Insight Securities

Insight Securities is a TRE Certificate Holder of Pakistan Stock Exchange Limited and is registered with Securities & Exchange Commission of Pakistan.

[Insight Securities @InsightSecurit4]

PSX momentum likely to extend into 2026 with liquidity, lower rates & energy reforms driving upside. KSE-100 target: 213,600. Key plays: E&P, Fertilizer, Banks, Cement. Top picks: OGDC, PPL, PSO, MEBL, MCB, KOHC, FCCL, SAZEW.
#PSX #KSE100 #FY2026 #InvestmentStrategy2026

[Insight Securities @InsightSecurit4]

T-Bill Auction
Govt has raised PKR551bn against target of PKR400bn. Yields fell by 22, 43, 46 & 48 for 1, 3, 6 & 12 month, respectively.

[Insight Securities @InsightSecurit4]

Pakistan Oil & Gas Exploration:
PPL PA: Analyst briefing takeaways
#PPL #PakistanOilAndGas #OilAndGasExploration #FY27Outlook

[Insight Securities @InsightSecurit4]

Remittances inch up by ~8% MoM, to clock in at US$3.8bn in Oct'26

[Insight Securities @InsightSecurit4]

PAKISTAN FMCG
NATF PA: Recovery on the menu
#NATF #FMCG #PSX
@NationalFoodLtd

[Insight Securities @InsightSecurit4]

IQBAL DAY

#AllamaIqbal #IqbalDay #9thNovember

[Insight Securities @InsightSecurit4]

significantly improved balance sheets, as evident in charts below. We believe any recovery in domestic demand could act as a key catalyst for sector profitability, while downside risks remain relatively limited, supported by stronger balance sheets cushions.

[Insight Securities @InsightSecurit4]

CEMENT SECTOR
EV/TON, MARGIN & NET DEBT TRENDS

#PSX #cement #cementindustry

[Insight Securities @InsightSecurit4]

The local cement sector is currently trading at an EV/ton of US$46, compared to its 10-year average of US$64 and a peak of US$167 recorded in FY17. However, sector's underlying fundamentals are considerably stronger, with robust cash generation, healthy margins and

[Insight Securities @InsightSecurit4]

Pakistan Oil & Gas Exploration
OGDC PA: Corporate Briefing Session
#OGDC #PSX #OilAndGasSector #EPCompanies
@ogdclofficial

[Insight Securities @InsightSecurit4]

SPI inch up by ~0.29% WoW

[Insight Securities @InsightSecurit4]

PAKISTAN FMCG
NATF PA: Recovery on the menu
#NATF #FMCG #PSX
@NationalFoodLtd
https://t.co/56Srvs0nyk

[Insight Securities @InsightSecurit4]

SBP FX reserve inch up by US$40mn WoW

[Insight Securities @InsightSecurit4]

Pakistan Fertilizers
FFC PA: Analyst briefing takeaways
#FFC #FaujiFertilizer #FertilizerSector #PSX

[Insight Securities @InsightSecurit4]

Pakistan Power
HUBC PA: Analyst briefing takeaways
#HUBC #PSX #HUBPOWER

[Insight Securities @InsightSecurit4]

OMC Sales - Oct 2026
#PSX #APL #OMCs #WAFI #HASCOL

[Insight Securities @InsightSecurit4]

CPI clock in at ~9.6% YoY in Oct'26

[Insight Securities @InsightSecurit4]

ATRL: Cash & Cash Equivalent vs Market Cap
#ATRL #Refinery #PSX

[Insight Securities @InsightSecurit4]

BEST & WORST

The benchmark index declined by ~1.6% in Oct'26, primarily due to concerns over a possible escalation between US and Iran, coupled with inflationary concerns. The following sectors and companies emerged as the best and worst performers during the month.

[Insight Securities @InsightSecurit4]

SPI fell by ~0.35% WoW

[Insight Securities @InsightSecurit4]

Pakistan Oil & Gas Exploration
OGDC PA: 1QFY27 EPS clocked in at PKR13.6 – Above expectation
#OGDC #dividendstocks #OilAndGas #1QFY27 #PSX
@ogdclofficial