Japanβs auto leaders still dominate Pakistan in 2025 π
PSMC (81k), INDU (41k), HCAR (23k)
Meanwhile, Chinese players like Changan and Sazgar (SAZEW) are gaining momentum fast.
#PSX#AutoStocks#PSMC#INDU#HCAR#SAZEW#Changan#PakistanStocks
π Mutual Fund Snapshot - Dec'25
PSO leads with MFs holding 44.2% of its free float.
Biggest monthly gainers: PIOC (+159%), FCCL (+97%), SYS (+37%).
Equity exposure dips to 13.7% of industry AUM.
#PSX#MutualFunds#Investing
πβ‘ Jaecoo / NexGen Auto Exposure:
β Direct: NPL & NCPL (~33% each)
β Indirect: NML (via holdings)
Smart investors track EV plays via NPL & NCPL for direct exposure.
#PSX#Jaecoo#NishatGroup#EVPakistan#NPL#NCPL#NML
π°π·π―π΅ Asia markets mixed Fri; defense stocks surged on geopolitics & policy shifts.
β’ Hanwha Aerospace +11%, Poongsan +6% in Korea.
β’ Japan's Nikkei rose 1.2%; Fast Retailing jumped 7% on strong earnings.
β’ China CPI edged up, PPI fell less than forecast.
#Markets#Asia