exchange stood at a massive $68.85m. The volume of traded shares surged by 34% to 467 million shares as compared to 347 million shares in the previous session, while the value improved 78% to PKR bn.
Bullish trend witnessed in Capital Market; Banks, Miscellaneous & Transport sector witnessed the most trading. Oils tracked global crude and closed positive with modest gains; OGDC, POL & PPL raised by 1.73%, 3.64% and 1.26%. Meanwhile HUBC fetched buying interest to close higher and contributed most to gains as investors bet on rupee depreciation as gap between Rs/$ Interbank rate and open market rate further widened, which bodes well for Independent Power Plants. Textile sector appreciate following the textile package announcement due in December; NML, NCL, GADT, ANL and CHBL appreciated by 0.73%,  1.38%, 5%, 5.72% and 7.19% respectively. HASCOL upward trend continued with touching another upper limit, moreover SNGP, SSGC and HTL 5%, 3.85% and 2.08%. AGL up by 5.83% disclosed via PSX notice that Natural Gas connection has been temporarily relapsed. SMBL loss its value by 6.64% following the news of Summit bank and Sindh bank merger.
Active list was topped by PACE with 45 million shares as it closed at PKR 12.03 with a positive change of PKR 0.92. SMBL was the second highest on the volume chart with 37 million shares closed at PKR 4.85 with a negative change of PKR 0.27. It was followed by PIAA with 34 million shares closed at PKR 12.72 with a positive change of PKR 0.18, BOP with 24 million shares closed at PKR 18.97 with a positive change of PKR 0.07.
Today major trading activities were recorded in Commercial Banking Sector as it was traded above 88.4 million shares followed by Miscellaneous sector which recorded the volume of 47.9 million shares whereas Transport sector sparked at 3rd place by trading above 37 million shares.
Highest increase was recorded in the shares of Wyeth Pak, which rose by PKR 215.89 to PKR 4,533.87 per share; followed by Nestle Pak that improved by PKR 200.00 to PKR 8,500.00 per share. Major decline was witnessed in the shares of Rafhan Maize, which fell by PKR 47.50 to PKR 7,410.00 per share; followed by Exide Pak, dropped by PKR  34.47to PKR 1,099.82 per share.
Factors for Today:
         Export-oriented sectors likely to get Rs 75 billion package
        Summit, Sindh Bank in merger talks
        Yunus Brothers, Kia Motors to set up auto assembly plant
Factors to watch:
         International Oil prices.
         PKR vs US$ movement. 

        Panama Leak Case. 

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