Aamer Arshad CSA - (IFMP)

Branch Head - Equity Brokerage | @ArifHabibLtd #KSE #PSX

[Aamer Arshad CSA - (IFMP) @Aaamer]

The future is made in Pakistan, and Select Technologies is ready to take the next step. Stay tuned for an exciting opportunity to be part of a growing technology success story.

#SelectTechnologies #IPOComingSoon #InvestmentOpportunity #PSX #AHL #Pakistan

[Shahid Ali Habib @ShahidAliHabib1]

The future is made in Pakistan, and Select Technologies is ready to take the next step. Stay tuned for an exciting opportunity to be part of a growing technology success story.

#SelectTechnologies #IPOComingSoon #InvestmentOpportunity #PSX #AHL #Pakistan

[Aamer Arshad CSA - (IFMP) @Aaamer]

SLM Tyres IPO continues to make history. The General Public Subscription was oversubscribed by 7.6x, reflecting exceptional confidence from retail investors across Pakistan. 33,144 applications received.

#AHL #PSX

[Arif Habib Limited @ArifHabibLtd]

SLM Tyres IPO continues to make history.

The General Public Subscription was oversubscribed by 7.6x, reflecting exceptional confidence from retail investors across Pakistan.

33,144 applications received
PKR 14.75 Billion participation
USD 52.6 Million participation
Public allocation increased from 25% to 30% in response to overwhelming investor demand.

This remarkable response underscores the growing depth of Pakistan's capital markets and the increasing appetite for quality investment opportunities.

#SLMTyres #AHL #PSX #CapitalMarkets #InvestmentOpportunity

[Shahid Ali Habib @ShahidAliHabib1]

Service Long March Tyres (SLM) IPO – Public Portion Update

Alhamdulillah, subscriptions in the public portion have already crossed PKR 10 billion and it will continue till 11:59 pm today.

MashaAllah, the response to the public portion has been so overwhelming that the allocation for the General Public is being increased from 25% to 30% of the total IPO size, with the Book Building portion correspondingly adjusted to 70% from 75%.

The original General public portion of approximately PKR 1.94 billion (25% of the total IPO size) was already the largest public offering component in Pakistan’s IPO history. Despite this high retail size, investor demand has been so strong that the public portion has become heavily oversubscribed, necessitating an increase in allocation to 30%.

This is yet another historic milestone for Pakistan’s capital market and reflects the tremendous confidence of investors in Service Long March Tyres, Pakistan’s capital market, and the country’s growth story.

Thank you to all investors for your trust and overwhelming support.
#Pakistan #SLM @SECPakistan @pakstockexgltd @ArifHabibLtd

[Arif Habib Limited @ArifHabibLtd]

CPI for the month of May'26 clocked-in at 11.7% (highest since Jun-24) YoY compared to 10.9% in Apr’26.

@PBSofficialpak @StateBank_Pak
#PBS #Inflation #Pakistan #Economy #AHL

[Aamer Arshad CSA - (IFMP) @Aaamer]

Arif Habib Limited is honored to have received all three major awards at the FinanceAsia Awards 2026:

🏆 Best Broker
🏆 Best ECM House
🏆 Best Investment Bank

Thank you to our clients, investors, partners, and team members whose trust and support continue to inspire us.

[Arif Habib Limited @ArifHabibLtd]

Arif Habib Limited is honored to have received all three major awards at the FinanceAsia Awards 2026:

🏆 Best Broker
🏆 Best ECM House
🏆 Best Investment Bank

Thank you to our clients, investors, partners, and team members whose trust and support continue to inspire us to raise the bar.

#FinanceAsiaAwards2026 #BestBroker #BestECMHouse #BestInvestmentBank #CapitalMarkets #AHL #Pakistan

[Arif Habib Limited @ArifHabibLtd]

Upcoming automobile launches expected in Jun-Dec 2026

•AHL’s 'Upcoming Automobile Launch Tracker' highlights the introduction of ~23 new vehicles till Dec'26, comprising 9 EVs, 11 plug-in hybrids, and 3 ICE models.
•In the listed space, recent launches include GAC’s Aion V and Aion UT, while upcoming models such as Aion ES, Hyptec HT, Chery’s Omoda C7, NextGen’s Jaecoo J8, SAZEW’s Cannon Alpha, and BYD’s Sealion 6, Denza B5, and Denza B8 underscore sustained new lauches across multiple segments and price points.
•While SUVs and crossovers continue to dominate new launches, OEMs are increasingly broadening their portfolios with premium sedans, electric hatchbacks, and lifestyle pickup trucks, reflecting evolving consumer preferences.

#Pakistan #Economy #Autos #AHL #PAMA

[Arif Habib Limited @ArifHabibLtd]

The KSE-100 index witnessed an increase of 11K points / +6.7% MoM during May’26, closing at 173,963points.

#KSE100 #PSX #Equities #Pakistan

[Aamer Arshad CSA - (IFMP) @Aaamer]

Answering the call of Allah with a heart full of faith and gratitude.
May this sacred journey bring endless peace, forgiveness, and countless blessings to all pilgrims.

#HajjMubarak #Hajj2026 #FaithAndBlessings #AHL #Pakistan

[Arif Habib Limited @ArifHabibLtd]

Answering the call of Allah with a heart full of faith and gratitude.
May this sacred journey bring endless peace, forgiveness, and countless blessings to all pilgrims.

#HajjMubarak #Hajj2026 #FaithAndBlessings #AHL #Pakistan

[Shahid Ali Habib @ShahidAliHabib1]

Please see update trailing P/E and current P/B for major companies of PSX
#PSX #valuations #Pakistan #AHL

[Aamer Arshad CSA - (IFMP) @Aaamer]

Public Subscription of SLM Tyres is set to take place on 03rd & 04th June 2026.

Be a part of the growth journey of Service Long March Tyres Limited and invest in Pakistan’s evolving industrial future.

#SLMTyres #IPO #PSX #InvestInPakistan #CapitalMarket #ArifHabibLimited

[Arif Habib Limited @ArifHabibLtd]

Public Subscription of SLM Tyres is set to take place on 03rd & 04th June 2026.

Be a part of the growth journey of Service Long March Tyres Limited and invest in Pakistan’s evolving industrial future.

Investors can apply online through:
CDC Centralized Subscription Portal
https://t.co/YYbbPwP78M
PSX e IPO service
https://t.co/K95fdL1d3N

#SLMTyres #AHL #PublicSubscription #IPO #PSX #CapitalMarket

[Arif Habib Limited @ArifHabibLtd]

Sitara Petroleum Service Limited (SPSL) has made a historic debut in Pakistan’s capital market, opening and closing at upper lock on its first trading day following historic participation from approximately 25,000 investors during the IPO process.

Key highlights of the SPSL IPO:
* Highest-ever investors participation in Pakistan’s IPO history
* Approximately PKR 4.8 billion raised — the 3rd largest private sector IPO in Pakistan’s history
* Book Building oversubscribed by 7x, and filled within just 8 minutes
* Retail portion oversubscribed by 3.4x with around 24,000 applications received

To mark this landmark achievement, the Gong Ceremony for Sitara Petroleum was held today at PSX. We extend our sincere gratitude to all investors for your confidence and trust in this transaction.

#GongCeremony #SPSL #PSX #CapitalMarkets #AHL #Pakistan

[Shahid Ali Habib @ShahidAliHabib1]

Asad Bhai, appreciate you taking the time to engage on this, let me share a few thoughts.

On the free float, for large companies, I'd suggest the right lens is the quantum being raised, not the percentage. At just 5%, SLM is raising PKR 7.7bn, the largest equity capital raise in PSX history. If we were to apply a 25% free float to a company of this size, you'd effectively be looking at somewhere close to PKR 140bn. I think we both know that's not a realistic ask, and frankly not necessary when the company's actual capital requirement is PKR 6-7bn. Raising far beyond what the business needs simply to satisfy oversubscription isn't good capital management and that’s why the regulator allow this thing in regulations.

On the margin and price discovery point, let me give you some numbers which will surely satisfy you. Out of the total PKR 69.4bn in participation, nearly 70-75% was deposited upfront in full cash and remaining were IDS institutional funds, so roughly around PKR 50bn of hard money was already there with NCCPl.. So the premise that institutional bids artificially inflated price discovery doesn't quite hold up, because the upper price cap was actually hit within the first two hours, entirely on the back of that fully-funded cash participation, before the IDS-based institutional bids even came into the picture.

As for the IDS portion, calling it "zero margin" or "public money with no skin in the game" isn't quite accurate either. IDS is a strictly regulated facility where NCCPL has direct legal access to institutional funds for settlement. It's not available to everyone, only specifically approved institutions qualify under SECP's framework. There's a meaningful difference between that and unfunded or speculative bidding.

And on the characterisation of this as "engineered scarcity", I'd respectfully disagree. Engineered scarcity implies deliberate structuring to manipulate outcomes. This was a company raising exactly what it needed, through a fully compliant process. That's not engineering, that's a well-run transaction meeting genuine market demand.

All said, this transaction followed every applicable rule, raised record capital for Pakistan's market, and reflected genuine investor confidence in a strong industrial name. That deserves to be seen for what it is. We are really proud all by the grace of Almighty Allah and all the best wishes to SLM for creating further value to all the shareholders !

[Arif Habib Limited @ArifHabibLtd]

Service Long March IPO!
Pakistan’s Largest & Most Oversubscribed IPO

Pakistan’s capital markets witnessed history as the SLM Tyres IPO achieved record-breaking investor participation.

✅ Around PKR 70 Billion investor interest — highest ever
✅ Oversubscription of 16.7x — highest in IPO history
✅ PKR 7.77 Billion raised — largest private sector IPO
✅ Book Building fully subscribed in just 5 seconds — fastest ever at PSX

Thank you all for your trust and overwhelming support.

#SLM #IPO #PSX #CapitalMarkets #AHL #Pakistan

[Shahid Ali Habib @ShahidAliHabib1]

The SLM IPO book building is actually a landmark achievement for Pakistan’s capital markets.

A few important facts need to be understood:

• No exemption whatsoever was taken from either SECP or PSX regarding free float, margin requirements, or the bidding process.

• A 5% free float is fully permissible under existing regulations for companies with paid-up capital exceeding PKR 10 billion. Even at 5%, SLM is raising approximately PKR 7.7 billion which is the highest ever equity capital raising in PSX history.

• Out of the approximately PKR 69.4 billion participation received, nearly 70–75% funds were deposited upfront in full (NCCPL has accurate data)

• The remaining 25–30% participation came through IDS arrangements, where NCCPL has direct regulatory access to financial institutional funds in case of settlement obligations. This facility is only available to specific approved institutions under a strict regulatory framework and importantly, not all financial institutions qualify for it.

• If pure margin based participation was allowed, the oversubscription could easily have crossed 25x, with bids potentially exceeding PKR 125 billion.

• The process today is actually far more transparent and efficient than before. With NCCPL’s involvement, brokers place bids directly for their clients through the system without dependence on the Book Runner or advisors.

The extraordinary participation reflects investor confidence in:
• Pakistan’s capital markets
• The Service Group
• Pakistan-China industrial partnership
• And Pakistan’s first & largest Truck & Bus Radial tyre manufacturer

This transaction should be celebrated, not undermined.

This is not just the success of SLM or its advisors, it is a success for the entire Pakistan capital market ecosystem.

[Shahid Ali Habib @ShahidAliHabib1]

Service Long March Tyres IPO :

• Pakistan’s largest and the only Truck & Bus Radial (TBR) tyre manufacturer
• First Pakistan-China joint venture to be listed on PSX
• 50% owned by Service Group and 43% owned by China’s leading TBR manufacturer, Chaoyang Long March
• Dominant 59% domestic market share while the remaining market is largely dependent on imports
• 39% of sales exported mainly to the US and Brazil and targeting to export $100 mn for FY2027
• FY2026E Sales is Rs. 68 bn and Net Profit is Rs.13.1 bn
• Capacity expansion from 1.6 million tyres to 2.0 million tyres by July 2026, with production already at full utilisation
• Net profit margin of 20% - amongst the highest across the world’s top listed tyre manufacturers
• Manufacturing cost advantage over Thailand, Vietnam, and Cambodia, while remaining competitive with China
• Strong dividend-paying profile
• Raising Rs. 5.55 bn to Rs. 7.77 bn between floor and cap price
• Attractive valuation at only 6.4x FY2027 earnings at the floor price of Rs. 14.25/share
• Arif Habib Limited is the Lead Manager and Consultant to the issue

A unique opportunity to participate in Pakistan’s leading export-oriented industrial growth story.

#ServiceLongMarch #IPO #PSX #Pakistan #TyreIndustry #Exports #AHL

[Arif Habib Limited @ArifHabibLtd]

Pakistan’s first and largest Truck & Bus Radial Tyre manufacturer is entering the capital market.

The SLM Tires IPO presents an opportunity to invest in a company driven by industrial growth, expanding demand, and long term value creation.

IPO Highlights
• Price Band: PKR 14.25 to PKR 19.95 per share
• Issue Size: PKR 5.5 to 7.8 Billion
• Offering: 5% of Post Issue Capital

Important Dates
• Registration: 13th to 15th May 2026
• Book Building: 18th to 19th May 2026

Download Investor Instructions & Registration Form here:
https://t.co/b78mOHcPav

#SLMTyres #IPO #PSX #capitalmarkets #AHL #Pakistan

[Arif Habib Limited @ArifHabibLtd]

Foreign Investors Portfolio Investment: 08-May-2026

Gross Buy: $ 10.88mn
Gross Sell: $ 11.62mn
Net Sell: $ 0.74mn

#NCCPL #KSE100 #PSX #FIPI

[Arif Habib Limited @ArifHabibLtd]

Monthly UINs reached all-time high

•Investor participation at the Pakistan Stock Exchange (PSX) reached a historic milestone as new investor accounts surged to an all-time high of 25,114 in April 2026.

•With this record increase, the total number of UIN accounts climbed to 545,769.

@NCCPLPK @Pakstockexgltd
#NCCPL #PSX #Pakistan #AHL

[Arif Habib Limited @ArifHabibLtd]

Subscribe to Sitara Petroleum Service Limited IPO online through PSX's e-IPO service

Public Subscription Dates: 11th & 12th May, 2026.

Links: https://t.co/BBoaxUjJlb

#investinIPO #SPSL #IPO #AHL #Pakistan

[Arif Habib Limited @ArifHabibLtd]

Subscribe to Sitara Petroleum Service Limited's IPO online through CDC e-IPO service

Public Subscription Dates: 11th & 12th May, 2026.

Links: https://t.co/SX5RnYKRNG

#SPSL #IPO #AHL #investinIPO #Pakistan