Weekly Market Roundup

July 27, 2025 (MLN): The market began the week on a positive footing but gradually lost momentum as investor sentiment turned cautious due to the onset of the earnings season and the rollover of July futures contracts.

Sentiment was partially supported by S&P’s upgrade of Pakistan’s credit rating and strong participation in the T-Bill auction, which saw yields decline across the board.

Consecutively, the bench mark KSE 100 index gained 609.92 points or 0.44%, closing the session at 139,207.28 compared to the previous week’s close of 138,597.36.

Intraday swings were significant, with the index reaching a high of 140,202.17  (+994.89 points) and a low of 138,149.56 (-1,057.72 points).

Market cap

The KSE-100 market capitalization stood at Rs4.16 trillion, up 0.43% from the previous week’s Rs4.14tr. In USD terms, the market cap was recorded at $14.68 billion, compared to $14.55bn in the prior week.

This week, the index return in USD terms was 0.94%, compared to 3.05% the previous week, with the market also marking its all-time high during the week.

On the economic front, foreign investors’ profit and dividend repatriation rose 0.2% YoY to $2.22bn in FY25.

Pakistan secured $5.13bn external financing in June 2025, 6x higher than last month.

Net sale of securities stood at Rs3.94bn for the week ended July 18, 2025.

Furthermore, SBP’s foreign exchange reserves fell 0.50% WoW to $14.46bn in the week.

Short-term inflation in Pakistan rose 4.07% WoW and 2.22% YoY.

The positive economic cues helped stabilize investor sentiment, pushing the KSE-100 index’s fiscal year-to-date returns to 11.92%, while CYTD return stood at 20.91%. 

Top Index Movers

During the week, Inv. Banks / Inv. Cos. / Securities Cos., Oil & Gas Exploration Companies and Food & Personal Care Products Composite contributed 408.23, 212.72, and 121.54 points to the index.

On the flip side, Miscellaneous, Commercial Banks and Leather & Tanneries dented the index by -149.05, -71.17 and -54.34 points, respectively.

Among individual stocks, ENGROH added 396.49 points to the index while EFERT, HUBC, and UPFL contributed to the index by 142.22, 137.53, and 100.38, respectively.

Conversely, FFC, PSEL, and UBL eroded -189.28, -142.44, and -120.42 points, respectively.

FIPI/LIPI

This week, foreign investors remained net sellers, offloading equities worth $7.6m.

Foreign Corporates led the selling spree worth $7.75m, while Overseas Pakistani led the buying worth $0.21m.

On the other hand, local investors were net buyers this week, purchasing equities worth $7.6m.

Mutual Funds and Individuals bought securities worth $7.8m and $5.01m, respectively, while Other Organization sold securities worth $8.44m.

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