DAILY MARKET INSIGHTS

31-Jan-2020

Change Index points KSE 100 INDEX PERFORMANCE OVERVIEW PKR % Change Closing KSE 100 Index (273) 41,631 Contributing shares Closing Price - Rs. Limited. (2.62) (1.81) (38.16) 142.50 United Bank Ltd. (2.82) (1.63) (30.84) 169.93 Limited. (11.35) (2.33) (29.64) 476.87 Source: https://formerdps.psx.com.pk/

KSE 100 INDEX VOLUMES

Today 140 5 days average 128 130 14 days average Millions

Source: https://formerdps.psx.com.pk/ & Calculations of Kifayah Investment Management Limited

Top most buyer Top most seller PORTFOLIO INVESTMENT SUMMARY Insurance Companies Banks / DFI Amount (Net) 358,058,917 (281,176,966) Buying / Selling sector wise composition All other Sectors 38.33% 14.60% Fertilizer 33.75% 54.12% Power Generation and Distribution 5.93% 4.33% Technology and Communication 5.08% 7.85% Source: https://www.nccpl.com.pk/en/market-information/fipi-lipi/fipi-normal-daily

FOREIGN PORTFOLIO INVESTMENT TREND

Today (265) (246) 5 days average (18) 14 days average Millions

Source: https://www.nccpl.com.pk/en/market-information/fipi-lipi/fipi-normal-daily & Calculations of Kifayah Investment Management Limited

MATERIAL INFORMATION Disclosure of Interest by Spouse of Non-Executive Director, sold 1,330,000 shares at a Feroze1888 Mills Limited price of Rs. 75 each. Disclosure of Interest by Non-Executive Director, and Spouse of Non-Executive Director; Limited purchased 100,000 shares at Rs. 339.88 each. The Government of Pakistan has notified the achievement of Financial Closing by Thar Energy Limited (TEL). TEL, is a CPEC project, currently under construction at Thar Coal Limited Block II and is scheduled to achieve commercial operations in 2021. Fauji Fertilizer & Company Limited (FFCL) currently owns 30% equity stake with The Hub Power The Limited Company Limited and CMEC TEL Power Investments Limited holding 60% and 10% shareholding respectively. The company's subsidiary, EP Systems Pvt Ltd, has signed an agreement with The International Finance Corporation- a member of the World Bank Group- for an equity investment in EP Systems Pvt Ltd. EP Systems Pvt Ltd owns and operates OneLoad a Systems Limited digital platform and payment system for retailers in Pakistan. The global financial institution will purchase approximately 20 percent of the company making OneLoad IFCs first fintech investment in Pakistan. Source: https://dps.psx.com.pk/announcements/companies CONSOLIDATED (where applicable) RESULTS and EPS (Qtr.) EPS DPS Growth over same Quarter ANNOUNCEMENTS Rs. Rs. Rs. EPS Gross Revenue Security Papers Limited 8.40 6 month 12.50 NIL 179.15% 23.67% Pakistan Cables Ltd 1.64 6 month 1.96 NIL -32.22% 3.96% Source: https://dps.psx.com.pk/announcements/companies

UPCOMING BOOK CLOSURES DPS % Ex-Dividend Date Dolmen City REIT 3.5% (ii) 31-01-2020 Attock Petroleum Limited 50% (i) 31-01-2020 Gatron (Industries) Limited 125% (I) 31-01-2020 Source: https://dps.psx.com.pk/downloads/quote_202031jan.pdf EXCHANGE RATE Change Closing PKR / USD 0.01% 154.49 Source: http://www.sbp.org.pk/ecodata/rates/m2m/2020/Jan/31-Jan-20.pdf

KIFAYAH INVESTMENT MANAGEMENT LIMITED

Office No. 402, 4th Floor, Plot No. 6-C, [email protected] 021-38922660 Khayaban-e-Rizwan, Phase VII, DHA Karachi www.kifayah.com