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DGKC Antics | SAZEW View | Refinery Margin Cap & WTI Pivot | Midday Flash 20 Aug 2026
Date: 8/20/2026
Description: Midday Flash (20 Aug 2026) covers the latest developments across the Pakistan Stock Exchange (PSX), with the KSE-100 navigating a sharp Rs. 32 per litre reduction in HSD pricing and its impact on the refining sector. We also discuss SAZEW, SYS and MUREB making Forbes Asia's Best Under A Billion list, while earnings season attention shifts toward DGKC and the cement sector. What's covered in this video: Refinery Sector — Rs. 32/Litre HSD Cut: The government reduced the ex-refinery/sale price of High-Speed Diesel by Rs. 32 per litre, affecting PRL, CNERGY, NRL and ATRL, while a $41/ton cap and $1/ton floor for refining margins is also under discussion. CNERGY — WTI Import Shift: Pakistan plans to increase US WTI crude to as much as 40% of refinery imports, with CNERGY discussed in the context of its previous experience processing WTI crude. SAZEW, SYS & MUREB — Forbes Asia Recognition: All three PSX-listed companies were named in Forbes Asia's Best Under A Billion list, while Pakistan's IT exports were highlighted at $4.6 billion versus $2.6 billion in FY2020-21. DGKC — Earnings Watch: DGKC's upcoming full-year result was discussed with projected EPS of up to Rs. 24 per share, alongside its exports and investment exposure through Hyundai Nishat Motor. OMCs — Distribution Margin Discussion: OMCs are seeking an increase from the existing Rs. 7–8 per litre distribution margin, with Aramco's strategic investment in Gas & Oil Pakistan adding another dimension to the sector. NML, HCAR & KSA Deposit: NML announced the sale/divestment of its dairy segment, HCAR was discussed around the Rs. 246 technical level, and Saudi Arabia maintained its $3 billion deposit with the SBP. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
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HBL Value Gap | PPL & OGDCL Circular Debt Rally | Midday Flash 19 Aug 2026
Date: 8/19/2026
Description: Midday Flash (19 Aug 2026) covers the latest Pakistan Stock Exchange (PSX) and KSE-100 developments during earnings season, led by Service Long March (SLM) reporting approximately Rs. 71 billion in sales and Rs. 13 billion in net profit. We also examine the pressure from Brent crude crossing $90 per barrel, textile export developments, banking valuations, and renewed activity in PPL and OGDCL. What's covered in this video: SLM — Rs. 71B sales and Rs. 13B profit: Service Long March increased top-line sales from around Rs. 40 billion to approximately Rs. 71 billion, reported Rs. 13 billion in net profit, and declared a Rs. 0.83 per share cash dividend. CPPL — 83% annual profit growth: Cherat Packaging reported an 83% increase in annual net profit to Rs. 651 million, alongside its exposure to KPK tax incentives and Cherat Cement cross-holdings. ILP — Export and denim expansion: Interloop exports more than 80% of its volume and is expanding into premium denim products targeting prices above $10 per unit. HBL — PBV discount and APAG IPO advisory: HBL is serving as corporate advisor for the upcoming Soy Supreme (APAG) IPO while paying a regular Rs. 6 quarterly dividend, equivalent to a projected Rs. 24 annually. Oil, inflation and interest rates: Brent crude has crossed $90 per barrel while two consecutive domestic petrol price increases are contributing to inflation expectations and elevated T-Bill and PIB yields. PPL & OGDCL — Circular debt developments: Updates surrounding potential gas-sector circular debt settlement have brought renewed market activity into Pakistan Petroleum and Oil & Gas Development Company. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
Playlist: Midday Flash
SLM sales | Portfolio Stocks | PPL HBL | Midday Flash 18 Aug 2026
Date: 8/18/2026
Description: Midday Flash (18 Aug 2026) covers the latest developments across the Pakistan Stock Exchange (PSX) as the KSE-100, earnings season and sector-specific fundamentals remain in focus. Today’s discussion looks at expanding refinery margins with WTI holding above $80 per barrel, Service Long March’s Rs 13 billion profit, SRVI’s 10-for-1 stock split, and elevated futures market leverage. What's covered in this video: Refining Sector — Higher GRMs: Rising international crack spreads, lubricant prices and OGRA ex-refinery price revisions are supporting refinery revenues, while Q1 FY27 earnings are expected to better reflect the margin expansion. CNERGY / Futures Market — Rs 79B Leverage: Total open futures leverage has climbed to around Rs 79 billion, with notable concentration in names including Cnergyico. SLM & SRVI — Rs 13B Profit and Stock Split: Service Long March reported Rs 13 billion profit as revenue increased from Rs 41 billion to above Rs 70 billion, while around 40% of truck and bus radial tyre output is being exported. SRVI also announced a 10-for-1 share split.
Playlist: Midday Flash
Fatima Fertilizers opportunity | SNBL GRR options | Refining margins | Midday Flash 17 Aug 2026
Date: 8/17/2026
Description: Midday Flash (17 Aug 2026) covers the latest Pakistan Stock Exchange (PSX) and KSE-100 developments during earnings season, with focus on Fatima Fertilizer, banking valuations, refinery upgrades and Pakistan’s expanding IPO pipeline. The discussion also examines the $2.5 billion ML-1 railway project and its potential demand impact across steel and construction materials. What's covered in this video: FATIMA — Q2 earnings and dividend outlook: Q1 EPS stood at Rs. 2, while strong April and May sales support expectations of a stronger Q2 result and a projected Rs. 2.50–3.00 June-quarter dividend. SNBL & HBL — Banking valuation and income: Soneri Bank is trading around 4–5x P/E with dividend yield expectations above 8%, while HBL continues its Rs. 6 quarterly dividend structure and trades around 1x PBV. Refinery Sector — $5–6 billion Euro-5 upgrades: Local refineries require an estimated $5–6 billion in investment, with policy support including sales-tax exemption on imported equipment and market anticipation around potential Saudi participation. ML-1 — $2.5 billion infrastructure project: The Main Line-1 railway project could generate significant demand for cement, steel and rebar, with Mughal Steel and the upcoming FF Steel IPO discussed in this context.
Playlist: Midday Flash
FCCL Dividend | HUBC BYD Stance & INDU Sales | Midday Flash 12 Aug 2026
Date: 8/12/2026
Description: Midday Flash (12 Aug 2026) covers the latest Pakistan Stock Exchange (PSX) and KSE-100 outlook as the index recovers around the 180,000 level, alongside key developments in HUBC, HBL, the auto sector and cement stocks. During the ongoing earnings season, the discussion focuses on HUBC’s BYD expansion, HBL’s valuation gap versus MCB, July auto sales and the proposed Fauji Cement-Attock Cement merger. What's covered in this video: HUBC — BYD EV Expansion: HUBC’s Mega Motors is preparing for local BYD assembly at Gharo, while BYD is targeting 25,000 EV sales in Pakistan and has future plans for a local battery pack plant. HBL vs. MCB — Banking Valuations: HBL reported book value of Rs. 331 per share and trades near 1.0x PBV, compared with MCB’s Rs. 264 book value and approximately 1.6x PBV. HBL’s Rs. 6 dividend goes ex-date on 13 Aug. BOP — Capital Strength: Government recapitalization is expected to increase Bank of Punjab’s Capital Adequacy Ratio from approximately 15% to 17%, alongside its role in agriculture and Punjab housing programs. Auto Sector — July Sales & Hyundai Price Cuts: Indus Motor sold 5,890 vehicles in July versus 3,507 in June, while GAL sales increased to 468 units from 398. Hyundai has also indicated price reductions of up to 15%, equivalent to around Rs. 15–19 lakh on selected models. FCCL & ACPL — Cement Consolidation: Fauji Cement holds 42% of Attock Cement while KAPCO holds 46%. FCCL announced a Rs. 1.50 per share payout, carries 10 million tons of annual capacity, and its long-term debt has declined from above Rs. 15 billion to around Rs. 10 billion. KSE-100 — Technical Levels: The index is recovering around 180,000, with technical analysts watching the 188,000 level if the market delivers a strong positive close. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
Playlist: Midday Flash
HUBC & BOP matters | LUCK & LCI Value Plays | Midday Flash 11 Aug 2026
Date: 8/11/2026
Description: Midday Flash (11 Aug 2026) covers the latest Pakistan Stock Exchange (PSX) developments as the KSE-100 trades around the 188,000 level amid renewed pressure from higher international crude oil prices. Today’s earnings season and corporate update focuses on HUBC’s projected annual payout, BOP’s planned Rs. 30 billion equity injection, Lucky Cement results, upcoming dividend ex-dates, and new IPO activity. What's covered in this video: HUBC — Rs. 20 projected annual payout: HUBC corrected from around Rs. 225–226 to Rs. 212, while full-year EPS is projected at Rs. 32–33 with a Rs. 5 final dividend taking the projected annual payout to Rs. 20 per share. BOP — Rs. 30 billion equity injection: The Government of Punjab is preparing a Rs. 30 billion capital injection that could lift BOP’s Capital Adequacy Ratio from 15% to 17% and book value towards Rs. 30–32. Crude Oil & KSE-100: WTI is trading around $82 per barrel, Brent at $87–88 and Murban at $84–85, while the KSE-100 is trading around the 188,000 level. Dividend Calendar: HBL’s Rs. 6 and PAKT’s Rs. 35 dividends go ex-dividend on 13 August, followed by MEBL’s Rs. 8 and MCB’s Rs. 9 dividends on 18 August. LUCK & LCI — Results and diversification: Lucky Cement reported standalone annual EPS of Rs. 31.83 and a Rs. 25 final cash dividend, alongside a Rs. 1.2 billion investment in natural resources and mineral projects, while LCI recently paid a split-adjusted Rs. 5.25 dividend. SNGP, Crescent Steel & IPO Pipeline: Waziristan gas discoveries could require new pipeline infrastructure involving SNGP and Crescent Steel, while Tasdeeq’s digital eIPO is open and FF Steel is beginning its IPO process. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
Playlist: Midday Flash
PSX developments | Nishat Group acquisitions | Mughal Sukuk | Midday Flash 7 Aug 2026
Date: 8/7/2026
Description: Midday Flash (7 Aug 2026) covers the latest developments across the Pakistan Stock Exchange (PSX), including PSX reaching 600,000 investor UINs, changing crude oil prices and renewed activity across the refining and OMC sectors. We also examine PSO’s 63% stake in PRL, the oversubscribed Tasdeeq IPO, SBP reserve movement and key corporate developments during the ongoing earnings season as investors track the KSE-100. What's covered in this video: PSO & PRL — 63% strategic holding: PSO currently holds a 63% ownership stake in Pakistan Refinery, keeping PRL relevant as potential foreign investment discussions with Arab nations progress. PSX — 600,000 UIN milestone: Pakistan Stock Exchange has reached 600,000 registered investor UINs while also increasing its equity exposure to NCCPL. SBP Reserves — $13 million increase: State Bank of Pakistan reserves rose by $13 million to approximately $17 billion, with total reserves including commercial banks estimated around $23–$24 billion. Tasdeeq IPO — Oversubscribed book-building: Tasdeeq's book-building received strong demand, with early calculations indicating that a Rs. 1 crore institutional bid received an allocation of approximately 800,000 shares. Energy & OMCs — Petrol cut and inventory impact: Petrol prices were reduced by Rs. 3.19 per litre to approximately Rs. 329–330, while Cnergyico, PRL, PSO, Hi-Tech and Attock Petroleum remain linked to crude-price and inventory movements heading into the quarter ending 30 September. Mughal Steel — Rs. 2 billion Sukuk: Mughal Steel raised Rs. 2 billion through an Islamic Sukuk as the company continues its steel operations and copper ingot exports to China. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
Playlist: Midday Flash
Faysal Bank BV 77 | Mari Exp Div Rs15 & Fertilizer positives | Midday Flash 6 Aug 2026
Date: 8/6/2026
Description: In Midday Flash (6 Aug 2026), SCS Trade reviews the Pakistan Stock Exchange (PSX) and KSE-100 during earnings season, with a focus on MARI’s projected final dividend of up to Rs. 150 and the possibility of a MEBL stock split. The discussion also examines falling global crude oil prices against Pakistan’s July trade deficit of $3.9 billion, alongside key developments in banking, fertilizers, gas utilities, exploration and mining. What's covered in this video: MARI and OGDCL — Dividend and ownership outlook: MARI’s projected final dividend could reach up to Rs. 150 per share, while OGDCL holds a direct 20% stake in the company. MEBL — Stock split and valuation watch: Investors are monitoring a potential stock split and an anticipated quarterly dividend of Rs. 7, while the bank trades above a 3x price-to-book multiple. FABL and BOP — Banking dividend developments: FABL announced another Rs. 1.50 per share interim dividend, while a potential Rs. 1.50 payout from BOP could strengthen its dividend-yield profile. Oil prices and trade deficit: WTI is trading near $75 per barrel, Brent around $79 and Murban at $77–78, while Pakistan’s July trade deficit reached $3.9 billion. Fertilizer sector — Urea demand and production: EFERT expects its remaining urea inventory to be consumed, FFC’s 700,000-ton DAP facility is operating above 100% utilization, and Fatima Fertilizer is approaching its half-year result. SNGP, SSGC and PPL — Restructuring and diversification: The proposed unbundling of gas transmission and distribution is under consideration, while PPL’s Barite production project is scheduled to begin in FY2028. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
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KTML Rs 27bn Profit | PRL 63% PSO Stake | Midday Flash 5 Aug 2026
Date: 8/5/2026
Description: Midday Flash (5 Aug 2026) reviews the Pakistan Stock Exchange (PSX) as the KSE-100 maintains a slightly positive tone during earnings season, despite subdued trading volumes and limited retail participation. The session examines OGDCL’s lithium extraction collaboration, Tasdeeq’s eIPO book-building, KTML’s Rs. 27 billion profit and PRL’s strategic position under PSO’s 63% ownership. What's covered in this video: OGDCL — Lithium extraction and production: OGDCL is collaborating with foreign agencies and companies on lithium extraction while recording gradual oil production increases at its Bagzayi and Sanghar fields. PPL and POL — Diversification and defensive characteristics: PPL expects major barite production to commence in FY2028, while POL’s resilience and twice-yearly dividend profile are also discussed. Tasdeeq eIPO — Book-building details: Tasdeeq is entering the market with a Rs. 10 face value, premium pricing and 15 crore shares in the offering, supported by major commercial-bank shareholders. KTML and textile companies — Earnings and asset values: KTML reported Rs. 27 billion in profit after tax, representing 18% year-on-year growth, while the sector’s historically recorded land banks remain a key discussion point. PRL and PSO — Ownership and refinery upgrades: PSO’s ownership in PRL has reached 63%, while PRL’s isomerization capabilities and potential relevance for Saudi investment are examined. Corporate restructuring — Banking, stock splits and cement: FFC’s 65% stake supports Askari Bank’s Islamic banking expansion, while Meezan Bank stock-split expectations and Attock Cement’s ownership transition are also covered. Whether you are tracking the KSE-100 index, doing fundamental analysis, or looking for the latest equity market updates, this breakdown has you covered.
Playlist: Midday Flash
150,000 Homes by Jun 2027 | OGDC Rs. 312 & GSP Plus | Midday Flash 24 Jul 2026
Date: 8/5/2026
Description: Midday Flash (24 Jul 2026) examines the latest developments affecting the Pakistan Stock Exchange (PSX) as the KSE-100 navigates a market correction during earnings season. Today’s analysis focuses on higher fuel prices and inflation, refinery-sector performance, HUBC’s $150 million local EV plant, and emerging developments across exports, energy and construction.
Playlist: Midday Flash
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