Weekly Market Roundup

August 15, 2026 (MLN): The benchmark KSE-100 Index closed the week ended August 13, 2026, at 180,104.61 points, losing 1,325.41 points, or 0.73%, on a week-on-week basis from 181,430.02 points recorded on August 7, 2026.

sentiment remained subdued during the week amid heightened geopolitical uncertainty and concerns over global energy supplies. Uncertainty surrounding a potential US-Iran agreement, coupled with disruptions around the Strait of Hormuz, kept investors cautious.

Rising oil prices, following fresh vessel attacks in the Gulf of Oman and Red Sea, further weighed on market sentiment, while a major oil spill off Oman added to concerns over supply disruptions.

Market Capitalization

The Pakistan Stock Exchange's market capitalization decreased by Rs57.05 billion during the week, falling from Rs5.154 trillion on August 7 to Rs5.097tr on August 13.

In dollar terms, market capitalization declined from $18.56bn to $18.36bn, registering a decrease of approximately $201.52 million over the week.

The market's USD-adjusted return stood at -0.71%, compared with 3.06% in the previous week, reflecting the benchmark's decline after accounting for currency movements.

On the macroeconomic front, Pakistan’s external debt and liabilities rose 1.41% QoQ and 2.37% YoY to $138.85 billion by end-Q4FY26.

Pakistan’s central government debt rose 7.39% YoY and 2.06% MoM to Rs83.64 trillion in June 2026.

Net NSS mobilization reached Rs292.6bn in FY2025-26, with June contributing Rs23.6bn as inflows rebounded from May.

Pakistan’s car sales surged 79.6% YoY to 19,818 units in July 2026, despite a 12.9% MoM decline.

Pakistan’s workers’ remittances rose 13% YoY and 4.5% MoM to a record $3.63 billion in July 2026.

Index Movers

Sector-wise performance remained largely negative during the week, with Power Generation & Distribution recording the largest drag on the KSE-100 Index at 458.58 points, followed by Fertilizer at 397.66 points,

Cement at 246.89 points, Technology & Communication at 236.40 points, Investment Banks/Investment Companies/Securities Companies at 172.52 points and Commercial Banks at 113.39 points.

Other sectors weighing on the benchmark included Insurance at 59.75 points, Pharmaceuticals at 52.43 points, Textile Composite at 45.53 points, Food & Personal Care Products at 31.68 points,

Tobacco at 25.01 points, Property at 22.60 points, Cable & Electrical Goods at 18.29 points, Oil & Gas Marketing Companies at 14.54 points, Automobile Assembler at 12.81 points, Glass & Ceramics at 7.92 points,

Automobile Parts & Accessories at 7.29 points, Chemical at 6.76 points, Paper, Board & Packaging at 5.12 points, Transport at 3.40 points, Textile Spinning at 1.09 points,

Sugar & Allied Industries at 0.33 points, Woollen at 0.15 points, Leasing Companies at 0.06 points and Textile Weaving at 0.03 points.

On the positive side, Oil & Gas Exploration Companies contributed 296.91 points, followed by Refinery at 159.19 points, Leather & Tanneries at 76.22 points, Miscellaneous at 62.82 points,

Engineering at 12.08 points, Synthetic & Rayon at 4.44 points, Close-End Mutual Fund at 1.78 points, Real Estate Investment Trust at 0.95 points, Vanaspati & Allied Industries at 0.21 points and Modarabas at 0.20 points.

Among individual stocks, HBL emerged as the largest positive contributor to the index, adding 324.98 points, followed by PPL at 214.33 points, POL at 127.12 points, CNERGY at 84.37 points,

SRVI at 76.22 points, ATRL at 74.82 points, PSEL at 62.08 points, GHNI at 34.75 points, GAL at 29.01 points and MEBL at 16.69 points.

On the downside, HUBC was the biggest drag on the benchmark, erasing 435.30 points, followed by FFC at 330.01 points, UBL at 201.35 points, LUCK at 188.27 points,

NGROH at 172.86 points, SYS at 158.94 points, BOP at 91.67 points, EFERT at 82.32 points, BAHL at 71.49 points and AICL at 59.75 points.

FIPI/LIPI

Foreign investors remained net sellers during the week, recording net equity sales of $2.58m.

The selling was primarily driven by Foreign Corporates, which offloaded equities worth $4.40m. Overseas Pakistanis remained net buyers with purchases of $1.83m, while Foreign Individuals recorded net sales of $20,983.

On the local side, investors remained net buyers in the equity market, recording net purchases of Rs718.59m ($2.58m).

Individuals emerged as the largest local buyers, with net equity purchases of Rs4.53bn ($16.30m), followed by Companies with Rs1.45bn ($5.23m) and Broker Proprietary Trading with Rs162.42m ($589,293).

The largest sellers were Banks/DFIs, which offloaded equities worth Rs3.11bn ($11.21m), followed by Insurance Companies with Rs1.75bn ($6.29m), Other Organizations with Rs263.61m ($951,116), Mutual Funds with Rs196.18m ($712,075) and NBFCs with Rs103.47m ($373,514).

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