RAWA capital

07/08/2026

Oil just whiplashed twice in 48 hours — and it's a live case study in how fast a market narrative can flip.

Earlier this week, hopes of a Hormuz reopening deal sent oil tumbling ~8%. Then Iran published a restrictive draft plan for the strait. Then reports of strikes near Qeshm Island hit. Brent jumped 3.8%, WTI rose 2.8% — all inside one news cycle.

Here's why this matters beyond oil: part of PSX's recent rally was built on the falling-oil, easing-inflation story. When that story reverses, the fundamental support underneath the rally gets tested too.

Swipe through to see how the sequence unfolded — and how professional analysts frame these headline reversals using invalidation levels, not predictions.

Educational content only. Not investment advice.

06/08/2026

https://youtu.be/M3f9auBOCX8?si=BoLpR_iEHFYM8IWd

📲 For Account Opening, contact: 0347-6723003🔗 Community ( solo.to/...

06/08/2026

Faysal Bank's H1 2026 profit looks flat. Rs 10.01B, EPS Rs 6.60 — barely
moved from last year.

But flat isn't the same as simple.

Core banking margin actually fell 3.9%. What kept the bottom line steady
was a 48% surge in fee, FX, and treasury income — plus a much smaller
credit-loss reversal cushion than last year.

This is exactly the kind of thing headline EPS numbers hide. Swipe through
to see how we break it down →

Want to learn how to read bank earnings like an analyst, every quarter?
Our community breaks down PSX results like this every reporting season.
Link in bio to join.

04/08/2026

How does one phone call move an entire stock market? 📊

Yesterday, oil crashed 5% after fresh US-Iran talks were announced.
Within hours, KSE-100 gained 1,854 points.

Swipe through to see exactly how a geopolitical headline
translates into a Pakistani equity rally — the mechanism,
the numbers, and why we're not calling this confirmed yet.

This is how professionals read macro-to-market transmission.
Save this for the next time oil makes headlines.

—
Educational content only. Not investment advice.
Follow for daily KSE-100 breakdowns.

01/08/2026

🔴 Jang jo bazaar hila rahi hai.

5 mahine se US-Iran-Israel conflict jaari hai — aur ab ye sirf Middle East tak mahdood nahi. Saudi Arabia, Kuwait, Egypt, Iraq — sab is jang mein khinch chuke hain.

Sawal ye hai: iska KSE-100 se kya taluq hai?

📊 Is hafte ka data khud gawah hai:
27 Jul — tensions ease → index +4,500 pts
29 Jul — tensions escalate → index -1,600 pts
30 Jul — fresh escalation → index -495 pts close
31 Jul — tensions phir ease → index +546 pts, week 176,096.11 par close

Geopolitics → Oil supply risk → Oil price up → Inflation fear → Equity selling.

Yehi transmission mechanism hai jo har baar repeat ho raha hai. Chahe aap newly market seekh rahe hon ya sालon se trade kar rahe hon — cause ko samajhna zaroori hai, sirf price move ko nahi.

Full breakdown carousel mein swipe karein →

📌 Har hafte aisi hi geopolitics + macro + technical analysis chahiye? Community join karein — link bio mein.

#𝗠𝗮𝗿𝗸𝗲𝘁𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀

26/07/2026

KSE-100 ne iss hafte 4,781 points khoye — (-2.72% WoW) 📉

Lekin sirf "war ki wajah se" kehna adhoora hai. Yeh raha real breakdown:

🔴 US-Iran military conflict escalate hua
🔴 Houthi attack — Saudi oil tanker pe
🔴 Oil prices US$100/barrel ke qareeb pohonch gaye
🔴 Result: Pakistan ke energy import bill aur inflation outlook pe pressure

Lekin technical structure abhi bhi poori tarah nahi toota — swipe karke dekhein kaunse levels professionals is hafte study kar rahe hain, aur SBP ka Monday wala rate decision kyun important hai.

📊 Full research note — with daily breakdown, technical levels, aur sector outlook — hamari community mein available hai. Link bio mein.

Yeh sirf market ko samajhne ke liye hai — koi buy/sell signal nahi. Apni research khud karein ya SECP-licensed advisor se baat karein.

23/07/2026

KSE-100 Mein Do Din Mein Do Bade Jhatke — Kya Wajah Hai?

Is hafte Pakistan Stock Exchange ka benchmark KSE-100 index significant pressure mein raha — Wednesday ko -1,703 points aur Thursday ko -2,690 points (-1.54%) tak neeche close hua.

Ye koi isolated event nahi — teen major factors ek saath convergence kar rahe hain:

🔴 Middle East mein US-Iran tensions barh rahe hain
🔴 Oil prices ek din mein 4.6% tak spike hue (Brent $98+)
🔴 Pakistan ka inflation pehle hi SBP ke target range se upar tha

Humne ek detailed carousel banayi hai jo ye poora connection — geopolitics se lekar aapki market tak — step by step explain karti hai. Swipe through karke poori picture samjho.

Ye sirf market update nahi, ek educational breakdown hai ke global events local markets ko kaise affect karte hain.

👉 RAWA Capital community join karke aise analysis har hafte directly paayein.

#𝐬𝐭𝐨𝐜𝐤𝐦𝐚𝐫𝐤𝐞𝐭𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧

22/07/2026

UBL just reported H1 2026 profit up 33% YoY. Rs 85 billion in six months.

Impressive headline. But it doesn't show you where the money came from.

Swipe through — core lending was flat, treasury gains did the heavy lifting, and only 25% of deposits are actually being lent out. Same quarter, the board also committed Rs 40bn to non-core bets.

This is the kind of breakdown we do every week. 👉

📌 Save this for the next earnings season.
💬 Does the source of the growth change how you'd read it?

22/07/2026

UBL's Profit Jumped 33% This Year — Here's What the Headline Doesn't Tell You

DETAIL:
United Bank Limited (UBL) reported a 33% year-on-year jump in profit for H1 2026 — Rs 85 billion in six months. On the surface, that's a strong result.

But when you look closer at the Q2 numbers specifically, a different story shows up:

→ Core lending income (the bank's actual banking business) was basically flat — down 1% year-on-year
→ Almost all the profit growth came from treasury and trading gains, which jumped over 400%
→ Only about 25% of every rupee deposited with UBL is actually being lent out to businesses and individuals — the rest sits in government securities
→ In the same quarter, UBL's board also committed Rs 40 billion to three non-core initiatives — including rescue capital for an associated microfinance bank that currently has negative equity

None of this means UBL had a bad quarter. What it means is that not all profit growth is the same kind of growth — and learning to tell the difference is one of the most useful skills for anyone following the stock market.

We break down real company filings like this every week at RAWA Capital — helping people learn to read past the headline number.

Full visual breakdown in the images attached.

Disclaimer: This content is for educational purposes only, based on UBL's publicly disclosed financial results dated 22 July 2026. Not investment advice or a recommendation to buy or sell any security.

16/07/2026

"KSE-100: Purana Support Ab Resistance Kyun Ban Gaya? (Full Breakdown)"