Weekly Market Roundup

August 10, 2025 (MLN): The market gained momentum during the week, driven by mutual fund buying on fresh inflows as equities outperformed other asset classes.

Consecutively, the bench mark KSE 100 index gained 4,347.81 points or 3.08%, closing the session at 145,382.79 compared to the previous week’s close of 141,034.98.

Intraday swings were significant, with the index reaching a high of 146,813.43 (+1,430.64 points) and a low of 141,440.48 (-3,942.31 points).

Market cap

The KSE-100 market capitalization stood at Rs4.32 trillion, up 2.6% from the previous week’s Rs4.21tr. In USD terms, the market cap was recorded at $15.32 billion, compared to $14.92bn in the prior week.

This week, the index return in USD terms was 3.17%, compared to 1.57% the previous week, with the market also marking its all-time high during the week.

On the economic front, OMCs’ sales fell 22% MoM to 1.22mn tons in July 2025, while rising 2% YoY.

Pakistan’s fiscal deficit narrowed to Rs6.17tr (-5.4% of GDP) in FY25 from Rs7.2tr (-6.8% of GDP) last year.

Furthermore, Pakistan’s forex reserves fell by $111.4mn (0.57%) to $19.50bn

Pakistan’s short-term inflation rose 0.05% WoW and 1.73% YoY.

Workers’ remittances rose 7.36% YoY to $3.21bn in July 2025.

SCRA balance fell by Rs366.82mn to Rs28.11bn, with net securities buying of Rs2.91bn in the week

The positive economic cues helped stabilize investor sentiment, pushing the KSE-100 index’s fiscal year-to-date returns to 26.28%, while CYTD return stood at 16.88%.

Top Index Movers

During the week, Commercial Banks, Cement and Fertilizer contributed 1,782.1, 500.56, and 487.94 points to the index.

On the flip side, Miscellaneous, Textile Spinning and Automobile Parts & Accessories dented the index by -18.73, -12.95 and -11.44 points, respectively.

Among individual stocks, HBL added 676.38 points to the index while UBL, OGDC, and HUBC contributed to the index by 368.92, 320.07, and 283.13, respectively.

Conversely, MARI, POL, and FABL eroded -109.86, -73.03, and -58.95 points, respectively.

FIPI/LIPI

This week, foreign investors remained net sellers, offloading equities worth $10.86m.

Foreign Corporates led the selling spree worth $11.6m, while Overseas Pakistani led the buying worth $0.84m.

On the other hand, local investors were net buyers this week, purchasing equities worth $10.86m.

Mutual Funds and Individuals bought securities worth $22.89m and $9.04m, respectively, while Banks/DFI sold securities worth $18.79m.

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