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NZX Limited Fund Information / Factsheet 2018

Jan 29, 2018

66248_rns_2018-01-30_2a2672a5-f43b-46c5-80a9-1fff82bcd64a.pdf

Fund Information / Factsheet

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NZX Limited - Full Year Shareholder Metrics FY 2017

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These Shareholder Metrics represent the key features of NZX's operations in each of its core businesses. The Metrics focus on what drives the revenue performance of NZX, so as to give a consistent and transparent comparison across time periods for each business line.

Markets

NZX Listed Issuers **31.12.17 ** Change YoY
Total Equity Securities 159 -6.5%
Total Listed Debt Securities 113 5.6%
Total Other Securities 25 -7.4%
Total Listed Securities 297 -2.3%
Total NZX Main Board Issuers 159 -4.8%
Total NZAX Issuers 16 -11.1%
Total NXT Issuers 3 -25.0%
Total NZDX Issuers 45 4.7%
Capital Raising **FY 2017 ** Change YoY
New Capital Listed
IPOs and Compliance Listings $0.48 b -77.3%
New Debt Listings $3.23 b -49.8%
Secondary Capital Raisings
Total Capital Raised By All Issuers $4,382 m -5.5%
Total Equity Raised - Primary Issuers $1,415 m -6.7%
Total Equity Raised - Dual & Secondary Issuers $1,693 m -1.6%
Total Debt Raised $1,274 m -5.9%
Number of Capital Raising Events 184 -24.3%
Capital Raised < $0.5m 29 -62.8%
Capital Raised > $0.5m < $10m 85 -13.3%
Capital Raised > $10m < $100m 65 10.2%
Capital Raised > $100m 5 -37.5%
Market Capitalisation 31.12.17 Change YoY % of GDP
All Equity $135.2 b 17.0% 50.0%
All Debt $26.4 b 2.7% 9.7%
NZX Indices Performance **31.12.17 ** Change YoY
S&P/NZX 50 Index 8,398 22.0%
S&P/NZX 50 Portfolio Index 5,225 23.7%
S&P/NZX A-Grade Bond Index 5,155 6.1%
S&P/NZX All Swap Index 202 5.2%
Cash Market Trading FY 2017 Change YoY
Total Trades 2,053,487 17.0%
Daily Average Trades 8,214 17.5%
Total Trades < $50k 1,946,284 19.1%
Total Value Traded $44.0 b 0.1%
Daily Average Value Traded $176 m 0.5%
Total Equity Transactions
Total Trades 2,015,429 17.5%
Value Traded $42.1 b 0.1%
Total Debt Transactions
Total Trades 38,058 -3.7%
Value Traded $1,903 m -0.1%
Clearing House / Depository FY 2017 Change YoY
Gross Value of Cleared Trades $44.3 b 0.3%
Collateral Held At Period End $28.6 m -19.8%
Depository Transactions 28,438 7.5%
Assets Under Custody In Depository At Period End $494 m 32.6%
Value Of Stock Lent Over Month $5,561 m 57.3%
Wholesale Data 31.12.17 Change YoY
Terminal Numbers - Professional* 6,058 -4.7%
Terminal Numbers - Retail* 1,321 8.4%
Licences - Value > $20k pa 34 21.4%
Licences - Value < $20k pa 63 -1.6%
* 3 month average
Direct Data Products 31.12.17 Change YoY
Proprietary Security Subscription Products 404 2.3%
- Products ≥ $3,000 p.a 159 5.3%
- Products < $3,000 p.a. 245 0.4%
Derivatives **FY 2017 ** Change YoY
Futures - Total Lots Traded 271,409 50.6%
Options - Total Lots Traded 40,267 121.8%
Open Interest As At Period End 52,163 4.2%

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----- Start of picture text ----- Derivatives Total Lots Traded 2016 / 2017 / 201840k35k30k25k20k15k10k5k0kJan Feb Mar Apr May Jun Jul Aug Sep Oct Nov DecLots Traded----- End of picture text -----

Energy Contracts 31.12.17
Operating / Technology Contracts 17
- Contracts > = $500k p.a. 4
- Contracts < $500k p.a. 13

Funds Services

SuperLife 31.12.17 Change YoY
Funds Under Management - KiwiSaver $749 m 25.1%
Funds Under Management - Other $1,250 m 17.8%
Total $1,999 m 20.4%
Smartshares 31.12.17 Change YoY
Funds Under Management - External $701 m 44.1%
Funds Under Management - SuperLife funds $1,430 m 17.4%
Total $2,131 m 25.0%
Units on Issue 875 m 12.9%
NZX Wealth Technologies 31.12.17 Change YoY
Funds Under Administration $1,167 m -9.6%
Agri
Direct Data Products 31.12.17 Change YoY
Subscriptions - NZ Agri Data Products 3,122 27.9%
Subscription - Australian Agri Data Products 1,514 -3.1%
Total Paid Advertising Page Equivalents Over The Period* 1,382 -28.7%
  • Total paid advertising page equivalents relates to Farmers Weekly only.

Notes

  1. All figures are measured at the end of the last trading day of the month unless otherwise stated. Change refers to the change since the same period last year unless otherwise stated i.e. Change YoY is change versus the same period last year.

  2. All Equity Market Capitalisation includes all securities quoted on the NZX Main Board, NZX Alternative Market and NXT Market.

  3. Market Capitalisation for the NZX Debt market is the total nominal (face) value of all quoted securities excluding New Zealand Government Stock.

  4. NZX Limited wishes to remind readers that the above operational statistics are based on the Group's internal records, which are unaudited. Differences may arise between this data and that disclosed in subsequent audited financial statements.

To enquire about NZX products or services, please contact: NZX Data on +64-4-471 4390 or email: [email protected]

To enquire about information listed on this sheet, please email [email protected]