The JMP Weekly Report

29-03 Sept-Oct, 2025

Welcome to this week’s JMP Report,

Weekly Trade Commentary

Last week saw only 5 stocks traded on PNGX with a total trading value of K1,875,528.71.
BSP traded good volumes 22,341 shares steady at K23.55.
KSL traded the largest volumes of the week, 211,552 shares closing 5t higher at K3.85.
STO traded good volumes also, 25,202 shares closing steady at K21.00.
KAM traded the least number of volumes during the week, 1,038 shares closing higher by 1t at K1.88.
Lastly, CCP traded only 2,044 shares changing hands steady at K4.65.

WEEKLY MARKET REPORT | 29 September, 2025 – 03 October, 2025

STOCK	WEEKLY VOLUME	CLOSING PRICE	VALUE	BID	OFFER	CHANGE	% CHANGE
BSP	22,341	23.55	526,131	–	23.55	–	–
KSL	211,552	3.85	808,700	3.80	3.85	0.05	1.32%
STO	25,202	21.00	529,242	–	22.00	–	–
NEM	–	181.00	–	–	–	0.01	0.53%
KAM	1,038	1.88	1,951	1.88	–	–	–
NGP	–	1.35	–	1.35	–	–	–
CCP	2,044	4.65	9,505	3.20	4.65	–	–
CPL	–	0.40	–	0.45	0.65	–	–
SST	–	50.00	–	–	50.00	–	–
	262,177	TOTAL	1,875,529				0.02%

Key takeaways:

KSL leads the way with trading for the week, while BSP and STO provide good liquidity to support total trading volume for the week. The 3 stocks combine to give 93.39% of last weeks total trade value.
Kina Securities Limited (ASX:KSL / PNGX:KSL) (Kina or the Company) announces the appointment of Rayna Heckenberg as the Company’s new Chief Risk Officer (CRO), commencing 10 November 2025. Download >>
NGIP Agmark Limited announces an interim dividend of 4 toea per share for the 2025 financial year. Download >>
Market announcement: NGP – Update of Dividend Ex-date 2025 Interim Dividend Download >>
Market Announcement: NEM – Newmont Announces CEO Transition Download >>
Market Announcement BSP – Change of Company Secretary Download >>
Market Announcement: KSL – Appendix 10B Notice of change in Directors Interest (Ivan Vidovich) Download >>

WEEKLY YIELD CHART | 29 September, 2025 – 03 October, 2025

STOCK	NUMBER ISSUED OF SHARES	MARKET CAP	2023 INTERIM DIV	2023 FINAL DIV	2024 INTERIM DIV	2024 FINAL DIV	2025 INTERIM DIV	YIELD % LTM
BSP	467,219,979	11,003,030,505	K0.370	K1.060	K1.210	K1.210	K0.500	7.26%
KSL	287,949,279	1,108,604,724	K0.100	K0.160	K0.106	K1.155	K0.126	7.30%
STO	3,247,772,961	68,203,232,181	K0.310	K0.660	k0.506	K0.414	K0.559	4.63%
NEM*	–	–	–	–	–	–	–	–
KAM	50,693,986	95,304,694	K0.120	–	–	–	–	17.02%
NGP	45,890,700	61,952,445	K0.030	–	K0.120	K0.120	K0.040	11.85%
CCP	307,931,332	1,431,880,694	K0.110	K0.130	K0.121	K0.121	K0.121	5.20%
CPL	206,277,911	82,511,164	K0.050	–	–	–	–	–
SST	31,008,237	1,550,411,850	K0.350	K0.600	K0.300	K0.300	K0.400	1.40%
	TOTAL	83,536,928,257						5.14%

a LTM = Last Twelve Months. We have calculated yields based on most recently declared
interim and final dividends.
* NEM pays quarterly dividends. We have added last 4 payments at current FX rates.

Dividend yield – is calculated by dividing a company’s annual dividends per share by its current share price and expressing the result as a percentage.

What we have been reading

LOSE THE HOME BIAS. Need a compelling reason to diversify your portfolio away from the traditional Australian bias? The Magnificent 7 have outperformed the broader market and driven growth in the stock market for several years.

By: Bell Potter Securities Limited

Australian investors don’t need to venture too far to take advantage of offshore growth opportunities and benefit from foreign currency earnings. Home grown success stories that operate overseas like Goodman Group, Orica, Brambles, Worley, Sonic Healthcare, WiseTech and Aristocrat Leisure offer a certain level of diversification, but there are many other names, sectors and opportunities that Australian investors simply cannot get exposure to by investing locally. There are 80 major stock exchanges in the world and 53,795 active securities with a total value of ~US$130 trillion.

The Australian share market is currently ranked 12th with a market capitalisation of A$2.9 trillion (US$1.9 trillion). While there are over 2,200 stocks listed on the ASX within 11 sectors, most of the value is made up of the top 200 stocks by market capitalisation (The S&P/ASX 200 Index). However, the Aussie market represents only 1.5% of the total world share market and it is highly concentrated by industry, with Resources and Financials dominating over 50% of the Index by value. Local stocks are also comparatively smaller in terms of market capitalisation and liquidity. International investing exposes you to the businesses and brands that feature in your daily life.

Think about your phone (e.g. Apple or Samsung), credit card (e.g. MasterCard or Visa) or shopping (e.g. Amazon, Nike, Gucci). Global companies not only offer geographical and industrial diversification but also tap into the next generation of technological advancements (e.g. NVIDIA, Microsoft, Google). You can gain access to these renowned companies with the same ease and convenience as Australian shares, so what’s stopping you from owning a small part of these familiar brand names? In this report we explore the Magnificent 7, a group of high-performing and influential companies in the U.S. stock market.