Autumn traditionally becomes an important period for markets: companies publish new financial results, investors assess business prospects until the end of the year, and key global trends get new benchmarks. This season, artificial intelligence remains in the spotlight: companies continue to increase spending on data centers, computing power, and proprietary AI solutions. However, opportunities for investors exist not only in the technology sector. Banks, payment systems, pharmaceuticals, consumer goods, energy, and companies that could benefit from the recovery of certain markets are also of interest. Analysts at Freedom Broker have prepared a selection of investment ideas for autumn – from the largest tech companies to resilient oil and gas firms... reports the website infohub.kz.
The global market enters autumn 2026 with several strong investment trends. Companies continue to invest heavily in artificial intelligence and infrastructure, demand for digital payments and pharmaceuticals is growing, and the defense and energy sectors are supported by long-term projects. These trends form the basis for selecting promising assets.
Autumn for the Kazakhstani market will be influenced by the dividend season, commodity price dynamics, and changing conditions for the banking sector. Most large companies have already reported for the second quarter of 2026, and the results show a mixed picture: oil and gas and infrastructure companies maintain strong financials, while the banking sector faces pressure from a high base rate, increased reserve requirements, and tax burden.
In the reports, both pressure on the banking sector and interesting dividend stories are noticeable. Among the most notable companies are Kaspi.kz, Halyk Bank, KEGOC, and Kazatomprom.
Kaspi.kz's results were affected by losses from the Turkish marketplace Hepsiburada. At the same time, the company increased dividends to 1,000 tenge per ADR – a record level.
Halyk Bank's profit continues to be impacted by regulatory pressure: high base rate, increased minimum reserve requirements, and income tax. An additional factor was a sharp decline in the profitability of the insurance business. Meanwhile, the bank is paying its second dividend this year, bringing the dividend yield to 15% – the highest on KASE.
KEGOC traditionally pays dividends twice a year. This time, we expect an increase in the payout to a maximum of 100 tenge per share, compared to about 80 tenge in the previous period.
Kazatomprom's net profit decreased by 8% year-on-year. The result was affected by rising production costs due to higher tax rates and exchange rate losses from the strengthening of the tenge against the dollar. Growth in dollar-denominated uranium market prices only offset this negative.
Thus, this autumn investors should bet on companies with strong financial results, sustainable business, and clear growth drivers, paying special attention to dividend potential.