01 · agricultureDeveloping
Agriculture / agri-inputs
This is a tool to help farmers spot fake seeds — it is not new money and there is no direct listed-market exposure identified.
Source: thecitizen.co.tz · 5 Aug 2026
Open the signal →The Daily Desk
Wire current · close window 17:00 EAT
Wire published: 5 Aug, 19:05 EATMarket record: 5 Aug 2026Morning Brief: 5 Aug 2026 / 4 Aug 2026
- WireLeading now
- DSE close17:00 EAT · same-date gate
- Next BriefAfter verified close
Opportunity Wire · Reviewed build fallback
What is moving today—and how strong is the evidence?
Current filings, official releases and source-graded reporting lead the desk during the day. Each signal keeps its evidence status and publication date attached.
02 · agricultureDeveloping
Agriculture / agro-processing quality certification
The standards agency is giving free produce testing to help farmers meet export quality rules — it is a support service, not new money, and no listed company is directly affected.
Source: thecitizen.co.tz · 5 Aug 2026
Open the signal →03 · capital marketsPrimary-backed
Capital markets regulation (CMSA oversight of DSE, bonds, securities)
This is just the release of a regulator's yearly report — the actual numbers are not in this item yet, so there is no market impact to read here.
Source: cmsa.go.tz · 5 Aug 2026
Open the signal →Last verified close · 5 Aug 2026
DSEI rose 0.15%; NMB carried 67.2% of the session’s money
Verified close · KCP daily signature
Market Pulse
What kind of session just closed?
Index move
+0.15%
Held-session rank · 11/20
Money traded
0.7× held-session median
Held-session rank · 4/20
Directional breadth
60% of movers advanced
Held-session rank · 18/20
Top-name concentration
67.2% in NMB
Held-session rank · 12/20
The read
NMB carried 67.2% of TZS 4.53bn turnover. Activity was advance-led, but the money was not broadly distributed.
Open the full close →
Exact table + method
| Measure | Current | Held-session rank |
|---|---|---|
| Index move | +0.15% | 11/20 |
| Money traded | 0.7× held-session median | 4/20 |
| Directional breadth | 60% of movers advanced | 18/20 |
| Top-name concentration | 67.2% in NMB | 12/20 |
Each mini-history ranks the held sessions against one another. Taller bars mean a higher observation within this 20-session sample—not better, safer or more attractive. Directional breadth is advancers divided by advancers plus decliners. This is descriptive market structure, not a score or forecast.
Public visual; compiled market-data downloads remain disabled pending the recorded rights review.
Shared calendar window: Apr 2025–Aug 2026Independent vertical scalesHistorical, source-dated records only · no forecast or trade call
Where did price growth coincide with listed-company scale?
Listed equities · return × market cap
18 of 20 plotted counters rose; 7 zero-turnover counters and 1 without a one-year baseline remain in the exact table.
- Positive / plotted
- 18/20
- Mapped market cap
- TZS 30.42tn
Price-only year-on-year change
Bubble area = verified market capitalisation
Exact companies + method
Prices and market capitalisation use the last verified DSE close. The baseline is the last retained close on or before the same date one year earlier. This is an unadjusted price-only change, not total shareholder return. Sector lanes are categories; offsets only reduce collisions. Bubble area shows verified market capitalisation. Only counters with positive session turnover and a usable baseline are plotted; all exclusions remain in the table.
YoY baseline: .
| Ticker | Sector | YoY baseline | Verified close | Price YoY | Market cap | Turnover | Deals |
|---|---|---|---|---|---|---|---|
| USL | Other | 5 Aug 2025 · TZS 5 | 5 Aug 2026 · TZS 30 | +500.0% | TZS 11bn | TZS 0 | 0 |
| TTP | Industrials | 5 Aug 2025 · TZS 120 | 5 Aug 2026 · TZS 465 | +287.5% | TZS 44.2bn | TZS 233.3k | 13 |
| MBP | Financials | 5 Aug 2025 · TZS 600 | 5 Aug 2026 · TZS 1,680 | +180.0% | TZS 50.4bn | TZS 1.8m | 18 |
| DCB | Financials | 5 Aug 2025 · TZS 160 | 5 Aug 2026 · TZS 425 | +165.6% | TZS 81.4bn | TZS 7.1m | 78 |
| NMB | Financials | 5 Aug 2025 · TZS 7,520 | 5 Aug 2026 · TZS 17,600 | +134.0% | TZS 8.8tn | TZS 3.04bn | 346 |
| MKCB | Financials | 5 Aug 2025 · TZS 1,620 | 5 Aug 2026 · TZS 3,690 | +127.8% | TZS 86.9bn | TZS 17.2m | 30 |
| CRDB | Financials | 5 Aug 2025 · TZS 1,170 | 5 Aug 2026 · TZS 2,580 | +120.5% | TZS 6.74tn | TZS 944.8m | 1,478 |
| NICO | Financials | 5 Aug 2025 · TZS 1,640 | 5 Aug 2026 · TZS 3,490 | +112.8% | TZS 215.1bn | TZS 57.6m | 79 |
| TCCL | Industrials | 5 Aug 2025 · TZS 1,980 | 5 Aug 2026 · TZS 4,160 | +110.1% | TZS 794.6bn | TZS 15.3m | 25 |
| KCB | Financials | 5 Aug 2025 · TZS 1,010 | 5 Aug 2026 · TZS 1,900 | +88.1% | TZS 5.64tn | TZS 8.7m | 5 |
| VODA | Telecom | 5 Aug 2025 · TZS 550 | 5 Aug 2026 · TZS 1,000 | +81.8% | TZS 2.24tn | TZS 282.3m | 206 |
| TOL | Industrials | 5 Aug 2025 · TZS 800 | 5 Aug 2026 · TZS 1,390 | +73.8% | TZS 79.9bn | TZS 2m | 26 |
| JHL | Financials | 5 Aug 2025 · TZS 5,250 | 5 Aug 2026 · TZS 8,650 | +64.8% | TZS 626.9bn | TZS 0 | 0 |
| AFRIPRISE | Financials | 5 Aug 2025 · TZS 390 | 5 Aug 2026 · TZS 640 | +64.1% | TZS 93.5bn | TZS 30.6m | 176 |
| MCB | Financials | 5 Aug 2025 · TZS 245 | 5 Aug 2026 · TZS 360 | +46.9% | TZS 89bn | TZS 25m | 62 |
| SWIS | Aviation | 5 Aug 2025 · TZS 1,800 | 5 Aug 2026 · TZS 2,630 | +46.1% | TZS 94.7bn | TZS 8.5m | 30 |
| EABL | Industrials | 5 Aug 2025 · TZS 4,160 | 5 Aug 2026 · TZS 5,840 | +40.4% | TZS 4.62tn | TZS 0 | 0 |
| PAL | Aviation | 5 Aug 2025 · TZS 250 | 5 Aug 2026 · TZS 290 | +16.0% | TZS 46.5bn | TZS 531.5k | 27 |
| TBL | Industrials | 5 Aug 2025 · TZS 9,130 | 5 Aug 2026 · TZS 10,090 | +10.5% | TZS 2.98tn | TZS 10m | 16 |
| MUCOBA | Financials | 5 Aug 2025 · TZS 400 | 5 Aug 2026 · TZS 435 | +8.7% | TZS 14.2bn | TZS 27.2k | 2 |
| KA | Aviation | 5 Aug 2025 · TZS 105 | 5 Aug 2026 · TZS 110 | +4.8% | TZS 625bn | TZS 0 | 0 |
| TPCC | Industrials | 5 Aug 2025 · TZS 5,710 | 5 Aug 2026 · TZS 5,810 | +1.8% | TZS 1.05tn | TZS 20.2m | 42 |
| SWALA | Energy | 5 Aug 2025 · TZS 450 | 5 Aug 2026 · TZS 450 | 0.0% | TZS 47.8bn | TZS 0 | 0 |
| YETU | Financials | 5 Aug 2025 · TZS 510 | 5 Aug 2026 · TZS 510 | 0.0% | TZS 6.2bn | TZS 0 | 0 |
| JATU | Other | 5 Aug 2025 · TZS 265 | 5 Aug 2026 · TZS 265 | 0.0% | TZS 5.3bn | TZS 0 | 0 |
| NMG | Other | 5 Aug 2025 · TZS 280 | 5 Aug 2026 · TZS 275 | −1.8% | TZS 51.9bn | TZS 550 | 1 |
| TCC | Industrials | 5 Aug 2025 · TZS 15,380 | 5 Aug 2026 · TZS 12,340 | −19.8% | TZS 1.23tn | TZS 33.6m | 9 |
| DSE | Financials | — | 5 Aug 2026 · TZS 6,510 | — | TZS 155.1bn | TZS 17.8m | 23 |
How has the local one-year sovereign benchmark moved?
364-day Treasury bill
−1.90 percentage points from the first displayed auction.
- Latest weighted-average yield
- 7.03%
Exact auctions + method
Each point is the published weighted-average yield for the 364-day Treasury bill. The shaded line connects auction observations for legibility; it does not create a daily yield or extend beyond the latest published auction.
| Date | Auction | 364-day yield |
|---|---|---|
| 1175 | 8.93% | |
| 1176 | 8.91% | |
| 1177 | 9.13% | |
| 1178 | 8.72% | |
| 1180 | 8.42% | |
| 1181 | 7.85% | |
| 1182 | 6.92% | |
| 1183 | 6.66% | |
| 1184 | 5.99% | |
| 1185 | 5.61% | |
| 1186 | 6.3% | |
| 1187 | 6.55% | |
| 1188 | 6.35% | |
| 1189 | 6.24% | |
| 1190 | 6.19% | |
| 1191 | 6.23% | |
| 1192 | 6.23% | |
| 1193 | 6.17% | |
| 1194 | 6.4% | |
| 1195 | 5.2% | |
| 1196 | 5.78% | |
| 1197 | 5.66% | |
| 1198 | 5.68% | |
| 1199 | 5.58% | |
| 1200 | 6.38% | |
| 1201 | 6.92% | |
| 1202 | 7.12% | |
| 1203 | 7.03% |
How has the shilling moved against the US dollar?
USD/TZS official mean
−0.51% across the displayed window; a higher rate means a weaker shilling.
- Latest official mean
- 2,643.57
Monthly table + daily method
The shaded line and compact table use the last exact official USD/TZS observation in each calendar month, sampled from the retained daily series without interpolation. This is an indicative official mean, not a dealing rate or forecast.
| Date | Official mean |
|---|---|
| 2,679.2006 | |
| 2,684.0764 | |
| 2,618.3235 | |
| 2,545.7944 | |
| 2,463.2849 | |
| 2,442.8465 | |
| 2,451.6428 | |
| 2,436.7966 | |
| 2,447.4636 | |
| 2,518.0524 | |
| 2,542.451 | |
| 2,581.5664 | |
| 2,601.9848 | |
| 2,609.2089 | |
| 2,623.5177 | |
| 2,649.7472 | |
| 2,643.5679 |
The Ghost
The model book
Visual summary
Book, benchmarks and what moved it
The Ghost's hypothetical TZS 500m model book is +8.16% since inception at its 4 Aug mark. Balanced breadth, concentrated turnover, split rate signals and small two-way FX moves update the risk map — not trades.
Model return+8.07%Modified Dietz · since 6 Jun 2026
Hypothetical NAVTZS 554.7m
Contributed capitalTZS 514m
Market P&L+40.7m
01 · Relative paths
Return since inception
8 Jun 2026–5 Aug 2026
DSEIheadline+6.27%
Ghostmodel+8.07%
TSIdomestic+4.03%
DSEI is the all-share headline; TSI covers domestic companies. They are context, not portfolio equivalents.
02 · Attribution
What moved market P&L
TZS millions
NMB Bank+24.3m
Vodacom Tanzania+18.3m
Income & ballast+2.1m
Tanzania Cigarette−0.1m
CRDB Bank−1.2m
Twiga Cement−2.8m
The bridge reconciles to TZS 40.7m. Savings are capital and never counted as performance.
Tape read: The hypothetical model book ended 4 August at +8.16% since inception. Balanced breadth sits beside concentrated equity turnover, while the interbank-to-bill gap and two-way FX changes keep funding and currency conditions visible. These are educational terrain observations, never positions or recommendations.
| Measure | Value | Period or unit |
|---|---|---|
| DSEI · headline | +6.27% | 8 Jun 2026–5 Aug 2026 |
| Ghost · model | +8.07% | 6 Jun 2026–5 Aug 2026 |
| TSI · domestic | +4.03% | 8 Jun 2026–5 Aug 2026 |
| NMB Bank contribution | +24.3m | TZS millions |
| Vodacom Tanzania contribution | +18.3m | TZS millions |
| Income & ballast contribution | +2.1m | TZS millions |
| Tanzania Cigarette contribution | −0.1m | TZS millions |
| CRDB Bank contribution | −1.2m | TZS millions |
| Twiga Cement contribution | −2.8m | TZS millions |
Forward calendar
What KCP is watching next
Publication events and verification steps, not predictions.
- 01
DSE breadth and turnover distribution
The 4 August close had eight advancers and eight decliners, but CRDB and NMB still supplied 73.0% of equity turnover.
after the 5 Aug session
- 02
Next verified seven-day IBCM observation
The 4 August rate was 6.44%, 19bp above the 6.25% CBR and 37bp above the prior observation.
next BoT dashboard observation
- 03
EASEA implementation evidence
The 50 million-investor goal remains a strategy until a ratified rule change, named pilot or executable cross-listing pipeline appears.
date not announced
- 04
Next official BoT indicative-rate sheet
The 5 August USD/TZS mean fell 0.10% after a 0.02% rise; the next observation tests whether that reversal extends.
date not asserted
- 05
Next verified BoT Treasury-bill result
Auction No. 1203 remains the latest verified result, with the 91-day yield about 290bp below the 6.25% CBR.
date not announced
From public proof to member depth
See the evidence. See the judgment. Then take the work deeper.
The public platform demonstrates how KCP works. Membership adds the structured company, sector and scenario tools that change a research workflow.
- 01
Public record
Official facts, source dates, market history and transparent methods.
- 02
Public judgment
The Brief, Wire, After the Bell and The Ghost make the reasoning visible.
- 03
Member workspace
Company and sector intelligence, scenarios, sensitivities and research requests.
The Daily Brief
One email each morning. The market, sourced.
Tanzania market intelligence covering the verified close, rates, FX, policy and what to watch next. Information and education only.