Weekly Market Roundup

September 06, 2025 (MLN): The market gained during the week, driven by strong liquidity inflows from mutual funds and individual investors.

Consecutively, the bench mark KSE 100 index increased 5,659.41 points or 0.59%, closing the session at 154,277.19 compared to the previous week’s close of 148,617.78.

Intraday swings were significant, with the index reaching a high of 154,511.31 (+234.12 points) and a low of 148,312.57 (-5,964.62 points).

Market cap

The KSE-100 market capitalization stood at Rs4.58 trillion, up 3.68% from the previous week’s Rs4.42tr. In USD terms, the market cap was recorded at $16.25 billion, compared to $15.67bn in the prior week.

This week, the index return in USD terms was 3.85%, compared to -0.53% the previous week, with the market also marking its all-time high during the week.

On the economic front, Pakistan’s CPI inflation eased to 3% YoY in August 2025, down from 4.1% in July and 9.6% in August 2024, with MoM inflation falling 0.6%.

Trade deficit narrowed to $2.86bn in August 2025, improving 9.58% from July despite exports falling 10.37% to $2.42bn.

Furthermore, Forex reserves rose by $41.7m to a total of $19.66bn, with official reserves up $28.2m.

Local manufacturers produced 17.83m mobile phones in Jan–Jul 2025, including 8.47m smartphones and 9.36m 2G devices, while imports stood at 1.03m.

Short-term inflation rose 1.29% from the previous week and 5.07% year-on-year.

The positive economic cues helped stabilize investor sentiment, pushing the KSE-100 index’s fiscal year-to-date returns to 24.03%, while CYTD return stood at 34%.

Top Index Movers

During the week, Cement, Commercial Banks and Oil & Gas Exploration Companies contributed the index by 1,178.46, 1,087.21, and 657.93 points.

On the flip side, Food & Personal Care Products, Chemical and Sugar & Allied Industries dented --18.53, -17.48 and -14.32 points, respectively.

Among individual stocks HUBC, LUCK, and ENGROH added to the index by 666.8, 573.68, and 533.73, respectively.

Conversely, PKGP, LCI, and NATF eroded -88.67, -27.97, and -18.67 points, respectively.

FIPI/LIPI

This week, foreign investors remained net sellers, offloading equities worth $9.45m.

Foreign Corporates led the selling spree worth $13.96m.

On the other hand, local investors were net buyers this week, purchasing equities worth $9.45m.

Individuals and Mutual Funds bought securities worth $10.35m and $9.26m, respectively, while Banks/DFI sold securities worth $-12.86m.

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