-

Sch890111149

Index 8th Oct 7th Oct Change % Change

ASPI 5,897.05 5,867.10 29.95 0.51%

S&P SL20 3,257.34 3,244.38 12.96 0.40%

8th Oct 7th Oct

490,340,806 483,776,417

258,291,409 240,632,407

306,354,544 468,398,935

232,049,397 243,144,010

183,986,263 15,377,482

35,862,977 26,153,604

15.75 15.67

2.16 2.15

PER

PBV

Market Statistics

Domestic Purchases

Domestic Sales

Foreign Purchases

Foreign Sales

Volume of Turnover (No.)

Value of Turnover(Rs.)

5,805.62 5,814.80 5,837.95 5,867.10 5,897.05

3,222.89 3,220.71 3,231.79 3,244.38 3,257.34

0

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2,000

3,000

4,000

5,000

6,000

7,000

2nd Oct 3rd Oct 4th Oct 7th Oct 8th Oct

ASPI S&P SL20

0

20

40

60

80

100

120

0

200

400

600

800

1,000

1,200

1,400

2nd Oct 3rd Oct 4th Oct 7th Oct 8th Oct

Turnover Foreign Purchases Volume

Rs.Mn Volume Mn

The Bourse maintains its positive trend, while the rupee

strengthens further…

The Colombo bourse ended the trading day on a positive

note, adding further to the gains recorded on the previous

trading day. The ASPI extended gained for the fifth

consecutive trading and settled the day just 3 points

below the 5,900 mark even though it reached a highest

level of 5,908.30 within the trading day. Nevertheless

benchmark index has gathered 116.22 points or 2.00%

during these five trading days. The S&P SL20 saw its third

consecutive positive closure gaining 12.96 points or 0.40%

to settle at 3,257.34. Looking at the local FOREX markets,

the strengthening of the rupee continued against the USD

while nearing a lowest selling price in 3 months, currently

the USD is selling at 132.78/-.

Off-board interests were seen on JKH & CTC, with 3 block

trades totaling up to LKR 165.77Mn were being recorded;

this accounted to nearly 34% of the daily aggregated

turnover which amounted to record 490.34Mn. John

Keells Holdings PLC (JKH) stood out as the top subscriber

for the day providing LKR 193.28Mn, while accounting a

share of 39.42% of the day’s accumulated turnover; the

counter was predominantly supported by 2 negotiated

deals worth LKR 143.77Mn, resulted by a quantity of 655K

shares being blocked at price LKR 219.50/-. Having traded

between LKR 220.60/- and LKR 219.00/-, JKH settled at its

intraday low with no change to its share price from its

preceding day. Contributing LKR 43.39Mn Ceylon Tobacco

Company PLC (CTC) secured the second place, with half of

this backed by an off- board block (LKR 22Mn) where a

total of 20K shares were crossed at LKR 1,100/-. Having

witnessed notable foreign interest within the trading day,

the counter closed the day slightly below its intraday peak

(LKR 1,149.90/-) at LKR 1,145.00/- gaining a substantial

6.46% or LKR 69.50/-.

Company Name Price Issued Qty Mkt Capitalization As a % (Total)

CEYLON TOBACCO COMPANY PLC 1,145.00 187,323,751 214,485,694,895 9.38

JOHN KEELLS HOLDINGS PLC 219.00 857,921,888 187,884,893,472 8.21

NESTLE LANKA PLC 1,995.00 53,725,463 107,182,298,685 4.69

COMMERCIAL BANK OF CEYLON PLC 117.00 794,177,884 92,918,812,428 4.06

CARSON CUMBERBATCH PLC 390.00 196,386,914 76,590,896,460 3.35

SRI LANKA TELECOM PLC 39.30 1,804,860,000 70,930,998,000 3.10

DIALOG AXIATA PLC 8.70 8,143,778,405 70,850,872,124 3.10

THE BUKIT DARAH PLC 675.00 102,000,000 68,850,000,000 3.01

DISTILLERIES COMPANY OF SRI LANKA PLC 187.00 300,000,000 56,100,000,000 2.45

HATTON NATIONAL BANK PLC 149.90 319,024,783 47,821,814,972 2.09

Market Capitalisation

Highest Volume Highest Turnover

Company Name Share Turnover (Rs) Company Name Trade Share Turnover (Rs)

Vol. Vol. Vol.

TOUCHWOOD INVESTMENTS PLC 7,644,687 33,785,940.30 JOHN KEELLS HOLDINGS PLC 65 880,670 193,279,498.80

F L C HOLDINGS PLC 2,637,527 6,859,821.80 CEYLON TOBACCO COMPANY PLC 46 39,402 43,386,927.30

HVA FOODS PLC 2,321,156 27,524,825.60 TOUCHWOOD INVESTMENTS PLC 1,043 7,644,687 33,785,940.30

BLUE DIAMONDS JEW: WORLD: PLC 2,278,594 7,671,776.40 HVA FOODS PLC 878 2,321,156 27,524,825.60

CENTRAL INVESTMENTS & FINANCE PLC 1,944,354 2,022,155.60 NATION LANKA FINANCE PLC 279 1,540,591 11,806,468.20

NATION LANKA FINANCE PLC 1,540,591 11,806,468.20 TOKYO CEMENT COMPANY (LANKA) PLC 55 424,795 10,437,636.80

CEYLON TEA BROKERS PLC 1,465,139 6,075,716.80 BLUE DIAMONDS JEW: WORLD: PLC 225 2,278,594 7,671,776.40

AMANA TAKAFUL PLC 1,278,967 2,172,329.50 ASIRI HOSPITAL HOLDINGS PLC 20 472,183 7,460,486.50

BLUE DIAMONDS JEW: WORLD: PLC (X) 1,104,840 1,437,141.90 F L C HOLDINGS PLC 144 2,637,527 6,859,821.80

PC HOUSE PLC 940,651 831,585.90 CEYLON TEA BROKERS PLC 243 1,465,139 6,075,716.80

The subscription provided by the speculative driven Touchwood Investments PLC (TWOD) worth LKR 33.79Mn was

noteworthy; TWOD closed the trading day at LKR 4.70/- gaining LKR 0.70/- or 17.50%. Moreover, the three prime

contributors for the turnover JKH, CTC & TWOD accounted to 55.16% of the daily aggregate turnover. Under the sectorial

round-up, Diversified Holdings (DIV) sector topped the list providing LKR 207.37Mn and Beverage Food & Tobacco (BFT)

sector stood next in line providing LKR 78.74Mn to the daily aggregate turnover. A total of 35.86Mn shares changed

hands during the day resulting in a gain of 37.12% compared to the previous trading day. Touchwood Investments PLC,

FLC Holdings PLC and HVA Foods PLC were the top traded counters for the day with 7.64Mn, 2.64Mn and 2.32Mn shares

respectively being traded.

The total market capitalization as at the day’s closure moved up to LKR 2.45Tn, charting a year to date gain of 13.13%. The

market PER and PBV were 15.75x & 2.16x respectively. Price gainers surpassed the price losers by 98:82; where SMB

Leasing PLC Non-Voting (33.33%) led the gainers, on the other hand Hapugastenne Plantations PLC (-9.69%) led the price

losers. Foreign participants appeared to be bullish during the day for the 2nd consecutive trading day resulting in a net

foreign inflow of LKR 48.06Mn; this was resulted by foreign buying of LKR 232.05Mn and selling of LKR 183.99Mn. The

year to date net foreign inflow amounts to LKR 20.74Bn.

Market Highlights - Sector WiseSector Price Index Turnover Sector

Today Privious Value (Rs) Volume Trades P/E PBV

BANK FINANCE AND INSURANCE 12,697.01 12,708.18 42,898,889 6,241,193 1,257 8.50 1.60

BEVERAGE FOOD AND TOBACCO 19,750.60 19,303.98 78,743,515 3,165,971 1,075 22.10 6.40

CONSTRUCTION AND ENGINEERING 2,726.52 2,738.33 7,323,308 398,453 138 13.30 1.60

CHEMICALS AND PHARMACEUTICALS 6,718.40 6,642.70 2,188,160 477,337 117 7.80 1.40

DIVERSIFIED HOLDINGS 1,780.71 1,779.12 207,370,693 4,564,843 638 21.40 2.00

FOOTWEAR AND TEXTILE 789.75 791.88 485,228 57,062 106 0.00 0.90

HOTELS AND TRAVELS 3,214.59 3,197.68 15,480,075 1,344,088 542 47.60 3.20

HEALTH CARE 699.23 702.38 9,007,725 548,160 85 27.10 2.60

INVESTMENT TRUSTS 18,576.59 18,831.19 11,440,159 1,143,351 228 30.20 1.40

INFORMATION TECHNOLOGY 60.89 61.45 2,812,654 1,173,765 108 10.20 0.90

LAND AND PROPERTY 564.88 569.56 44,385,295 8,127,597 1,384 9.70 0.90

MANUFACTURING 2,868.98 2,862.02 46,241,631 5,675,232 1,271 12.60 1.80

MOTORS 14,456.57 14,461.29 216,319 1,828 4 3.60 1.20

OIL PALMS 97,022.85 96,730.70 219,800 325 5 83.70 6.90

POWER & ENERGY 111.45 111.81 8,846,258 909,819 219 14.60 1.40

PLANTATIONS 723.24 725.89 2,159,643 198,395 222 9.40 0.80

STORES SUPPLIES 21,688.26 21,267.46 1,889,692 5,606 30 29.80 1.90

SERVICES 22,952.93 22,876.31 7,185,380 1,748,080 293 8.90 1.80

TELECOMMUNICATIONS 158.55 157.14 526,615 42,376 32 14.90 1.50

TRADING 14,423.89 14,508.43 906,746 39,296 72 11.50 1.40

Top GainersCompany Name VWA Prev VWA Days Change Change High Low No. of Turnover

Close Close (Rs.) % (Rs.) (Rs.) Shares (Rs.)

S M B LEASING [X] 0.30 0.40 0.10 33.33 0.40 0.30 225,771 89,808.30

TOUCHWOOD 4.00 4.60 0.60 15.00 4.80 4.00 7,644,687 33,785,940.30

COMMERCIAL DEV. 64.50 73.80 9.30 14.42 73.90 64.50 3,952 259,159.00

S M B LEASING 0.70 0.80 0.10 14.29 0.80 0.70 119,973 83,981.30

HUNAS FALLS 47.10 53.20 6.10 12.95 53.20 53.20 1 53.20

Top LosersCompany Name VWA Prev VWA Days Change Change High Low No. of Turnover

Close Close (Rs.) % (Rs.) (Rs.) Shares (Rs.)

HAPUGASTENNE 32.00 28.90 (3.10) (9.69) 28.90 28.10 201 5,778.10

CIFL 1.10 1.00 (0.10) (9.09) 1.20 1.00 1,944,354 2,022,155.60

FINLAYS COLOMBO 284.50 259.00 (25.50) (8.96) 274.00 216.10 408 103,074.10

MULLERS 1.40 1.30 (0.10) (7.14) 1.30 1.30 279,511 363,364.30

LMF 116.40 109.20 (7.20) (6.19) 110.00 107.00 10,270 1,100,988.50

8th Oct 7th Oct

Buying Selling Buying Selling Ind: Value Ind: Value

Dollar (USA) 129.46 132.78 129.58 132.90 Yuan (China) 21.43 21.44

Pound (UK) 207.51 214.17 207.18 213.82 Rupee (India) 2.12 2.14

Euro (EU) 174.53 180.90 174.73 181.10 Won (Korean) 0.12 0.12

Franc (Sw itzerland) 142.22 147.92 142.33 148.02 Dinar (Kuw ait) 462.99 464.09

Dollar (Canada) 124.68 129.38 125.05 129.76 Ringgit (Malay) 41.05 41.23

Dollar (Australia) 121.01 125.98 121.24 126.22 Rial (Oman) 340.57 340.90

Dollar (Singapore) 103.05 106.78 103.33 107.06 Riyal (Qatar) 36.01 36.04

Yen (Japan) 1.33 1.38 1.33 1.38 Riyal (KSA) 34.96 35.00

Dirham (UAE) 35.70 35.73

This week Last week This Week Last week This Month Last Month

91 Days - 8.60 Weekly 11.55 11.94 Monthly 9.93 10.10

182 Days - 9.63 Monthly 11.84 11.86 6 Months 10.41 10.54

364 Days 10.57 10.57 6 Months 12.45 12.79 1 Year 12.57 12.82

July August September July August September

6.10 6.30 6.20 9.80 9.50 9.10

8.30 8.00 7.80 6.00 6.30 6.50

Over Night 7 Days 1 M 3 M 6 M 12 M

8.48 9.11 10.00 10.76 11.52 12.39

0.47125 0.48094 0.49000 0.51750 0.58938 0.87719

0.10220 0.13710 0.17380 0.24335 0.36575 0.62085

(CBSL.lk, Global-rates.com)

Rate ( Per Annum)Description

Year on Year Change

LIBOR - GBP (7th October) (%)

LIBOR - USD (7th October) (%)

Description

Annual Average Change

SLIBOR (8th October) (%)

SLIBOR & LIBOR

Statutory Reserve Ratio (SRR)

Colombo Consumers’ Price Index (CCPI)

15.00

Currency Currency

Indicative Rates

7th October8th October

Exchange Rates

Central Bank's Policy Rates

2013 2012Description

AWPLR AWDR

7.00

9.00Central Bank Reverse Repurchase (Reverse Repo) Rate

Treasury Bills

Bank Rate

6.00

Central Bank Repurchase (Repo) Rate

Country Foreign Markets- Index 7-Oct-13 % Change 4-Oct-13 % Change 3-Oct-13

USA Dow Jones Indus. AVG 14,936.24 -0.90% 15,072.58 0.51% 14,996.48

USA NASDAQ Composite Index 3,770.38 -0.98% 3,807.75 0.89% 3,774.34

Europe Euro Stoxx 50 Pr 2,923.04 -0.18% 2,928.31 0.90% 2,902.12

UK FTSE 100 6,437.28 -0.26% 6,453.88 0.08% 6,449.04

Japan Nikkei 225 13,853.32 -1.22% 14,024.31 -0.94% 14,157.25

Hong Kong Hang Seng Index 22,973.95 -0.71% 23,138.54 -0.33% 23,214.40

Pakistan Karachi 100 Index 21,864.85 -1.00% 22,085.96 -0.30% 22,152.35

India BSE Sensex Index 19,895.10 -0.10% 19,915.95 N/A 19,902.07

Singapore Straits Times Index 3,136.59 -0.05% 3,138.08 -0.21% 3,144.79

Malaysia FTSE Bursa Malaysia EMAS 12,364.30 0.10% 12,351.68 0.30% 12,315.15

Mongolia MSE Top 20 Index 13,866.22 -0.48% 13,933.38 -0.83% 14,050.61

Bloomberg

Grade Commodity 8-Oct-13 7-Oct-13 4-Oct-13

LC No.1 Brent Crude Oil 109.68 109.46 109.00

LC No.2 WTI Crude Oil 103.03 103.84 103.31

LC No.3 Gold 1,324.80 1,309.70 1,317.40

LC No.4 Silver 22.34 21.70 21.74

SC (Br) No.1 Copper 3.29 3.29 3.26

SC (Br) No.3

SC (Br) No.4

Skim Crepe

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 : 38 Sale No : 37 August 72,463 79,456 100,224

Uva High 378.10 413.52 September 60,219 71,111

Western High 466.44 476.95 October 69,563 80,379

Uva Medium 429.17 418.15 November 90,889 109,202

Western Medium 416.72 420.85 December 97,517 122,252

Low Grow n 506.66 496.08 Total 855,975 1,005,605 711,449

World Commodity Prices

365.00 - 365.00

Rubber Prices - 01 October 2013

Price Range (Rs)

380.00 - 385.00

295.00 - 308.00

Tourist Arrivals to Sri Lanka

170.00 - 235.00

390.00 - 390.00

290.00 - 290.00

250.00 - 255.00

257.00 - 263.00

Tea Prices

Rupee hovers near 3-month high after CB comments

The rupee hovered near its three-month high on Monday as dollar sales by banks and exporters offset importer

demand for the greenback after the Central Bank said that it expected the currency to behave in “a stable manner”

in the next few months. Spot rupee closed steady at 131.15/20, its highest close since 15 July. Central Bank Governor

has told Reuters in an interview on Friday that the rupee would “behave in a stable manner” in the next few

months as the monetary authority has taken steps needed to deal with a volatile environment. The dollar came

under pressure globally as a US budget standoff looked set to drag into a second week. Against a basket of major

currencies, the dollar eased 0.1% to be within striking distance of an eight-month trough hit last week. The rupee hit

a record low of 135.20 on 28 August, but has managed to stem further losses since then. It has risen 3.2% since

hitting its all-time low. The currency is down 2.8% this year, after depreciating about 10% in 2012. (ft.lk)

Sri Lanka and India ink deal for 500MW coal plant

Sri Lanka and India has inked a deal to build a 500MegaWatt joint venture coal power plant, in the island's North

Eastern coast which is expected to come on stream by 2018. State-run Ceylon Electricity Board signed a crucial

power purchase agreement (PPA) with Trincomalee Power Company, which has India's National Thermal Power

Corporation (NTPC) as a 50 percent joint venture partner. The plant is expected to cost 512 million US dollars and

will be financed with 30 percent equity and 70 percent loan. (lankabusinessonline.com)

Greece forecasts it will emerge from recession in 2014

Greece has predicted that it will emerge from its six-year long recession next year, in a sign it may be finally

recovering from its debt crisis. The Greek government made the forecast in a first draft of its 2014 budget, which

predicted 0.6% growth. Greece will submit a final budget in November. Greece's economy has shrunk by 23% since

2008, and it has been dependent on rescue loans from other European Union countries and the International

Monetary Fund since 2010. So far, it has received 240bn euros (£206bn) in loans from the "troika" of international

lenders - the European Commission, European Central Bank and the International Monetary Fund. (bbc.co.uk)

Stocks fall 1% as debt drama continues

The debt ceiling deadlock is finally starting to rattle investors. During the first six days of the government

shutdown, investors had a relatively blasé attitude toward the drama in Washington. But as a critical Oct. 17

deadline approaches, stocks continue to fall. The Dow Jones industrial average, the S&P 500, and the Nasdaq closed

down nearly 1% Monday. (money.cnn)

Vice President – Business Development Manager - Research

Thakshila Hulangamuwa Pasindu Perera

thakshi@ashaphillip.net pasindu@ashaphillip.net

0094 113070494 0094 112429109

Research Team

Lasantha Senanayake lasantha@ashaphillip.net 0094 112429129

Lahiru Perera lahiru@ashaphillip.net 0094 112429137

Nishantha Warnakulasuriya nishantha@ashaphillip.net 0094 112429137

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