Javed Iqbal Securities - Pvt Ltd

07/08/2026

📊 *JISPL Pre-Market Brief — Friday, August 7, 2026*

*Market Snapshot

Last Official Close — Thu Aug 6)*
• KSE-100: 181,776.59
(▲ +1,761.66 pts, +0.98%)

• Intraday range: 180,627 — 182,007

• Two-day rally: +4,693 points
(Wed & Thu combined)

• YTD: +4.44% | 1-Year: +24.81%

*Market Sentiment*

Strong bullish momentum heading into Friday.

The benchmark reclaimed the 180K level on Wednesday after 16 sessions below it, then pushed past 181K on Thursday.

Broad-based buying across banks, cement, fertiliser, E&P, and power sectors.

Foreign buying reported at Rs771.9M on Wednesday. Sentiment is positive but some profit-taking at higher levels is likely after two sharp sessions.

*Sectors & Themes to Watch Today*

🔹 *Banking & Financials* — UBL, HBL, Meezan, Bank Al Habib, MCB led gains.

Corporate earnings season underway — watch for results.

🔹 *Oil & Gas / E&P* —
Brent crude eased to ~$80/bbl (from ~$86) on US-Iran de-escalation.

PPL announced its 4th hydrocarbon discovery at Shah Bandar.

Mari Energies among heavyweight movers.

Lower oil helps Pakistan's import bill but watch OMC margins.

🔹 *Cement* —
Lucky Cement, Maple Leaf, Engro in focus.

July cement despatches rose 6% YoY — positive demand signal.

🔹 *Fertiliser* —
Fauji Fertiliser, Engro Holdings active on improved gas supply outlook and agronomic demand.

🔹 *Gold / Safe Haven* —
Gold at $4,268/oz and Rs449,236/tola —

sharp gains. Gold-related scrips may attract attention.

*Key Events & Risks Before Trading*

⚠️ *Geopolitics:*

US-Iran diplomatic talks are progressing (Trump cited "very good discussions").
Any reversal could spike oil prices and hit sentiment.
The Strait of Hormuz situation remains sensitive — Iran's proposed Hormuz deal with Oman under review.

⚠️ *Fuel Prices:*
Govt cut petrol by Rs3.19 to Rs329.82/litre and HSD by Rs1.50 to Rs382.36.
Daily fuel pricing mechanism now active — monitor for daily revisions.

⚠️ *External Financing:*
Pakistan has requested China to refinance $1.3 billion commercial loan —
inflows expected later in August if terms are finalised.

Positive for external account stability.

⚠️ *Pak-Iran Trade:*
FTA discussions progressing with $10 billion trade target.
Border crossings now open 24/7.
Long-term trade connectivity catalyst.

⚠️ *Corporate Earnings:*
Earnings season is ongoing —
sector-specific results could drive individual scrip movement.

*Compliance Note*

This brief is general market research and commentary for informational purposes only. It is not personalised investment advice. Investing in securities carries risk. Please consult a qualified financial advisor before making investment decisions.

*Javed Iqbal Securities (Pvt) Ltd*

📱 WhatsApp: +92-321-1234-566

🌐 jisecurities.com

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✅ *Data verification status:* All figures sourced and verified from PSX Data Portal (dps.psx.com.pk) and Express Tribune (tribune.com.pk). Web search was unavailable this morning; data was fetched directly from official and reputable sources.

Latest Pakistan news, World News, breaking news updates on Pakistan, Politics, Sports, Business, Technology, Education, lifestyle & Weather on eTribune.

03/08/2026

*JISPL Pre-Market Brief — Monday, 3 August 2026*
*For JISPL clients & prospective investors — before the opening bell*

---

# # # 1️⃣ Market Snapshot
(PSX Data Portal, 03-Aug 02:55 AM UTC / 07:55 AM PKT)

- *KSE-100:* 176,094.11 |
*Prev. Close:* 176,094.11 |
*Change:* 0.00 (0.00%)
- *Day Range:* 175,934.99 — 177,108.66 |
*52-Week:* 138,957.71 — 191,032.73

- *KSE-30:* 52,480.21 |
*KMI-30:* 247,198.05 |
*All-Share:* 106,530.88

- *YTD:* +1.17% | *1-Year:* +24.86%

- *Pre-market volume: 0
(market opens 9:30 AM PKT)*

# # # 2️⃣ Sentiment
The market is *treading water at the open* after a volatile July. Friday’s session saw a sharp intraday bounce (+546 pts to 177,108 high) before settling at 176,096 — but the benchmark still closed July *down 2.3%* for the month.
The big story: *foreign investors returned after 23 months* with $34.4M net buying in July (banks $13.8M, E&P $6.7M), even as the index fell.
That’s a subtle but meaningful shift — money is watching, not yet committing big. Domestic participation held volumes steady (~845M shares/day), though dollar-value dipped 5% MoM. Tone: *cautious, waiting for a catalyst.*

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# # # 3️⃣ Sectors & Themes to Watch (No Guarantees)

- *Banks* — led foreign inflows; earnings season underway, watch for NIM trends & asset quality.

- *Oil & Gas E&P* — attracted $6.7M foreign buying; Brent ~$89.50, OPEC+ Sept hike agreed.

- *Fertiliser & OMCs* — modest foreign interest ($1.7M & $1.2M net).

- *Technology* — saw foreign *selling* ($3.6M); sentiment fragile post-AI selloff globally.

- *Cement / Power* — muted, with slight foreign outflows.

- *IPO Pipeline* — Tasdeeq IPO in focus (credit-scoring play); watch subscription numbers.

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# # # 4️⃣ Risks & Events Before You Trade

- *Geopolitics:* US-Iran talks, Red Sea shipping risks, Hormuz chokepoint — oil volatility stays elevated.

- *Macro:* FBR July collection Rs810B (+7% YoY, beat target) — fiscal positive, but inflation “near double digits” per WB.

- *Policy:* Diesel -Rs0.66/L, Petrol -Rs0.12/L (Aug 1-3) — margin relief for OMCs/transport.

- *Structural:* 1LINK pushing PayPak for govt salaries — long-term positive for local fintech, near-term noise.

- *Liquidity:* Dollar traded value slipping — watch for volume dry-up if index stalls.

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# # # 5️⃣ Compliance Note

*This is market research for general information only — not personalised investment advice. JISPL does not guarantee returns. Consult your advisor before trading.*

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*Javed Iqbal Securities (Pvt) Ltd*

📞 +92-321-1234-566 |
🌐 jisecurities.com |
📱 WhatsApp Channel:
https://whatsapp.com/channel/0029VbCvaBXJpe8aEnW5Yy19

*Licensed Broker & Investment Advisor — PSX & SECP Regulated*

--

Follow Javed Iqbal Securities ( Pvt) Ltd's WhatsApp channel. Welcome to the official Javed Iqbal Securities channel. Get real-time updates, market intelligence, and curated insights on the Pakistan Stock Exchange powered by our proprietary SentimentIQ platform. Stay informed with professional financial analysis to support your investment journey.". Get the latest updates directly on WhatsApp.

24/07/2026

📊 *JISPL DAILY MARKET BRIEF*
_Friday, 24 July 2026 | PSX Live Session_

───

*🔴 OVERVIEW — BEARISH OPENING*

*KSE-100:* 169,906 | *-1,833 pts (-1.07%)*
All 18 PSX indices closing in red. Broad-based selling across the board.

```
| Index | Value | Change |
| ------------------- | ------- | ----------------------------- |
| KSE-100 | 169,906 | -1.07% |
| KSE-100PR | 51,796 | -1.09% |
| ALL SHR | 103,197 | -1.02% |
| KSE-30 | 50,676 | -1.06% |
| KMI-30 | 239,060 | -0.97% |
| BKTI (Banking) | 48,355 | -1.35% |
| JSGBKTI (Gov Bonds) | 72,158 | -1.50% |
| JSMFI (Mfg) | 36,874 | -1.98% ⚠️ |
| OGTI (Oil & Gas) | 33,692 | -0.63% (relatively resilient) |
| ACI | 21,842 | -1.53% |
```
*Day Range:* 169,522 – 171,208
*Prev Close:* 171,739
*Volume:* ~34.5M shares (KSE-100)

───

*📋 SENTIMENT & CONTEXT*

• Market opened with gap-down pressure — sellers dominating from the open.
• JSMFI (Manufacturing) hit hardest at -1.98%, suggesting industrial/manufacturing stocks under stress.
• Banking (BKTI -1.35%) and Government Bond-linked index (JSGBKTI -1.50%) also weak — possibly rate/PKR sentiment driven.
• Oil & Gas (OGTI -0.63%) holding relatively better — energy names seeing some support.
• KMI-30 and broader ALLSHR barely outperforming KSE-100 — no sector rescue today.

───

*📌 WHAT TO TELL CLIENTS TODAY*

*For Active Traders:*

• ⚠️ Short bias today. Don't fight the tape — trend is red, volume is present on the downside.
• Support zone: *169,500–169,522* (today's early low). If that cracks, next support near *168,500*.
• Resistance: *170,800–171,000* zone — any bounce will face selling.
• OGTI names (oil/gas) could offer brief longs if market stabilizes — relatively defensive sector today.
• Avoid manufacturing-heavy portfolios on the long side until JSMFI stabilizes.

*For Investors (Position Holders):*

• This looks like a broader risk-off session — not sector-specific bad news.
• No need to panic-sell if you have quality names. Wait for stabilization above *170,500* before adding.
• If you're holding Banking or Cement-heavy portfolios, monitor support zones closely.
• For new entry — wait. Cash is a position today.

*For Swing Players:*

• JSMFI at -1.98% is showing aggressive selling — avoid catching the falling knife.
• Monitor if KSE-100 recovers part of the morning loss by midday. If index stays below *170,500* post-lunch, bears stay in control.
• Watch PKR/USD sentiment and any afternoon news flow — external triggers could extend the downmove.

───

*⚡ KEY LEVELS TODAY*

```
KSE-100 Resistance: 170,800 → 171,200 → 171,739 (prev close)
KSE-100 Support: 169,522 → 169,000 → 168,500
```
───

*📝 JISPL TAKE*

Market is in a risk-off posture today. Broad red across all indices with no sector escaping — suggests macro/ sentiment headwinds rather than stock-specific selling. Volume is healthy, confirming the move is real, not a fakeout.

*Trade the bias, not the bounce.*

Clients with long portfolios should stay defensive. Traders can look for short opportunities if 169,500 support breaks with volume.

19/07/2026

https://whatsapp.com/channel/0029VbCvaBXJpe8aEnW5Yy19

Follow Javed Iqbal Securities ( Pvt) Ltd's WhatsApp channel. Welcome to the official Javed Iqbal Securities channel. Get real-time updates, market intelligence, and curated insights on the Pakistan Stock Exchange powered by our proprietary SentimentIQ platform. Stay informed with professional financial analysis to support your investment journey.". Get the latest updates directly on WhatsApp.

16/07/2026

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17/06/2026

📊 Federal Budget 2026-27: What It Means for You & Your Portfolio

Our Research Department has just released a comprehensive analysis of Pakistan's Federal Budget 2026-27 — breaking down every major tax change, relief measure, and what it means for the Pakistan Stock Exchange.

Inside this report:

✅ Complete income tax slab changes for salaried individuals

✅ Super Tax phase-down explained sector by sector

✅ Relief measures for overseas Pakistanis & property buyers/sellers

✅ Sector-by-sector PSX outlook (Banking, Textiles, Real Estate, IT & more)

✅ Is this a good budget or bad? An honest, balanced verdict

✅ Strategic recommendations for investors

Whether you're a salaried professional, a business owner, or an active PSX investor

— this report will help you understand exactly how Budget 2026-27 affects your finances and your investments.

📩 DM us or contact your account manager for the full report.

Disclaimer: This report is for informational purposes only and does not constitute financial advice. Please consult your financial advisor before making investment decisions.

16/06/2026

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06/06/2026

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