Daily Market Brief
Equities were up 0.8% on the first trading day of October 2025, supported by price upticks in the agriculture, investment, energy & petroleum, and the telecommunication sectors. NSE 25 rose 0.6% followed by NSE 20 and NSE 10 at 0.4% and 0.2%, respectively.
Shares traded declined 18.5% from 24.85Mn to 20.25Mn shares to pull down the day’s value traded 9.9% from KES 535.80MN to KES 482.97Mn. Market focus remained on the banking sector and the telecommunication sector which traded KES 210.33Mn or 43.5% and KES 181.27Mn or 37.5% of the market value.
Safaricom emerged the day’s top mover with KES 181.27Mn turnover followed by KCB Group and Equity Group.
Foreign activity further accelerated up from 34.7% to 55.4% with a surge in net foreign inflows from an outflow of KES 249.55Mn to an onflow of KES 169.87Mn.
Secondary bonds value traded still dipped down 31.3% from KES 11.88Bn to KES 8.16Mn still impacted by the re-opened FXD1/2018/015 (7.7 years) of 12.65% coupon and FXD1/2021/020 (15.9-years) of 13.444% coupon for October’s primary auction, set for 15th October 2025.
The primary auction for FXD1/2018/015 and FXD1/2021/020 is scheduled for 15th October for a value payment on 21st October 2025.
