#  @ksestocksdotcom KSEStocks KSEStocks posts on X about pakistan, psx, in the, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1430146832248852480/interactions)  - [--] Week [-----] -34% - [--] Month [------] +62% - [--] Months [-------] -20% ### Mentions: [--] [#](/creator/twitter::1430146832248852480/posts_active)  - [--] Week [--] +100% - [--] Month [--] +67% - [--] Months [---] -9.40% ### Followers: [-----] [#](/creator/twitter::1430146832248852480/followers)  - [--] Week [-----] +0.41% - [--] Month [-----] +7.60% - [--] Months [-----] +63% - [--] Year [-----] +5,315% ### CreatorRank: [---------] [#](/creator/twitter::1430146832248852480/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [currencies](/list/currencies) [countries](/list/countries) [premier league](/list/premier-league) [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [gaming](/list/gaming) [social networks](/list/social-networks) **Social topic influence** [pakistan](/topic/pakistan), [psx](/topic/psx) #74, [in the](/topic/in-the), [dividend](/topic/dividend), [money](/topic/money), [finance](/topic/finance), [debt](/topic/debt), [target](/topic/target), [flow](/topic/flow), [market](/topic/market) **Top accounts mentioned or mentioned by** [@arifhabibltd](/creator/undefined) [@toplinesec](/creator/undefined) [@bmacapitalmgmt](/creator/undefined) [@akdsecurities](/creator/undefined) [@jsglobalonline](/creator/undefined) [@mdlz](/creator/undefined) [@insightsecurit4](/creator/undefined) [@iisplsec](/creator/undefined) [@alhabibcapital](/creator/undefined) [@statebankpak](/creator/undefined) [@interloopltd](/creator/undefined) [@navidcch](/creator/undefined) [@musadaqz](/creator/undefined) [@shermansec](/creator/undefined) [@akseerresearch](/creator/undefined) [@followurdreamz](/creator/undefined) [@foundationsec](/creator/undefined) [@wsn7861](/creator/undefined) [@rahimaq22](/creator/undefined) [@mubashir1994](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "$GGL #KSESTOCKS #PSX" [X Link](https://x.com/ksestocksdotcom/status/1435865998553460736) 2021-09-09T07:21Z [--] followers, [--] engagements "$DGKC #KSESTOCKS #PSX" [X Link](https://x.com/ksestocksdotcom/status/1437733100390342659) 2021-09-14T11:00Z [----] followers, [--] engagements "Policy Support - KPMG appointed to resolve circular debt - Improved recoveries from power plants - Stable gas pricing & reduced levy risks" [X Link](https://x.com/ksestocksdotcom/status/1932299122519736386) 2025-06-10T04:49Z [----] followers, [--] engagements "Final Take: SNGP is delivering growth + dividends ✅ 80% profit growth ✅ 12% dividend yield ✅ Ongoing expansion One of the most compelling utility stocks on the PSX right now. #PakistanStockExchange #SNGP $SNGP" [X Link](https://x.com/ksestocksdotcom/status/1932299127750078887) 2025-06-10T04:49Z [----] followers, [--] engagements "Market Leader in a PKR 185B Segment GLAXOs top brands like Augmentin Zinnat & Ampiclox dominate Pakistans antibiotic shelves" [X Link](https://x.com/ksestocksdotcom/status/1932369465666130423) 2025-06-10T09:29Z [----] followers, [--] engagements "💊 Antibiotics are Pakistans biggest drug category worth PKR [---] billion & growing fast. And #GLAXO leads this market. Here's why that matters for investors" [X Link](https://x.com/ksestocksdotcom/status/1932374653970043228) 2025-06-10T09:49Z [----] followers, [---] engagements "Market Leader in a PKR 185B Segment GLAXOs top brands like Augmentin Zinnat & Ampiclox dominate Pakistans antibiotic shelves" [X Link](https://x.com/ksestocksdotcom/status/1932374660622229542) 2025-06-10T09:49Z [----] followers, [--] engagements "Pakistans FY26 budget aims for a major revenue ramp-up: FBR tax target set at PKR [----] trn (+19% YoY) with higher sales tax customs duties and new levies on digital transactions and petroleum. Tax-to-GDP ratio to rise to 10.9% #PakistanBudget #RevenueGrowth" [X Link](https://x.com/ksestocksdotcom/status/1932713161011998980) 2025-06-11T08:15Z [---] followers, [--] engagements "Lending & Credit Growth Lower interest rates may revive private sector credit demand. Banks could benefit from increased lending activity especially in sectors prioritized by the government such as SMEs housing and agriculture. #Bank #CreditGrowth #SMEs" [X Link](https://x.com/ksestocksdotcom/status/1932716922090508407) 2025-06-11T08:29Z [---] followers, [--] engagements "Digital Transformation The governments focus on taxing digital transactions signals a push for greater documentation and formalization. Banks with strong digital platforms are well-positioned to capitalize on this shift. #DigitalBanking #Fintech #Bank #budget2026" [X Link](https://x.com/ksestocksdotcom/status/1932716925357875263) 2025-06-11T08:29Z [----] followers, [--] engagements "Bottom Line While higher taxes may pressure earnings the sectors fundamentals remain strong. The FY26 budgets pro-growth stance monetary easing and digital initiatives could unlock new opportunities for innovative banks. #PakistanBanking #Budget2026 #Bank" [X Link](https://x.com/ksestocksdotcom/status/1932716928608444806) 2025-06-11T08:29Z [----] followers, [--] engagements "Power Sector: FY26 Budget at a Glance Pakistans FY26 budget signals major reforms for the power sector with a 13% cut in subsidies and a renewed focus on efficiency and sustainability. #powerstocks #Budgetpakistan #budget2026" [X Link](https://x.com/ksestocksdotcom/status/1932725386128785833) 2025-06-11T09:03Z [----] followers, [--] engagements "Targeted cuts in subsidies: Inter-DISCO tariff down 10% to PKR 249B K-Electric tariff down 28% to PKR 125B lump power subsidy up 2% to PKR 400B and IPP payments down 17% to PKR 95B driving more efficient energy subsidy allocation. #Budgetpakistan #budget2026" [X Link](https://x.com/ksestocksdotcom/status/1932725392777097660) 2025-06-11T09:03Z [---] followers, [--] engagements "Direct Taxation Boost Direct taxes are projected to grow 18.5% YoY to PKR 6.9trn primarily through an 18.5% increase in income tax collection targeted at PKR 6.8trn. #tax #Budget" [X Link](https://x.com/ksestocksdotcom/status/1932738433103155664) 2025-06-11T09:55Z [----] followers, [--] engagements "Expanding Non-Tax Revenue Non-tax revenue is budgeted at PKR 5.2trn up 26% YoY led by a surge in Petroleum Development Levy (PDL) to PKR 1.5trn and a new PKR 105bn levy on captive power plants. #taxes #revenue #Budgetpakistan" [X Link](https://x.com/ksestocksdotcom/status/1932738436655386770) 2025-06-11T09:55Z [----] followers, [--] engagements "Pakistans FY26 budget outlay is PKR [----] T (+2% YoY) with current expenditure at PKR [----] T and FBR revenue targeted at PKR [----] T (+19%). Fiscal deficit set to narrow to 3.9% of GDP signaling a focus on consolidation and growth #Budget2025 #Budgetpakistan" [X Link](https://x.com/ksestocksdotcom/status/1932822633176838536) 2025-06-11T15:30Z [---] followers, [---] engagements "With balance sheet leverage near its limit UBL aims to replace expensive Open Market Operations (OMO) borrowing with deposits modeling aggressive deposit growth of 49% in [----]. #FundFlow #banks" [X Link](https://x.com/ksestocksdotcom/status/1933034051541373430) 2025-06-12T05:30Z [---] followers, [---] engagements "The acquisition of Silkbank is expected to boost UBLs non-interest income diversifying revenue streams and enhancing profitability. #StrategicAcquisition" [X Link](https://x.com/ksestocksdotcom/status/1933034055743783086) 2025-06-12T05:30Z [---] followers, [---] engagements "UBLs return on equity (ROE) is forecasted at 41% in [----] normalizing to 23% in the longer term with dividend yields rising to nearly 10% in [----] and beyond. #InvestorReturns #banks #grow" [X Link](https://x.com/ksestocksdotcom/status/1933034059594170698) 2025-06-12T05:30Z [---] followers, [---] engagements "Fair value for UBL shares has been revised upward to PKR [---] from the current PKR [---] reflecting strong fundamentals and growth prospects. #StockValuation #Stock #banks" [X Link](https://x.com/ksestocksdotcom/status/1933034063431901489) 2025-06-12T05:30Z [---] followers, [---] engagements "In summary UBLs strategic shift from asset expansion to funding cost optimization and income diversification sets the stage for sustainable shareholder value creation. #InvestSmart #UBL #investing #banks" [X Link](https://x.com/ksestocksdotcom/status/1933034067316125753) 2025-06-12T05:30Z [---] followers, [---] engagements "The State Bank of Pakistan (#StateBank_Pak) has scheduled a monetary policy meeting for Monday June [--]. Ahead of the meeting Taurus Securities (#TSL_Research) shared its views on the policy rate. #monetarypolicy #USD" [X Link](https://x.com/ksestocksdotcom/status/1933455199940571578) 2025-06-13T09:23Z [---] followers, [---] engagements "Can the policy rate reach 9% by the end of FY26 Taurus Securities (#TSL_Research) thinks so Here are [--] reasons behind their view. #monetarypolicy #Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1933459210240733335) 2025-06-13T09:39Z [---] followers, [---] engagements "Utility prices are expected to stay under control due to lower power tariffs and RLNG prices amid a weak oil outlook. #inflation #monetarypolicy" [X Link](https://x.com/ksestocksdotcom/status/1933459219555979325) 2025-06-13T09:39Z [---] followers, [--] engagements "The rupee is expected to remain stable supported by increasing foreign exchange reserves and a strong external outlook. #fx #Pakistan #Rupee" [X Link](https://x.com/ksestocksdotcom/status/1933459223544758334) 2025-06-13T09:39Z [---] followers, [--] engagements "BYD enters Pakistan Partnering with #HUBCO BYD launched Atto [--] & Seal EVs. 🚗 Shark & Sealion [--] expected by Aug '25 🔌 Also launching Pakistans largest DC fast charging network #EVs #BYD #partner #auto #industry #Pakistan" [X Link](https://x.com/anyuser/status/1934494391609270330) 2025-06-16T06:12Z [----] followers, [----] engagements "📊 SBP Monetary Policy Sentiment Update - June [----] Chase Securities conducted a comprehensive poll to gauge market sentiment ahead of the State Bank of Pakistan's (SBP) upcoming monetary policy decision. With insights from [--] participants the report highlights key expectations and recommendations for Pakistan's economic landscape. Heres a detailed breakdown: - Policy Rate Expectations: 76% of participants anticipate no change in the policy rate. 18% expect a [---] bps decrease 4% predict a [--] bps decrease and 2% foresee a [--] bps decrease. - Recommended Action for the Monetary Policy Committee" [X Link](https://x.com/ksestocksdotcom/status/1934519480706552015) 2025-06-16T07:52Z [---] followers, [--] engagements "📊 SBP Monetary Policy Preview - June [--] [----] SBPs MPC meets today likely to keep policy rate at 11% amid global uncertainty & geopolitical risks. Market poll (34 participants): - 76% expect no rate change 68% recommend it. - 47% see PKR at 280-290/USD in 1-3 months with exchange rate concerns. - 41% predict Brent oil at $70-80/barrel in [--] months. - 67% approve SBPs easing pace. Key influences: inflation IMF talks fiscal policy geopolitics commodity prices global rates PKR stability external accounts political policy. Stay tuned for SBPs decision #PakistanEconomy #monetaryPolicy #SBP" [X Link](https://x.com/ksestocksdotcom/status/1934522321055666314) 2025-06-16T08:03Z [---] followers, [---] engagements "📊 SBP Monetary Policy Sentiment - June [--] [----] - Ahead of SBPs MPC decision today a poll of [--] participants reveals: 76% expect no rate change 68% recommend keeping the policy rate steady. 18% predict a [---] bps cut 4% a [--] bps cut 2% a [--] bps cut. 47% foresee PKR at 280-290/USD in 1-3 months 3% above 310/USD 3% at 300-310/USD with concerns over exchange rate pressures. 41% expect Brent oil at $70-80/barrel 24% at $60-70/barrel 21% at $80-90/barrel in [--] months. 67% approve SBPs easing pace 24% say its too fast 10% too slow. Key influences: inflation trends IMF negotiations fiscal policy" [X Link](https://x.com/ksestocksdotcom/status/1934523289579188681) 2025-06-16T08:07Z [---] followers, [---] engagements "📉 Impact of rising oil prices on key indicators: - Oil import bill & CPI inflation rising - PKR/USD faces depreciation risk - policy rate stable current account under pressure #PakistanEconomy #inflation #ExchangeRate #EconomicIndicators #ConflictoIsraelIran #war" [X Link](https://x.com/ksestocksdotcom/status/1934559076622725604) 2025-06-16T10:30Z [---] followers, [---] engagements "A major court in Lahore Pakistan made an important decision about cement companies in Punjab. The court said these companies must pay a 6% royalty based on the price they keep after selling cement. This could affect their cash flow because theyll need to pay this fee now which they had delayed by using bank promises (called bank guarantees). Companies like Maple Leaf Cement Fauji Cement and DG Khan Cement are affected. Heres the simple breakdown: Impact in Punjab: These companies were already setting aside money for this fee so it wont hurt them too much in the long run. But right now they" [X Link](https://x.com/ksestocksdotcom/status/1934849543981424722) 2025-06-17T05:44Z [---] followers, [---] engagements "#BFAGRO is up 16% in a week What's driving the stock price surge and is there more upside ahead We decided to dig inandfindout. Pakistans only pasteurized egg maker gains from a new Faisalabad plant & export deals to the Middle East. With a 28% revenue growth forecast & tax breaks till [----] more upside is likely #StockMarket #StocksToWatch" [X Link](https://x.com/ksestocksdotcom/status/1934862410940141726) 2025-06-17T06:35Z [---] followers, [---] engagements "Is #AIRLINK stealing the show in Pakistans smartphone market Yes it is with the wallet-friendly Xiaomi Tecno and Itel phones that hit all the right spots Airlink is offering value-driven alternatives to fancy flagships like Apple and Samsung that cost more than half the average yearly income. This strategic move is not only boosting their market share but also building a loyal budget savvy customer base. #BudgetSmartphones #PakistanTech #AffordableTech #technology" [X Link](https://x.com/ksestocksdotcom/status/1935273882849558784) 2025-06-18T09:50Z [---] followers, [----] engagements "Investors are upbeat on #BFAGRO because of its export potential. But how good is the company in this segment Theyve already started exporting to the Middle East. Now theyre setting up a new office in UAE to go even bigger in the region. But it doesnt stop there. Theyre also looking to expand into East Africa and South Asiaplaces where demand for food products is growing fast. And heres the exciting part 👇 BFAGRO is already talking to @MDLZ (the company behind Oreo) Sri Lankan Airlines and the Kerry Group for future deals. If those talks turn into contracts it could mean BIG business for" [X Link](https://x.com/anyuser/status/1935326632555712547) 2025-06-18T13:20Z [----] followers, [----] engagements "#ICLs future looks bright Ittehad Chemicals (ICLs) 1QFY25 net sales hit PKR 7.2B (26% YoY jump) and EPS rose 11% to PKR [----]. Margin pressures No worry new biomass and caustic flake plants are set to fuel ICLs next growth wave #PakistanStocks #ChemicalSector #GrowthStrategy #Pakistan #StockMarket" [X Link](https://x.com/ksestocksdotcom/status/1935565943180058640) 2025-06-19T05:10Z [---] followers, [---] engagements "📈 Why does GDP growth matter for the cement stocks in PSX Higher growth = more housing infrastructure and commercial activity. That means more demand for cement steel and other connected industries. If Pakistan achieves the IMFs 4% growth outlook it could unlock momentum in #construction #steel and allied industries. #PSX" [X Link](https://x.com/ksestocksdotcom/status/1935620142471262418) 2025-06-19T08:46Z [---] followers, [---] engagements "#FFC Urea Sales Drop But Still Leads the Market FFCs urea sales fell 28% YoY in May [----] dropping to 207k tons. Why the dip - Last years numbers were unusually high because EFERTs plant was shut for maintenance so FFC picked up the extra demand. Now that things are back to normal so is FFCs market share it dropped from 72% to 50% but thats still half the market #urea #sales #PakistanEconomy #StockMarketUpdate #sharemarket #industry #InvestSmart" [X Link](https://x.com/ksestocksdotcom/status/1935623593377071465) 2025-06-19T09:00Z [---] followers, [----] engagements "Auto Sector Comeback 🚗 Pakistans auto sector is back on the road and its racing ahead In April car production increased 62% jeeps went up 20% and light commercial vehicles jumped 239%. Trucks and buses also saw huge gains with output up 162% and 207% respectively. Even motorcycles picked up speed growing 42% year-over-year. Whats fueling this momentum ✅ Lower interest rates ✅ Easier auto financing ✅ More new models in the market But there's a catch the upcoming FY26 budget might slow things down due to higher taxes and fewer tariff breaks. Lets see how it plays out #taxes #Automotive #Growth" [X Link](https://x.com/ksestocksdotcom/status/1935631768616362493) 2025-06-19T09:32Z [---] followers, [----] engagements "Cement Sector Outlook explained: So far in FY25 (10M): 🏗 Cement sales: 29.9mn tons vs 31.7mn last year (6% YoY) Why the decline 🔹 High construction costs 🔹 Low govt development spending 🔹 Weak farm income 🌐 Cement exports expected to grow 5% YoY in FY26 & FY27 💸 Helped by PKR devaluation = better global pricing 🏭 Capacity Utilization: FY25: 53% FY26: 55% FY27: 58% But heres the kicker: ➡ 10mn tons capacity is inactive due to inefficiencies ⚠ Which means effective utilization is higher than reported But tailwinds are now building for FY26-27 recovery making now a good time to accumulate" [X Link](https://x.com/ksestocksdotcom/status/1935640363085037808) 2025-06-19T10:06Z [----] followers, [---] engagements "History repeating itself #MLCF 🕰 From FY11 to FY16 it slashed interest-bearing debt by 82% from PKR 17.5bn to PKR 3bn The stock price went from Rs. [--] to Rs. [--] Since FY23 Maple Leaf Cement has repaid PKR 7.6bn in debt cutting total interest-bearing debt from PKR 22.9bn 15.3bn (Mar 2025). The stock price has already moved from Rs. [--] to Rs. [--]. With strong cash generation continuing can we expect the same trend again #ValueInvesting #MLCF #PSX #CementStocks #PakistanEquities" [X Link](https://x.com/ksestocksdotcom/status/1935651203435618439) 2025-06-19T10:49Z [---] followers, [----] engagements "📢 BMA is Bullish on #MLCF are you @bmacapitalmgmt has a BUY rating on Maple Leaf Cement with a target price of PKR 126a decent upside from the current levels 📈 Why #MLCF is looking stronger than ever: ✅ Rising local demand ✅ New expansion = bigger market share ✅ Cheaper financing as interest rates fall ✅ Better margins via efficient energy use ✅ Industry-wide pricing discipline A smart play on the cement rebound It just might be. #Cement #PakistanStocks #PSX" [X Link](https://x.com/ksestocksdotcom/status/1935686001055117358) 2025-06-19T13:08Z [---] followers, [---] engagements "@bmacapitalmgmt expects a massive jump in earnings in FY25 for #MLCF: 🧾 EPS (FY25E): PKR [----] up 174% YoY 📉 P/E ratio drops to just 5.5x 💼 ROE surges to 21% reflecting stronger profitability With margins expanding debt falling and demand rebounding FY25 could be the time to back the stock. #PSX #PakistanStocks #Cement" [X Link](https://x.com/ksestocksdotcom/status/1935764518493200706) 2025-06-19T18:20Z [---] followers, [--] engagements "#FFC DAP Sales More Than Double FFC had a strong May when it came to DAP fertilizer sales jumped 2.2x YoY to 68k tons 🚜 The boost came from better availability of locally produced DAP. Even though FFCs market share dipped slightly from 76% to 72% it still controls most of the DAP market. Thats a solid month for Pakistans top fertilizer company #sales #Growth #PakistanEconomy #sharemarket #InvestSmart #investing #StockToWatch #StockMarketUpdate" [X Link](https://x.com/ksestocksdotcom/status/1935912995898499178) 2025-06-20T04:10Z [---] followers, [----] engagements "Big meeting at the White House Pakistans Army Chief Field Marshal Syed Asim Munir met with U.S. President Donald Trump in Washington. They agreed on the need to work together in the future especially in: 🤝 Trade & economy ⚡ AI & innovation 🛡 Security cooperation They also touched on global conflicts like Iran-Israel tensions and stressed the importance of peace. President Trump praised Pakistans role in promoting peace and showed strong interest in long-term trade ties. #Pakistan #USPakistanRelations #Geopolitics #TradeSmarter #ForeignPolicy #PakistanUS #Peace #MiddleEast #GlobalPolitics" [X Link](https://x.com/ksestocksdotcom/status/1935954243875152339) 2025-06-20T06:53Z [---] followers, [---] engagements "No stock is risk-free So as BFAGRO Like every other stock #BFAGRO brings both rewards and risks. Let's not ignore the risk side of the story and take a quick look: [--] Sales may fall short. If demand doesnt grow as expected revenues could disappoint. [--] Egg supply issues. Raw eggs are the main input any disruption hits production hard. [--] Currency swings. If the rupee drops import costs rise and profits can shrink. [--] Slow economy = slow sales. Tough times mean people spend less on premium food products. [--] Regulatory changes. New taxes or food rules could shake things up. We're still bullish but" [X Link](https://x.com/ksestocksdotcom/status/1935963329861742922) 2025-06-20T07:30Z [---] followers, [----] engagements "Trade Struggles But Remittances Save the Day 💰 Pakistan posted a current account deficit of $103 million in May [----]. Why the dip Imports picked up as the local economy improved but exports dropped again mainly due to new U.S. tariffs under the Trump administration. Many importers also delayed placing new orders waiting for clarity on U.S. trade policy. But guess what kept the economy afloat 💸 Remittances from abroad Overseas Pakistanis sent home a whopping $3.7 billion in May up 14% YoY the second highest ever. In [--] months total remittances hit $35 billion a 29% jump from last year These" [X Link](https://x.com/ksestocksdotcom/status/1935987236530692204) 2025-06-20T09:05Z [---] followers, [---] engagements "🚗⚡ Big shift coming to Pakistans roads The government has launched the National Electric Vehicle (EV) Policy [------] a huge step toward cleaner cheaper transport Goals by 2030: ✅ 30% of new vehicles sold will be electric ✅ $1 billion saved each year on fuel imports ✅ [---] million tons less carbon in the air ✅Rs. [--] billion in subsidies for e-bikes and e-rickshaws (25% for women riders 🛵👩) ✅EV charging at [--] motorway stations ✅ Battery swapping made easier ✅ EV chargers to be part of future buildings 🏢 And the best part Over 90% of EV parts for bikes and rickshaws will be made in Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1935989612041617561) 2025-06-20T09:14Z [---] followers, [---] engagements "Strong Remittances Keep Pakistans External Balance Steady 📊 Good news for Pakistans economy: A current account surplus is still possible this fiscal year Why Remittances from overseas Pakistanis remain strong helping cover the trade gap. Even with imports rising again high remittance inflows are keeping the external balance in control. Overseas Pakistanis continue to send record amounts back home providing vital support. 🏦 The @StateBank_Pak Governor Said: Pakistan is confident of hitting the $14 billion reserves target thanks to expected foreign funds arriving soon. If all goes well FY25" [X Link](https://x.com/ksestocksdotcom/status/1936259028818313534) 2025-06-21T03:05Z [---] followers, [----] engagements "Why #MLCF (Maple Leaf Cement) looks well-positioned for strong gains ahead: 🧵 Maple Leaf Cement is checking all the right boxes as Pakistans construction and cement cycles gradually recover. Here's a breakdown of whats working in its favor: ✅ [--]. Demand Rebound: With macro stability improving domestic construction demand is on the rise again. This supports higher cement offtake especially from infrastructure and housing activity. ✅ [--]. Timely Expansion = Market Share Gain: MLCF has already completed key expansion projects giving it an edge in capacity just as the industry gears up for" [X Link](https://x.com/ksestocksdotcom/status/1936350630240542791) 2025-06-21T09:09Z [---] followers, [----] engagements "Why #interest rates matter for the construction sector Lower interest rates dont just cut loan costs they also help governments spend more. In Pakistan the ongoing monetary easing could: 🔨 Boost construction activity 🏗 Unlock large-scale public sector projects 💰 Create more demand for cement companies like Its a cycle that builds literally. #Cement #PSX #Infrastructure #PakistanFinance" [X Link](https://x.com/ksestocksdotcom/status/1936700938359853245) 2025-06-22T08:21Z [----] followers, [----] engagements "#Interesting Since the $3bn IMF bailout in June [----] the #KSE100 has only twice dropped below the support line. Both occasions came amid a regional #war. #india #pakistan #iran #israel #psx" [X Link](https://x.com/ksestocksdotcom/status/1937108497826791930) 2025-06-23T11:20Z [---] followers, [----] engagements "GlaxoSmithKline (#GLAXO) holds a 22% share in Pakistans PKR 303B antibiotic market the largest pharma segment in the country. Its top products; Augmentin Velosef and Amoxil; make up 50% of GLAXOs total sales. In [----] volumes dipped slightly but revenues still grew 23% YoY supported by: 🔹 Price revisions 🔹 PKR stability 🔹 Strong demand for core brands GLAXOs dominance in antibiotics keeps it among the top [--] pharma players in Pakistan by value and volume. #Pakistan #PharmaPakistan #Antibiotics #Medicines #healthcareindustry #PSX #investing #pakistaneconomy #StockMarket" [X Link](https://x.com/ksestocksdotcom/status/1937377646859411869) 2025-06-24T05:10Z [----] followers, [----] engagements "Dost Steels Plans Rs4.45Bn Fundraise to Boost Production Dost Steels (#DSL) is raising Rs4.45 billion through a 100% rights issue (1 new share for each existing one at Rs10/share) Why To install a melting furnace that lets them make steel billets in-house cutting raw material costs & improving profits. ✅ Better cost control ✅ More efficient operations ✅ Stronger supply chain ✅ Long-term growth & value for shareholders But as always business risks remain. DSLs share price dropped 2.4% to Rs7.24 on the news. #DostSteels #SteelIndustry #PSX #StocksToWatch #RightsIssue #manufacturingindustry" [X Link](https://x.com/ksestocksdotcom/status/1937411329792373146) 2025-06-24T07:23Z [----] followers, [---] engagements "Lots happening across Pakistans business & tech scene: 🔋 #Kelectric & #Huawei team up for EVs battery storage & smart microgrids a big step for clean energy 📡 #PTCL & #TPL Insurance launch Device-as-a-Service helping businesses buy digital devices with easy payments 🌍 At Osaka Expo [----] Pakistan showcased its famous Pink Rock Salt calling for better global protection 🏆 HR Pinnacle Awards celebrated top HR talent 300+ leaders came together in Karachi Pakistans pushing forward on innovation energy exports & digital inclusion 💪 #PakistanRising #Digital #Pakistan #GreenEnergy #Innovation" [X Link](https://x.com/ksestocksdotcom/status/1937413931577856114) 2025-06-24T07:34Z [----] followers, [---] engagements "International Steels (#ISL) Fights Back Against Import Dumping At the Mid Cap Conference [----] ISL highlighted key challenges and growth plans: FY24 sales dropped to 264K tons (from 400K+) as cheap steel imports from FATA/PATA and Galvalume dumping hurt volumes Domestic demand rose 18% but listed players didnt benefit ISLs response: ✅ Filed for anti-dumping duty on Galvalume (220K tons imported) expects to regain 150K tons post-duty ✅ Anti-circumvention case on CRC underway (decision in [--] months) ✅ Duty cuts in FY26 budget could boost margins by 5% Globally: 🌍 Targeting exports to Europe KSA" [X Link](https://x.com/ksestocksdotcom/status/1937458178473824481) 2025-06-24T10:30Z [----] followers, [---] engagements "FO Demand Drops Trouble Ahead for Refineries Furnace oil (FO) sales are falling fast but while OMCs wont feel much its bad news for refineries. ⚠ FO makes up 24% of refinery output 📉 FY25: Refineries will produce 2.5mn tons but local use is just 0.9mn tons Refineries may now need to: ➡ Export the surplus at lower prices (hurting margins) ➡ Or cut production which hits profits hard If FO sells at a $5/barrel discount refineries could see a 12% hit to profit margins (GRMs) Export costs will be even higher for northern refineries like #ATRL. #Refineries #PakistanEnergy #FurnaceOil #OMCs #GRMs" [X Link](https://x.com/ksestocksdotcom/status/1937594073184976973) 2025-06-24T19:30Z [----] followers, [---] engagements "What kind of products does #GLAXO sell in Pakistan Heres a quick look: 🔹 Antibiotics: Augmentin Velosef Amoxil 🔹 Dermatology: Dermovate Betnovate 🔹 Pain relief: Calpol 🔹 Others: ear care allergy meds more About 45% of its products are regulated essential medicines and 55% are non-essential. With [---] registered products and [--] manufacturing sites in Karachi GLAXO has built a wide and trusted portfolio over the years. #PharmaPakistan #HealthcareAccess #Medicines #Pakistan #pakistaneconomy #PSX #investing #StockMarket #pharmacy" [X Link](https://x.com/ksestocksdotcom/status/1937742551093772696) 2025-06-25T05:20Z [----] followers, [----] engagements "📱 Smartphones in Pakistan are on fire Why Its all about gaming social media and digital banking 🎮 In [----] 64% of app downloads were games. 📲 PUBG Mobile alone hit 6.4M downloads - Pakistanis spent [--] billion hours on mobile up 13.8% YoY (2x global rate) - TikTok led with 31.8M downloads 💳 Meanwhile digital banking exploded: From PKR 8T (2020) to PKR 62.5T (2024) Mobile banking jumped from 130M to 1.4B transactions With 95% of downloads on Android local brands like #Airlink are cashing in by building phones that fit what users love. Plus financing makes phones easier to buy = more demand =" [X Link](https://x.com/ksestocksdotcom/status/1937785333250212018) 2025-06-25T08:10Z [---] followers, [----] engagements "#ACPL Trading at a Big Discount Even after the cement sectors recent rally Attock Cement (ACPL) still looks undervalued 📊 Its trading at just $40/ton far below: 🔹 Its own expansion cost: $78/ton 🔹 Industry replacement cost: $6080/ton This means: - ACPL is cheaper than what it would cost to build a similar plant today - A great opportunity for investors or a strategic buyer looking for value in the sector. #Pakistan #Cement #PSX #invest #PakistanEconomy #InvestSmart #StockMarket #InfrastructureDevelopment #CPEC #investors" [X Link](https://x.com/ksestocksdotcom/status/1938163324278964528) 2025-06-26T09:12Z [---] followers, [----] engagements "Big Relief for #Textile Sector as Interest Rates Fall Textile companies were under pressure #debt jumped 26% YoY due to cash flow issues. But now there's good news 🏦 Policy rate cut from 22% to 11% (down [--] percentage points) ✅ Lower borrowing costs = cheaper working capital ✅ Easier refinancing = better cash flow ✅ Stabilized operations across the value chain This comes just in time as liquidity stress was growing. Lower interest rates = short-term relief + better chances of an earnings recovery for textile players #TextileIndustry #InterestRate #PakistanEconomy #WorkingCapital #PSX" [X Link](https://x.com/ksestocksdotcom/status/1938477393607282928) 2025-06-27T06:00Z [----] followers, [----] engagements "@bmacapitalmgmt expects #MLCF to cool off slightly after a red-hot FY25: 📉 EPS expected to drop to PKR [----] in FY26 (27% YoY) However as the balance sheet becomes stronger a dividend could finally be on the cards for FY26. #MLCF #PSX #CementSector #ValueInvesting #PakistanMarkets" [X Link](https://x.com/ksestocksdotcom/status/1938821913737850926) 2025-06-28T04:49Z [---] followers, [--] engagements "💊 #SEARL Bounces Back with Rs5Bn+ Brand Sales & New Product Launches At the Mid Cap Conference [----] SEARL shared its ambitious roadmap: ✅ Targeting 2324% revenue growth in FY26 after overcoming pricing & working capital issues ✅ Price hike planned post-deregulation in Q1FY26 ✅ Launching Semaglutide (diabetes & weight loss drug) in [--] months Rs1bn+ market aiming for 1012% share ✅ Six brands now bring in Rs5Bn+ annual sales - Portfolio split: 21% syrups 73% tablets 83% powders 84% injectables - Leverage & cash flow improving SEARL ranks: - No.1 in Heart Womens Health & Cough - No.3 in" [X Link](https://x.com/ksestocksdotcom/status/1939221044084253077) 2025-06-29T07:15Z [----] followers, [----] engagements "Did you know Pakistan's medicine prices were frozen for over a decade 💊 From [----] to [----] companies couldnt raise prices even when costs went up. This led to shortages court cases and frustrated patients. In [----] a proper pricing policy was introduced. But even then price increases were capped and didnt always match rising costs like #inflation or currency depreciation. The result Many companies either stopped making certain medicines or left the market altogether. Policy changes are now giving the sector some breathing space but its been a long road. #Pakistan #Pharma #HealthcarePolicy" [X Link](https://x.com/ksestocksdotcom/status/1939584689821327813) 2025-06-30T07:20Z [----] followers, [---] engagements "#Cement plants located in the south of Pakistan are often considered a poorer business than the ones in the north. But why is that the case Here are [--] reasons you might want to note down especially if you're picking cement stocks. [--]. lower gross margins due to higher export sales mix(exports have a lower margin than local sales) [--]. risk of fall in #exports due to a volatile region(#geopolitics) [--]. competition from smuggled cement Understand now why some cement stocks tend to rally much stronger than others #psx #pakistan" [X Link](https://x.com/ksestocksdotcom/status/1939597025567269315) 2025-06-30T08:09Z [----] followers, [---] engagements "Why We Like #FFC Pakistans Fertilizer Giant Heres what makes Fauji Fertilizer Company (FFC) a standout pick: [--] Low Gas Costs = Big Margins FFC gets gas at just Rs580/mmbtu (vs Rs1597 for rivals) locking in 3540% gross margins thanks to a deal with Mari Gas valid till [----]. [--] Powerful After Merger with FFBL Now holds: 43% of Pakistans urea production 46% of urea sales 62% DAP market share Also owns big stakes in Askari Bank Fauji Foods #FFBL Power & more [--] $300M Gas Investment To avoid gas shortages FFC helped fund MARI Field to secure supply and protect production long-term. [--] Rs147B in Cash" [X Link](https://x.com/ksestocksdotcom/status/1939931702157029831) 2025-07-01T06:18Z [----] followers, [----] engagements "Gas Bills Going Up from Today #OGRA has approved a major gas tariff hike part of reforms under Pakistans #IMF deal to fix circular debt and energy losses. Heres what it means: For Households Protected: PKR 600/month (up from 400) Non-protected: PKR [----] (was 1000) High usage: PKR [----] (was 2000) Even if usage stays the same bills will rise due to higher fixed charges For Industries Exporters: No change Non-exporters: Tariff up 7% (now PKR 2300/mmbtu) ➡ Higher costs for steel glass chemicals etc. Winners Gas utilities like #SNGP & #SSGC More upfront cash from fixed charges Better cash flow =" [X Link](https://x.com/ksestocksdotcom/status/1939949596370776274) 2025-07-01T07:30Z [----] followers, [---] engagements "Strong #Growth Ahead for Fertilizer Giant #FFC The company is expected to grow earnings by 2031% over [--------] 💰 - EPS (unconsolidated): 2025: Rs55 2026: Rs59 2027: Rs60 - EPS (consolidated): 2025: Rs67 2026: Rs70 2027: Rs72 Big Dividends Expected DPS: Rs41 (2025) Rs44 (2026) Rs45 (2027) Dividend yield: 11% same as T-bill returns Stock trades at a 28% discount to fair value (Rs525) making it attractive for long-term investors. ⚠ Risks to watch: Unexpected gas price hikes Lower urea demand Ongoing urea price discounts Weak farm income #Fertilizer #Dividends #EPSGrowth #InvestSmart #PSX" [X Link](https://x.com/ksestocksdotcom/status/1939967210367144015) 2025-07-01T08:40Z [----] followers, [----] engagements "Gul Ahmed Textile (#GATM) Eyes Growth & Green Energy Future Heres what investors need to know from GATMs latest update: - Exports to grow 7% YoY in FY25 to $385M - 9MFY25 revenue up 10% YoY despite rising salaries & energy costs - Focus shifting to high-margin value-added textile products Going Green: GATM aims to be 100% energy self-reliant by [----] Projects underway: 🔹 17.3MW rooftop solar (by Jul 2025) 🔹 Wind turbines battery storage & biomass 🔹Plans to phase out HFO (currently 60% of fuel mix) 🔹 Leverage to drop after 1QFY26 🔹 Optimistic on US-Pakistan trade talks update expected" [X Link](https://x.com/ksestocksdotcom/status/1940002444185928026) 2025-07-01T11:00Z [----] followers, [--] engagements "202223 was tough for #Haleon Pakistan raw material prices for Panadol and CAC-1000 surged and margins fell. But the maker of Panadol and Sensodyne is in growth mode again. Heres why: 🔹 API prices went back to normal 🔹 Haleons gross margin recovered to 34% 🔹 New factory expansion in Jamshoro added capacity 🔹 Launch of Centrum (multivitamin) expected to boost sales by PKR 1.5B by [----] 🔹 Govt allowed price increases for both essential & non-essential drugs In [----] Haleons profit margins improved and its also expanding exports to new countries like Kenya. #Pharma #Haleon #Centrum #Pakistan" [X Link](https://x.com/anyuser/status/1940274233059254612) 2025-07-02T05:00Z [----] followers, [----] engagements "Gas Price Gap Gives #FFC a Big Edge Over Rivals Since Feb [----] fertilizer makers using SNGP/SSGC gas networks saw gas prices jump to Rs1597/mmbtu while those on Mari gas (like FFC) still pay Rs580/mmbtu 🔹 FFCs average gas cost = Rs794/mmbtu 🔹 Engro Fertilizers (#EFERT) pays full Rs1597/mmbtu 🔹 This gives FFC a Rs900/bag cost advantage on urea (22% of price) 🔹 FFCs gross margins hit 54.4% vs 30% before up by 1144bps Even Fatima Fertilizer (#FATIMA Sadiqabad) benefits from low Mari gas. EFERT had kept higher urea prices (Rs200240/bag) but due to rising inventory prices are now almost equal" [X Link](https://x.com/ksestocksdotcom/status/1940357281457299920) 2025-07-02T10:30Z [----] followers, [----] engagements "Urea sales jumped 21% YoY in June [----] reaching 582k tons. Despite weak farm economics sales rose due to earlier subdued demand and pre-buying fears over new taxes. #Pakistan #PSX #Urea" [X Link](https://x.com/ksestocksdotcom/status/1940644063428092039) 2025-07-03T05:29Z [----] followers, [---] engagements "Fauji Group sold 269k tons of urea in June [----] up 4% YoY. #EFERT saw a stronger rebound up 34% YoY to 208k tons due to a low base. #PSX #Urea #FFC" [X Link](https://x.com/ksestocksdotcom/status/1940652224268718243) 2025-07-03T06:02Z [----] followers, [---] engagements "MS (petrol) sales hit 732k tons in Jun25 up 5% both MoM and YoY. Strong driving season and stable prices fueled the growth. #Petrol #energy #OMCs" [X Link](https://x.com/ksestocksdotcom/status/1940681930095448230) 2025-07-03T08:00Z [----] followers, [---] engagements "DAP sales fell 12% YoY in June to 108k tons. FFCs DAP sales dropped 11% YoY to 77k tons. Despite weaker demand DAP inventory rose 36% MoM to 323k tons. #DAP #PSX #Agriculture #Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1940723442963120541) 2025-07-03T10:45Z [----] followers, [---] engagements "Govt collected PKR [----] trillion in petroleum levy (PDL) during FY25 up 18% YoY. The FY25 target was PKR [---] trillion. #PDL #energy #Fuels #PSX" [X Link](https://x.com/ksestocksdotcom/status/1940734768750252517) 2025-07-03T11:30Z [----] followers, [---] engagements "Despite weaker sales in June DAP sales doubled QoQ in 2QCY25 up 99% to 298k tons. The spike was mainly due to a low base and seasonal buying. #DAP #Pakistan #Agriculture #PSX" [X Link](https://x.com/ksestocksdotcom/status/1940747350575571362) 2025-07-03T12:20Z [----] followers, [---] engagements "Gas Price Gap Likely to Stay Until [----] #FFC to Keep Its Edge Fauji Fertilizer (FFC) says its low gas price deal will stay in place till [----] thanks to its Gas Supply Agreement (GSA) with Mari Gas FFC pays just Rs580/mmbtu for feed gas while rivals pay Rs1580+ This keeps FFCs gross margins strong (3134%) through [--------] 📌 Why govt isnt changing it: Even if #OGRA raises FFCs gas price the extra money goes into a provincial fund not the federal budget so theres little incentive to change it ✅ Mari Gas (#MARI) also benefits as the low price still matches wellhead rates approved by OGRA Result:" [X Link](https://x.com/ksestocksdotcom/status/1940759934083432556) 2025-07-03T13:10Z [----] followers, [----] engagements "@InterloopLtd was significantly disadvantaged when PKR devaluation and import restrictions significantly hampered its growth plans between [----] and [----]. Against the odds the company was not only able to grow but also keep its margins relatively consistent. The sign of good management (@navidcch and @MusadaqZ) and the reason why investors in the #PSX love investing in the company. #stocks #investing #textile #Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1940766384356561391) 2025-07-03T13:35Z [----] followers, [--] engagements "Big Investment to Secure Gas for Fertilizer Production #FFC #EFERT & #FATIMA are investing $300M in a Gas Pressure Project at Mari Field to ensure uninterrupted gas supply & steady urea production. 🔹Includes new pipelines & compressors 🔹 FFCs share: 48% (Rs40bn CAPEX) 🔹Completion expected by [----] #Pakistan #MariGas #Fertilizer #urea #energysecurity #Agriculture #PSX #InvestSmart #InvestmentStrategy" [X Link](https://x.com/ksestocksdotcom/status/1940970320674148632) 2025-07-04T03:06Z [----] followers, [----] engagements "Despite strong June numbers 1HCY25 urea sales are expected to fall 23% YoY. Sales had been sluggish for months leading to high inventories across the board. #Agriculture #Pakistan #Urea #PSX" [X Link](https://x.com/ksestocksdotcom/status/1940977366303428998) 2025-07-04T03:34Z [----] followers, [---] engagements "To boost revenues govt added a new PKR 2.5/liter levy on furnace oil in the FY26 budget part of broader IMF-aligned reforms. #IMF #Pakistan #FurnaceOil #taxes2025" [X Link](https://x.com/ksestocksdotcom/status/1941006171252703249) 2025-07-04T05:28Z [----] followers, [---] engagements "📱 Made in Pakistan Phones Are On the Rise In AprilMay [----] Pakistan locally made [----] million mobile phones a 4% increase vs last year. Total for 11MFY25 stands at [----] million units Heres why this matters: 🔹 94% of Pakistans mobile demand was met through local production way up from the 77% 5-year average 🔹 In the first [--] months of [----] 54% of locally made phones were 2G while 46% were smartphones 🔹 Slower sales were seen due to: [--] High base effect from [----] [--] Longer replacement cycles (3.5 years) [--] Lower consumer spending due to inflation 📊 Top Local Brands in 5M2025 (Units in" [X Link](https://x.com/ksestocksdotcom/status/1941014112537915509) 2025-07-04T06:00Z [----] followers, [----] engagements "FFCs long-term debt has been rising steadily in recent years Is it a sign of growing investments or a higher financial risk #PSX #FFC" [X Link](https://x.com/ksestocksdotcom/status/1941070731347198245) 2025-07-04T09:45Z [----] followers, [---] engagements "#AGTL used to pay out nearly all its profits as #dividends until [----]. Since then: No dividends. Just retained earnings piling up. What will the company do with the earnings #PSX #Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1941112279485104601) 2025-07-04T12:30Z [----] followers, [----] engagements "How FFCs cash and bank balances skyrocketed in just [--] years Stronger cash position = more flexibility for dividends investments & future growth. #FFC #PSX" [X Link](https://x.com/ksestocksdotcom/status/1941323647794413993) 2025-07-05T02:30Z [----] followers, [----] engagements "#MLCFs hidden strength is its dominance in the White Cement segment 👑 Maple Leaf Cement holds 90%+ market share in Pakistans white cement space a niche high-margin segment. 📌 Annual capacity: 165K tons 📌 3.8% of FY24 sales 📌 Market size: 100K125K tons 💰 Estimated value: PKR [--] billion Its small but it packs a premium punch. Why White Cement is Gaining Popularity in Traditionally used in tiles & sanitary fittings white cement is now seeing growing urban demand due to: 🎨 Decorative finishes 🏠 Architectural designs 🧱 Surface priming (esp. in the paint industry) This trend is expanding" [X Link](https://x.com/anyuser/status/1941471623393222735) 2025-07-05T12:18Z [----] followers, [----] engagements "How does a pharma company grow in a tough market AGP shows one way: acquisitions. In recent years AGP acquired trusted international brands from Sandoz and Viatris (which owns Pfizers portfolio). These deals added big names like Norvasc and Azomax to its product lineup. Today AGP offers [---] products with strong positions in antibiotics allergy care and cardiovascular health. The result More trusted brands under one roof higher sales and a stronger position in the local market. Its a good example of how local companies can scale up with the right partnerships. #PakistanPharma" [X Link](https://x.com/ksestocksdotcom/status/1942074848483963027) 2025-07-07T04:15Z [----] followers, [----] engagements "Azerbaijan will invest $2 billion in Pakistans economic sector. The move signals rising investor confidence and strengthens bilateral ties. Big boost for trade and development #Pakistan #Azerbaijan #Investment #EconomicGrowth #PSX" [X Link](https://x.com/ksestocksdotcom/status/1942114758037008404) 2025-07-07T06:53Z [----] followers, [---] engagements "Glaxos total assets keep rising while liabilities stay well below a sign of solid financial health and stability. Strong balance sheet = confidence for long-term investors #InvestSmart #PSX #GLAXO #InvestSmart" [X Link](https://x.com/anyuser/status/1942140530336698547) 2025-07-07T08:36Z [----] followers, [----] engagements "Hondas sales surged 65% YoY in June but it was all about sedans. 90% of HCARs volume came from City & Civic alone (1700 units). SUVs (HR-V & BR-V) Just [--] units down 20% YoY. Is it Honda's strength in #Sedan that helps it dominate Or the lack of penetration in the SUV segment #HCAR #PSX #autos #civic #city" [X Link](https://x.com/ksestocksdotcom/status/1942169156364710151) 2025-07-07T10:29Z [----] followers, [---] engagements "Sazgar continues to eat into Toyotas SUV turf. While Hilux & Fortuner remain strong Corolla Cross sales crashed 83% YoY in June undercut by newer hybrids like #HAVAL #Jolion #HEV and others. The SUV game has changed since Sazgar's arrival and contrary to what many thought SAZEW still continues to dominate. $SAZEW $INDU #PSX #autos" [X Link](https://x.com/anyuser/status/1942169534112129063) 2025-07-07T10:31Z [----] followers, [----] engagements "📈 Maple leaf Cement (#MLCF) is scaling fast. During Pakistans latest cement expansion cycle Maple Leaf Cement increased capacity to 8.0mn tons (from just 2.1mn). This pushed its market share to 9.6% up from 8.2% making it the 4th largest cement company in the country. (The whole point of expansion is to increase market share in the next cycle which it did) More capacity means greater market presence cost efficiency and higher long-term profitability. #MLCF #Cement #PSX #ValueInvesting #PakistanEconomy" [X Link](https://x.com/anyuser/status/1942181048160587909) 2025-07-07T11:17Z [----] followers, [----] engagements "📈 #PAEL revenues have nearly doubled since their last peak in [----] and margins are finally normalizing to those levels again. The stock #PSX #Pakistan #export #pakistaneconomy" [X Link](https://x.com/ksestocksdotcom/status/1942573387894906923) 2025-07-08T13:16Z [----] followers, [----] engagements "Whats powering #MLCFs upside potential The company is quietly paying back debt behind the scenes. 📉 PKR 7.6bn in debt repaid since FY23 💼 Interest-bearing debt now at PKR 15.3bn 💸 Strong cash flows = more deleveraging ahead This improves profitability reduces risk and strengthens the balance sheet making MLCF a strong investment in PSX. #MLCF #PSX #Fundamentals #DebtFreeGoals #CementStocks" [X Link](https://x.com/ksestocksdotcom/status/1942817742832427064) 2025-07-09T05:27Z [----] followers, [----] engagements "LUCKs earnings per share (EPS) has climbed steadily over the years a sign of strong performance and consistent growth. #PSX #LUCK #StockMarket" [X Link](https://x.com/ksestocksdotcom/status/1942832498414854401) 2025-07-09T06:25Z [----] followers, [----] engagements "Topline Securities #Dividend Expectations for Q2 2025: #EFERT: Rs. [--] #FFC: Rs. [----] #PSX" [X Link](https://x.com/anyuser/status/1942909271760310554) 2025-07-09T11:30Z [----] followers, [----] engagements "#KSE100 expectations for 10th Jul [----] #PSX #PollOfTheDay +500 and above Between [----] and +500 [----] and below +500 and above Between [----] and +500 [----] and below" [X Link](https://x.com/ksestocksdotcom/status/1942917461776687249) 2025-07-09T12:03Z [----] followers, [---] engagements "AKD Securities #Dividend Expectations for Q2 2025: #MCB: Rs. [----] #MEBL: Rs. [----] #BAHL: Rs. [----] #PSX" [X Link](https://x.com/anyuser/status/1943203545186210110) 2025-07-10T07:00Z [----] followers, [----] engagements "Updated dividend expectations for #EFERT and #FFC #PSX #investing" [X Link](https://x.com/anyuser/status/1943244895923105899) 2025-07-10T09:44Z [----] followers, [----] engagements "AKD Securities' Cement Universe Expected EPS and dividend #LUCK (standalone)- [---] DPS [---] #LUCK (consolidated) [----] DPS [---] #MLCF - [---] DPS [--] #FCCL - [---] DPS [---] #DGKC - [---] DPS [---] #CHCC- [---] DPS [---] #PIOC - [---] DPS [----] #KOHC - [----] DPS PkR [--] #cement #psx @akdsecurities" [X Link](https://x.com/ksestocksdotcom/status/1943252870960218144) 2025-07-10T10:16Z [----] followers, [----] engagements "Banking sector updated dividend expectations #HBL #UBL #MCB #MEBL #BAFL #BAHL #PSX #BANKS #INVESTING" [X Link](https://x.com/ksestocksdotcom/status/1943258687436390737) 2025-07-10T10:39Z [----] followers, [----] engagements "@toplinesec cuts NML earnings estimates by 33% for FY25 & FY26. Revised EPS: FY25: Rs18.49 FY26: Rs19.11 Lower gross margins and rising costs driving the downgrade. #PSX #NML #Textiles" [X Link](https://x.com/ksestocksdotcom/status/1943263429675888793) 2025-07-10T10:58Z [----] followers, [--] engagements "UPDATED: Banking Sector #dividend expectations #PSX #Banks #investing" [X Link](https://x.com/ksestocksdotcom/status/1943285703552503959) 2025-07-10T12:26Z [----] followers, [----] engagements "12 months ago interest rates were at 21% today they are at 11%. Earnings can stay stable because of lower profits on revenue growth. But most people forget that lower interest rates also ask for a higher valuation. Historically the impact of this improvement in valuation is much bigger than the negative impact of lower interest rates on earnings. So even though profits might be similar to prior years or quarters people are willing to pay a higher price for the stock because of: 1) interest rates trending lower suggesting improvement in the economy 2)lower default chances 3)valuation re-rating" [X Link](https://x.com/ksestocksdotcom/status/1943299994825511286) 2025-07-10T13:23Z [----] followers, [---] engagements "UPDATED: Banking sector #dividend expectations #psx #banks #investing #income" [X Link](https://x.com/anyuser/status/1943338249650606474) 2025-07-10T15:55Z [----] followers, [----] engagements "Why is local gas production down To make room for expensive #RLNG under PSOs [----] year contracts. Pipeline pressure left no choice but to scale back domestic supply. #PSX #EnergyStocks #InvestSmart" [X Link](https://x.com/ksestocksdotcom/status/1943555856047710530) 2025-07-11T06:20Z [----] followers, [---] engagements "Every new company in Pakistan enjoys a tax benefit BFAGRO isnt just growing it's doing it with a tax advantage most companies can only dream of. - Karachi plant operates in a Special Economic Zone No income tax till [----] - Faisalabad plant also in SEZ Tax-free till [----] - Plus as a poultry sector company it pays just 0.75% minimum tax (vs 1.25% standard rate) These incentives mean better margins more cash for expansion and a competitive edge in both domestic and export markets. #BFAGRO #PSX #TaxBenefits #growthstocks #stockstofocus #taxes #Growth" [X Link](https://x.com/anyuser/status/1943555856156803308) 2025-07-11T06:20Z [----] followers, [----] engagements "#MLCF Is Paying Down Debt Fast 💸 Since FY23 Maple Leaf Cement has repaid PKR 7.6bn in debt cutting total interest-bearing debt from PKR 22.9bn 15.3bn (Mar 2025). 💡 Only PKR 3bn of that is high-cost debt now. This deleveraging plus lower interest rates has added PKR 1.8/share directly to the bottom line. This isnt the first time #MLCF has cleaned up its balance sheet: 🕰 From FY11 to FY16 it slashed interest-bearing debt by 82% from PKR 17.5bn to PKR 3bn. With strong cash generation continuing we expect the same trend again and lower financial charges to boost earnings. #ValueInvesting #MLCF" [X Link](https://x.com/ksestocksdotcom/status/1943650732961345785) 2025-07-11T12:37Z [----] followers, [----] engagements "UPDATED: Banking sector #dividend expectations. #PSX #banks" [X Link](https://x.com/ksestocksdotcom/status/1943693550811599321) 2025-07-11T15:27Z [----] followers, [----] engagements "UPDATED: Fertilizers #dividend expectations. #PSX #EFERT #FFC #FATIMA" [X Link](https://x.com/anyuser/status/1943698379759923487) 2025-07-11T15:46Z [----] followers, [----] engagements "Glaxos long-term debt went up in the past few years something investors should keep an eye on. Rising debt can fuel growth but it also adds financial pressure. #PSX #GLAXO #Investing" [X Link](https://x.com/anyuser/status/1943894839755514089) 2025-07-12T04:47Z [----] followers, [----] engagements "Here's how Lucky Cement improved its profit in the past few years: #PSX #LUCK #GrowthStocks" [X Link](https://x.com/anyuser/status/1943954232190579120) 2025-07-12T08:43Z [----] followers, [----] engagements "In [----] MLCF carried out expansion at its Mianwali plant then followed by the same at its DG Khan plant. #Interest rates were at 5.75% back then and it made sense to borrow money to cater to increasing demand. Then interest rates started rising(high debt servicing cost) then came covid (killed demand) and once we recovered from that interest rates went up to 22%. Since FY23 things have been normalizing(IMF deal) and the company is in a better position to manage the #debt. #PSX #MLCF" [X Link](https://x.com/ksestocksdotcom/status/1943966482028720634) 2025-07-12T09:31Z [----] followers, [---] engagements "WHICH STOCK AM I Can you guess the company name based on the following hints - I have given a payout every single year since [----]. - One of my main raw materials is cotton. - I am the sole producer of my product in Pakistan. - My CEO has previously served as a CEO for two other listed companies. Reply with your guesses. #quiz #PSX" [X Link](https://x.com/ksestocksdotcom/status/1944009890751562144) 2025-07-12T12:24Z [----] followers, [----] engagements "Our #WhatsApp community hit the [----] member limit so weve removed groups from the main community to make space. Here are the individual group links: Investing Discussion: Trading Discussion: Research Reports Compilation: Just a heads-up: These groups are community-led. We're not offering any services or financial advice just a space to share and learn together. #PSX #investing #trading #pakistan https://chat.whatsapp.com/D5FcbTSLAunLgTQ7pYpPkQ https://chat.whatsapp.com/DHYOzcZXNLGHEWtZsNh3yA https://chat.whatsapp.com/HdKA5P0p1fU4rZjQu2OC1p https://chat.whatsapp.com/DHYOzcZXNLGHEWtZsNh3yA" [X Link](https://x.com/ksestocksdotcom/status/1944090244904890486) 2025-07-12T17:43Z [----] followers, [----] engagements "Pakistans cement exports hit a 4-year high in FY25 reaching [---] million tons up 29% from last year. A policy shift in Egypt helped Pakistani cement exports. As Egypt ended its export subsidies due to IMF pressure Pakistan filled the gap in African markets. A major win for the industry amid weak local demand. #Export #PakistanEconomy #PSX #TradeNews" [X Link](https://x.com/anyuser/status/1944279625783185444) 2025-07-13T06:16Z [----] followers, [----] engagements "Did you know Maple Leaf Cement (#MLCF) owns [----] million shares of Pioneer Cement (#PIOC). 🟩 That's 7.6% of total shares 🟩 15.2% of PIOCs free float MLCF bought the stake at an average price of just over Rs. [--]. PIOC has already gained 3x since then. Why #PIOC is a Strategic Cement Player to Watch 🔍 📍 Ideally located to serve Central & South Punjab 🏗 Capacity: 5.2mn tons 7.5% share in North region 📈 10-year CAGR: - Sales: +14% - Profits: +8% Owned 47% by Mega Group (led by Habibullah Khan) with interests in: 🚢 Shipping & logistics 🏙 Real estate ⚡ Energy 🛳 Ports #PSX #Cement" [X Link](https://x.com/anyuser/status/1944395388989149671) 2025-07-13T13:56Z [----] followers, [----] engagements "GALs launch of the JAC-T9 Hunter in Jan [----] could be a game-changer With rising JAC truck demand FY26 earnings may jump 50% Stock trades at just 5x earnings much cheaper than peers #CPEC & Reko Diq projects may boost demand further #GAL #PSX #RekoDiq #InvestSmart" [X Link](https://x.com/ksestocksdotcom/status/1944638078934454626) 2025-07-14T06:00Z [----] followers, [----] engagements "Exciting update on Pakistan's oil and gas scene - From July 1-8 oil production hit [-----] barrels per day (bpd) up 4.4% from last week. - Gas production also rose to [----] million cubic feet per day (mmcfd) a 2% increase. - Big players like #POL and #PPL boosted oil output by 3.9% and 4.6% while #MARI saw a dip in gas (-14.6%). - Among fields Nashpa and Makori East shone with oil gains of 2.7% and 20.5%. - Gas fields like Mari and Uch also grew by 5.6% and 1.2%. This shows our energy sector is buzzing with activity What do you think this means for the future Share your thoughts👇 #PSX" [X Link](https://x.com/ksestocksdotcom/status/1944700443189211637) 2025-07-14T10:08Z [----] followers, [----] engagements "Pakistan's #Textile Industry: #US / North America as Percentage of Net Sales FML - 72% ILP - 50% SFL - 20% KTML - 18% NML - 13% GATM - 10% NCL - 6% #PSX #Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1944843366199386449) 2025-07-14T19:36Z [----] followers, [----] engagements "Local cement sales in FY25 fell to [--] million tons the lowest in [--] years. Thats down from [----] million tons last year showing how the construction slowdown continues to hurt demand. #CementIndustry #PakistanEconomy #ConstructionEquipment #PSX" [X Link](https://x.com/ksestocksdotcom/status/1944957844819992777) 2025-07-15T03:11Z [----] followers, [----] engagements "#FCCL Earnings Preview: Big Profit Jump Expected Fauji Cement (FCCL) is set to report strong results for 4QFY25 with net earnings expected to hit Rs3.5bn (EPS Rs1.44) nearly 2x higher than last year Heres whats driving the growth: ✅ 7% YoY rise in cement sales volume ✅ Lower finance costs ✅ Solid gross margins expected at 36% On a quarterly basis profits could rise by 66% vs 3QFY25 showing a strong finish to the fiscal year. And good news for shareholders: a Rs 2/share dividend is expected. #PSX #dividends #InvestSmart" [X Link](https://x.com/ksestocksdotcom/status/1944996286253461859) 2025-07-15T05:43Z [----] followers, [----] engagements "#DGKC Earnings Rebound DG Khan Cement (DGKC) is expected to report Rs2.2bn in profits (EPS: Rs5.16) for 4QFY25 a major turnaround from a Rs1.7bn loss in the same quarter last year. Whats driving this comeback ✅ Cement sales volume jumped 29% YoY ✅ Better prices locally & in exports ✅ Lower grid electricity costs ✅ Gross margins expected at 27% up from just 8% last year On a quarterly basis earnings may remain steady as higher prices are balanced out by lower sales volumes. Plus a Rs4/share dividend is expected. #PSX #dividends #InvestorUpdate" [X Link](https://x.com/ksestocksdotcom/status/1945001633525670087) 2025-07-15T06:05Z [----] followers, [----] engagements "#CHCC Set for Strong Earnings Growth in 4QFY25 Cherat Cement (CHCC) is expected to report Rs2.2bn profit (EPS: Rs11.2) up 155% YoY a big jump from Rs4.4 last year. Whats driving this boost ✅ Higher gross margins (up 9ppt YoY to 37%) ✅ No royalty in KPK but still raised prices to match Punjab ✅ Lower taxes vs last year ✅ Expected Rs8 dividend per share On a quarterly basis earnings are also expected to rise 29% QoQ thanks to smart pricing and strong cost control. #PSX #PakistanEconomy #InvestorUpdate #dividends" [X Link](https://x.com/ksestocksdotcom/status/1945012957772972074) 2025-07-15T06:50Z [----] followers, [---] engagements "#GHNI GALs 17.91% associate is leading Pakistans truck market with 65% share and 2.2x YoY sales growth in FY25 From army contracts to oil tankers & buses like Faisal Movers GHNI is driving ahead in both freight & travel segments. #GAL #PSX #TruckMarket #Transport" [X Link](https://x.com/ksestocksdotcom/status/1945020507520131521) 2025-07-15T07:20Z [----] followers, [---] engagements "#SYS 2QCY25 Earnings Preview: Strong Growth Better Margins #FX Gains Ahead Systems Limited (SYS) is expected to post solid results for 2QCY25 with net profit rising 71% YoY to PKR 2.9bn (EPS: PKR 1.9) driven by: 🔹 23% revenue growth on strong performance in MEA & North America 🔹 Gross margins improving to 25.5% vs 22% last year 🔹 Operating profit jumping 53% to PKR 2.9bn 🔹 Lower finance cost (-47%) due to falling interest rates 🔹 FX gain of PKR 309mn expected as PKR slid modestly against the dollar Why the margin jump Lower inflation = slower salary hikes + company is now focusing on" [X Link](https://x.com/ksestocksdotcom/status/1945030760332734957) 2025-07-15T08:00Z [----] followers, [----] engagements "📊 Cement Earnings Snapshot (4QFY25): Mixed Momentum 🔹 #PIOC: Rs5.6/sh 6% YoY 31% QoQ 🔹 #KOHC: Rs14.5/sh 12% YoY 14% QoQ 🔹 #MLCF: Rs2.9/sh 92% YoY 8% QoQ #PSX #Investing #EarningsSeason #earningsalert" [X Link](https://x.com/ksestocksdotcom/status/1945033090696667375) 2025-07-15T08:10Z [----] followers, [---] engagements "#ATRL is built different cash-rich debt-free and ready for a major upgrade Attock Refinery Limited (ATRL) stands out as one of Pakistans strongest players in the oil refining sector and heres why that matters for investors and the industry: Balance Sheet Power: - ATRL holds PKR [--] billion in cash thats PKR [---] per share just in cash - The company has zero debt - Book value per share is PKR [----] among the highest in the sector. Ready for Refinery Upgradation: With the Refinery Policy expected to be signed soon ATRL is in a prime position to act fast. Unlike many others it can fund the upgrade" [X Link](https://x.com/anyuser/status/1945076899752931573) 2025-07-15T11:04Z [----] followers, [----] engagements "Two of the top [--] performers were within 5% of their all time highs while FFC hit its all time high on the same day(1st July 2024) They still outperformed the others in the index. #PSX #FFC #UBL #MARI" [X Link](https://x.com/ksestocksdotcom/status/1945182897586991610) 2025-07-15T18:05Z [----] followers, [----] engagements "Big cash boost coming for Attock Refinery (#ATRL) Under Pakistans upcoming refinery policy ATRL will be allowed to keep 100% of the deemed duty on fuel a major win for the company. Heres what it means - Right now: A 10% deemed duty applies on both diesel (HSD) and petrol (MS) BUT refineries dont get to keep all of it For HSD: Only 7.5% is retained 2.5% is deducted For MS: Full 10% goes to the govt refineries get nothing - Whats changing The new policy will let refineries retain the full 10% on both fuels for the next [--] years For ATRL this change means: ✅ PKR [---] billion in total extra cash" [X Link](https://x.com/ksestocksdotcom/status/1945351186187506046) 2025-07-16T05:14Z [----] followers, [----] engagements "GALs sales hit Rs15bn in 9MFY25 up 2.5x YoY Ghandhara Automobiles (#GAL) is a key player in Pakistans auto sector making & selling JAC Dongfeng & Renault vehicles. With a plant in Port Qasim & 26+ service centers GAL serves logistics mining & passenger markets. Also owns 18% of #GHNI Pakistans top truck maker Thanks to strong truck demand and the Jan [----] launch of the JAC T9 Hunter pickup revenue is expected to grow 44% annually over the next [--] years. Pickups alone may bring in 59% of FY26 sales #PSX #GrowthJourney #truckstop #earnings" [X Link](https://x.com/ksestocksdotcom/status/1945357478390325742) 2025-07-16T05:39Z [----] followers, [----] engagements "Valuation perspective from @ShermanSec The auto parts sector (incl. #GTYR & #PTL) is trading at just 0.9x P/BV below its 5Y avg of 1.1x and way off the 2.0x level seen [--] years ago. Is a re-rating on the cards #PSX #AutoParts" [X Link](https://x.com/ksestocksdotcom/status/1945391645345665238) 2025-07-16T07:54Z [----] followers, [---] engagements "Punjabs Green #Tractor Scheme (Phase 2) is set to deliver [-----] tractors with hefty subsidies: 🔹 [-----] units (5065HP): PKR 500k off 🔹 [-----] units (75125HP): PKR 1Mn off #MTL is set to deliver at least half of the tractors under this scheme. Deliveries start 2QFY26 applications open Aug25. MTL is trading at a forward #dividend yield of 8% making it a relatively safe bet in an otherwise cyclical sector. #PSX #MTL #Agri #Punjab #Tractors" [X Link](https://x.com/ksestocksdotcom/status/1945403323580084467) 2025-07-16T08:41Z [----] followers, [----] engagements "Pakistan State Oil (#PSO) is not the same company it was a few years ago ✅ No more inventory losses dragging earnings ✅ Retail biz strong + LNG biz recovery in sight ✅ Finance cost falling (Rs33bn Rs23.5bn in FY26) ✅ Debt paydown expected (Rs361bn) With EPS expected at Rs110+ in FY26 PSO is expected to be a top performer in FY26. #PSX #Energy #PSO #pakistan" [X Link](https://x.com/ksestocksdotcom/status/1945404959840715258) 2025-07-16T08:47Z [----] followers, [----] engagements "Glaxos total equity has been increasing consistently over the past few years a strong sign of business growth and shareholder value. #Glaxo #PSX #EquityGrowth" [X Link](https://x.com/ksestocksdotcom/status/1945415612865380718) 2025-07-16T09:30Z [----] followers, [----] engagements "UPDATED: Fertilizer sector #dividend expectations. #PSX #EFERT #FFC #FATIMA" [X Link](https://x.com/anyuser/status/1945469688235839790) 2025-07-16T13:04Z [----] followers, [----] engagements "NMLs profits grew fast after [----] but have dropped in [----]. Is this just a small break or the start of a slowdown #PSX #NML #Investing #Earnings" [X Link](https://x.com/ksestocksdotcom/status/1945470977439392071) 2025-07-16T13:10Z [----] followers, [----] engagements "A reminder that #MLCF is also building a hospital 🏥 Through Novacare MLCF is entering healthcare a long-term cash-generating sector. 🔹 1st hospital: [---] beds (expandable to 450) in DHA Islamabad 🔹 Cost: $100mn (50% debt 50% equity) 🔹 Operations start: End-2026 🔹 MLCF stake: 99.6% (for now) 🔹 Target IRR: 15% (USD-based) #Diversification with purpose. #PSX #MLCF #Healthcare #PakistanInvesting #Novacare" [X Link](https://x.com/anyuser/status/1945649906095448524) 2025-07-17T01:01Z [----] followers, [----] engagements "Thank you great perspective. GTYR gross margins have remained relatively stable in the past. Yet their net margins have fluctuated. If margin expansion in case of falling rubber prices is still not a given due to reasons you mentioned in what scenarios generally speaking does a company like GTYR make more money Auto demand and" [X Link](https://x.com/ksestocksdotcom/status/1945728891290608125) 2025-07-17T06:14Z [----] followers, [---] engagements "UPDATED: Fertilizer sector #dividend expectations. #PSX #EFERT #FFC #FATIMA" [X Link](https://x.com/ksestocksdotcom/status/1945735335905763646) 2025-07-17T06:40Z [----] followers, [----] engagements "UPDATED: Lucky Cement (#LUCK) EPS (consol.) and dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945807595089928547) 2025-07-17T11:27Z [----] followers, [----] engagements "UPDATED: Maple leaf Cement (#MLCF) EPS (consol.) and dividend expectations: #PSX #Cement" [X Link](https://x.com/anyuser/status/1945840575581675998) 2025-07-17T13:38Z [----] followers, [----] engagements "UPDATED: Fauji Cement (#FCCL) #EPS and #dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945842015372980360) 2025-07-17T13:44Z [----] followers, [----] engagements "UPDATED: DG Khan Cement (#DGKC) #EPS and #dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945842337021612117) 2025-07-17T13:45Z [----] followers, [---] engagements "UPDATED: Cherat Cement (#CHCC) #EPS and #dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945842674784755731) 2025-07-17T13:47Z [----] followers, [---] engagements "UPDATED: Pioneer Cement (#PIOC) #EPS and #dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945843250012565895) 2025-07-17T13:49Z [----] followers, [----] engagements "UPDATED: Kohat Cement (#KOHC) #EPS and #dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945843611288940553) 2025-07-17T13:50Z [----] followers, [----] engagements "UPDATED: Attock Cement (#ACPL) #EPS and #dividend expectations: #PSX #Cement" [X Link](https://x.com/ksestocksdotcom/status/1945843885491544388) 2025-07-17T13:51Z [----] followers, [----] engagements "Net Sales Vs Gross Profit #PSX #LUCK #InvestSmart" [X Link](https://x.com/ksestocksdotcom/status/1946110439404023969) 2025-07-18T07:31Z [----] followers, [----] engagements "The JAC X-200 is winning over logistics operators in Pakistan With [--] km/ltr fuel efficiency [----] kg payload and competitive pricing its a strong value pick even compared to Hyundai Porter & KIA Shahzore. #JACX200 #GAL #PSX" [X Link](https://x.com/ksestocksdotcom/status/1946114465625145633) 2025-07-18T07:47Z [----] followers, [----] engagements "UPDATED: Sherman Securities' #fertilizer sector #EPS and #dividend estimates just landed. Here's the updated table. #PSX #Pakistan" [X Link](https://x.com/ksestocksdotcom/status/1946180552328966251) 2025-07-18T12:09Z [----] followers, [----] engagements "Top [--] Stocks by money flow today. Over [--] billion rupees worth of FFC shares traded today. #moneyflow #FFC #PSX" [X Link](https://x.com/anyuser/status/1946245274348691851) 2025-07-18T16:26Z [----] followers, [----] engagements "The JAC T9 Hunter is turning heads as a value-packed pickup offering more features at a better price than the Revo & D-Max Strong demand forced #GAL to pause bookings. FY26 sales may hit [----] units though new rivals like #BYDs Shark may cool volumes later. #JACT9 #PSX #PickupTrucks" [X Link](https://x.com/ksestocksdotcom/status/1946521649290903856) 2025-07-19T10:45Z [----] followers, [----] engagements "In PSX all these factors arent necessarily applicable So expecting stocks to react the same way to stock splits as they do in US would be a mistake. It would be foolish to expect LUCK to go back to Rs. [----] anytime soon The same for UBL or other stocks that have just split" [X Link](https://x.com/ksestocksdotcom/status/1946595938492911782) 2025-07-19T15:40Z [----] followers, [---] engagements "So when a stock splits the next time dont fall for the psychological biases mentioned above. Everything is not as it seems. And where your money is involved you need to be extra careful. Dont follow the herd. Welcome the split but don't chase it" [X Link](https://x.com/ksestocksdotcom/status/1946595943790301282) 2025-07-19T15:40Z [----] followers, [---] engagements "🥇 Cement Sector #PSX Top [--] Cement Producers in Pakistan (Production Capacity in '000 MT): Lucky Cement Ltd. (#LUCK) [-----] (North: [-----] South: 5084) Bestway Cement Ltd. (#BWCL) [-----] (North only) Fauji Cement Company Ltd. (#FCCL) [----] (North only) Maple Leaf Cement (#MLCF) [----] (North) D.G. Khan Cement (#DGKC) [----] (Both regions) Which one is your favorite and why #PSX" [X Link](https://x.com/anyuser/status/1946849308848075146) 2025-07-20T08:27Z [----] followers, [----] engagements "NML's dividend payout has stayed steady over the years until [----] where we see a sharp drop. #PSX #nml #Investments" [X Link](https://x.com/ksestocksdotcom/status/1947134688453447780) 2025-07-21T03:21Z [----] followers, [----] engagements "Glaxos earnings per share (EPS) bounced back sharply in [----] after a rough patch hitting their highest level in over a decade #GLAXO #PSX #earnings #EPS" [X Link](https://x.com/ksestocksdotcom/status/1947192066284409083) 2025-07-21T07:09Z [----] followers, [----] engagements "Amreli Steels (#ASTL) Earnings Preview Amreli Steels is expected to post a loss of Rs788mn in 4QFY25 thats a Rs2.65 loss per share. Its another tough quarter in whats been a painful year. Full-year FY25 loss is expected at Rs3.6bn (LPS: Rs12.28) Revenue fell 56% YoY to Rs17bn. Only 20% of capacity was used showing very weak demand in the local market. Exports improved a bit but not enough to offset the domestic weakness. No dividend expected this year. Why is this happening - Weak construction activity - High finance cost due to previous loans - Low production and sales volumes Can things" [X Link](https://x.com/ksestocksdotcom/status/1947591011149955397) 2025-07-22T09:34Z [----] followers, [----] engagements "In the targeted market of [---] billion BFAGRO is selling just [---] million eggs With 8% market share it's just a beginning towards huge growth Pakistan consumes 21.1B eggs a year but only 15% are in the pasteurized target market. In FY24 BFAGRO sold 260M eggs capturing 8% of that space. With 92% still using shell eggs theres massive room to grow. Add in rising food safety awareness global regulations and export talks with names like Mondelez and BFAGRO looks set to scale fast. #BFAGRO #PSX #FoodSafety #PasteurizedEggs #StocksToWatch" [X Link](https://x.com/anyuser/status/1947661662460182556) 2025-07-22T14:15Z [----] followers, [----] engagements "So dont obsess over daily payouts or infinite compounding. Make use of the quarterly compounding that is the norm and focus on what really matters i.e. reinvesting consistently and letting time do the rest. Compounding is powerful. But even it has a speed limit. And that limit is 'e'" [X Link](https://x.com/ksestocksdotcom/status/1947684473610334521) 2025-07-22T15:45Z [----] followers, [---] engagements "Reko Diq is set to spark a boom in truck demand and #GAL & #GHNI are ready to ride it With [--] years of mine life and massive reserves (17.9mn oz gold 13.1mn tons copper) Phase [--] of the $7bn+ project kicks off in [----]. Truck demand for logistics & transport expected to rise 12% Over [----] units may be needed. GHNI is already developing new models for mining Prime movers will be key as the intercity movement of materials scales up The project also prioritizes local industry a big win for Pakistan's truck makers GHNI and GAL stand to benefit as Reko Diq brings years of steady transport needs tied" [X Link](https://x.com/anyuser/status/1947939491785625883) 2025-07-23T08:39Z [----] followers, [----] engagements "Honda Atlas Cars (#HCAR) Target Prices as set by different research firms. #PSX #Honda #autos" [X Link](https://x.com/ksestocksdotcom/status/1948318902905163939) 2025-07-24T09:46Z [----] followers, [----] engagements "Harsh to call someone a failure because they failed to beat index over a [--] year period. In fact underperforming a bull run like we are currently having can be a feature of ones strategy. Striving for consistency rather than outperformance gets you ahead in the longer run. For example a 20% consistent annual return beats a portfolio that returns 30% in the first year and 10% on the second. Volatility drag" [X Link](https://x.com/ksestocksdotcom/status/1948470848719127003) 2025-07-24T19:50Z [----] followers, [---] engagements "🧠 Math time for traders. We ran a simple poll recently and the results were surprising (but not really). Most people got a basic math question wrong. Only 40% of respondents got it right. #poll #PSX #trading #TradingView" [X Link](https://x.com/ksestocksdotcom/status/1949084089723548104) 2025-07-26T12:27Z [----] followers, [----] engagements "📉 The correct answer was: less than [------] Why A 5% gain takes you from [------] ➡ [------] But a 5% loss after that i.e. 5% of [------] ➡ you're down to [-----] So even with a 50% win rate you're not breaking even" [X Link](https://x.com/ksestocksdotcom/status/1949084092999368985) 2025-07-26T12:27Z [----] followers, [---] engagements "Why is this a cost If the buying price of a share is Rs. [--] and the selling price is Rs. [-----] the Rs. [----] difference is your cost. That's because in order to breakeven your stock price needs to go up by Rs. [----]. Your profit only starts after that" [X Link](https://x.com/ksestocksdotcom/status/1949084119125705100) 2025-07-26T12:27Z [----] followers, [--] engagements "Adding this cost which we can conservatively estimate to be 0.1% takes our breakeven rate to 5.96% from 5.75%. This means if you came to the market with a 1% edge it would have been washed away by the commission spread and the math of comopunding. Yes costs also compound" [X Link](https://x.com/ksestocksdotcom/status/1949084121730326742) 2025-07-26T12:27Z [----] followers, [--] engagements "Above all there is the psychological impact that many do not consider. Many traders would start to doubt their system if it lost 3-4 times in a row. We could quantify all that but I believe the point should already be clear" [X Link](https://x.com/ksestocksdotcom/status/1949084128508342434) 2025-07-26T12:27Z [----] followers, [--] engagements "Trading isn't easy and small costs compound too. In the end you give up a substantial part of your principal in costs something Warren Buffett called the reason for why actively managed funds can never outperform the index" [X Link](https://x.com/ksestocksdotcom/status/1949084131138109572) 2025-07-26T12:27Z [----] followers, [---] engagements "#EPCL 2QCY25 Earnings Preview: Engro Polymer (EPCL) is likely to post another loss in 2QCY25 Expected LPS: Rs1.18 vs Rs0.91 last quarter and Rs0.76 last year. Why the dip - Global PVC prices down 14% YoY - Core margins (PVCEthylene) under pressure - Sales flat at Rs17.5bn - Gross margins shrink to 7% (vs 8.1% LY) Some positives: ✅ Finance costs down 36% YoY ✅ Lower selling costs But not enough to offset pricing pressure. 💬 Until global PVC prices recover EPCLs bottom line may stay in the red. #PSX #earningsupdate #InvestSmart" [X Link](https://x.com/ksestocksdotcom/status/1949724672183967926) 2025-07-28T06:52Z [----] followers, [---] engagements "Atlas Honda (#ATLH) Gears Up for Another Record Year ✅ 1.2Mn bikes sold in FY25 (+25% YoY) ✅ Highest-ever quarterly sales: 360k units ✅ EPS at all-time high: Rs123 ✅ Final dividend: Rs74/sh (57%) ✅ New high-CC models coming soon ✅ First EV bike launching next week (with lithium-ion tech) ✅ 95% localization for 70cc bikes ✅ 40k bikes exported this year ✅ No need for capex enough capacity to grow Management stays bullish on FY26 #PSX #electricbike #EVs #investors" [X Link](https://x.com/ksestocksdotcom/status/1949760726706336037) 2025-07-28T09:15Z [----] followers, [----] engagements "🚨151% dividend yield Was that what pulled you to #JSMFETF If yes you're now down 9.1% YTD. Did you fall for the #hype Or just didn't understand the #ETF Are you holding for future dividends Will they even come Lets do a deep dive on how this PSX ETF really works. 🧵" [X Link](https://x.com/anyuser/status/1949888724566777911) 2025-07-28T17:44Z [----] followers, 11.7K engagements "2/ JS Momentum Factor ETF is a smart beta ETF. Sounds fancy but its just a mix of two styles: 👉 Active (trading) 👉 Passive (buy & hold) It picks stocks based on data. Holds them till they fulfill the conditions. No human bias. All well-defined rules" [X Link](https://x.com/ksestocksdotcom/status/1949888729037914453) 2025-07-28T17:44Z [----] followers, [---] engagements "5/ JS calculates this momentum by looking at two things: [--] 30-day price performance [--] Average traded value (price volume) Top [--] stocks by momentum score are added to the ETF. This list is refreshed every month. Like clockwork" [X Link](https://x.com/ksestocksdotcom/status/1949888745731162438) 2025-07-28T17:44Z [----] followers, [---] engagements "6/ But before it does that it starts with a specific index. The KSE All Share Index. This piece of information is important. One of the complaints in our community this month was: "Index 120k se 140k pe challa gia JSMFETF down he kahan gia momentum"" [X Link](https://x.com/ksestocksdotcom/status/1949888749669597508) 2025-07-28T17:44Z [----] followers, [---] engagements "15/ Let's go back to the ETF's performance. As we always do we will try and put a number to that. The expected value based on JS's own claims comes out to 0.73% per month. Thats their edge It beats ALLSHR by 0.73% per month on average" [X Link](https://x.com/ksestocksdotcom/status/1949888807542665348) 2025-07-28T17:44Z [----] followers, [---] engagements "16/ Compound that for the whole year and it adds up to 9% outperformance per year. JS itself claims a 6% outperformance which we assume comes after paying off some necessary liabilities" [X Link](https://x.com/ksestocksdotcom/status/1949888815541244133) 2025-07-28T17:44Z [----] followers, [---] engagements "22/ So now you have the answer to why this ETF is performing badly. Law of large numbers says 'The more times you repeat a random process the closer your average result will get to the true expected value.' We already calculated that and it came out to be +0.73%. The math says stay invested" [X Link](https://x.com/ksestocksdotcom/status/1949888846776131665) 2025-07-28T17:45Z [----] followers, [---] engagements "23/ But that's not how long-term investors in the PSX think. People want dividends but are they really coming Let's look at the ETF's dividend policy. JSMFETF pays out 90% of its income but only from dividend earnings. Capital gains dont count" [X Link](https://x.com/ksestocksdotcom/status/1949888850958176528) 2025-07-28T17:45Z [----] followers, [---] engagements "24/ So dont try to time it based on price spikes. You still want the management to cooperate to give you dividends. We also told you we will revisit the volatility and assign a number to that. Let's do that now. We can measure that with Sharpe Ratio. Sharpe ratio tells us how much return we are getting for each unit of risk. JSMFETF: [----] ALLSHR: [----] Clearly the JSMFETF is worth more for the same unit of risk. Its a high volatility high return index(and that goes in both directions)" [X Link](https://x.com/ksestocksdotcom/status/1949888855416467940) 2025-07-28T17:45Z [----] followers, [---] engagements "25/ To conclude the JSMFETF isn't some noble high #dividend yield ETF. It's not something that will always move with the market. It has a small edge and you'll have to stay invested to benefit from that. Be ready for volatility but let the ETF do the work for you" [X Link](https://x.com/ksestocksdotcom/status/1949888860693168149) 2025-07-28T17:45Z [----] followers, [---] engagements "#EFERT and #FFC announce their half yearly results tomorrow. Are the #dividends comfortably priced in #PSX #investing" [X Link](https://x.com/anyuser/status/1949892492767486217) 2025-07-28T17:59Z [----] followers, [----] engagements "There no such thing as recommending one over the other. It is a poor question to begin with. Every ETF has its own purpose. Unfortunately people judge them based on their recent performance only UBLPETF gives you the top traded by value stocks of the KSE100 excluding the oil and gas sector. Either that fits into your investing strategy or it doesnt. There is no such thing as a growing ETF. Its the underlying companies that grow. Generally speaking ETFs in Pakistan make little sense. Theres only a handful of companies to pick from" [X Link](https://x.com/ksestocksdotcom/status/1949922785251512623) 2025-07-28T19:59Z [----] followers, [---] engagements "Millat Tractors (#MTL) 4QFY25 Preview: Earnings expected at Rs5.5/sh (down from Rs11.5 YoY) - Sales volume down 43% YoY - Revenue to clock in at Rs11.9bn - Gross margin holding at 27.1% - Finance cost easing due to lower interest rates - Dividend likely: Rs11/sh #PSX #agriculture #Earnings #farming" [X Link](https://x.com/ksestocksdotcom/status/1950088771787018729) 2025-07-29T06:59Z [----] followers, [----] engagements "#EFERT investors its payout time Q2CY25 profit jumped 234% YoY to Rs5.6bn EPS: Rs4.17 DPS: Rs4.25 Gross margins up to 31% (+11ppt YoY) Solid quarter from Engro Fertilizers. Steady ops strong dividend whats not to like #PSX #dividendstocks #Fertilizers #EarningsReport" [X Link](https://x.com/ksestocksdotcom/status/1950436082085949707) 2025-07-30T05:59Z [----] followers, [----] engagements "#OGDC just hit a major milestone *Rs1 TRILLION* market cap Stocks up 82% in the past year and still trades at a PE of just [---] Price: Rs234.74 Dividend yield: 6.04% OGDC investors must be smiling today 😄 #PSX #investoralert #KSE100#dividendstocks" [X Link](https://x.com/anyuser/status/1950809898641412206) 2025-07-31T06:44Z [----] followers, [----] engagements "Ghani Glass (#GHGL) 9MFY25 Update: Despite a 7% dip in sales to Rs33.5bn (blame weak construction & economy) GHGL held its ground. - Gross margins improved to 27.9% (vs. 27.0% LY) - Net profit: Rs4.4bn EPS: Rs4.39 - Dominates pharma (95%) F&B (96%) & float glass (75%) markets Production: [----] tons per day (TPD) across segments. Tariff risks Not yet a concern but management is watching future duty changes. Even in a slow market GHGLs size & segment leadership keep it resilient. One to watch. #PSX #ConstructionEquipment #investing" [X Link](https://x.com/ksestocksdotcom/status/1950853123465249131) 2025-07-31T09:36Z [----] followers, [---] engagements "#HBL 2Q Results are in: - Earnings up 24% YoY to Rs12.1/sh - Rs4.5/sh dividend announced - Deposits hit a record Rs5.2 trillion - Strong NII capital gains & other income - Interest earned & dividend income slightly down Solid quarter overall #PSX #Investor #earnings" [X Link](https://x.com/ksestocksdotcom/status/1950862902908596567) 2025-07-31T10:15Z [----] followers, [---] engagements "In FY26 #HUBC projects TEL & TNPTL could add: 🔹 PKR 7.5/sh (TEL) 🔹 PKR 4.8/sh (TNPTL) The project completion date is expected in FY26 which means these projects will start distributing dividends helping HUBC strengthen its balance sheet. #PSX #Hub #power" [X Link](https://x.com/anyuser/status/1950891896743620905) 2025-07-31T12:10Z [----] followers, [----] engagements "As the #earnings season progresses and #dividends start rolling in people have begun asking the same question again: "When do I buy the stock to be eligible for dividend" The problem is that in #PSX companies declare Book Closure dates instead of declaring the ex-date. While this is corporate compliance-friendly retail traders are left to figure out the dividend eligibility on their own. So let's simplify how you can figure out the ex-dividend date. But before we dive into that we need to see what is a Book Closure date anyway" [X Link](https://x.com/ksestocksdotcom/status/1952331212720140686) 2025-08-04T11:30Z [----] followers, [----] engagements "A Book Closure date is the period when the company's share register is "closed" for updates. During this time the company prepares a list of shareholders eligible for dividends. In the attached image you can see how Colgate Palmolive (#COLG) after announcing a Rs. [-----] dividend states that it will only be paid to shareholders "whose names will appear in the Register of members on September [--] 2025". If your name is not on the register by the start of the Book Closure date(which would be September 19th in this case) you dont get the dividend. This is the only requirement you need to fulfill." [X Link](https://x.com/ksestocksdotcom/status/1952331220605370517) 2025-08-04T11:30Z [----] followers, [---] engagements "Muslim Commercial Bank #MCB to announce its financial results on the 6th of August. Since Q4 [----] the bank has paid a Rs. [--] #dividend every quarter. Research houses all agree on that to continue" [X Link](https://x.com/ksestocksdotcom/status/1952356085823672434) 2025-08-04T13:08Z [----] followers, [----] engagements "#EFERT earnings are up but fertilizer sales are down In 2QCY25 profit rose 3.3x YoY to PKR 5.6Bn as margins bounced back. Rs 4.25/sh dividend announced - Revenue: +28% YoY - Margins: 31% (vs 18%) - Other income boosted by aircraft sale - EPS: Rs4.2 1H payout: Rs6.5/sh But challenges ahead - Urea sales: -26% YoY - DAP sales: -36% YoY - Urea inventory now 535K tons (43% of industry stock) Discounts offered exports possible if sales stay weak Market share: - #urea EFERT 29% FFC 48% - DAP EFERT 18% FFC 63% Debt is up due to working capital needs but still manageable Gas Pressure Project ongoing" [X Link](https://x.com/ksestocksdotcom/status/1952629480494686297) 2025-08-05T07:15Z [----] followers, [----] engagements "FFC's strong 1H earnings + Shariah compliance update: Fauji Fertilizer (#FFC ) posted Rs38.5bn profit in 1HCY25 up 47% YoY - EPS: Rs27.02 Revenue: Rs155bn (+35% YoY) - Gross margin: 34% - 2QCY25 EPS: Rs17.69 up 62% YoY - Growth led by higher volumes post-merger - The company aims to become fully Shariah-compliant by year-end - The majority of non-compliant investments have already shifted - Non-compliant income is still under review #fertilizer #PSX #earnings #InvestingWisely" [X Link](https://x.com/ksestocksdotcom/status/1953026092421308529) 2025-08-06T09:31Z [----] followers, [----] engagements "#KOHC cuts power costs with new energy plan With #grid electricity costing PKR 3840/kWh Kohat Cement is fighting back - Setting up a 30MW coal plant (CAPEX PKR 9bn) going live by 4QCY26 - In-house power costs just PKR 1820/kWh - Estimated savings PKR 5.3/share annually - Also boosting solar capacity from 15MW 20MW - New power mix: 67% captive 33% grid Result = Lower costs more control #cement #PSX #SolarEnergy" [X Link](https://x.com/ksestocksdotcom/status/1953035822510510268) 2025-08-06T10:10Z [----] followers, [----] engagements "#mcbbank beats expectations in 2QCY25 Despite a 13% YoY dip in profit MCB posted Rs14.6bn earnings this quarter (EPS Rs12.3) with 1H profit at Rs29.2bn (EPS Rs24.7). - Dividend: Rs9/sh (Rs18 total for 1H) - P/E 7.9x Yield 10% Strong dividends solid balance sheet and a stable outlook make MCB one of the more reliable plays in the banking sector even in a high-cost environment. #mcb #PSX #Dividendstocks #earnings" [X Link](https://x.com/ksestocksdotcom/status/1953049629454442799) 2025-08-06T11:04Z [----] followers, [----] engagements "#AKBL moves toward full Shariah compliance 🏦☪ Allied Bank (AKBL) is on track to go fully Shariah-compliant by end of CY27 30% of branches to transition within this year The gradual shift is underway as part of a long-term Islamic banking strategy. Big step for halal-conscious investors #IslamicBanking #PSX #invest" [X Link](https://x.com/ksestocksdotcom/status/1953316170167460136) 2025-08-07T04:44Z [----] followers, [---] engagements "Oil prices bounced back after a 5-week low. Why Trump warned of tariffs on India for buying Russian oil raising fears of supply issues. #Oil #EnergyStocks #Trump #RussianOil" [X Link](https://x.com/ksestocksdotcom/status/1953379106449412211) 2025-08-07T08:54Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ksestocksdotcom KSEStocks
KSEStocks posts on X about pakistan, psx, in the, dividend the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -34%
- [--] Month [------] +62%
- [--] Months [-------] -20%
Mentions: [--] #
- [--] Week [--] +100%
- [--] Month [--] +67%
- [--] Months [---] -9.40%
Followers: [-----] #
- [--] Week [-----] +0.41%
- [--] Month [-----] +7.60%
- [--] Months [-----] +63%
- [--] Year [-----] +5,315%
CreatorRank: [---------] #
Social Influence
Social category influence finance currencies countries premier league stocks technology brands automotive brands gaming social networks
Social topic influence pakistan, psx #74, in the, dividend, money, finance, debt, target, flow, market
Top accounts mentioned or mentioned by @arifhabibltd @toplinesec @bmacapitalmgmt @akdsecurities @jsglobalonline @mdlz @insightsecurit4 @iisplsec @alhabibcapital @statebankpak @interloopltd @navidcch @musadaqz @shermansec @akseerresearch @followurdreamz @foundationsec @wsn7861 @rahimaq22 @mubashir1994
Top assets mentioned Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"$GGL #KSESTOCKS #PSX"
X Link 2021-09-09T07:21Z [--] followers, [--] engagements
"$DGKC #KSESTOCKS #PSX"
X Link 2021-09-14T11:00Z [----] followers, [--] engagements
"Policy Support - KPMG appointed to resolve circular debt - Improved recoveries from power plants - Stable gas pricing & reduced levy risks"
X Link 2025-06-10T04:49Z [----] followers, [--] engagements
"Final Take: SNGP is delivering growth + dividends ✅ 80% profit growth ✅ 12% dividend yield ✅ Ongoing expansion One of the most compelling utility stocks on the PSX right now. #PakistanStockExchange #SNGP $SNGP"
X Link 2025-06-10T04:49Z [----] followers, [--] engagements
"Market Leader in a PKR 185B Segment GLAXOs top brands like Augmentin Zinnat & Ampiclox dominate Pakistans antibiotic shelves"
X Link 2025-06-10T09:29Z [----] followers, [--] engagements
"💊 Antibiotics are Pakistans biggest drug category worth PKR [---] billion & growing fast. And #GLAXO leads this market. Here's why that matters for investors"
X Link 2025-06-10T09:49Z [----] followers, [---] engagements
"Market Leader in a PKR 185B Segment GLAXOs top brands like Augmentin Zinnat & Ampiclox dominate Pakistans antibiotic shelves"
X Link 2025-06-10T09:49Z [----] followers, [--] engagements
"Pakistans FY26 budget aims for a major revenue ramp-up: FBR tax target set at PKR [----] trn (+19% YoY) with higher sales tax customs duties and new levies on digital transactions and petroleum. Tax-to-GDP ratio to rise to 10.9% #PakistanBudget #RevenueGrowth"
X Link 2025-06-11T08:15Z [---] followers, [--] engagements
"Lending & Credit Growth Lower interest rates may revive private sector credit demand. Banks could benefit from increased lending activity especially in sectors prioritized by the government such as SMEs housing and agriculture. #Bank #CreditGrowth #SMEs"
X Link 2025-06-11T08:29Z [---] followers, [--] engagements
"Digital Transformation The governments focus on taxing digital transactions signals a push for greater documentation and formalization. Banks with strong digital platforms are well-positioned to capitalize on this shift. #DigitalBanking #Fintech #Bank #budget2026"
X Link 2025-06-11T08:29Z [----] followers, [--] engagements
"Bottom Line While higher taxes may pressure earnings the sectors fundamentals remain strong. The FY26 budgets pro-growth stance monetary easing and digital initiatives could unlock new opportunities for innovative banks. #PakistanBanking #Budget2026 #Bank"
X Link 2025-06-11T08:29Z [----] followers, [--] engagements
"Power Sector: FY26 Budget at a Glance Pakistans FY26 budget signals major reforms for the power sector with a 13% cut in subsidies and a renewed focus on efficiency and sustainability. #powerstocks #Budgetpakistan #budget2026"
X Link 2025-06-11T09:03Z [----] followers, [--] engagements
"Targeted cuts in subsidies: Inter-DISCO tariff down 10% to PKR 249B K-Electric tariff down 28% to PKR 125B lump power subsidy up 2% to PKR 400B and IPP payments down 17% to PKR 95B driving more efficient energy subsidy allocation. #Budgetpakistan #budget2026"
X Link 2025-06-11T09:03Z [---] followers, [--] engagements
"Direct Taxation Boost Direct taxes are projected to grow 18.5% YoY to PKR 6.9trn primarily through an 18.5% increase in income tax collection targeted at PKR 6.8trn. #tax #Budget"
X Link 2025-06-11T09:55Z [----] followers, [--] engagements
"Expanding Non-Tax Revenue Non-tax revenue is budgeted at PKR 5.2trn up 26% YoY led by a surge in Petroleum Development Levy (PDL) to PKR 1.5trn and a new PKR 105bn levy on captive power plants. #taxes #revenue #Budgetpakistan"
X Link 2025-06-11T09:55Z [----] followers, [--] engagements
"Pakistans FY26 budget outlay is PKR [----] T (+2% YoY) with current expenditure at PKR [----] T and FBR revenue targeted at PKR [----] T (+19%). Fiscal deficit set to narrow to 3.9% of GDP signaling a focus on consolidation and growth #Budget2025 #Budgetpakistan"
X Link 2025-06-11T15:30Z [---] followers, [---] engagements
"With balance sheet leverage near its limit UBL aims to replace expensive Open Market Operations (OMO) borrowing with deposits modeling aggressive deposit growth of 49% in [----]. #FundFlow #banks"
X Link 2025-06-12T05:30Z [---] followers, [---] engagements
"The acquisition of Silkbank is expected to boost UBLs non-interest income diversifying revenue streams and enhancing profitability. #StrategicAcquisition"
X Link 2025-06-12T05:30Z [---] followers, [---] engagements
"UBLs return on equity (ROE) is forecasted at 41% in [----] normalizing to 23% in the longer term with dividend yields rising to nearly 10% in [----] and beyond. #InvestorReturns #banks #grow"
X Link 2025-06-12T05:30Z [---] followers, [---] engagements
"Fair value for UBL shares has been revised upward to PKR [---] from the current PKR [---] reflecting strong fundamentals and growth prospects. #StockValuation #Stock #banks"
X Link 2025-06-12T05:30Z [---] followers, [---] engagements
"In summary UBLs strategic shift from asset expansion to funding cost optimization and income diversification sets the stage for sustainable shareholder value creation. #InvestSmart #UBL #investing #banks"
X Link 2025-06-12T05:30Z [---] followers, [---] engagements
"The State Bank of Pakistan (#StateBank_Pak) has scheduled a monetary policy meeting for Monday June [--]. Ahead of the meeting Taurus Securities (#TSL_Research) shared its views on the policy rate. #monetarypolicy #USD"
X Link 2025-06-13T09:23Z [---] followers, [---] engagements
"Can the policy rate reach 9% by the end of FY26 Taurus Securities (#TSL_Research) thinks so Here are [--] reasons behind their view. #monetarypolicy #Pakistan"
X Link 2025-06-13T09:39Z [---] followers, [---] engagements
"Utility prices are expected to stay under control due to lower power tariffs and RLNG prices amid a weak oil outlook. #inflation #monetarypolicy"
X Link 2025-06-13T09:39Z [---] followers, [--] engagements
"The rupee is expected to remain stable supported by increasing foreign exchange reserves and a strong external outlook. #fx #Pakistan #Rupee"
X Link 2025-06-13T09:39Z [---] followers, [--] engagements
"BYD enters Pakistan Partnering with #HUBCO BYD launched Atto [--] & Seal EVs. 🚗 Shark & Sealion [--] expected by Aug '25 🔌 Also launching Pakistans largest DC fast charging network #EVs #BYD #partner #auto #industry #Pakistan"
X Link 2025-06-16T06:12Z [----] followers, [----] engagements
"📊 SBP Monetary Policy Sentiment Update - June [----] Chase Securities conducted a comprehensive poll to gauge market sentiment ahead of the State Bank of Pakistan's (SBP) upcoming monetary policy decision. With insights from [--] participants the report highlights key expectations and recommendations for Pakistan's economic landscape. Heres a detailed breakdown: - Policy Rate Expectations: 76% of participants anticipate no change in the policy rate. 18% expect a [---] bps decrease 4% predict a [--] bps decrease and 2% foresee a [--] bps decrease. - Recommended Action for the Monetary Policy Committee"
X Link 2025-06-16T07:52Z [---] followers, [--] engagements
"📊 SBP Monetary Policy Preview - June [--] [----] SBPs MPC meets today likely to keep policy rate at 11% amid global uncertainty & geopolitical risks. Market poll (34 participants): - 76% expect no rate change 68% recommend it. - 47% see PKR at 280-290/USD in 1-3 months with exchange rate concerns. - 41% predict Brent oil at $70-80/barrel in [--] months. - 67% approve SBPs easing pace. Key influences: inflation IMF talks fiscal policy geopolitics commodity prices global rates PKR stability external accounts political policy. Stay tuned for SBPs decision #PakistanEconomy #monetaryPolicy #SBP"
X Link 2025-06-16T08:03Z [---] followers, [---] engagements
"📊 SBP Monetary Policy Sentiment - June [--] [----] - Ahead of SBPs MPC decision today a poll of [--] participants reveals: 76% expect no rate change 68% recommend keeping the policy rate steady. 18% predict a [---] bps cut 4% a [--] bps cut 2% a [--] bps cut. 47% foresee PKR at 280-290/USD in 1-3 months 3% above 310/USD 3% at 300-310/USD with concerns over exchange rate pressures. 41% expect Brent oil at $70-80/barrel 24% at $60-70/barrel 21% at $80-90/barrel in [--] months. 67% approve SBPs easing pace 24% say its too fast 10% too slow. Key influences: inflation trends IMF negotiations fiscal policy"
X Link 2025-06-16T08:07Z [---] followers, [---] engagements
"📉 Impact of rising oil prices on key indicators: - Oil import bill & CPI inflation rising - PKR/USD faces depreciation risk - policy rate stable current account under pressure #PakistanEconomy #inflation #ExchangeRate #EconomicIndicators #ConflictoIsraelIran #war"
X Link 2025-06-16T10:30Z [---] followers, [---] engagements
"A major court in Lahore Pakistan made an important decision about cement companies in Punjab. The court said these companies must pay a 6% royalty based on the price they keep after selling cement. This could affect their cash flow because theyll need to pay this fee now which they had delayed by using bank promises (called bank guarantees). Companies like Maple Leaf Cement Fauji Cement and DG Khan Cement are affected. Heres the simple breakdown: Impact in Punjab: These companies were already setting aside money for this fee so it wont hurt them too much in the long run. But right now they"
X Link 2025-06-17T05:44Z [---] followers, [---] engagements
"#BFAGRO is up 16% in a week What's driving the stock price surge and is there more upside ahead We decided to dig inandfindout. Pakistans only pasteurized egg maker gains from a new Faisalabad plant & export deals to the Middle East. With a 28% revenue growth forecast & tax breaks till [----] more upside is likely #StockMarket #StocksToWatch"
X Link 2025-06-17T06:35Z [---] followers, [---] engagements
"Is #AIRLINK stealing the show in Pakistans smartphone market Yes it is with the wallet-friendly Xiaomi Tecno and Itel phones that hit all the right spots Airlink is offering value-driven alternatives to fancy flagships like Apple and Samsung that cost more than half the average yearly income. This strategic move is not only boosting their market share but also building a loyal budget savvy customer base. #BudgetSmartphones #PakistanTech #AffordableTech #technology"
X Link 2025-06-18T09:50Z [---] followers, [----] engagements
"Investors are upbeat on #BFAGRO because of its export potential. But how good is the company in this segment Theyve already started exporting to the Middle East. Now theyre setting up a new office in UAE to go even bigger in the region. But it doesnt stop there. Theyre also looking to expand into East Africa and South Asiaplaces where demand for food products is growing fast. And heres the exciting part 👇 BFAGRO is already talking to @MDLZ (the company behind Oreo) Sri Lankan Airlines and the Kerry Group for future deals. If those talks turn into contracts it could mean BIG business for"
X Link 2025-06-18T13:20Z [----] followers, [----] engagements
"#ICLs future looks bright Ittehad Chemicals (ICLs) 1QFY25 net sales hit PKR 7.2B (26% YoY jump) and EPS rose 11% to PKR [----]. Margin pressures No worry new biomass and caustic flake plants are set to fuel ICLs next growth wave #PakistanStocks #ChemicalSector #GrowthStrategy #Pakistan #StockMarket"
X Link 2025-06-19T05:10Z [---] followers, [---] engagements
"📈 Why does GDP growth matter for the cement stocks in PSX Higher growth = more housing infrastructure and commercial activity. That means more demand for cement steel and other connected industries. If Pakistan achieves the IMFs 4% growth outlook it could unlock momentum in #construction #steel and allied industries. #PSX"
X Link 2025-06-19T08:46Z [---] followers, [---] engagements
"#FFC Urea Sales Drop But Still Leads the Market FFCs urea sales fell 28% YoY in May [----] dropping to 207k tons. Why the dip - Last years numbers were unusually high because EFERTs plant was shut for maintenance so FFC picked up the extra demand. Now that things are back to normal so is FFCs market share it dropped from 72% to 50% but thats still half the market #urea #sales #PakistanEconomy #StockMarketUpdate #sharemarket #industry #InvestSmart"
X Link 2025-06-19T09:00Z [---] followers, [----] engagements
"Auto Sector Comeback 🚗 Pakistans auto sector is back on the road and its racing ahead In April car production increased 62% jeeps went up 20% and light commercial vehicles jumped 239%. Trucks and buses also saw huge gains with output up 162% and 207% respectively. Even motorcycles picked up speed growing 42% year-over-year. Whats fueling this momentum ✅ Lower interest rates ✅ Easier auto financing ✅ More new models in the market But there's a catch the upcoming FY26 budget might slow things down due to higher taxes and fewer tariff breaks. Lets see how it plays out #taxes #Automotive #Growth"
X Link 2025-06-19T09:32Z [---] followers, [----] engagements
"Cement Sector Outlook explained: So far in FY25 (10M): 🏗 Cement sales: 29.9mn tons vs 31.7mn last year (6% YoY) Why the decline 🔹 High construction costs 🔹 Low govt development spending 🔹 Weak farm income 🌐 Cement exports expected to grow 5% YoY in FY26 & FY27 💸 Helped by PKR devaluation = better global pricing 🏭 Capacity Utilization: FY25: 53% FY26: 55% FY27: 58% But heres the kicker: ➡ 10mn tons capacity is inactive due to inefficiencies ⚠ Which means effective utilization is higher than reported But tailwinds are now building for FY26-27 recovery making now a good time to accumulate"
X Link 2025-06-19T10:06Z [----] followers, [---] engagements
"History repeating itself #MLCF 🕰 From FY11 to FY16 it slashed interest-bearing debt by 82% from PKR 17.5bn to PKR 3bn The stock price went from Rs. [--] to Rs. [--] Since FY23 Maple Leaf Cement has repaid PKR 7.6bn in debt cutting total interest-bearing debt from PKR 22.9bn 15.3bn (Mar 2025). The stock price has already moved from Rs. [--] to Rs. [--]. With strong cash generation continuing can we expect the same trend again #ValueInvesting #MLCF #PSX #CementStocks #PakistanEquities"
X Link 2025-06-19T10:49Z [---] followers, [----] engagements
"📢 BMA is Bullish on #MLCF are you @bmacapitalmgmt has a BUY rating on Maple Leaf Cement with a target price of PKR 126a decent upside from the current levels 📈 Why #MLCF is looking stronger than ever: ✅ Rising local demand ✅ New expansion = bigger market share ✅ Cheaper financing as interest rates fall ✅ Better margins via efficient energy use ✅ Industry-wide pricing discipline A smart play on the cement rebound It just might be. #Cement #PakistanStocks #PSX"
X Link 2025-06-19T13:08Z [---] followers, [---] engagements
"@bmacapitalmgmt expects a massive jump in earnings in FY25 for #MLCF: 🧾 EPS (FY25E): PKR [----] up 174% YoY 📉 P/E ratio drops to just 5.5x 💼 ROE surges to 21% reflecting stronger profitability With margins expanding debt falling and demand rebounding FY25 could be the time to back the stock. #PSX #PakistanStocks #Cement"
X Link 2025-06-19T18:20Z [---] followers, [--] engagements
"#FFC DAP Sales More Than Double FFC had a strong May when it came to DAP fertilizer sales jumped 2.2x YoY to 68k tons 🚜 The boost came from better availability of locally produced DAP. Even though FFCs market share dipped slightly from 76% to 72% it still controls most of the DAP market. Thats a solid month for Pakistans top fertilizer company #sales #Growth #PakistanEconomy #sharemarket #InvestSmart #investing #StockToWatch #StockMarketUpdate"
X Link 2025-06-20T04:10Z [---] followers, [----] engagements
"Big meeting at the White House Pakistans Army Chief Field Marshal Syed Asim Munir met with U.S. President Donald Trump in Washington. They agreed on the need to work together in the future especially in: 🤝 Trade & economy ⚡ AI & innovation 🛡 Security cooperation They also touched on global conflicts like Iran-Israel tensions and stressed the importance of peace. President Trump praised Pakistans role in promoting peace and showed strong interest in long-term trade ties. #Pakistan #USPakistanRelations #Geopolitics #TradeSmarter #ForeignPolicy #PakistanUS #Peace #MiddleEast #GlobalPolitics"
X Link 2025-06-20T06:53Z [---] followers, [---] engagements
"No stock is risk-free So as BFAGRO Like every other stock #BFAGRO brings both rewards and risks. Let's not ignore the risk side of the story and take a quick look: [--] Sales may fall short. If demand doesnt grow as expected revenues could disappoint. [--] Egg supply issues. Raw eggs are the main input any disruption hits production hard. [--] Currency swings. If the rupee drops import costs rise and profits can shrink. [--] Slow economy = slow sales. Tough times mean people spend less on premium food products. [--] Regulatory changes. New taxes or food rules could shake things up. We're still bullish but"
X Link 2025-06-20T07:30Z [---] followers, [----] engagements
"Trade Struggles But Remittances Save the Day 💰 Pakistan posted a current account deficit of $103 million in May [----]. Why the dip Imports picked up as the local economy improved but exports dropped again mainly due to new U.S. tariffs under the Trump administration. Many importers also delayed placing new orders waiting for clarity on U.S. trade policy. But guess what kept the economy afloat 💸 Remittances from abroad Overseas Pakistanis sent home a whopping $3.7 billion in May up 14% YoY the second highest ever. In [--] months total remittances hit $35 billion a 29% jump from last year These"
X Link 2025-06-20T09:05Z [---] followers, [---] engagements
"🚗⚡ Big shift coming to Pakistans roads The government has launched the National Electric Vehicle (EV) Policy [------] a huge step toward cleaner cheaper transport Goals by 2030: ✅ 30% of new vehicles sold will be electric ✅ $1 billion saved each year on fuel imports ✅ [---] million tons less carbon in the air ✅Rs. [--] billion in subsidies for e-bikes and e-rickshaws (25% for women riders 🛵👩) ✅EV charging at [--] motorway stations ✅ Battery swapping made easier ✅ EV chargers to be part of future buildings 🏢 And the best part Over 90% of EV parts for bikes and rickshaws will be made in Pakistan"
X Link 2025-06-20T09:14Z [---] followers, [---] engagements
"Strong Remittances Keep Pakistans External Balance Steady 📊 Good news for Pakistans economy: A current account surplus is still possible this fiscal year Why Remittances from overseas Pakistanis remain strong helping cover the trade gap. Even with imports rising again high remittance inflows are keeping the external balance in control. Overseas Pakistanis continue to send record amounts back home providing vital support. 🏦 The @StateBank_Pak Governor Said: Pakistan is confident of hitting the $14 billion reserves target thanks to expected foreign funds arriving soon. If all goes well FY25"
X Link 2025-06-21T03:05Z [---] followers, [----] engagements
"Why #MLCF (Maple Leaf Cement) looks well-positioned for strong gains ahead: 🧵 Maple Leaf Cement is checking all the right boxes as Pakistans construction and cement cycles gradually recover. Here's a breakdown of whats working in its favor: ✅ [--]. Demand Rebound: With macro stability improving domestic construction demand is on the rise again. This supports higher cement offtake especially from infrastructure and housing activity. ✅ [--]. Timely Expansion = Market Share Gain: MLCF has already completed key expansion projects giving it an edge in capacity just as the industry gears up for"
X Link 2025-06-21T09:09Z [---] followers, [----] engagements
"Why #interest rates matter for the construction sector Lower interest rates dont just cut loan costs they also help governments spend more. In Pakistan the ongoing monetary easing could: 🔨 Boost construction activity 🏗 Unlock large-scale public sector projects 💰 Create more demand for cement companies like Its a cycle that builds literally. #Cement #PSX #Infrastructure #PakistanFinance"
X Link 2025-06-22T08:21Z [----] followers, [----] engagements
"#Interesting Since the $3bn IMF bailout in June [----] the #KSE100 has only twice dropped below the support line. Both occasions came amid a regional #war. #india #pakistan #iran #israel #psx"
X Link 2025-06-23T11:20Z [---] followers, [----] engagements
"GlaxoSmithKline (#GLAXO) holds a 22% share in Pakistans PKR 303B antibiotic market the largest pharma segment in the country. Its top products; Augmentin Velosef and Amoxil; make up 50% of GLAXOs total sales. In [----] volumes dipped slightly but revenues still grew 23% YoY supported by: 🔹 Price revisions 🔹 PKR stability 🔹 Strong demand for core brands GLAXOs dominance in antibiotics keeps it among the top [--] pharma players in Pakistan by value and volume. #Pakistan #PharmaPakistan #Antibiotics #Medicines #healthcareindustry #PSX #investing #pakistaneconomy #StockMarket"
X Link 2025-06-24T05:10Z [----] followers, [----] engagements
"Dost Steels Plans Rs4.45Bn Fundraise to Boost Production Dost Steels (#DSL) is raising Rs4.45 billion through a 100% rights issue (1 new share for each existing one at Rs10/share) Why To install a melting furnace that lets them make steel billets in-house cutting raw material costs & improving profits. ✅ Better cost control ✅ More efficient operations ✅ Stronger supply chain ✅ Long-term growth & value for shareholders But as always business risks remain. DSLs share price dropped 2.4% to Rs7.24 on the news. #DostSteels #SteelIndustry #PSX #StocksToWatch #RightsIssue #manufacturingindustry"
X Link 2025-06-24T07:23Z [----] followers, [---] engagements
"Lots happening across Pakistans business & tech scene: 🔋 #Kelectric & #Huawei team up for EVs battery storage & smart microgrids a big step for clean energy 📡 #PTCL & #TPL Insurance launch Device-as-a-Service helping businesses buy digital devices with easy payments 🌍 At Osaka Expo [----] Pakistan showcased its famous Pink Rock Salt calling for better global protection 🏆 HR Pinnacle Awards celebrated top HR talent 300+ leaders came together in Karachi Pakistans pushing forward on innovation energy exports & digital inclusion 💪 #PakistanRising #Digital #Pakistan #GreenEnergy #Innovation"
X Link 2025-06-24T07:34Z [----] followers, [---] engagements
"International Steels (#ISL) Fights Back Against Import Dumping At the Mid Cap Conference [----] ISL highlighted key challenges and growth plans: FY24 sales dropped to 264K tons (from 400K+) as cheap steel imports from FATA/PATA and Galvalume dumping hurt volumes Domestic demand rose 18% but listed players didnt benefit ISLs response: ✅ Filed for anti-dumping duty on Galvalume (220K tons imported) expects to regain 150K tons post-duty ✅ Anti-circumvention case on CRC underway (decision in [--] months) ✅ Duty cuts in FY26 budget could boost margins by 5% Globally: 🌍 Targeting exports to Europe KSA"
X Link 2025-06-24T10:30Z [----] followers, [---] engagements
"FO Demand Drops Trouble Ahead for Refineries Furnace oil (FO) sales are falling fast but while OMCs wont feel much its bad news for refineries. ⚠ FO makes up 24% of refinery output 📉 FY25: Refineries will produce 2.5mn tons but local use is just 0.9mn tons Refineries may now need to: ➡ Export the surplus at lower prices (hurting margins) ➡ Or cut production which hits profits hard If FO sells at a $5/barrel discount refineries could see a 12% hit to profit margins (GRMs) Export costs will be even higher for northern refineries like #ATRL. #Refineries #PakistanEnergy #FurnaceOil #OMCs #GRMs"
X Link 2025-06-24T19:30Z [----] followers, [---] engagements
"What kind of products does #GLAXO sell in Pakistan Heres a quick look: 🔹 Antibiotics: Augmentin Velosef Amoxil 🔹 Dermatology: Dermovate Betnovate 🔹 Pain relief: Calpol 🔹 Others: ear care allergy meds more About 45% of its products are regulated essential medicines and 55% are non-essential. With [---] registered products and [--] manufacturing sites in Karachi GLAXO has built a wide and trusted portfolio over the years. #PharmaPakistan #HealthcareAccess #Medicines #Pakistan #pakistaneconomy #PSX #investing #StockMarket #pharmacy"
X Link 2025-06-25T05:20Z [----] followers, [----] engagements
"📱 Smartphones in Pakistan are on fire Why Its all about gaming social media and digital banking 🎮 In [----] 64% of app downloads were games. 📲 PUBG Mobile alone hit 6.4M downloads - Pakistanis spent [--] billion hours on mobile up 13.8% YoY (2x global rate) - TikTok led with 31.8M downloads 💳 Meanwhile digital banking exploded: From PKR 8T (2020) to PKR 62.5T (2024) Mobile banking jumped from 130M to 1.4B transactions With 95% of downloads on Android local brands like #Airlink are cashing in by building phones that fit what users love. Plus financing makes phones easier to buy = more demand ="
X Link 2025-06-25T08:10Z [---] followers, [----] engagements
"#ACPL Trading at a Big Discount Even after the cement sectors recent rally Attock Cement (ACPL) still looks undervalued 📊 Its trading at just $40/ton far below: 🔹 Its own expansion cost: $78/ton 🔹 Industry replacement cost: $6080/ton This means: - ACPL is cheaper than what it would cost to build a similar plant today - A great opportunity for investors or a strategic buyer looking for value in the sector. #Pakistan #Cement #PSX #invest #PakistanEconomy #InvestSmart #StockMarket #InfrastructureDevelopment #CPEC #investors"
X Link 2025-06-26T09:12Z [---] followers, [----] engagements
"Big Relief for #Textile Sector as Interest Rates Fall Textile companies were under pressure #debt jumped 26% YoY due to cash flow issues. But now there's good news 🏦 Policy rate cut from 22% to 11% (down [--] percentage points) ✅ Lower borrowing costs = cheaper working capital ✅ Easier refinancing = better cash flow ✅ Stabilized operations across the value chain This comes just in time as liquidity stress was growing. Lower interest rates = short-term relief + better chances of an earnings recovery for textile players #TextileIndustry #InterestRate #PakistanEconomy #WorkingCapital #PSX"
X Link 2025-06-27T06:00Z [----] followers, [----] engagements
"@bmacapitalmgmt expects #MLCF to cool off slightly after a red-hot FY25: 📉 EPS expected to drop to PKR [----] in FY26 (27% YoY) However as the balance sheet becomes stronger a dividend could finally be on the cards for FY26. #MLCF #PSX #CementSector #ValueInvesting #PakistanMarkets"
X Link 2025-06-28T04:49Z [---] followers, [--] engagements
"💊 #SEARL Bounces Back with Rs5Bn+ Brand Sales & New Product Launches At the Mid Cap Conference [----] SEARL shared its ambitious roadmap: ✅ Targeting 2324% revenue growth in FY26 after overcoming pricing & working capital issues ✅ Price hike planned post-deregulation in Q1FY26 ✅ Launching Semaglutide (diabetes & weight loss drug) in [--] months Rs1bn+ market aiming for 1012% share ✅ Six brands now bring in Rs5Bn+ annual sales - Portfolio split: 21% syrups 73% tablets 83% powders 84% injectables - Leverage & cash flow improving SEARL ranks: - No.1 in Heart Womens Health & Cough - No.3 in"
X Link 2025-06-29T07:15Z [----] followers, [----] engagements
"Did you know Pakistan's medicine prices were frozen for over a decade 💊 From [----] to [----] companies couldnt raise prices even when costs went up. This led to shortages court cases and frustrated patients. In [----] a proper pricing policy was introduced. But even then price increases were capped and didnt always match rising costs like #inflation or currency depreciation. The result Many companies either stopped making certain medicines or left the market altogether. Policy changes are now giving the sector some breathing space but its been a long road. #Pakistan #Pharma #HealthcarePolicy"
X Link 2025-06-30T07:20Z [----] followers, [---] engagements
"#Cement plants located in the south of Pakistan are often considered a poorer business than the ones in the north. But why is that the case Here are [--] reasons you might want to note down especially if you're picking cement stocks. [--]. lower gross margins due to higher export sales mix(exports have a lower margin than local sales) [--]. risk of fall in #exports due to a volatile region(#geopolitics) [--]. competition from smuggled cement Understand now why some cement stocks tend to rally much stronger than others #psx #pakistan"
X Link 2025-06-30T08:09Z [----] followers, [---] engagements
"Why We Like #FFC Pakistans Fertilizer Giant Heres what makes Fauji Fertilizer Company (FFC) a standout pick: [--] Low Gas Costs = Big Margins FFC gets gas at just Rs580/mmbtu (vs Rs1597 for rivals) locking in 3540% gross margins thanks to a deal with Mari Gas valid till [----]. [--] Powerful After Merger with FFBL Now holds: 43% of Pakistans urea production 46% of urea sales 62% DAP market share Also owns big stakes in Askari Bank Fauji Foods #FFBL Power & more [--] $300M Gas Investment To avoid gas shortages FFC helped fund MARI Field to secure supply and protect production long-term. [--] Rs147B in Cash"
X Link 2025-07-01T06:18Z [----] followers, [----] engagements
"Gas Bills Going Up from Today #OGRA has approved a major gas tariff hike part of reforms under Pakistans #IMF deal to fix circular debt and energy losses. Heres what it means: For Households Protected: PKR 600/month (up from 400) Non-protected: PKR [----] (was 1000) High usage: PKR [----] (was 2000) Even if usage stays the same bills will rise due to higher fixed charges For Industries Exporters: No change Non-exporters: Tariff up 7% (now PKR 2300/mmbtu) ➡ Higher costs for steel glass chemicals etc. Winners Gas utilities like #SNGP & #SSGC More upfront cash from fixed charges Better cash flow ="
X Link 2025-07-01T07:30Z [----] followers, [---] engagements
"Strong #Growth Ahead for Fertilizer Giant #FFC The company is expected to grow earnings by 2031% over [--------] 💰 - EPS (unconsolidated): 2025: Rs55 2026: Rs59 2027: Rs60 - EPS (consolidated): 2025: Rs67 2026: Rs70 2027: Rs72 Big Dividends Expected DPS: Rs41 (2025) Rs44 (2026) Rs45 (2027) Dividend yield: 11% same as T-bill returns Stock trades at a 28% discount to fair value (Rs525) making it attractive for long-term investors. ⚠ Risks to watch: Unexpected gas price hikes Lower urea demand Ongoing urea price discounts Weak farm income #Fertilizer #Dividends #EPSGrowth #InvestSmart #PSX"
X Link 2025-07-01T08:40Z [----] followers, [----] engagements
"Gul Ahmed Textile (#GATM) Eyes Growth & Green Energy Future Heres what investors need to know from GATMs latest update: - Exports to grow 7% YoY in FY25 to $385M - 9MFY25 revenue up 10% YoY despite rising salaries & energy costs - Focus shifting to high-margin value-added textile products Going Green: GATM aims to be 100% energy self-reliant by [----] Projects underway: 🔹 17.3MW rooftop solar (by Jul 2025) 🔹 Wind turbines battery storage & biomass 🔹Plans to phase out HFO (currently 60% of fuel mix) 🔹 Leverage to drop after 1QFY26 🔹 Optimistic on US-Pakistan trade talks update expected"
X Link 2025-07-01T11:00Z [----] followers, [--] engagements
"202223 was tough for #Haleon Pakistan raw material prices for Panadol and CAC-1000 surged and margins fell. But the maker of Panadol and Sensodyne is in growth mode again. Heres why: 🔹 API prices went back to normal 🔹 Haleons gross margin recovered to 34% 🔹 New factory expansion in Jamshoro added capacity 🔹 Launch of Centrum (multivitamin) expected to boost sales by PKR 1.5B by [----] 🔹 Govt allowed price increases for both essential & non-essential drugs In [----] Haleons profit margins improved and its also expanding exports to new countries like Kenya. #Pharma #Haleon #Centrum #Pakistan"
X Link 2025-07-02T05:00Z [----] followers, [----] engagements
"Gas Price Gap Gives #FFC a Big Edge Over Rivals Since Feb [----] fertilizer makers using SNGP/SSGC gas networks saw gas prices jump to Rs1597/mmbtu while those on Mari gas (like FFC) still pay Rs580/mmbtu 🔹 FFCs average gas cost = Rs794/mmbtu 🔹 Engro Fertilizers (#EFERT) pays full Rs1597/mmbtu 🔹 This gives FFC a Rs900/bag cost advantage on urea (22% of price) 🔹 FFCs gross margins hit 54.4% vs 30% before up by 1144bps Even Fatima Fertilizer (#FATIMA Sadiqabad) benefits from low Mari gas. EFERT had kept higher urea prices (Rs200240/bag) but due to rising inventory prices are now almost equal"
X Link 2025-07-02T10:30Z [----] followers, [----] engagements
"Urea sales jumped 21% YoY in June [----] reaching 582k tons. Despite weak farm economics sales rose due to earlier subdued demand and pre-buying fears over new taxes. #Pakistan #PSX #Urea"
X Link 2025-07-03T05:29Z [----] followers, [---] engagements
"Fauji Group sold 269k tons of urea in June [----] up 4% YoY. #EFERT saw a stronger rebound up 34% YoY to 208k tons due to a low base. #PSX #Urea #FFC"
X Link 2025-07-03T06:02Z [----] followers, [---] engagements
"MS (petrol) sales hit 732k tons in Jun25 up 5% both MoM and YoY. Strong driving season and stable prices fueled the growth. #Petrol #energy #OMCs"
X Link 2025-07-03T08:00Z [----] followers, [---] engagements
"DAP sales fell 12% YoY in June to 108k tons. FFCs DAP sales dropped 11% YoY to 77k tons. Despite weaker demand DAP inventory rose 36% MoM to 323k tons. #DAP #PSX #Agriculture #Pakistan"
X Link 2025-07-03T10:45Z [----] followers, [---] engagements
"Govt collected PKR [----] trillion in petroleum levy (PDL) during FY25 up 18% YoY. The FY25 target was PKR [---] trillion. #PDL #energy #Fuels #PSX"
X Link 2025-07-03T11:30Z [----] followers, [---] engagements
"Despite weaker sales in June DAP sales doubled QoQ in 2QCY25 up 99% to 298k tons. The spike was mainly due to a low base and seasonal buying. #DAP #Pakistan #Agriculture #PSX"
X Link 2025-07-03T12:20Z [----] followers, [---] engagements
"Gas Price Gap Likely to Stay Until [----] #FFC to Keep Its Edge Fauji Fertilizer (FFC) says its low gas price deal will stay in place till [----] thanks to its Gas Supply Agreement (GSA) with Mari Gas FFC pays just Rs580/mmbtu for feed gas while rivals pay Rs1580+ This keeps FFCs gross margins strong (3134%) through [--------] 📌 Why govt isnt changing it: Even if #OGRA raises FFCs gas price the extra money goes into a provincial fund not the federal budget so theres little incentive to change it ✅ Mari Gas (#MARI) also benefits as the low price still matches wellhead rates approved by OGRA Result:"
X Link 2025-07-03T13:10Z [----] followers, [----] engagements
"@InterloopLtd was significantly disadvantaged when PKR devaluation and import restrictions significantly hampered its growth plans between [----] and [----]. Against the odds the company was not only able to grow but also keep its margins relatively consistent. The sign of good management (@navidcch and @MusadaqZ) and the reason why investors in the #PSX love investing in the company. #stocks #investing #textile #Pakistan"
X Link 2025-07-03T13:35Z [----] followers, [--] engagements
"Big Investment to Secure Gas for Fertilizer Production #FFC #EFERT & #FATIMA are investing $300M in a Gas Pressure Project at Mari Field to ensure uninterrupted gas supply & steady urea production. 🔹Includes new pipelines & compressors 🔹 FFCs share: 48% (Rs40bn CAPEX) 🔹Completion expected by [----] #Pakistan #MariGas #Fertilizer #urea #energysecurity #Agriculture #PSX #InvestSmart #InvestmentStrategy"
X Link 2025-07-04T03:06Z [----] followers, [----] engagements
"Despite strong June numbers 1HCY25 urea sales are expected to fall 23% YoY. Sales had been sluggish for months leading to high inventories across the board. #Agriculture #Pakistan #Urea #PSX"
X Link 2025-07-04T03:34Z [----] followers, [---] engagements
"To boost revenues govt added a new PKR 2.5/liter levy on furnace oil in the FY26 budget part of broader IMF-aligned reforms. #IMF #Pakistan #FurnaceOil #taxes2025"
X Link 2025-07-04T05:28Z [----] followers, [---] engagements
"📱 Made in Pakistan Phones Are On the Rise In AprilMay [----] Pakistan locally made [----] million mobile phones a 4% increase vs last year. Total for 11MFY25 stands at [----] million units Heres why this matters: 🔹 94% of Pakistans mobile demand was met through local production way up from the 77% 5-year average 🔹 In the first [--] months of [----] 54% of locally made phones were 2G while 46% were smartphones 🔹 Slower sales were seen due to: [--] High base effect from [----] [--] Longer replacement cycles (3.5 years) [--] Lower consumer spending due to inflation 📊 Top Local Brands in 5M2025 (Units in"
X Link 2025-07-04T06:00Z [----] followers, [----] engagements
"FFCs long-term debt has been rising steadily in recent years Is it a sign of growing investments or a higher financial risk #PSX #FFC"
X Link 2025-07-04T09:45Z [----] followers, [---] engagements
"#AGTL used to pay out nearly all its profits as #dividends until [----]. Since then: No dividends. Just retained earnings piling up. What will the company do with the earnings #PSX #Pakistan"
X Link 2025-07-04T12:30Z [----] followers, [----] engagements
"How FFCs cash and bank balances skyrocketed in just [--] years Stronger cash position = more flexibility for dividends investments & future growth. #FFC #PSX"
X Link 2025-07-05T02:30Z [----] followers, [----] engagements
"#MLCFs hidden strength is its dominance in the White Cement segment 👑 Maple Leaf Cement holds 90%+ market share in Pakistans white cement space a niche high-margin segment. 📌 Annual capacity: 165K tons 📌 3.8% of FY24 sales 📌 Market size: 100K125K tons 💰 Estimated value: PKR [--] billion Its small but it packs a premium punch. Why White Cement is Gaining Popularity in Traditionally used in tiles & sanitary fittings white cement is now seeing growing urban demand due to: 🎨 Decorative finishes 🏠 Architectural designs 🧱 Surface priming (esp. in the paint industry) This trend is expanding"
X Link 2025-07-05T12:18Z [----] followers, [----] engagements
"How does a pharma company grow in a tough market AGP shows one way: acquisitions. In recent years AGP acquired trusted international brands from Sandoz and Viatris (which owns Pfizers portfolio). These deals added big names like Norvasc and Azomax to its product lineup. Today AGP offers [---] products with strong positions in antibiotics allergy care and cardiovascular health. The result More trusted brands under one roof higher sales and a stronger position in the local market. Its a good example of how local companies can scale up with the right partnerships. #PakistanPharma"
X Link 2025-07-07T04:15Z [----] followers, [----] engagements
"Azerbaijan will invest $2 billion in Pakistans economic sector. The move signals rising investor confidence and strengthens bilateral ties. Big boost for trade and development #Pakistan #Azerbaijan #Investment #EconomicGrowth #PSX"
X Link 2025-07-07T06:53Z [----] followers, [---] engagements
"Glaxos total assets keep rising while liabilities stay well below a sign of solid financial health and stability. Strong balance sheet = confidence for long-term investors #InvestSmart #PSX #GLAXO #InvestSmart"
X Link 2025-07-07T08:36Z [----] followers, [----] engagements
"Hondas sales surged 65% YoY in June but it was all about sedans. 90% of HCARs volume came from City & Civic alone (1700 units). SUVs (HR-V & BR-V) Just [--] units down 20% YoY. Is it Honda's strength in #Sedan that helps it dominate Or the lack of penetration in the SUV segment #HCAR #PSX #autos #civic #city"
X Link 2025-07-07T10:29Z [----] followers, [---] engagements
"Sazgar continues to eat into Toyotas SUV turf. While Hilux & Fortuner remain strong Corolla Cross sales crashed 83% YoY in June undercut by newer hybrids like #HAVAL #Jolion #HEV and others. The SUV game has changed since Sazgar's arrival and contrary to what many thought SAZEW still continues to dominate. $SAZEW $INDU #PSX #autos"
X Link 2025-07-07T10:31Z [----] followers, [----] engagements
"📈 Maple leaf Cement (#MLCF) is scaling fast. During Pakistans latest cement expansion cycle Maple Leaf Cement increased capacity to 8.0mn tons (from just 2.1mn). This pushed its market share to 9.6% up from 8.2% making it the 4th largest cement company in the country. (The whole point of expansion is to increase market share in the next cycle which it did) More capacity means greater market presence cost efficiency and higher long-term profitability. #MLCF #Cement #PSX #ValueInvesting #PakistanEconomy"
X Link 2025-07-07T11:17Z [----] followers, [----] engagements
"📈 #PAEL revenues have nearly doubled since their last peak in [----] and margins are finally normalizing to those levels again. The stock #PSX #Pakistan #export #pakistaneconomy"
X Link 2025-07-08T13:16Z [----] followers, [----] engagements
"Whats powering #MLCFs upside potential The company is quietly paying back debt behind the scenes. 📉 PKR 7.6bn in debt repaid since FY23 💼 Interest-bearing debt now at PKR 15.3bn 💸 Strong cash flows = more deleveraging ahead This improves profitability reduces risk and strengthens the balance sheet making MLCF a strong investment in PSX. #MLCF #PSX #Fundamentals #DebtFreeGoals #CementStocks"
X Link 2025-07-09T05:27Z [----] followers, [----] engagements
"LUCKs earnings per share (EPS) has climbed steadily over the years a sign of strong performance and consistent growth. #PSX #LUCK #StockMarket"
X Link 2025-07-09T06:25Z [----] followers, [----] engagements
"Topline Securities #Dividend Expectations for Q2 2025: #EFERT: Rs. [--] #FFC: Rs. [----] #PSX"
X Link 2025-07-09T11:30Z [----] followers, [----] engagements
"#KSE100 expectations for 10th Jul [----] #PSX #PollOfTheDay +500 and above Between [----] and +500 [----] and below +500 and above Between [----] and +500 [----] and below"
X Link 2025-07-09T12:03Z [----] followers, [---] engagements
"AKD Securities #Dividend Expectations for Q2 2025: #MCB: Rs. [----] #MEBL: Rs. [----] #BAHL: Rs. [----] #PSX"
X Link 2025-07-10T07:00Z [----] followers, [----] engagements
"Updated dividend expectations for #EFERT and #FFC #PSX #investing"
X Link 2025-07-10T09:44Z [----] followers, [----] engagements
"AKD Securities' Cement Universe Expected EPS and dividend #LUCK (standalone)- [---] DPS [---] #LUCK (consolidated) [----] DPS [---] #MLCF - [---] DPS [--] #FCCL - [---] DPS [---] #DGKC - [---] DPS [---] #CHCC- [---] DPS [---] #PIOC - [---] DPS [----] #KOHC - [----] DPS PkR [--] #cement #psx @akdsecurities"
X Link 2025-07-10T10:16Z [----] followers, [----] engagements
"Banking sector updated dividend expectations #HBL #UBL #MCB #MEBL #BAFL #BAHL #PSX #BANKS #INVESTING"
X Link 2025-07-10T10:39Z [----] followers, [----] engagements
"@toplinesec cuts NML earnings estimates by 33% for FY25 & FY26. Revised EPS: FY25: Rs18.49 FY26: Rs19.11 Lower gross margins and rising costs driving the downgrade. #PSX #NML #Textiles"
X Link 2025-07-10T10:58Z [----] followers, [--] engagements
"UPDATED: Banking Sector #dividend expectations #PSX #Banks #investing"
X Link 2025-07-10T12:26Z [----] followers, [----] engagements
"12 months ago interest rates were at 21% today they are at 11%. Earnings can stay stable because of lower profits on revenue growth. But most people forget that lower interest rates also ask for a higher valuation. Historically the impact of this improvement in valuation is much bigger than the negative impact of lower interest rates on earnings. So even though profits might be similar to prior years or quarters people are willing to pay a higher price for the stock because of: 1) interest rates trending lower suggesting improvement in the economy 2)lower default chances 3)valuation re-rating"
X Link 2025-07-10T13:23Z [----] followers, [---] engagements
"UPDATED: Banking sector #dividend expectations #psx #banks #investing #income"
X Link 2025-07-10T15:55Z [----] followers, [----] engagements
"Why is local gas production down To make room for expensive #RLNG under PSOs [----] year contracts. Pipeline pressure left no choice but to scale back domestic supply. #PSX #EnergyStocks #InvestSmart"
X Link 2025-07-11T06:20Z [----] followers, [---] engagements
"Every new company in Pakistan enjoys a tax benefit BFAGRO isnt just growing it's doing it with a tax advantage most companies can only dream of. - Karachi plant operates in a Special Economic Zone No income tax till [----] - Faisalabad plant also in SEZ Tax-free till [----] - Plus as a poultry sector company it pays just 0.75% minimum tax (vs 1.25% standard rate) These incentives mean better margins more cash for expansion and a competitive edge in both domestic and export markets. #BFAGRO #PSX #TaxBenefits #growthstocks #stockstofocus #taxes #Growth"
X Link 2025-07-11T06:20Z [----] followers, [----] engagements
"#MLCF Is Paying Down Debt Fast 💸 Since FY23 Maple Leaf Cement has repaid PKR 7.6bn in debt cutting total interest-bearing debt from PKR 22.9bn 15.3bn (Mar 2025). 💡 Only PKR 3bn of that is high-cost debt now. This deleveraging plus lower interest rates has added PKR 1.8/share directly to the bottom line. This isnt the first time #MLCF has cleaned up its balance sheet: 🕰 From FY11 to FY16 it slashed interest-bearing debt by 82% from PKR 17.5bn to PKR 3bn. With strong cash generation continuing we expect the same trend again and lower financial charges to boost earnings. #ValueInvesting #MLCF"
X Link 2025-07-11T12:37Z [----] followers, [----] engagements
"UPDATED: Banking sector #dividend expectations. #PSX #banks"
X Link 2025-07-11T15:27Z [----] followers, [----] engagements
"UPDATED: Fertilizers #dividend expectations. #PSX #EFERT #FFC #FATIMA"
X Link 2025-07-11T15:46Z [----] followers, [----] engagements
"Glaxos long-term debt went up in the past few years something investors should keep an eye on. Rising debt can fuel growth but it also adds financial pressure. #PSX #GLAXO #Investing"
X Link 2025-07-12T04:47Z [----] followers, [----] engagements
"Here's how Lucky Cement improved its profit in the past few years: #PSX #LUCK #GrowthStocks"
X Link 2025-07-12T08:43Z [----] followers, [----] engagements
"In [----] MLCF carried out expansion at its Mianwali plant then followed by the same at its DG Khan plant. #Interest rates were at 5.75% back then and it made sense to borrow money to cater to increasing demand. Then interest rates started rising(high debt servicing cost) then came covid (killed demand) and once we recovered from that interest rates went up to 22%. Since FY23 things have been normalizing(IMF deal) and the company is in a better position to manage the #debt. #PSX #MLCF"
X Link 2025-07-12T09:31Z [----] followers, [---] engagements
"WHICH STOCK AM I Can you guess the company name based on the following hints - I have given a payout every single year since [----]. - One of my main raw materials is cotton. - I am the sole producer of my product in Pakistan. - My CEO has previously served as a CEO for two other listed companies. Reply with your guesses. #quiz #PSX"
X Link 2025-07-12T12:24Z [----] followers, [----] engagements
"Our #WhatsApp community hit the [----] member limit so weve removed groups from the main community to make space. Here are the individual group links: Investing Discussion: Trading Discussion: Research Reports Compilation: Just a heads-up: These groups are community-led. We're not offering any services or financial advice just a space to share and learn together. #PSX #investing #trading #pakistan https://chat.whatsapp.com/D5FcbTSLAunLgTQ7pYpPkQ https://chat.whatsapp.com/DHYOzcZXNLGHEWtZsNh3yA https://chat.whatsapp.com/HdKA5P0p1fU4rZjQu2OC1p https://chat.whatsapp.com/DHYOzcZXNLGHEWtZsNh3yA"
X Link 2025-07-12T17:43Z [----] followers, [----] engagements
"Pakistans cement exports hit a 4-year high in FY25 reaching [---] million tons up 29% from last year. A policy shift in Egypt helped Pakistani cement exports. As Egypt ended its export subsidies due to IMF pressure Pakistan filled the gap in African markets. A major win for the industry amid weak local demand. #Export #PakistanEconomy #PSX #TradeNews"
X Link 2025-07-13T06:16Z [----] followers, [----] engagements
"Did you know Maple Leaf Cement (#MLCF) owns [----] million shares of Pioneer Cement (#PIOC). 🟩 That's 7.6% of total shares 🟩 15.2% of PIOCs free float MLCF bought the stake at an average price of just over Rs. [--]. PIOC has already gained 3x since then. Why #PIOC is a Strategic Cement Player to Watch 🔍 📍 Ideally located to serve Central & South Punjab 🏗 Capacity: 5.2mn tons 7.5% share in North region 📈 10-year CAGR: - Sales: +14% - Profits: +8% Owned 47% by Mega Group (led by Habibullah Khan) with interests in: 🚢 Shipping & logistics 🏙 Real estate ⚡ Energy 🛳 Ports #PSX #Cement"
X Link 2025-07-13T13:56Z [----] followers, [----] engagements
"GALs launch of the JAC-T9 Hunter in Jan [----] could be a game-changer With rising JAC truck demand FY26 earnings may jump 50% Stock trades at just 5x earnings much cheaper than peers #CPEC & Reko Diq projects may boost demand further #GAL #PSX #RekoDiq #InvestSmart"
X Link 2025-07-14T06:00Z [----] followers, [----] engagements
"Exciting update on Pakistan's oil and gas scene - From July 1-8 oil production hit [-----] barrels per day (bpd) up 4.4% from last week. - Gas production also rose to [----] million cubic feet per day (mmcfd) a 2% increase. - Big players like #POL and #PPL boosted oil output by 3.9% and 4.6% while #MARI saw a dip in gas (-14.6%). - Among fields Nashpa and Makori East shone with oil gains of 2.7% and 20.5%. - Gas fields like Mari and Uch also grew by 5.6% and 1.2%. This shows our energy sector is buzzing with activity What do you think this means for the future Share your thoughts👇 #PSX"
X Link 2025-07-14T10:08Z [----] followers, [----] engagements
"Pakistan's #Textile Industry: #US / North America as Percentage of Net Sales FML - 72% ILP - 50% SFL - 20% KTML - 18% NML - 13% GATM - 10% NCL - 6% #PSX #Pakistan"
X Link 2025-07-14T19:36Z [----] followers, [----] engagements
"Local cement sales in FY25 fell to [--] million tons the lowest in [--] years. Thats down from [----] million tons last year showing how the construction slowdown continues to hurt demand. #CementIndustry #PakistanEconomy #ConstructionEquipment #PSX"
X Link 2025-07-15T03:11Z [----] followers, [----] engagements
"#FCCL Earnings Preview: Big Profit Jump Expected Fauji Cement (FCCL) is set to report strong results for 4QFY25 with net earnings expected to hit Rs3.5bn (EPS Rs1.44) nearly 2x higher than last year Heres whats driving the growth: ✅ 7% YoY rise in cement sales volume ✅ Lower finance costs ✅ Solid gross margins expected at 36% On a quarterly basis profits could rise by 66% vs 3QFY25 showing a strong finish to the fiscal year. And good news for shareholders: a Rs 2/share dividend is expected. #PSX #dividends #InvestSmart"
X Link 2025-07-15T05:43Z [----] followers, [----] engagements
"#DGKC Earnings Rebound DG Khan Cement (DGKC) is expected to report Rs2.2bn in profits (EPS: Rs5.16) for 4QFY25 a major turnaround from a Rs1.7bn loss in the same quarter last year. Whats driving this comeback ✅ Cement sales volume jumped 29% YoY ✅ Better prices locally & in exports ✅ Lower grid electricity costs ✅ Gross margins expected at 27% up from just 8% last year On a quarterly basis earnings may remain steady as higher prices are balanced out by lower sales volumes. Plus a Rs4/share dividend is expected. #PSX #dividends #InvestorUpdate"
X Link 2025-07-15T06:05Z [----] followers, [----] engagements
"#CHCC Set for Strong Earnings Growth in 4QFY25 Cherat Cement (CHCC) is expected to report Rs2.2bn profit (EPS: Rs11.2) up 155% YoY a big jump from Rs4.4 last year. Whats driving this boost ✅ Higher gross margins (up 9ppt YoY to 37%) ✅ No royalty in KPK but still raised prices to match Punjab ✅ Lower taxes vs last year ✅ Expected Rs8 dividend per share On a quarterly basis earnings are also expected to rise 29% QoQ thanks to smart pricing and strong cost control. #PSX #PakistanEconomy #InvestorUpdate #dividends"
X Link 2025-07-15T06:50Z [----] followers, [---] engagements
"#GHNI GALs 17.91% associate is leading Pakistans truck market with 65% share and 2.2x YoY sales growth in FY25 From army contracts to oil tankers & buses like Faisal Movers GHNI is driving ahead in both freight & travel segments. #GAL #PSX #TruckMarket #Transport"
X Link 2025-07-15T07:20Z [----] followers, [---] engagements
"#SYS 2QCY25 Earnings Preview: Strong Growth Better Margins #FX Gains Ahead Systems Limited (SYS) is expected to post solid results for 2QCY25 with net profit rising 71% YoY to PKR 2.9bn (EPS: PKR 1.9) driven by: 🔹 23% revenue growth on strong performance in MEA & North America 🔹 Gross margins improving to 25.5% vs 22% last year 🔹 Operating profit jumping 53% to PKR 2.9bn 🔹 Lower finance cost (-47%) due to falling interest rates 🔹 FX gain of PKR 309mn expected as PKR slid modestly against the dollar Why the margin jump Lower inflation = slower salary hikes + company is now focusing on"
X Link 2025-07-15T08:00Z [----] followers, [----] engagements
"📊 Cement Earnings Snapshot (4QFY25): Mixed Momentum 🔹 #PIOC: Rs5.6/sh 6% YoY 31% QoQ 🔹 #KOHC: Rs14.5/sh 12% YoY 14% QoQ 🔹 #MLCF: Rs2.9/sh 92% YoY 8% QoQ #PSX #Investing #EarningsSeason #earningsalert"
X Link 2025-07-15T08:10Z [----] followers, [---] engagements
"#ATRL is built different cash-rich debt-free and ready for a major upgrade Attock Refinery Limited (ATRL) stands out as one of Pakistans strongest players in the oil refining sector and heres why that matters for investors and the industry: Balance Sheet Power: - ATRL holds PKR [--] billion in cash thats PKR [---] per share just in cash - The company has zero debt - Book value per share is PKR [----] among the highest in the sector. Ready for Refinery Upgradation: With the Refinery Policy expected to be signed soon ATRL is in a prime position to act fast. Unlike many others it can fund the upgrade"
X Link 2025-07-15T11:04Z [----] followers, [----] engagements
"Two of the top [--] performers were within 5% of their all time highs while FFC hit its all time high on the same day(1st July 2024) They still outperformed the others in the index. #PSX #FFC #UBL #MARI"
X Link 2025-07-15T18:05Z [----] followers, [----] engagements
"Big cash boost coming for Attock Refinery (#ATRL) Under Pakistans upcoming refinery policy ATRL will be allowed to keep 100% of the deemed duty on fuel a major win for the company. Heres what it means - Right now: A 10% deemed duty applies on both diesel (HSD) and petrol (MS) BUT refineries dont get to keep all of it For HSD: Only 7.5% is retained 2.5% is deducted For MS: Full 10% goes to the govt refineries get nothing - Whats changing The new policy will let refineries retain the full 10% on both fuels for the next [--] years For ATRL this change means: ✅ PKR [---] billion in total extra cash"
X Link 2025-07-16T05:14Z [----] followers, [----] engagements
"GALs sales hit Rs15bn in 9MFY25 up 2.5x YoY Ghandhara Automobiles (#GAL) is a key player in Pakistans auto sector making & selling JAC Dongfeng & Renault vehicles. With a plant in Port Qasim & 26+ service centers GAL serves logistics mining & passenger markets. Also owns 18% of #GHNI Pakistans top truck maker Thanks to strong truck demand and the Jan [----] launch of the JAC T9 Hunter pickup revenue is expected to grow 44% annually over the next [--] years. Pickups alone may bring in 59% of FY26 sales #PSX #GrowthJourney #truckstop #earnings"
X Link 2025-07-16T05:39Z [----] followers, [----] engagements
"Valuation perspective from @ShermanSec The auto parts sector (incl. #GTYR & #PTL) is trading at just 0.9x P/BV below its 5Y avg of 1.1x and way off the 2.0x level seen [--] years ago. Is a re-rating on the cards #PSX #AutoParts"
X Link 2025-07-16T07:54Z [----] followers, [---] engagements
"Punjabs Green #Tractor Scheme (Phase 2) is set to deliver [-----] tractors with hefty subsidies: 🔹 [-----] units (5065HP): PKR 500k off 🔹 [-----] units (75125HP): PKR 1Mn off #MTL is set to deliver at least half of the tractors under this scheme. Deliveries start 2QFY26 applications open Aug25. MTL is trading at a forward #dividend yield of 8% making it a relatively safe bet in an otherwise cyclical sector. #PSX #MTL #Agri #Punjab #Tractors"
X Link 2025-07-16T08:41Z [----] followers, [----] engagements
"Pakistan State Oil (#PSO) is not the same company it was a few years ago ✅ No more inventory losses dragging earnings ✅ Retail biz strong + LNG biz recovery in sight ✅ Finance cost falling (Rs33bn Rs23.5bn in FY26) ✅ Debt paydown expected (Rs361bn) With EPS expected at Rs110+ in FY26 PSO is expected to be a top performer in FY26. #PSX #Energy #PSO #pakistan"
X Link 2025-07-16T08:47Z [----] followers, [----] engagements
"Glaxos total equity has been increasing consistently over the past few years a strong sign of business growth and shareholder value. #Glaxo #PSX #EquityGrowth"
X Link 2025-07-16T09:30Z [----] followers, [----] engagements
"UPDATED: Fertilizer sector #dividend expectations. #PSX #EFERT #FFC #FATIMA"
X Link 2025-07-16T13:04Z [----] followers, [----] engagements
"NMLs profits grew fast after [----] but have dropped in [----]. Is this just a small break or the start of a slowdown #PSX #NML #Investing #Earnings"
X Link 2025-07-16T13:10Z [----] followers, [----] engagements
"A reminder that #MLCF is also building a hospital 🏥 Through Novacare MLCF is entering healthcare a long-term cash-generating sector. 🔹 1st hospital: [---] beds (expandable to 450) in DHA Islamabad 🔹 Cost: $100mn (50% debt 50% equity) 🔹 Operations start: End-2026 🔹 MLCF stake: 99.6% (for now) 🔹 Target IRR: 15% (USD-based) #Diversification with purpose. #PSX #MLCF #Healthcare #PakistanInvesting #Novacare"
X Link 2025-07-17T01:01Z [----] followers, [----] engagements
"Thank you great perspective. GTYR gross margins have remained relatively stable in the past. Yet their net margins have fluctuated. If margin expansion in case of falling rubber prices is still not a given due to reasons you mentioned in what scenarios generally speaking does a company like GTYR make more money Auto demand and"
X Link 2025-07-17T06:14Z [----] followers, [---] engagements
"UPDATED: Fertilizer sector #dividend expectations. #PSX #EFERT #FFC #FATIMA"
X Link 2025-07-17T06:40Z [----] followers, [----] engagements
"UPDATED: Lucky Cement (#LUCK) EPS (consol.) and dividend expectations: #PSX #Cement"
X Link 2025-07-17T11:27Z [----] followers, [----] engagements
"UPDATED: Maple leaf Cement (#MLCF) EPS (consol.) and dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:38Z [----] followers, [----] engagements
"UPDATED: Fauji Cement (#FCCL) #EPS and #dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:44Z [----] followers, [----] engagements
"UPDATED: DG Khan Cement (#DGKC) #EPS and #dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:45Z [----] followers, [---] engagements
"UPDATED: Cherat Cement (#CHCC) #EPS and #dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:47Z [----] followers, [---] engagements
"UPDATED: Pioneer Cement (#PIOC) #EPS and #dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:49Z [----] followers, [----] engagements
"UPDATED: Kohat Cement (#KOHC) #EPS and #dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:50Z [----] followers, [----] engagements
"UPDATED: Attock Cement (#ACPL) #EPS and #dividend expectations: #PSX #Cement"
X Link 2025-07-17T13:51Z [----] followers, [----] engagements
"Net Sales Vs Gross Profit #PSX #LUCK #InvestSmart"
X Link 2025-07-18T07:31Z [----] followers, [----] engagements
"The JAC X-200 is winning over logistics operators in Pakistan With [--] km/ltr fuel efficiency [----] kg payload and competitive pricing its a strong value pick even compared to Hyundai Porter & KIA Shahzore. #JACX200 #GAL #PSX"
X Link 2025-07-18T07:47Z [----] followers, [----] engagements
"UPDATED: Sherman Securities' #fertilizer sector #EPS and #dividend estimates just landed. Here's the updated table. #PSX #Pakistan"
X Link 2025-07-18T12:09Z [----] followers, [----] engagements
"Top [--] Stocks by money flow today. Over [--] billion rupees worth of FFC shares traded today. #moneyflow #FFC #PSX"
X Link 2025-07-18T16:26Z [----] followers, [----] engagements
"The JAC T9 Hunter is turning heads as a value-packed pickup offering more features at a better price than the Revo & D-Max Strong demand forced #GAL to pause bookings. FY26 sales may hit [----] units though new rivals like #BYDs Shark may cool volumes later. #JACT9 #PSX #PickupTrucks"
X Link 2025-07-19T10:45Z [----] followers, [----] engagements
"In PSX all these factors arent necessarily applicable So expecting stocks to react the same way to stock splits as they do in US would be a mistake. It would be foolish to expect LUCK to go back to Rs. [----] anytime soon The same for UBL or other stocks that have just split"
X Link 2025-07-19T15:40Z [----] followers, [---] engagements
"So when a stock splits the next time dont fall for the psychological biases mentioned above. Everything is not as it seems. And where your money is involved you need to be extra careful. Dont follow the herd. Welcome the split but don't chase it"
X Link 2025-07-19T15:40Z [----] followers, [---] engagements
"🥇 Cement Sector #PSX Top [--] Cement Producers in Pakistan (Production Capacity in '000 MT): Lucky Cement Ltd. (#LUCK) [-----] (North: [-----] South: 5084) Bestway Cement Ltd. (#BWCL) [-----] (North only) Fauji Cement Company Ltd. (#FCCL) [----] (North only) Maple Leaf Cement (#MLCF) [----] (North) D.G. Khan Cement (#DGKC) [----] (Both regions) Which one is your favorite and why #PSX"
X Link 2025-07-20T08:27Z [----] followers, [----] engagements
"NML's dividend payout has stayed steady over the years until [----] where we see a sharp drop. #PSX #nml #Investments"
X Link 2025-07-21T03:21Z [----] followers, [----] engagements
"Glaxos earnings per share (EPS) bounced back sharply in [----] after a rough patch hitting their highest level in over a decade #GLAXO #PSX #earnings #EPS"
X Link 2025-07-21T07:09Z [----] followers, [----] engagements
"Amreli Steels (#ASTL) Earnings Preview Amreli Steels is expected to post a loss of Rs788mn in 4QFY25 thats a Rs2.65 loss per share. Its another tough quarter in whats been a painful year. Full-year FY25 loss is expected at Rs3.6bn (LPS: Rs12.28) Revenue fell 56% YoY to Rs17bn. Only 20% of capacity was used showing very weak demand in the local market. Exports improved a bit but not enough to offset the domestic weakness. No dividend expected this year. Why is this happening - Weak construction activity - High finance cost due to previous loans - Low production and sales volumes Can things"
X Link 2025-07-22T09:34Z [----] followers, [----] engagements
"In the targeted market of [---] billion BFAGRO is selling just [---] million eggs With 8% market share it's just a beginning towards huge growth Pakistan consumes 21.1B eggs a year but only 15% are in the pasteurized target market. In FY24 BFAGRO sold 260M eggs capturing 8% of that space. With 92% still using shell eggs theres massive room to grow. Add in rising food safety awareness global regulations and export talks with names like Mondelez and BFAGRO looks set to scale fast. #BFAGRO #PSX #FoodSafety #PasteurizedEggs #StocksToWatch"
X Link 2025-07-22T14:15Z [----] followers, [----] engagements
"So dont obsess over daily payouts or infinite compounding. Make use of the quarterly compounding that is the norm and focus on what really matters i.e. reinvesting consistently and letting time do the rest. Compounding is powerful. But even it has a speed limit. And that limit is 'e'"
X Link 2025-07-22T15:45Z [----] followers, [---] engagements
"Reko Diq is set to spark a boom in truck demand and #GAL & #GHNI are ready to ride it With [--] years of mine life and massive reserves (17.9mn oz gold 13.1mn tons copper) Phase [--] of the $7bn+ project kicks off in [----]. Truck demand for logistics & transport expected to rise 12% Over [----] units may be needed. GHNI is already developing new models for mining Prime movers will be key as the intercity movement of materials scales up The project also prioritizes local industry a big win for Pakistan's truck makers GHNI and GAL stand to benefit as Reko Diq brings years of steady transport needs tied"
X Link 2025-07-23T08:39Z [----] followers, [----] engagements
"Honda Atlas Cars (#HCAR) Target Prices as set by different research firms. #PSX #Honda #autos"
X Link 2025-07-24T09:46Z [----] followers, [----] engagements
"Harsh to call someone a failure because they failed to beat index over a [--] year period. In fact underperforming a bull run like we are currently having can be a feature of ones strategy. Striving for consistency rather than outperformance gets you ahead in the longer run. For example a 20% consistent annual return beats a portfolio that returns 30% in the first year and 10% on the second. Volatility drag"
X Link 2025-07-24T19:50Z [----] followers, [---] engagements
"🧠 Math time for traders. We ran a simple poll recently and the results were surprising (but not really). Most people got a basic math question wrong. Only 40% of respondents got it right. #poll #PSX #trading #TradingView"
X Link 2025-07-26T12:27Z [----] followers, [----] engagements
"📉 The correct answer was: less than [------] Why A 5% gain takes you from [------] ➡ [------] But a 5% loss after that i.e. 5% of [------] ➡ you're down to [-----] So even with a 50% win rate you're not breaking even"
X Link 2025-07-26T12:27Z [----] followers, [---] engagements
"Why is this a cost If the buying price of a share is Rs. [--] and the selling price is Rs. [-----] the Rs. [----] difference is your cost. That's because in order to breakeven your stock price needs to go up by Rs. [----]. Your profit only starts after that"
X Link 2025-07-26T12:27Z [----] followers, [--] engagements
"Adding this cost which we can conservatively estimate to be 0.1% takes our breakeven rate to 5.96% from 5.75%. This means if you came to the market with a 1% edge it would have been washed away by the commission spread and the math of comopunding. Yes costs also compound"
X Link 2025-07-26T12:27Z [----] followers, [--] engagements
"Above all there is the psychological impact that many do not consider. Many traders would start to doubt their system if it lost 3-4 times in a row. We could quantify all that but I believe the point should already be clear"
X Link 2025-07-26T12:27Z [----] followers, [--] engagements
"Trading isn't easy and small costs compound too. In the end you give up a substantial part of your principal in costs something Warren Buffett called the reason for why actively managed funds can never outperform the index"
X Link 2025-07-26T12:27Z [----] followers, [---] engagements
"#EPCL 2QCY25 Earnings Preview: Engro Polymer (EPCL) is likely to post another loss in 2QCY25 Expected LPS: Rs1.18 vs Rs0.91 last quarter and Rs0.76 last year. Why the dip - Global PVC prices down 14% YoY - Core margins (PVCEthylene) under pressure - Sales flat at Rs17.5bn - Gross margins shrink to 7% (vs 8.1% LY) Some positives: ✅ Finance costs down 36% YoY ✅ Lower selling costs But not enough to offset pricing pressure. 💬 Until global PVC prices recover EPCLs bottom line may stay in the red. #PSX #earningsupdate #InvestSmart"
X Link 2025-07-28T06:52Z [----] followers, [---] engagements
"Atlas Honda (#ATLH) Gears Up for Another Record Year ✅ 1.2Mn bikes sold in FY25 (+25% YoY) ✅ Highest-ever quarterly sales: 360k units ✅ EPS at all-time high: Rs123 ✅ Final dividend: Rs74/sh (57%) ✅ New high-CC models coming soon ✅ First EV bike launching next week (with lithium-ion tech) ✅ 95% localization for 70cc bikes ✅ 40k bikes exported this year ✅ No need for capex enough capacity to grow Management stays bullish on FY26 #PSX #electricbike #EVs #investors"
X Link 2025-07-28T09:15Z [----] followers, [----] engagements
"🚨151% dividend yield Was that what pulled you to #JSMFETF If yes you're now down 9.1% YTD. Did you fall for the #hype Or just didn't understand the #ETF Are you holding for future dividends Will they even come Lets do a deep dive on how this PSX ETF really works. 🧵"
X Link 2025-07-28T17:44Z [----] followers, 11.7K engagements
"2/ JS Momentum Factor ETF is a smart beta ETF. Sounds fancy but its just a mix of two styles: 👉 Active (trading) 👉 Passive (buy & hold) It picks stocks based on data. Holds them till they fulfill the conditions. No human bias. All well-defined rules"
X Link 2025-07-28T17:44Z [----] followers, [---] engagements
"5/ JS calculates this momentum by looking at two things: [--] 30-day price performance [--] Average traded value (price volume) Top [--] stocks by momentum score are added to the ETF. This list is refreshed every month. Like clockwork"
X Link 2025-07-28T17:44Z [----] followers, [---] engagements
"6/ But before it does that it starts with a specific index. The KSE All Share Index. This piece of information is important. One of the complaints in our community this month was: "Index 120k se 140k pe challa gia JSMFETF down he kahan gia momentum""
X Link 2025-07-28T17:44Z [----] followers, [---] engagements
"15/ Let's go back to the ETF's performance. As we always do we will try and put a number to that. The expected value based on JS's own claims comes out to 0.73% per month. Thats their edge It beats ALLSHR by 0.73% per month on average"
X Link 2025-07-28T17:44Z [----] followers, [---] engagements
"16/ Compound that for the whole year and it adds up to 9% outperformance per year. JS itself claims a 6% outperformance which we assume comes after paying off some necessary liabilities"
X Link 2025-07-28T17:44Z [----] followers, [---] engagements
"22/ So now you have the answer to why this ETF is performing badly. Law of large numbers says 'The more times you repeat a random process the closer your average result will get to the true expected value.' We already calculated that and it came out to be +0.73%. The math says stay invested"
X Link 2025-07-28T17:45Z [----] followers, [---] engagements
"23/ But that's not how long-term investors in the PSX think. People want dividends but are they really coming Let's look at the ETF's dividend policy. JSMFETF pays out 90% of its income but only from dividend earnings. Capital gains dont count"
X Link 2025-07-28T17:45Z [----] followers, [---] engagements
"24/ So dont try to time it based on price spikes. You still want the management to cooperate to give you dividends. We also told you we will revisit the volatility and assign a number to that. Let's do that now. We can measure that with Sharpe Ratio. Sharpe ratio tells us how much return we are getting for each unit of risk. JSMFETF: [----] ALLSHR: [----] Clearly the JSMFETF is worth more for the same unit of risk. Its a high volatility high return index(and that goes in both directions)"
X Link 2025-07-28T17:45Z [----] followers, [---] engagements
"25/ To conclude the JSMFETF isn't some noble high #dividend yield ETF. It's not something that will always move with the market. It has a small edge and you'll have to stay invested to benefit from that. Be ready for volatility but let the ETF do the work for you"
X Link 2025-07-28T17:45Z [----] followers, [---] engagements
"#EFERT and #FFC announce their half yearly results tomorrow. Are the #dividends comfortably priced in #PSX #investing"
X Link 2025-07-28T17:59Z [----] followers, [----] engagements
"There no such thing as recommending one over the other. It is a poor question to begin with. Every ETF has its own purpose. Unfortunately people judge them based on their recent performance only UBLPETF gives you the top traded by value stocks of the KSE100 excluding the oil and gas sector. Either that fits into your investing strategy or it doesnt. There is no such thing as a growing ETF. Its the underlying companies that grow. Generally speaking ETFs in Pakistan make little sense. Theres only a handful of companies to pick from"
X Link 2025-07-28T19:59Z [----] followers, [---] engagements
"Millat Tractors (#MTL) 4QFY25 Preview: Earnings expected at Rs5.5/sh (down from Rs11.5 YoY) - Sales volume down 43% YoY - Revenue to clock in at Rs11.9bn - Gross margin holding at 27.1% - Finance cost easing due to lower interest rates - Dividend likely: Rs11/sh #PSX #agriculture #Earnings #farming"
X Link 2025-07-29T06:59Z [----] followers, [----] engagements
"#EFERT investors its payout time Q2CY25 profit jumped 234% YoY to Rs5.6bn EPS: Rs4.17 DPS: Rs4.25 Gross margins up to 31% (+11ppt YoY) Solid quarter from Engro Fertilizers. Steady ops strong dividend whats not to like #PSX #dividendstocks #Fertilizers #EarningsReport"
X Link 2025-07-30T05:59Z [----] followers, [----] engagements
"#OGDC just hit a major milestone Rs1 TRILLION market cap Stocks up 82% in the past year and still trades at a PE of just [---] Price: Rs234.74 Dividend yield: 6.04% OGDC investors must be smiling today 😄 #PSX #investoralert #KSE100#dividendstocks"
X Link 2025-07-31T06:44Z [----] followers, [----] engagements
"Ghani Glass (#GHGL) 9MFY25 Update: Despite a 7% dip in sales to Rs33.5bn (blame weak construction & economy) GHGL held its ground. - Gross margins improved to 27.9% (vs. 27.0% LY) - Net profit: Rs4.4bn EPS: Rs4.39 - Dominates pharma (95%) F&B (96%) & float glass (75%) markets Production: [----] tons per day (TPD) across segments. Tariff risks Not yet a concern but management is watching future duty changes. Even in a slow market GHGLs size & segment leadership keep it resilient. One to watch. #PSX #ConstructionEquipment #investing"
X Link 2025-07-31T09:36Z [----] followers, [---] engagements
"#HBL 2Q Results are in: - Earnings up 24% YoY to Rs12.1/sh - Rs4.5/sh dividend announced - Deposits hit a record Rs5.2 trillion - Strong NII capital gains & other income - Interest earned & dividend income slightly down Solid quarter overall #PSX #Investor #earnings"
X Link 2025-07-31T10:15Z [----] followers, [---] engagements
"In FY26 #HUBC projects TEL & TNPTL could add: 🔹 PKR 7.5/sh (TEL) 🔹 PKR 4.8/sh (TNPTL) The project completion date is expected in FY26 which means these projects will start distributing dividends helping HUBC strengthen its balance sheet. #PSX #Hub #power"
X Link 2025-07-31T12:10Z [----] followers, [----] engagements
"As the #earnings season progresses and #dividends start rolling in people have begun asking the same question again: "When do I buy the stock to be eligible for dividend" The problem is that in #PSX companies declare Book Closure dates instead of declaring the ex-date. While this is corporate compliance-friendly retail traders are left to figure out the dividend eligibility on their own. So let's simplify how you can figure out the ex-dividend date. But before we dive into that we need to see what is a Book Closure date anyway"
X Link 2025-08-04T11:30Z [----] followers, [----] engagements
"A Book Closure date is the period when the company's share register is "closed" for updates. During this time the company prepares a list of shareholders eligible for dividends. In the attached image you can see how Colgate Palmolive (#COLG) after announcing a Rs. [-----] dividend states that it will only be paid to shareholders "whose names will appear in the Register of members on September [--] 2025". If your name is not on the register by the start of the Book Closure date(which would be September 19th in this case) you dont get the dividend. This is the only requirement you need to fulfill."
X Link 2025-08-04T11:30Z [----] followers, [---] engagements
"Muslim Commercial Bank #MCB to announce its financial results on the 6th of August. Since Q4 [----] the bank has paid a Rs. [--] #dividend every quarter. Research houses all agree on that to continue"
X Link 2025-08-04T13:08Z [----] followers, [----] engagements
"#EFERT earnings are up but fertilizer sales are down In 2QCY25 profit rose 3.3x YoY to PKR 5.6Bn as margins bounced back. Rs 4.25/sh dividend announced - Revenue: +28% YoY - Margins: 31% (vs 18%) - Other income boosted by aircraft sale - EPS: Rs4.2 1H payout: Rs6.5/sh But challenges ahead - Urea sales: -26% YoY - DAP sales: -36% YoY - Urea inventory now 535K tons (43% of industry stock) Discounts offered exports possible if sales stay weak Market share: - #urea EFERT 29% FFC 48% - DAP EFERT 18% FFC 63% Debt is up due to working capital needs but still manageable Gas Pressure Project ongoing"
X Link 2025-08-05T07:15Z [----] followers, [----] engagements
"FFC's strong 1H earnings + Shariah compliance update: Fauji Fertilizer (#FFC ) posted Rs38.5bn profit in 1HCY25 up 47% YoY - EPS: Rs27.02 Revenue: Rs155bn (+35% YoY) - Gross margin: 34% - 2QCY25 EPS: Rs17.69 up 62% YoY - Growth led by higher volumes post-merger - The company aims to become fully Shariah-compliant by year-end - The majority of non-compliant investments have already shifted - Non-compliant income is still under review #fertilizer #PSX #earnings #InvestingWisely"
X Link 2025-08-06T09:31Z [----] followers, [----] engagements
"#KOHC cuts power costs with new energy plan With #grid electricity costing PKR 3840/kWh Kohat Cement is fighting back - Setting up a 30MW coal plant (CAPEX PKR 9bn) going live by 4QCY26 - In-house power costs just PKR 1820/kWh - Estimated savings PKR 5.3/share annually - Also boosting solar capacity from 15MW 20MW - New power mix: 67% captive 33% grid Result = Lower costs more control #cement #PSX #SolarEnergy"
X Link 2025-08-06T10:10Z [----] followers, [----] engagements
"#mcbbank beats expectations in 2QCY25 Despite a 13% YoY dip in profit MCB posted Rs14.6bn earnings this quarter (EPS Rs12.3) with 1H profit at Rs29.2bn (EPS Rs24.7). - Dividend: Rs9/sh (Rs18 total for 1H) - P/E 7.9x Yield 10% Strong dividends solid balance sheet and a stable outlook make MCB one of the more reliable plays in the banking sector even in a high-cost environment. #mcb #PSX #Dividendstocks #earnings"
X Link 2025-08-06T11:04Z [----] followers, [----] engagements
"#AKBL moves toward full Shariah compliance 🏦☪ Allied Bank (AKBL) is on track to go fully Shariah-compliant by end of CY27 30% of branches to transition within this year The gradual shift is underway as part of a long-term Islamic banking strategy. Big step for halal-conscious investors #IslamicBanking #PSX #invest"
X Link 2025-08-07T04:44Z [----] followers, [---] engagements
"Oil prices bounced back after a 5-week low. Why Trump warned of tariffs on India for buying Russian oil raising fears of supply issues. #Oil #EnergyStocks #Trump #RussianOil"
X Link 2025-08-07T08:54Z [----] followers, [----] engagements
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