Pakistani Market Community
Our community narratives are driven by numbers and valuation.
Pakistani Investing Ideas
Global Weekly Picks
Undervalued Key Player in Magnets/Rare Earth
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 The company came under pressure when tax exemptions on exports were withdrawn in the year 2024, thereby impacting its revenue and net profits.Read more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
Hub Power: A Compelling Micro Cap Opportunity in Pakistan's Frontier Market
Management Summary / Key Takeaways Hub Power Hub Power (Hubco), Pakistan's largest Independent Power Producer, presents an intriguing investment opportunity in the Frontier Markets space. With a current stock price of PKR 106.90 and a Fair Value Estimate of PKR 165.02, there's potential for significant upside.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
Projects Like Jhal Magsi And Reko Diq Will Expand Future Production
Key Takeaways Extensive exploration portfolio and discoveries could drive future growth by increasing revenue when developed and online. Optimized production techniques and new exploratory wells improve production efficiency, enhancing net margins through reduced operational costs.Read more
Digital And Islamic Expansion Will Support This Bank’s Long Term Earnings Narrative
Catalysts About Bank Alfalah Bank Alfalah is a AAA rated Pakistani bank with a nationwide branch network and a growing digital and Islamic banking franchise. What are the underlying business or industry changes driving this perspective?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
Floating Rate Securities And CASA Mix Will Shape Future Performance
Catalysts About MCB Bank MCB Bank is a Pakistan focused commercial bank that provides retail, corporate and Islamic banking services across a large branch and digital network. What are the underlying business or industry changes driving this perspective?Read more
Future Cement Capacity And Energy Costs Will Shape A Cautious But Stable Outlook
Catalysts About Lucky Cement Lucky Cement is a Pakistan based group focused on cement as its flagship business, with additional operations in autos, power, mining, electronics, chemicals and pharmaceuticals. What are the underlying business or industry changes driving this perspective?Read more
