Weekly Market Roundup

June 26, 2026 (MLN): The benchmark KSE-100 Index closed the week ended June 26, 2026 at 179,571.27 points, up 648.51 points or 0.36% on a week-on-week basis from 178,922.76 points recorded on June 19, 2026.

Investor sentiment remained positive during the week as easing geopolitical tensions and a continued decline in international oil prices supported risk appetite.

Crude prices fell after concerns over major supply disruptions eased and shipping activity through the Strait of Hormuz showed signs of normalization, improving the economic outlook for oil-importing countries such as Pakistan and encouraging broad-based investor confidence.

Market Capitalization

The Pakistan Stock Exchange's market capitalization increased by Rs18.55bn during the week, rising from Rs5.117tr on June 19 to Rs5.136tr on June 26.

In dollar terms, market capitalization climbed from $18.39bn to $18.46bn, registering an increase of approximately $70.08m over the week.

The market's USD-adjusted return moderated from 3.81% on June 19 to 0.38% on June 26, showing relatively modest gains for foreign investors after accounting for currency movements.

On the macroeconomic front, Pakistan's broad money supply (M3) rose 1.98% MoM to Rs48.6tr in May 2026, rebounding from April's decline on stronger deposits and National Savings balances.

SBP raised Rs1.243tr through the latest Market Treasury Bills (MTBs) auction, while rejecting all Rs302.5bn bids in the 10-year floating-rate Pakistan Investment Bond (PIB) auction.

Index Movers

Sector-wise performance was mixed during the week, with Oil & Gas Exploration Companies contributing the highest 365.44 points to the KSE-100 Index.

Other major positive contributors included Cement (355.41 points), Leather & Tanneries (125.75 points), Textile Composite (71.15 points), Power Generation & Distribution (52.09 points), Food & Personal Care Products (36.71 points), Pharmaceuticals (32.60 points),

Cable & Electrical Goods (30.91 points), Automobile Parts & Accessories (22.05 points), Transport (19.67 points), Automobile Assemblers (13.10 points), and Oil & Gas Marketing Companies (10.49 points).

On the downside, Commercial Banks shaved 225.90 points from the index, followed by Technology & Communication (84.54 points), Investment Banks/Investment Companies/Securities Companies (52.50 points), Fertilizer (44.43 points),

Refinery (31.69 points), Real Estate Investment Trust (12.93 points), Glass & Ceramics (11.58 points), Chemical (8.78 points), Insurance (6.95 points), and Property (4.46 points).

Among individual stocks, OGDC emerged as the largest contributor to the index, adding 195.79 points, followed by UBL (145.26 points), PPL (141.38 points), SRVI (125.75 points), MLCF (109.28 points), LUCK (73.30 points), KEL (57.93 points), SNGP (56.15 points), ILP (52.24 points), and DGKC (50.93 points).

Other notable positive contributors included CHCC, FCCL, COLG, MTL, MARI, PAEL, NATF, THALL, AKBL, MEBL, PIBTL, KOHC, NML, FATIMA, HINOON, BWCL, MCB, PTC, SEARL, GAL, ABOT, BOP,

SSGC, PAKT, KTML, AGP, PABC, HUBC, POWER, INDU, DCR, JDWS, HALEON, KAPCO, EFERT, INIL, GHNI, PKGS, PSEL, FHAM, and SCBPL.

FIPI/LIPI

Foreign investors turned net sellers during the week, recording net equity sales worth Rs44.30bn ($159.36m).

The selling was primarily driven by Foreign Corporates, which recorded net sales of Rs47.43bn ($170.63m).

This was partially offset by Overseas Pakistanis, who remained net buyers with purchases of Rs3.12bn ($11.22m), while Foreign Individuals posted marginal net buying of Rs12.96m ($46,623).

On the local side, Companies emerged as the largest buyers, with net equity purchases of Rs58.18bn ($209.27m).

Insurance Companies also remained net buyers with investments of Rs1.80bn, followed by Broker Proprietary Trading at Rs1.19bn, Other Organizations at Rs536.34m, and Mutual Funds with net buying of Rs51.78m.

The largest sellers were Individuals, which offloaded equities worth Rs17.17bn ($61.75m).

Banks/DFIs recorded net selling of Rs270.60m, while NBFCs sold equities worth Rs16.34m.

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