DAILY MARKET INSIGHTS

23-Apr-2020

Change Index points KSE 100 INDEX PERFORMANCE OVERVIEW PKR % Change Closing KSE 100 Index 387 32,851 Contributing shares Closing Price - Rs. Oil & Gas Development Company Ltd. 6.48 7.31 92.30 95.15 Limited. 5.73 7.41 84.28 83.05 Pakistan Oilfields Limited. 17.84 6.76 51.11 281.83

KSE 100 INDEX VOLUMES

Today 161 5 days average 218 165 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 Foreign Corporates Amount (Net) 302,365,351 (371,472,654) Buying / Selling sector wise composition Oil and Gas Exploration Companies 33.97% 32.77% Cement 33.14% 3.58% Commercial Banks 20.60% 10.53% Fertilizer 1.09% 46.77% Source: https://www.nccpl.com.pk/en/market-information/fipi-lipi/fipi-normal-daily

FOREIGN PORTFOLIO INVESTMENT TREND

Today (337) (269) 5 days average (380) 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 The Securities and Exchange of Pakistan has granted 30 days extension to the Bank for Standard Chartered Bank Limited filing of financial statements for the first quarter ended March 31, 2020. In view of improvement in product demand for the remaining days of April and May 2020, the company has resumed refinery operations at minimum possible throughput with effect National Refinery Limited from 23 April 2020 with strict precautionary measures for the health and safety of its staff and to prevent spread of corona virus. Notice is given to the TFC holders of TFC issue of PKR 5 billion of that the Bank Alfalah Limited issuer has obtained approval from SBP and wishes to exercise the call option in full.

This is with reference to the company's announcement of Right Shares issuance on 18th May 2018 to fund the Company’s PVC expansion/VCM debottlenecking project. The Company will be planning to resume the work on expansion projects once Government & Chemicals enforced lockdown is lifted and after assessing the COVID situation on ground. Once work at the Project Site resumes at a normal pace, PVC expansion is estimated to be operational in around three months’ time and the VCM debottlenecking will be completed in approximately six months’ time. 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 Limited 5.76 6.0 -9.51% 10.65% Pak Suzuki Motor Company Limited -11.44 NIL 4.04% -48.50% 3.98 2.5 21.20% 11.67% Thal Limited 13.85 9 Month 32.69 NIL -3.45% -6.73%

Page 1 of 2 Source:http://www.sbp.org.pk/ecodata/rates/m2m/2020/Apr/23-Apr-20.pdf Source:https://dps.psx.com.pk/announcements/companies PKR /USD Janana De Malucho Textile Mills Limited Atlas Battery Limited Pakistan Oilfields Limited Limited Brewery Company Limited RefineryAttock Limited LimitedPackages National Refinery Limited Kohat Company Cement Limited Pakistan Cement LimitedAttock KhanD.G. Company Cement Limited Atlas Battery Limited Janana De Malucho Textile Mills Limited ModarabaTrust Pakistan Limited Archroma HabibFirst Modaraba (PAK) LimitedGOC Bank Al Habib Limited United PakistanDistributors Limited Habib Metro Modaraba CONSOLIDATED Khayaban Office No. 402, 4th Floor, Plot No. 6 UPCOMING BOOK CLOSURES BOOK UPCOMING - e - Rizwan, Phase VII, Rizwan,Phase VII, DHAKarachi ANNOUNCEMENTS EXCHANGE RATE (where applicable) RESULTS and - C, KIFAYAH INVESTMENT MANAGEMENT LIMITED EPS (Qtr.) Rs. -10.11 -64.32 18.33 13.16

-0.75 -1.90 -2.45 -0.01 -4.02 23-Apr-2020 6.83 0.91 5.20 9.87 6.42 0.91 6.83 0.45 1.37 2.56 0.30 9 Month 2.25 9 Month (5.45) 9 Month 49.06 9 Month 14.18 9 Month 31.15 9 Month (17.71) 9 Month (101.65) 9 Month (1.41) 9 Month 14.82 9 Month (4.61) 9 Month (5.45) 9 Month 2.25 9 Month 0.05 6 Month 22.93 9 Month 1.32 9 Month (0.20) 9 Month (7.21) 9 Month 0.84 www.kifayah.com [email protected] EPS Rs. DAILYINSIGHTS MARKET DPS NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL Rs. 5.0 Change DPS % Growth overGrowth same Quarter EPS -1772.77% -111.15% -400.27% -108.48% -287.30% -159.14% -229.41% -111.15% 498.30% 498.30% 102.26% -15.99% -33.77% 60.51% 57.62% 59.13% 38.63% -4.37% -0.24% 2.85% 2.26%

Ex-Dividend Date Gross RevenueGross 021 Closing - 38922660 Page 2 of 2 Page -17.21% -28.79% -33.72% -17.67%

159.98 33.68% 12.51% 19.67% 33.68% 19.13% 24.94% 30.71% 15.46% 47.54% 47.92% -0.13% -4.67% -0.13% 1.11% 1.01% 1.94%