The NASI closed at 244.72, down 1.14%, with the N20I off 0.59% and the Banking Index down 0.72%. Breadth was negative at 20 gainers against 28 losers of 55 traded. Turnover of KES 962.4mn was 27.3% below the six-session average. Telecommunication (+1.85%) and Construction and Allied (+0.48%) led the twelve sectors, while Investment Services (-1.91%) and Insurance (-1.81%) lagged. AMAC gained 7.70% and TPSE fell 5.33%. Safaricom (SCOM) dominated turnover at KES 635.3mn and drew the largest foreign inflow of KES 109.8mn, while Kenya Commercial Bank (KCB) saw the biggest foreign selling at KES -74.2mn. Foreign investors were net buyers overall, at KES 26.3mn, 37.2% of turnover.

CBK has proposed a new 2.5% capital buffer for banks, a development for lenders already navigating the sector's session decline. Kenya Power (KPLC) is investing Sh1bn to connect Lodwar to the national grid, extending its transmission footprint in Turkana. GT Flow, formerly Twiga Foods, has been placed under administration for debt recovery, a signal of continued stress among agritech-linked suppliers outside the listed space. Fuel prices held steady in EPRA's latest review, with Nairobi pump prices for petrol, diesel and kerosene unchanged.