profitepaper pakistantoday 30th august, 2012

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PRO 30-08-2012_Layout 1 8/30/2012 12:57 AM Page 1

Thursday, 30 August, 2012

Pakistan looks northwards, eastwards then skywards Pakistan looking towards ‘high-saving’ India, China for portfolio investment g KSE team due to meet MSCI Board on Sep 3 for category revisit g KSE-30 index to trade at Lahore Stock Exchange g AKD Securities appointed first market-maker for SIFC g

KARACHI

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ISMAIL DILAWAR

hE policymakers at Pakistani stock exchanges have finally shifted their focus from the recession-hit western investors to that of the “high-saving” emerging economies like India, China and Middle Eastern countries. Also, a KSE delegation is due on September 3 to meet the MSCI Board for convincing the latter on placing Pakistan back into the category of emerging markets from the frontier market. Further, a Memorandum of Understanding (MoU) is due next week between the front regulators of Karachi and Lahore stock exchanges for the launch of KSE-30 index at the Lahore stocks. This was stated by Karachi Stock Exchange (KSE), MD, Nadeem Naqviwhile declaring the appointment of AKD Securities as a first market-maker for the Stock Index Future Contract (SIFC). he said KSE, the front regulator of country’s largest share market that has recently been demutualized, was in talks with the stock exchanges of India, Abu Dhabi and Dubai for cross-border listing of each other’s indexes.

“We have always been seeking investment from the west. If we focus on high-saving countries like India and China we would see great liquidity flowing into Pakistani markets,” said Naqvi. Sensex would be traded at the KSE counter, he said, adding the Abu Dhabi and Dubai stock exchanges were also in contact for the same contract. Naqvi termed the “cross border listing” as his dream. Appreciative of the Reserve Bank of India’s recent announcement to allow Pakistani portfolio and direct investment on the Indian markets, the KSE MD called upon the Pakistani central bank to replicate the same. Also, he said, his side was working with the New York Stock Exchange for the trading of KSE30 index at the latter. Further, he said MoU was due next week between the front regulators of Karachi and Lahore stock exchanges for the launch of KSE-30 index at the latter. Naqvi said the trading of KSE-30 benchmark would start at LSE within next 6-8 weeks. “A MoU is ready for next week,” he added. About the demutualization of the KSE, the managing director said 40 percent of the total shares have already been transferred in the members’ account. Of the remaining 60

PSO circular debt increases to Rs 431b ISLAMABAD ONLINE

The Ministry of petroleum and Natural resources has failed to control the circular debt of the Pakistan State Oil (PSO) that has been increased to 431 billion raising threat for fuel supply in the country. According to official data the oil giant total payables to local and international fuel suppliers have touched Rs 186 billion mark while receivables from power sector and other sectors stand at Rs 244 billion. Sources in the Pakistan State oil told online that agency is supplying oil to the different sectors according to their demand however monthly payback from departments is meager due to which state oil agency outstanding dues are increasing constantly. Sources told circular debt of PSO is increasing at the rate of Rs15-20 billion per month due to inefficiency, nonrecoveries and subsidies. According to official data power sector is main defaulter of PSO with Rs 212 billion outstanding. hub Power Company Limited (hUBCO) is the leading defaulter of PSO with Rs 109 billion outstanding followed by Wand Power Development Authority (WAPDA) with Rs 63 billion and Kot Addu Power company (KAPCO) with Rs 38 billion. The company has to receive two billion from Pakistan International Airline (PIA), Rs 524 million from Oil and Gas Development Company Limited (OGDCL), Rs 10 billion from Karachi Electric Company (KESC), Rs 1.447 billion from Pakistan Railways.

percent shares, he said, 40 percent would be offered to offshore investors and 20 percent to general public through Initial Public Offerings. In his briefing, Sani-e-Mehmood Khan, general manager product development at KSE, said the market-makers would make sure that besides entry point the investors could also have the exit way from the market. he said at least half a dozen applications were pending with the KSE for market makers job. Naming the Faysal Bank and Topline Securities, the product manager preferred not to name other applicants. Discussion with Faysal Bank, Sani said, was on the advanced stages. “More market-makers would be ap-

NA body turns director ISLAMABAD APP

The National Assembly Standing Committee on Commerce has recommended to the Ministry of Commerce (MoC) to include measures in the new trade policy 2012-15 to encourage small and medium enterprises (SMEs) and entrepreneurship among women, youth and business people in less developed areas (LDA) of the country. The meeting of the committee, held in-camera under the chairmanship of MNA Engineer Khurram Dastgir Khan also directed the ministry that any support or subsidy to any sector should be designed carefully in order to ensure that the subsidy reaches its specific target and not abused. Moreover, the ministry was directed to develop measurement criteria in order to objectively assess the output of the new trade policy on a regular basis.

ISLAMABAD ONLINE

LPG prices rose up by 18 to 20 rupees per/kg across the country due to increase in price of LPG in the international market Wednesday. Now LPG price has risen from $775 to $946 per/kg in the international market, after increase of $19000 per ton. The LPG marketing companies have increased its prices due to price hike in the international market, according to that price of LPG for Balochistan and Sindh went up to Rs 130 per/kg, Punjab Rs 139 per/kg and Rs145 per/kg for Azad Kashmir and Northern Areas. While for house and commercial consumption the price has been raised to Rs 244 and 883 respectively. Whereas chairman of the LPG Distribution Association Irfan Khosa has termed it as ‘public foe’ and demanded of the government to review the recent LPG price hike.

Directs MoC to encourage SMEs, entrepreneurs in new trade policy Discussing in detail the structure of trade policy, the committee expressed the concern that the commerce ministry was unable to measure in any objective manner of the output of 2009-12 trade policy. Pakistan’s exports have risen during 200912, yet the trade deficit has also risen simultaneously, therefore nullifying the overall benefits to Pakistan balance of trade, observed the committee. The committee emphasized that the trade policy should also concern itself with Pakistan’s domestic market, specifically encourage large sectors of manufacturing and trade to enter the formal economy in order to eventually enable these manufacturers and traders to trade internationally.

ADB to brief media on Private Sector Operations in Pakistan on Friday ISLAMABAD APP

The Asian Development Bank (ADB) is organizing a briefing for media regarding banks Private Sector Operations in Pakistan by ADB’s Director General of Private Sector Operations Department (PSOD), Phillip Erquiaga, here on August 31. According to bank sources the ADB’s private sector operations in Pakistan began in 1983 and as of yearend 2011, cumulative approvals in 30 projects amounted to $1.07 billion. “As of 30 June 2012, total outstanding balances and undisbursed commitments to private sector projects in Pakistan amounted to $623 million representing 10.1% of the total portfolio administered by ADB’s PSOD Asia-wide”, the sources added. It further said that the ADB’s investments in Pakistan’s private sector encompass several industries. ADB has, in the past, successfully lent to leasing companies, investment banks, mutual funds, a fertilizer plant, an oil terminal distribution company, a power distribution company and three (thermal and hydro) power plants. In 2011, a $97 million loan was approved for the construction and operation of a 147megawatt run-of-river hydropower plant on a build-own-operate-transfer basis. The partial credit guarantees totaling $66.6 million approved in 2011 for two wind projects in Pakistan are ADB’s first ever shariah-compliant debt financings.

Euro mixed in Asian trade TOKYO AFP

The euro was mixed in Asia on Wednesday after two eurozone bond auctions buoyed the embattled unit amid rising speculation that the European Central Bank (ECB) would restart a bond-buying programme. The European common currency bought $1.2556 and 98.69 yen in Tokyo morning trade, against $1.2565 and 98.68 yen in New York on Tuesday. The dollar was at 78.60 yen from 78.49 yen in US trade. Weak German business confidence data had weighed on the euro earlier this week, but the currency won some support after two debt auctions on Tuesday saw hardhit Spain and Italy pay sharply lower borrowing rates.

‘Cotton production can be increased by 62.5%’ ISLAMABAD ONLINE

LPG price skyrockets by Rs 18 –20 per kg

pointed in next few days,” said Sani. To a query, Sani termed the liquidity as a root cause of all the diseases. he said the market was not getting enough liquidity because of the trust deficit created in the wake of 2005 and 2008 market crashes. “The investors’ confidence has to be restored through awareness campaign that is underway countrywide by the SECP with the financing of Asian Development Bank,” he added. AKD Securities, chief executive officer, Muhammad Farid Alam told the reporters that all the brokers and members of the Exchange would do trading under the SIFC same like the normal share trading. “We as a market-maker would trade 100 contracts at start and 500 at the end in case no activity is there,” he said. Quoting the proverb that “a hundred miles journey begins with a single step”, Farid was upbeat that the new product would add more volumes and value to the stock market that if not interrupted would soon regain its past glory. “Volumes have improved to $ 91 million and we can chase the $ 100 million mark,” said the AKD executive who deemed a good operator necessary for the demutualized market.

Here’s how private sector should operate

The country’s cotton production can be increased by 62.5 per cent by developing seed industry, controlling weeds and pests and adopting improved crop management techniques, sources say. The Punjab Cotton Control Ordinance 1966 amended up to 2002, further needs to be amended to provide mandatory marking of cotton grade, staple length on each cotton bale for the improvement of the standard and quality of cotton. The rules may also be amended to restore the administrative control of Agriculture Department over the District Officers Agriculture and Deputy District Officers Agriculture, Agriculture Officer Extension and Cotton Inspectors instead of present setup of administrative control of District Government/District Nazims. The government keeping in view the international quality standards may introduce hVI test-

ing and marking system on the cotton bales so as to be able to compete in international market. For this purpose a time frame may be allowed to the ginners to upgrade their ginning factories and adopt hVI classification. The Government may revise the Agricultural pesticides Rules 1973 to give powers to the Inspector to seal the store of pesticides with the pesticide companies or dealers if the Inspector/s has/have sufficient grounds to believe that the pesticide in question is of sub-standard or outdated.

Such companies should be heavily fined and black listed and the chemical may be destroyed. In this regard cotton commissioner Dr

Khalid told online that seed legislation is pending from last ten years therefore industry is suffering a lot. he said that country’s seeds requirement is about forty thousand metric ton while only ten percent seed available on the time of cultivation. he said that state of art and latest technology should be adopted to complete the requirements of the country. he said that Seed Act 1976 and Seed (Amended) Act 2005 be made more effective and the rules may be amended and the extension staff of Agriculture Department may also be empowered under Seed Act to regulate effectively the sale of approved quality seed. he said that seventy percent pesticides are used on cotton therefore amendments are required in Pesticides act to enhance the capacity of industry and to improve the situation. Dr Khalid also pointed out the shortage of manpower and said that our seed industry has not sufficient manpower to handle demand of seeds therefore illegal and substandard seeds are sold in the market.


PRO 30-08-2012_Layout 1 8/30/2012 12:58 AM Page 2

Business 02 KSE bears the brunt of foreign selling apprehension KARACHI

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Blue-chip consolidation, security concerns also took their toll as bears take index down 83 points

STAFF REPORT

AKISTAN Stocks closed lower on profit-taking post major earning announcements at KSE. Consolidation in blue-chip stocks, uncertainty in global stocks and commodities, security concerns in the city and concerns for rising circular debt in Pakistan Energy sector played a catalyst role in bearish sentiments at KSE. This was opined by Ahsan Mehanti, Director at Arif habib Investments Limited. On Wednesday, negative trend was seen at Karachi Stock Exchange. At local equity market benchmark KSE-100 share index misplaced 83.17 points or 0.55 percent to finish the day’s trading at 15,151.31 points as compared to 15,234.48 points of the second working day of the week on Tuesday. The trading volumes at the ready-counter were recorded lower at 203.644 million shares against 312.490 million shares of the previous day. The trading value decreased to Rs 4.207 trillion compared to Rs 7.224 trillion of the previous session. The intraday high and low, respectively, stood at 15, 255.82 and 15, 127.91 points. he stated that the Volumes remained lower amid support from institutions leading the index to close above its days low. KSE-All share index shed 60.67 points or 0.56 percent to stop the day at 10,679.91

points, KSE-30 share index lost 99.60 points or 0.76 percent to end the day at 12,990.55 points while KMI-30 share index shed 77.24 points or 24 percent to close the day at 26,786.84 level. Trading took place in 317 companies where loser out numbered gainers 113 to 177 while values of 27 stocks remain intact. P.T.C.L.A was the top traded company of the day with 33.594 million shares lost Rs 0.91 to Rs 16.38. Pace Pakistan Limited was on the second position with 15.500 million shares shed Rs 0.33 to Rs 3.10. it was followed by Telecard Limited, WorldCall Telecom, TRG Pakistan Limited, NIB BANK Limited, Jahangir Siddiqui Company and Fauji Cement with turn over of 15.097 million, 11.959 million, 10.553 million, 9.589 million, 7.923 million, and 7.226 million shares respectively. Rafhan Maize XD was the biggest price gainer of the day increased by Rs 100.00 to stop Rs 3885.00 followed by Nestle Pakistan Limited up Rs 48.00 to end at Rs 4050.00. Major loser included Colgate Palmolive down by Rs 57.23 to lock at Rs 1296.00 and Mithchells Fruit off Rs 13.00 to close at Rs 360.00 respectively.

Vietnam wants trade boost with Pakistan ISLAMABAD APP

Vietnamese Deputy Minister of Industry and Trade Le Duong Quang called for strengthening Paki-Vietnam friendship, especially in trade and investment terms. Speaking at the Islamabad Chamber of Commerce and Industry (ICCI) during his visit on Wednesday, the Vietnamese minister hoped that the second session of Pak-Vietnam Business Council would help strengthen business cooperation between the two countries as well as gather Vietnamese counterparts that are interested in expanding business in Pakistan. Ambassador of Vietnam to Pakistan Nguyen Viet hung and Commercial Counsellor Embassy of Vietnam Nguyen hong Tian were also present on the occasion. The Deputy Minister termed the current bilateral trade between Vietnam and Pakistan very low and said that efforts should be made to enhance annual volume of trade between the two countries by 2013. he said that Vietnam would also provide

support to Pakistan in getting market access to the South East Asian states. he said that the Trade Promotion Agency of Vietnam and the Trade Development Authority of Pakistan should collaborate and sign mutual agreements for the promotion of trade and economic relations between the two countries. ICCI President Yassar Sakhi Butt, in his welcome address, said that it was encouraging that Pakistan and Vietnam were now moving forward to further strengthen their bilateral economic and trade relations as the two countries had great potential to enhance mutual cooperation in various sectors of their economies. The ICCI President said that bilateral trade between Pakistan and Vietnam had improved from US$60 million in 2005-06 to US$262.5 million in 2010-11, however, it was far below their true potential. he said that both the countries had good potential to complement each other in different areas, including science & technology, IT & telecommunication, industry, banking & finance, health & pharmaceuticals, agriculture, livestock, fisheries, education and culture.

From Korea, with power Korean firms to construct two mega hydropower projects on PPP mode LAHORE PRESS RELEASE

The Korean firms have been selected to construct two mega hydropower projects – the 665MW-Lower Palas Valley and the 496MW-Lower Spat Gah - on public private partnership (PPP) mode. This was told in a meeting presided over by Water & Power Federal Minister Chaudhray Ahmed Mukhtar. The meeting was held today to review progress on various hydropower projects. Addressing the meeting, the Federal Minister said that the Government was committed to optimal utilization of the indigenous resources for electricity generation in the country. he said that a number of hydropower projects are being implemented on highest priority for the purpose. On completion, these projects will not only help overcome electricity crisis, but also stabilize electricity tariff for the consumers, he further said. Briefing the meeting, WAPDA Chairman said that the Korean firm K- Water will construct the Lower Palas Valley hydropower Project, while a consortium of two other Korean companies namely Komipo and Posco will implement the Lower Spat Gah hydropower Project. he said that the Korean firms will together bring in with them an investment amounting to US$3 billion for construction of the two projects. This investment shows the confidence, the financial institutions have in WAPDA for implementation of the projects in water as well as hydropower sectors, he added.

Crude down in Asia on G7 calls for output hike SINGAPORE AFP

Crude sank in Asia Wednesday as a call by the Group of Seven nations for oil producers to increase output overrode US supply disruptions due to hurricane Isaac, analysts said. New York’s main contract, light sweet crude for October delivery, shed 37 cents to $95.96 a barrel and Brent North Sea crude for delivery in the same month slipped 36 cents to $112.22. A call by the G7 industrial nations for oil producers to increase output interrupted a crude rally fuelled by US production facility closures due to hurricane Isaac, said IG Markets Singapore market strategist Justin harper. “The G7 seem a little late in making this request on oil producers as we could see subdued demand for the second half of the year, keeping energy prices contained,” he told AFP.

Major Gainers COmPANy OPEN Rafhan MaizeXD 3785.00 Nestle Pakistan Ltd. 4002.00 Bata (Pak) Limited 959.75 Exide (PAK) 280.62 Indus Motor Company 271.14

HIGH 3897.00 4050.00 1007.73 294.65 284.69

LOW 3650.00 4050.00 1007.73 283.25 270.00

CLOSE CHANGE 3885.00 100.00 4050.00 48.00 1007.73 47.98 294.65 14.03 279.61 8.47

TuRNOVER 880 40 2,000 60,100 87,600

1296.00 360.00 240.00 180.00 196.00

1295.60 360.00 225.79 179.24 190.00

1296.00 360.00 225.79 179.24 190.13

-57.23 -13.00 -11.88 -9.43 -5.67

200 200 2,700 6,000 5,700

16.95 3.27 2.55 3.00 4.33

16.29 2.75 2.11 2.64 3.91

16.38 3.10 2.44 2.71 4.04

-0.91 0.33 -0.23 -0.45 -0.07

33,594,500 15,500,000 15,097,500 11,959,000 10,553,500

Major Losers Colgate Palmolive Mithchells Fruit Sanofi-Aventis Pak Service Industries Tri-Pack Films

1353.23 373.00 237.67 188.67 195.80

Volume Leaders P.T.C.L.A Pace (Pak) Ltd. Telecard Limited WorldCall Telecom TRG Pakistan Ltd.

17.29 2.77 2.67 3.16 4.11

Interbank Rates US Dollar UK Pound Japanese Yen Euro

94.7937 149.9731 1.2069 119.0230

Dollar East US Dollar Euro Great Britain Pound Japanese Yen Canadian Dollar Hong Kong Dollar UAE Dirham Saudi Riyal Australian Dollar

Buy

SELL

94.50 117.57 148.54 1.1885 94.77 11.99 25.61 25.06 97.00

95.00 118.92 150.20 1.2017 96.33 12.19 25.87 25.32 99.54

Asian markets mixed ahead of Bernanke speech HONG KONG AFP

Asian markets were mixed on Wednesday, with attention turning to a speech by US Federal Reserve chief Ben Bernanke later in the week as dealers look for an indication of any stimulus by the central bank. Tokyo gained 0.28 percent by the break, hong Kong added 0.15 percent and Seoul climbed 0.26 percent but Sydney gave up 0.18 percent and Shanghai shed 0.10 percent. Bernanke is due to address US central bankers at their annual meeting in Jackson hole, Wyoming, on Friday, with investors hoping he will outline plans for further measures to boost the world’s number one economy. “Players remain in wait-and-see mode leading up to the Jackson hole summit where more hints on information about the direction of monetary policy are expected,” said hiroichi Nishi, general manager of equities at SMBC Nikko Securities. On forex markets the euro bought $1.2556 and 98.69 yen in early Asian trade, compared with $1.2565 and 98.68 yen in New York late Tuesday.The dollar was at 78.60 yen against 78.49 yen. Wall Street provided an anaemic lead after mixed economic data. The Conference Board reported its US consumer confidence index dropped to a nine-month low of 60.6 for August, down from 65.9 in July. The report showed consumers grew less confident about business and job prospects in the coming months.

CORPORATE CORNER ICI Pakistan Limited announces after tax profit of Rs 462 million for H1 2012 KARACHI: The Board of Directors of ICI Pakistan Limited announced the financial results for half year ended June 30, 2012.The company posted an after tax profit of PKR 462 million which was 52% less than same period last year. Operating result for hI 2012 at PKR 748 million was lower by 32 % compared to hI 2011 mainly due to reduction in unit gross margins in the PSF business because of lower demand and margin

shrinkage across the entire Polyester chain. Along with that, rising cost of alternative fuels resulted in an additional cost of PKR 348 million compared to same period last year. In addition, the company also incurred a one off expense of PKR 124 million relating to demerger of the Paints business. Profit after tax for Q2 2012 at PKR 304 million was 13% lower than same quarter last year. Excluding the effect of the one off demerger cost of approximately PKR 58 m for the quarter, this result is 4% higher than same period last year. Earnings per share for half year ended June 30, 2012 were PKR 5 per share. An interim dividend of PKR 3.50 per share has been declared by the Board of Directors.

PTCL 3G EVO Wi-Fi Cloud, 3G Nitro Cloud devices come free with 4 months unlimited downloads PESHAWAR: Additional Chief Secretary/Chairman Board of Directors (BOD) Bank of Khyber (BOK) Mr. Attaullah Khan presided over 115th BOK BOD at Bank’s Head Office Peshawar on Wednesday.

ISLAMABAD: Country’s largest integrated telecommunications service provider, Pakistan Telecommunications Company Limited (PTCL) now brings 3G EVO Wi-Fi Cloud and 3G EVO

TEVTA Chairperson Arif Saeed addressing the participants, General Manager (Operations) Retired Col. Hamid Ghani Anjum, Zonal Manager (North) Muhammad Usman, TEVTA Officers and Principals were also present.

E4u opens a new outlet People’s Republic of China Consul General Mr Zhang Jian Xin and People’s Republic of China , Deputy Consul General Mr Pan Qingjiang recently joined Avari Towers General Manager Gordon Gorman to officially reopen the hotels famous Dynasty Chinese Restaurant after a soft refurbishment. After the traditional red ribbon cutting, the invited guests were treated to a selection of dishes from Master Chef Yu’s new Autumn flavors menu, which included spicy Szechuan lobster, Peking duck and other Chinese specialties for which the restaurant is well known. Nitro Cloud devices free of cost with 4 months unlimited downloads.

KARACHI: After the grand success of our three e4u malls in Karachi and two in Lahore, e4u had grand opening ceremony of its 6th e4u mall on Wednesday at Royal hotel Building, I.I. Chundrigar Road, Karachi.

SAP announced results KARACHI: SAP Asia Pacific Japan (APJ) announced their best-ever second quarter results with 25% growth in Non-IFRS Software Revenue.

Thursday, 30 August, 2012


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