KSPI

Kaspi.kz JSC ADR (KSPI) | Rumor.io

Kaspi.kz JSC

KSPI

Attention (50-day avg)0.01%

Attention rank (50-day avg)#343

Bullish sentiment (50-day avg)94%

Price to earnings ratio7.83

Market capitalization18.2B

Earnings per share12.2

Dividend yield (TTM)4.54%

Revenue (annual)4T

Net income (annual)1.1T

Social

What share of all stock conversation is about KSPI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.01% +0	0.01% -0.01	0.01% 0

Sep 11

The Vice President of Halyk Bank acknowledged pressure on the commission-based payment business due to the National Bank's QR Unique and phone transfer services, potentially cannibalizing Kaspi's market share.
Kaspi's business is under pressure from the National Bank's QR Unique and phone transfer services, according to the Vice President of Halyk Bank.
Kaspi's insiders have been making heavy sales, putting pressure on the stock price, which aligns with a prediction made earlier.

Generated by AI

Sentiment

Of the messages about KSPI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	78.62% -21.38	88.21% -2.81	96.68% -1.91
Bearish	—	21.38% +21.38	11.79% +2.81	3.32% +1.91

Bullish· Aug 10

$KSPI has demonstrated strong growth in revenue, with a 15% YoY increase in Q2 2026 to KZT 1.1 trillion, and a 24.4% YoY increase in sales to $2.339B.
The company has a robust dividend policy, with an 18% dividend increase to KZT 1,000/ADS for Q2, representing a dividend yield of ~8.7%.
Kaspi.kz's Super App business model is driving significant cash flows, with the Board proposing a massive dividend hike, and the company's estimated ~8.7% dividend yield offering an attractive opportunity for investors.

Bearish· Sep 19

The report by Culper Research contains factually inaccurate and misleading information, designed to confuse investors and drive down the stock price.
The company is overvalued compared to its peers, with a price-to-user valuation 2-4 times higher than those of other "Super App" companies.
The company's operations are subject to significant risks due to Kazakhstan's high and erratic inflation, high interest rates, and low GDP per capita, which may impact its financial performance and stock price.

Generated by AI

Topics

Of the messages about KSPI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	98.44%	88.83%	3.88%
Macro	—	1.56%	10.39%	41.72%
Technical Analysis	—	0%	0.78%	0.12%
Analysts	—	0%	0%	41.52%
Earnings	—	0%	0%	12.76%
Controversies	—	0%	0%	0%

Oct 18

Joint Stock Company Kaspi.kz ($KSPI) has signed a definitive agreement to acquire 65.41% of Hepsiburada, a leading Turkish e-commerce platform, for approximately $1,127 million.
The acquisition is expected to close in Q1 2025 and will be paid in cash, subject to regulatory approvals in Türkiye.
Kaspi.kz's acquisition of Hepsiburada will make it a controlling shareholder in the Turkish e-commerce platform, with potential for expansion of its super app in a larger market.

Generated by AI

Community

Of the messages about KSPI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	59.61%	55.09%	50.26%
Newcomers	100%	40.39%	44.91%	49.74%

Regulars· Aug 10

The company Kaspi.kz ($KSPI) has reported Q2 2026 results with a 15% increase in revenue to KZT 1.1 trillion and a 5% increase in adjusted EBITDA to KZT 397 billion.
The dividend yield is around 9%, with the company proposing an 18% increase to KZT 1,000 per quarter, representing a significant return for shareholders.
Kaspi.kz's growth momentum continues, with a 24% year-over-year sales growth, and the company is expected to maintain its full-year 2026 guidance, assuming constant currency exchange rates.

Newcomers· Sep 11

Kaspi.kz is considered a low PE moat stock with a dominant business in Kazakhstan, benefiting from high oil price tailwinds, and offering a high dividend yield of around 8%.
The stock's optionality is seen as a positive factor, particularly with regard to its Turkish venture.
Some investors view Kaspi.kz as a "classic value play," contrasting it with the network effect businesses represented by other stocks mentioned.

Generated by AI

On Monday, Kaspi.kz (NASDAQ:KSPI) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For comprehensive financial data

9d agobenzinga.com

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Kaspi.kz JSC ADR

Technology
Software - Infrastructure

Kaspi.kz JSC ADR is the American depositary receipt representation of Kaspi.kz JSC, a Kazakhstan-based financial technology and digital services company. Kaspi.kz today operates a multi-service mobile app that combines payments, marketplace, and fintech capabilities in a single consumer platform. Its payments segment supports everyday transactions such as merchant payments, bill settlement, and peer-to-peer transfers, while the marketplace segment connects shoppers, merchants, and online retail services. The fintech segment extends the company’s consumer finance and merchant services, helping support digital banking and payment processing needs. Kaspi.kz serves consumers and merchants primarily in Kazakhstan and also participates in selected regional markets, making it an important player in the country’s digital economy and broader financial services ecosystem.

Website

Location

154A, Nauryzbai Batyr Street

Almaty, 050013

Kazakhstan

Social

What share of all stock conversation is about KSPI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.01% +0	0.01% -0.01	0.01% 0

Sep 11

The Vice President of Halyk Bank acknowledged pressure on the commission-based payment business due to the National Bank's QR Unique and phone transfer services, potentially cannibalizing Kaspi's market share.
Kaspi's business is under pressure from the National Bank's QR Unique and phone transfer services, according to the Vice President of Halyk Bank.
Kaspi's insiders have been making heavy sales, putting pressure on the stock price, which aligns with a prediction made earlier.

Generated by AI

Sentiment

Of the messages about KSPI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	78.62% -21.38	88.21% -2.81	96.68% -1.91
Bearish	—	21.38% +21.38	11.79% +2.81	3.32% +1.91

Bullish· Aug 10

$KSPI has demonstrated strong growth in revenue, with a 15% YoY increase in Q2 2026 to KZT 1.1 trillion, and a 24.4% YoY increase in sales to $2.339B.
The company has a robust dividend policy, with an 18% dividend increase to KZT 1,000/ADS for Q2, representing a dividend yield of ~8.7%.
Kaspi.kz's Super App business model is driving significant cash flows, with the Board proposing a massive dividend hike, and the company's estimated ~8.7% dividend yield offering an attractive opportunity for investors.

Bearish· Sep 19

The report by Culper Research contains factually inaccurate and misleading information, designed to confuse investors and drive down the stock price.
The company is overvalued compared to its peers, with a price-to-user valuation 2-4 times higher than those of other "Super App" companies.
The company's operations are subject to significant risks due to Kazakhstan's high and erratic inflation, high interest rates, and low GDP per capita, which may impact its financial performance and stock price.

Generated by AI

Topics

Of the messages about KSPI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	98.44%	88.83%	3.88%
Macro	—	1.56%	10.39%	41.72%
Technical Analysis	—	0%	0.78%	0.12%
Analysts	—	0%	0%	41.52%
Earnings	—	0%	0%	12.76%
Controversies	—	0%	0%	0%

Oct 18

Joint Stock Company Kaspi.kz ($KSPI) has signed a definitive agreement to acquire 65.41% of Hepsiburada, a leading Turkish e-commerce platform, for approximately $1,127 million.
The acquisition is expected to close in Q1 2025 and will be paid in cash, subject to regulatory approvals in Türkiye.
Kaspi.kz's acquisition of Hepsiburada will make it a controlling shareholder in the Turkish e-commerce platform, with potential for expansion of its super app in a larger market.

Generated by AI

Community

Of the messages about KSPI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	59.61%	55.09%	50.26%
Newcomers	100%	40.39%	44.91%	49.74%

Regulars· Aug 10

The company Kaspi.kz ($KSPI) has reported Q2 2026 results with a 15% increase in revenue to KZT 1.1 trillion and a 5% increase in adjusted EBITDA to KZT 397 billion.
The dividend yield is around 9%, with the company proposing an 18% increase to KZT 1,000 per quarter, representing a significant return for shareholders.
Kaspi.kz's growth momentum continues, with a 24% year-over-year sales growth, and the company is expected to maintain its full-year 2026 guidance, assuming constant currency exchange rates.

Newcomers· Sep 11

Kaspi.kz is considered a low PE moat stock with a dominant business in Kazakhstan, benefiting from high oil price tailwinds, and offering a high dividend yield of around 8%.
The stock's optionality is seen as a positive factor, particularly with regard to its Turkish venture.
Some investors view Kaspi.kz as a "classic value play," contrasting it with the network effect businesses represented by other stocks mentioned.

Generated by AI

Kaspi.kz JSC

Social

Sep 11

Sentiment

Bullish· Aug 10

Bearish· Sep 19

Topics

Oct 18

Community

Regulars· Aug 10

Newcomers· Sep 11

News

Kaspi.kz: Dividend Raise, Despite Hepsiburada Likely Still Dragging (NASDAQ:KSPI)

Initiating Coverage : Kaspi.Kz (NASDAQ:KSPI)

Kaspi.kz Reports Q2 2026 Results: Full Earnings Call Transcript - Kaspi.kz (NASDAQ:KSPI)

[NOTE] Kaspi - Q2 2026 Earnings (NASDAQ:KSPI)

Kaspi: Strong, Growing, And Underappreciated (NASDAQ:KSPI)

Jason Fieber's High-Yield Opportunity For September 2026: Kaspi (NASDAQ:KSPI)

Also Discussed

Kaspi.kz JSC ADR

Company Information

Location

News

Kaspi.kz: Dividend Raise, Despite Hepsiburada Likely Still Dragging (NASDAQ:KSPI)

Initiating Coverage : Kaspi.Kz (NASDAQ:KSPI)

Kaspi.kz Reports Q2 2026 Results: Full Earnings Call Transcript - Kaspi.kz (NASDAQ:KSPI)

[NOTE] Kaspi - Q2 2026 Earnings (NASDAQ:KSPI)

Kaspi: Strong, Growing, And Underappreciated (NASDAQ:KSPI)

Jason Fieber's High-Yield Opportunity For September 2026: Kaspi (NASDAQ:KSPI)

Also Discussed

Social

Sep 11

Sentiment

Bullish· Aug 10

Bearish· Sep 19

Topics

Oct 18

Community

Regulars· Aug 10

Newcomers· Sep 11