Pakistani Market Community
Our community narratives are driven by numbers and valuation.
Pakistani Investing Ideas
Global Weekly Picks
Interloop (ILP)
ILP is a good growth-oriented company dealing mainly in the export sector. The company came under pressure when tax exemptions on exports were withdrawn in the year 2024, thereby impacting its revenue and net profits.Read more
Give OGDC 5% wt in your PSX portfolio
OGDC carries a high weight in PSX indices and pays consistent quarterly dividends. That is reflected in its price stability.Read more
Digitalization And Basin Expansion Will Secure Energy Demand
Key Takeaways Leadership in new basins, digitalization, and recovery technology could drive lasting volume growth and margin gains far outpacing expectations, even in downturns. Strategic positioning, robust financials, and supportive regulation may enable asset growth, reduced risks, and sustained shareholder returns amid global supply uncertainty.Read more
Operational Efficiency And Digital Expansion Will Shape Pakistan Agriculture
Key Takeaways Operational efficiencies and disciplined cost management are strengthening margins and profitability, despite challenges in industry volumes and input costs. Expansion in digital platforms and strategic retail initiatives are deepening farmer engagement, enhancing distribution, and supporting resilient or growing revenue streams.Read more
Renewable Power Shift And Congo Expansion Will Support A Stronger Long Term Cement Story
Catalysts About Lucky Cement Lucky Cement is a large cement producer with integrated manufacturing operations in Pakistan and overseas, along with interests in power and other industrial segments. What are the underlying business or industry changes driving this perspective?Read more
Improved Margins And Lower Rates Will Support Future Financial Performance
Key Takeaways Accelerated digital adoption, tech investment, and product innovation are strengthening growth in new customers, fee income, and diversified revenue streams for MCB Bank. Favorable demographics, strong deposits, and prudent risk measures position MCB for long-term loan growth, stable asset quality, and improved earnings resilience.Read more
Accelerating Renewable Adoption Will Constrain Hydrocarbon Returns
Key Takeaways The accelerating global transition to renewables and heightened regulatory pressures threaten OGDCL's long-term relevance, profitability, and ability to expand. Heavy reliance on aging assets, underinvestment, and rising costs expose the company to production risks, capital overruns, and reduced shareholder value.Read more
Treasury Dependence And Rising Costs Will Pressure Margins And Limit Future Earnings
Catalysts About Bank Alfalah Bank Alfalah is a AAA rated commercial bank with operations across Pakistan and selected international markets, offering retail, SME, consumer, Islamic and treasury services. What are the underlying business or industry changes driving this perspective?Read more
Low Cost Deposits And Islamic Expansion Will Reshape Long Term Earnings Power
Catalysts About MCB Bank MCB Bank is a Pakistan based commercial bank offering conventional and Islamic banking services through a nationwide branch network and digital channels. What are the underlying business or industry changes driving this perspective?Read more
