Spring 2025: Key Investment Opportunities in Kazakhstan and Global Markets, DKnews.kz reports.
Spring is traditionally an active period in the stock market: companies release financial results, distribute dividends, and investors adjust their strategies based on macroeconomic trends. Analysts at Freedom Broker have identified promising investment ideas for Spring 2025.
Kazakhstan Market: Dividend Season and Corporate Events
Daniyar Orazbayev, Analyst at Freedom Finance Global:
Several companies are expected to show solid performance in Spring 2025:
-
KazMunayGas JSC (KMGZ) – Kazakhstan’s national oil and gas company, playing a pivotal role in the country’s economy. A significant increase in production at the Tengiz field in 2025 is anticipated, which could be a key factor driving the company’s market capitalization.
-
Halyk Bank JSC (HSBK) – The largest bank in Kazakhstan, consistently delivering strong financial results. Expected dividend payments could positively impact stock prices, attracting investor interest.
-
Kaspi.kz JSC (KSPI) – Kazakhstan’s leading fintech ecosystem, dominating payments, e-commerce, and digital financial services with a 41% net profit margin. The company has already shown a promising trend reversal and may continue to grow, driven by the upcoming release of financial statements and key corporate events.
Spring is also marked by dividend payouts from most companies listed on the KASE index. Stocks of Halyk Bank, Kazatomprom, and KazMunayGas have high growth potential due to increased dividend distributions. Additionally, KazTransOil and KEGOC, which have been trading sideways for an extended period, might experience an uptrend following dividend announcements.
Investors should also monitor Kazakhtelecom, as special dividends may be declared following the completion of its sale of Altel–Tele2.
Another potential growth driver could be the acquisition of First Heartland Jusan Bank by Kaspi.kz shareholder Vyacheslav Kim, potentially creating synergies between the two financial institutions.
Global Investment Opportunities
Eldar Shakenov, Analyst at Freedom Finance Global:
American companies that may show strong performance in Spring 2025:
Technology & AI
-
NVIDIA Corporation (NVDA) – A dominant player in AI, controlling 93% of the cloud GPU market. The company is expanding its DGX Cloud platform, simplifying AI model scaling. Strong demand is already evident, as the new Blackwell architecture is sold out for 2025. Investments in cost reduction and ecosystem expansion strengthen NVIDIA’s position amid AI industry growth.
-
Microsoft Corporation (MSFT) – A key AI player, integrating artificial intelligence across Azure, Office 365, and Windows, alongside its partnership with OpenAI. The scalability of AI solutions supports the growth of its cloud business. Microsoft’s diversified ecosystem, high profitability, and stable revenue streams provide resilience, while ongoing AI and cloud investments ensure long-term growth.
-
Dell Technologies Inc. (DELL) – Strengthening its position in AI, with a 58% increase in revenue from servers and networking solutions. Dell’s leadership in AI servers and its attractive valuation make it a compelling investment for 2025, as the AI infrastructure market is expected to grow at a 35% CAGR. The company’s infrastructure solutions segment provides stable AI-related revenue, further boosting its stock potential.
Industrial & Transportation
- PACCAR Inc (PCAR) – A promising investment amid growing freight transportation demand projected for 2026. The company is expected to set a new record for earnings per share (EPS), driven by rising demand for trucks ahead of the EPA emission standards rollout. With a strong growth history, renowned brands Peterbilt and Kenworth, and high dividend yields, PACCAR remains an attractive option. Despite being undervalued compared to competitors, the company is on track to achieve record-breaking EPS faster than other original equipment manufacturers (OEMs).
Real Estate & Healthcare
-
Welltower Inc. (WELL) – A leading player in senior housing and medical real estate, managing over 2,100 properties, including nearly 200,000 residential units and medical offices. As demand for senior housing grows amid limited supply, Welltower leverages capital efficiency and asset management to improve margins and occupancy rates. These factors position the company to double its earnings over the next five years, making its stock attractive to investors.
-
Edwards Lifesciences Corporation (EW) – A company driving growth through innovations in heart disease treatment. In Q4 2024, sales increased by 9%, including a 6% rise in transcatheter aortic valve replacement (TAVR) and an 88% jump in transcatheter mitral and tricuspid therapies (TMTT). Revenue is expected to grow 8–10% in 2025, fueled by advancements in these technologies and new solutions for heart and aortic insufficiencies. The TAVR approval for asymptomatic patients in the U.S. is also anticipated. Strong market positioning and growth prospects enhance Edwards Lifesciences' investment appeal.
Spring 2025: A Dynamic Season for Investors
Kazakhstan’s dividend season, commodity sector growth, and key corporate events present attractive investment opportunities. Globally, AI technology, healthcare, and logistics continue to capture the attention of major investors. A well-diversified portfolio and strategic trend analysis can help investors navigate Spring 2025 for optimal returns.
