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Sch890111149
Index 7th Nov 6th Nov Change % Change
ASPI 5,870.47 5,906.18 (35.71) -0.60%
S&P SL20 3,243.71 3,254.89 (11.18) -0.34%
7th Nov 6th Nov
688,036,091 571,797,528
228,682,192 213,984,785
231,195,419 508,587,224
459,353,899 357,812,743
456,840,672 63,210,304
42,000,560 21,987,710
15.54 15.62
2.05 2.07
PER
PBV
Market Statistics
Domestic Purchases
Domestic Sales
Foreign Purchases
Foreign Sales
Volume of Turnover (No.)
Value of Turnover(Rs.)
5,954.36 5,927.41 5,912.91 5,906.18 5,870.47
3,280.33 3,274.31 3,263.51 3,254.89 3,243.71
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
1st Nov 4th Nov 5th Nov 6th Nov 7th Nov
ASPI S&P SL20
0
5
10
15
20
25
30
35
40
45
0
200
400
600
800
1,000
1,200
1st Nov 4th Nov 5th Nov 6th Nov 7th Nov
Turnover Foreign Purchases Volume
Rs.Mn Volume Mn
The Bourse dips below 5,900 levels, hitting a month’s
low…
The trading day ended on an adverse sentiment, leading
the indices to drown further and extended its losses for
the fifth consecutive trading day. The market trended
downwards from its early hours falling to a day’s low of
5,869.36 experiencing a loss of 37 points, however as at
the closure the index settled slightly higher at 5,870.47
(down by 35.71 points or 0.60%) while indicating a lowest
level since 8th October 2013. The S&P SL20 index closed
the day 11.18 points below (or 0.34%) at 3,243.71. With
regard to the movement in share prices, price losers
slammed the price gainers by 113:48, where the gainers
were headed by Industrial Asphalts (Ceylon) PLC
(+12.90%) and losers were led by Kalamazoo Systems PLC
(-12.20%).
Off-market interest was seen on CTC, NEST & EXPO
recording block trades totaling up to LKR 443.40Mn,
which makes a share of 64.44% of the aggregated
turnover for the day which amounts to LKR 688.04Mn.
The turnover indicates an increase of 20.33% as against
its previously recorded. Ceylon Tobacco Company PLC
(CTC) made a subscription of LKR 235.22Mn to the daily
turnover, spearheading the list, and was supported by a
single block worth LKR 233.84Mn, where a total of 211K
shares were blocked at price LKR 1,105.70/-; CTC settled
the day at 1,060.00/-, just LKR 5.00/- above its intraday
low dipping by LKR 45.70/- or 4.13%. Standing next in
line, Nestle Lanka PLC (NEST) added LKR 180.76Mn to
the turnover. Most of this flowed in by way of an off-
market deal (LKR 180.66Mn) where a quantity of 93K
shares were blocked at price of LKR 1,938.30/-. As at the
daily closure, NEST settled at LKR 1,925.10/- (down by
LKR 13.20/- or 0.68%).
Company Name Price Issued Qty Mkt Capitalization As a % (Total)
CEYLON TOBACCO COMPANY PLC 1,060.00 187,323,751 198,563,176,060 8.75
JOHN KEELLS HOLDINGS PLC 222.50 857,948,718 190,893,589,755 8.41
NESTLE LANKA PLC 1,925.10 53,725,463 103,426,888,821 4.56
COMMERCIAL BANK OF CEYLON PLC 117.00 794,306,271 92,933,833,707 4.09
CARSON CUMBERBATCH PLC 385.00 196,386,914 75,608,961,890 3.33
DIALOG AXIATA PLC 8.90 8,143,778,405 72,479,627,804 3.19
THE BUKIT DARAH PLC 691.00 102,000,000 70,482,000,000 3.10
SRI LANKA TELECOM PLC 38.60 1,804,860,000 69,667,596,000 3.07
DISTILLERIES COMPANY OF SRI LANKA PLC 181.50 300,000,000 54,450,000,000 2.40
AITKEN SPENCE PLC 115.00 405,996,045 46,689,545,175 2.06
Market Capitalisation
Highest Volume Highest Turnover
Company Name Share Turnover (Rs) Company Name Trade Share Turnover (Rs)
Vol. Vol. Vol.
PC HOUSE PLC 12,639,211 10,111,420.70 CEYLON TOBACCO COMPANY PLC 28 212,784 235,223,303.30
EXPOLANKA HOLDINGS PLC 5,953,473 43,687,628.00 NESTLE LANKA PLC 10 93,256 180,758,350.10
SMB LEASING PLC 3,501,146 2,800,726.90 EXPOLANKA HOLDINGS PLC 125 5,953,473 43,687,628.00
TOUCHWOOD INVESTMENTS PLC 2,217,002 8,405,999.20 JOHN KEELLS HOLDINGS PLC 101 160,411 35,705,542.40
SMB LEASING PLC (X) 2,172,491 868,999.90 VALLIBEL ONE PLC 60 817,535 13,899,145.00
CENTRAL INVESTMENTS & FINANCE PLC 1,576,341 1,891,609.20 ACCESS ENGINEERING PLC 45 455,075 10,462,700.20
PCH HOLDINGS PLC 1,330,968 2,232,348.80 PC HOUSE PLC 120 12,639,211 10,111,420.70
F L C HOLDINGS PLC 1,060,786 2,546,386.60 CEYLON GUARDIAN INVESTMENT TRUST PLC 4 50,101 9,268,685.00
SIERRA CABLES PLC 1,038,900 2,081,290.00 TOUCHWOOD INVESTMENTS PLC 336 2,217,002 8,405,999.20
VALLIBEL ONE PLC 817,535 13,899,145.00 TEXTURED JERSEY LANKA PLC 87 451,315 7,084,385.60
Expolanka Holdings PLC (EXPO) made a contribution of LKR 43.69Mn, predominantly supported by a crossing
which amounted to LKR 28.89Mn, where a substantial quantity of 3.96Mn shares were crossed at LKR 7.30/-.
Moreover, nearly 70% of the aggregated turnover was accounted by the three prime contributors for the day CTC,
NEST & EXPO. During the day a total of 42.00Mn shares changed hands resulting in a gain of 91.02% against the
previous day. PC House PLC, Expolanka Holdings PLC & SMB Leasing PLC turned out as the top traded counters for
the day with a total of 12.64Mn, 5.95Mn & 3.50Mn shares respectively changing hands.
Under the sectorial round-up, Beverage Food & Tobacco (BFT) sector stood on top providing LKR 427.33Mn and
Diversified Holdings (DIV) sector emerged second contributing LKR 104.76Mn. Notably, the two sectors BFT & DIV
collectively accounted to nearly 80.00% of the daily aggregated turnover. Foreign participants were bullish during
the day, resulting in a net foreign inflow of LKR 2.51Mn; foreign buying for the day amounted to LKR 459.35Mn and
selling amounted to LKR 456.84Mn. The year to date net foreign inflow currently stands a LKR 23.57Bn. With regard
to the local FOREX, the USD currently stands at LKR 132.72/- selling and LKR 129.46/- buying.
Market Highlights - Sector WiseSector Price Index Turnover Sector
Today Privious Value (Rs) Volume Trades P/E PBV
BANK FINANCE AND INSURANCE 12,713.78 12,754.76 47,976,688 9,435,154 1,017 8.10 1.40
BEVERAGE FOOD AND TOBACCO 18,971.24 19,252.02 427,327,119 558,674 235 21.10 6.10
CONSTRUCTION AND ENGINEERING 2,804.89 2,818.72 11,790,192 497,101 72 13.70 1.60
CHEMICALS AND PHARMACEUTICALS 6,529.87 6,529.38 1,629,213 302,985 153 7.60 1.30
DIVERSIFIED HOLDINGS 1,794.02 1,799.09 104,764,077 10,509,605 522 21.50 2.00
FOOTWEAR AND TEXTILE 770.15 779.22 756,610 58,266 39 0.00 0.90
HOTELS AND TRAVELS 3,224.58 3,226.00 3,409,579 318,430 249 47.90 3.20
HEALTH CARE 687.49 679.19 510,558 29,940 29 27.60 2.50
INVESTMENT TRUSTS 18,303.01 18,491.08 17,322,922 756,042 238 19.60 1.10
INFORMATION TECHNOLOGY 59.32 60.33 10,155,831 12,644,511 125 10.00 0.90
LAND AND PROPERTY 555.29 561.85 14,066,451 2,460,730 511 9.60 0.90
MANUFACTURING 2,895.95 2,918.33 28,288,404 3,024,686 616 13.10 1.80
MOTORS 14,749.92 14,706.50 791,196 1,832 20 7.30 1.10
OIL PALMS 100,043.31 99,517.44 136,054 197 10 86.40 7.10
POWER & ENERGY 116.21 117.21 5,802,263 471,799 146 11.90 1.40
PLANTATIONS 730.71 726.21 11,021,594 428,104 324 8.60 0.80
STORES SUPPLIES 20,575.26 20,612.97 72,139 143 10 19.00 1.70
SERVICES 23,005.97 23,005.97 721,532 211,758 63 9.00 1.80
TELECOMMUNICATIONS 158.96 160.98 762,825 80,313 28 14.90 1.50
TRADING 13,939.40 13,969.56 684,222 209,576 37 11.20 1.40
Top GainersCompany Name VWA Prev VWA Days Change Change High Low No. of Turnover
Close Close (Rs.) % (Rs.) (Rs.) Shares (Rs.)
INDUSTRIAL ASPH. 212.40 239.80 27.40 12.90 249.00 202.20 2,803 657,138.10
LANKA VENTURES 32.50 36.40 3.90 12.00 37.50 36.40 313 11,400.30
LAKE HOUSE PRIN. 105.00 112.90 7.90 7.52 112.90 105.00 2 217.90
MADULSIMA 12.10 13.00 0.90 7.44 13.00 12.10 45,297 580,934.70
LANKA ALUMINIUM 27.20 28.90 1.70 6.25 28.90 27.10 2,100 58,170.00
Top LosersCompany Name VWA Prev VWA Days Change Change High Low No. of Turnover
Close Close (Rs.) % (Rs.) (Rs.) Shares (Rs.)
KALAMAZOO 1,230.00 1,080.00 (150.00) (12.20) 1,080.00 1,080.00 1 1,080.00
PC HOUSE 0.90 0.80 (0.10) (11.11) 0.90 0.70 12,639,211 10,111,420.70
SINGER IND. 120.00 110.60 (9.40) (7.83) 111.10 110.00 250 27,655.00
BLUE DIAMONDS [X] 1.30 1.20 (0.10) (7.69) 1.30 1.20 40,370 48,566.20
STANDARD CAPITAL 57.90 54.00 (3.90) (6.74) 55.00 54.00 700 37,855.00
7th Nov 6th Nov
Buying Selling Buying Selling Ind: Value Ind: Value
Dollar (USA) 129.46 132.72 129.44 132.70 Yuan (China) 21.52 21.51
Pound (UK) 207.39 213.93 207.16 213.71 Rupee (India) 2.10 2.13
Euro (EU) 173.84 180.11 173.32 179.57 Won (Korean) 0.12 0.12
Franc (Sw itzerland) 141.01 146.59 140.73 146.30 Dinar (Kuw ait) 462.81 463.01
Dollar (Canada) 123.55 128.12 123.09 127.66 Ringgit (Malay) 41.22 41.14
Dollar (Australia) 121.72 126.67 121.98 126.93 Rial (Oman) 340.44 340.52
Dollar (Singapore) 103.67 107.39 103.44 107.14 Riyal (Qatar) 36.01 36.02
Yen (Japan) 1.31 1.35 1.31 1.36 Riyal (KSA) 34.95 34.96
Dirham (UAE) 35.68 35.69
This week Last week This Week Last week This Month Last Month
91 Days - - Weekly 11.25 11.30 Monthly 9.79 9.93
182 Days 8.94 9.00 Monthly 11.45 11.84 6 Months 10.26 10.41
364 Days 9.82 9.83 6 Months 12.10 12.45 1 Year 12.38 12.57
August September October August September October
6.30 6.20 6.70 9.50 9.10 8.90
8.00 7.80 7.60 6.30 6.50 6.80
Over Night 7 Days 1 M 3 M 6 M 12 M
7.89 8.56 9.45 10.09 10.83 11.83
0.46875 0.47656 0.48875 0.52469 0.60313 0.89063
0.10230 0.12725 0.16850 0.23865 0.35375 0.59750
Central Bank's Policy Rates
2013 2012Description
AWPLR AWDR
6.50
8.50Central Bank Reverse Repurchase (Reverse Repo) Rate
Treasury Bills
Bank Rate
6.00
Central Bank Repurchase (Repo) Rate
Currency Currency
Indicative Rates
6th November7th November
Exchange Rates
(CBSL.lk, Global-rates.com)
Rate ( Per Annum)Description
Year on Year Change
LIBOR - GBP (6th November) (%)
LIBOR - USD (6th November) (%)
Description
Annual Average Change
SLIBOR (7th November) (%)
SLIBOR & LIBOR
Statutory Reserve Ratio (SRR)
Colombo Consumers’ Price Index (CCPI)
15.00
Country Foreign Markets- Index 6-Nov-13 % Change 5-Nov-13 % Change 4-Nov-13
USA Dow Jones Indus. AVG 15,746.88 0.82% 15,618.22 -0.13% 15,639.12
USA NASDAQ Composite Index 3,931.95 -0.20% 3,939.86 0.08% 3,936.59
Europe Euro Stoxx 50 Pr 3,056.40 0.67% 3,035.92 -0.83% 3,061.18
UK FTSE 100 6,741.69 -0.08% 6,746.84 -0.25% 6,763.62
Japan Nikkei 225 14,337.31 0.79% 14,225.37 N/A N/A
Hong Kong Hang Seng Index 23,036.94 -0.01% 23,038.95 -0.65% 23,189.62
China CSI 300 Index 2,353.57 -1.27% 2,383.77 0.14% 2,380.45
Pakistan Karachi 100 Index 23,165.21 1.64% 22,790.70 1.84% 22,377.83
India BSE Sensex Index 20,894.94 -0.38% 20,974.79 -1.25% 21,239.36
Singapore Straits Times Index 3,205.29 -0.01% 3,205.54 0.05% 3,203.94
Malaysia FTSE Bursa Malaysia EMAS 12,545.99 -0.20% N/A N/A 12,571.30
Mongolia MSE Top 20 Index 14,898.78 -0.81% 15,020.69 N/A N/A
Bloomberg
Grade Commodity 7-Nov-13 6-Nov-13 5-Nov-13
LC No.1X Brent Crude Oil 105.24 105.33 106.23
LC No.1 WTI Crude Oil 94.80 93.37 94.62
LC No.2 Gold 1,317.70 1,308.00 1,314.60
LC No.3 Silver 21.75 21.61 21.68
LC No.4 Copper 3.23 3.25 3.25
SC (Br) No.2
SC (Br) No.3
SC (Br) No.4
RS Sheet No.1 Month 2011 2012 2013
January 74,197 85,874 97,411
February 65,797 83,549 93,232
March 75,130 91,102 98,155
April 63,835 69,591 79,829
May 48,943 57,506 70,026
June 53,636 65,245 73,628
July 83,786 90,338 98,944
Elevation Sale No : 43 Sale No : 42 August 72,463 79,456 100,224
Uva High 406.59 394.86 September 60,219 71,111 89,761
Western High 457.38 451.37 October 69,563 80,379
Uva Medium 478.62 473.52 November 90,889 109,202
Western Medium 435.24 430.76 December 97,517 122,252
Low Grow n 559.38 547.37 Total 855,975 1,005,605 801,210
420.00 - 420.00
278.00 - 295.00
250.00 - 253.25
252.00 - 252.00
Tea Prices
World Commodity Prices
390.00 - 405.00
Rubber Prices - 11 October 2013
Price Range (Rs)
408.00 - 420.00
351.25 - 385.00
Tourist Arrivals to Sri Lanka
242.00 - 245.00
360.00 - 360.00
Colombo Tea Auction brews highest-ever average in rupee and dollar terms in October
The cup that cheers is toasting best news much to the delight of the tea industry as October has produced highest-
ever prices on average. The Colombo Tea Auction has brewed an average of Rs. 494.88 per kilo in October vis-à-vis
Rs. 408.17 in 2012, reflecting a Rs. 86.71 increase. Another significant feature was the Low Grown average for the
month of October 2013 which recorded Rs. 530.51 is also the highest on record. Furthermore, for the month of
October 2013 Low Grown average of Rs. 530.51 shows a growth of Rs. 118.83 vis-à-vis Rs. 411.68 in 2012. (ft.lk)
WTI Fluctuates After Gaining on Increased U.S. Gasoline Demand
West Texas Intermediate crude fluctuated after rising the most in five weeks as the U.S. consumed gasoline at the
fastest rate since July. Futures were little changed in New York after climbing 1.5 percent yesterday. Demand for
motor fuel expanded 2.6 percent last week, draining 3.76 million barrels from gasoline inventories, according to the
U.S. Energy Information Administration. (bloomberg.com)
India eases rules for foreign banks
India's central bank has unveiled new rules that will allow foreign banks to expand their presence in the country.
Foreign banks will now be allowed to set up "wholly owned subsidiaries" in India, which will enable them to open
branches anywhere in the country. The subsidiaries will need a minimum capital of 5bn rupees ($80m; £50m). The
changes are a part of the push by the central bank's new governor, Raghuram Rajan, to liberalise the sector as he
looks to boost growth. Foreign banks have long wanted to boost their presence in the country - home to nearly 1.2
billion people. (bbc.co.uk)
Vice President – Business Development Manager - Research
Thakshila Hulangamuwa Pasindu Perera
[email protected] [email protected]
0094 113070494 0094 112429109
Research Team
Lasantha Senanayake [email protected] 0094 112429129
Lahiru Perera [email protected] 0094 112429137
Nishantha Warnakulasuriya [email protected] 0094 112429137
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This document has been prepared and issued by Asha Phillip Securities Ltd, on the basis of publicly available information, internally developed data and other sources, believed to be
reliable. Whilst all responsible care has been taken to ensure that the facts stated are accurate and the opinions given are fair and reasonable neither Asha Phillip Securities Ltd, nor any Director Officer or employee, shall in any way be responsible for the contents. Asha Phillip Securities Ltd may act as a Broker in the investments which are the subject of this
document or related investments and may have acted upon or used the information contained in this document, or the research or analysis on which it is based, before its publication.
Asha Phillip Securities Ltd., Its Directors, Officers or Employees may also have a position or be otherwise interested in the investments referred to in this document. This is not an offer
to sell or buy the investments referred to in this document.
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