Rupee Rider

Decoding PSX with my own Deep Value strategy 📈

[Rupee Rider @PSXInFocus]

Here’s how society in Pakistan values you based on Net Worth.

Struggling: < 10 Lacs
Lower Middle Class: 50 Lacs
Middle Class: 1 Cr
Upper Middle Class : 2 Cr
Rich: 5 Cr
Ultra Rich: 10 Cr
Elite: 50 Cr
Financially Free: 50 - 100 Cr
Legacy Wealth: 100+ Cr

Keep climbing the ladder.

[The Jerusalem Post @Jerusalem_Post]

Senior officials from Oman, Egypt, Pakistan, and Turkey are holding behind-the-scenes talks with senior Iranian officials in an attempt to initiate dialogue with the Trump administration toward a deal, or even a ceasefire.
Reporting by @AmichaiStein1
https://t.co/oBsDKmHVc1

[RT @RT_com]

Trump postponed attack on Iran for a week to make Teheran believe that US wants diplomatic solution — Axios, citing Israeli official

US and Israeli intel were nervous that Khamenei would hide in bunker if expected attack

However some officials say that the reason was weather

[Rupee Rider @PSXInFocus]

@StockCompounder @iammnhamza1 @DoctorInPsx What a surprise, and congratulations ustaad ji 👏
Even your expectations were beaten.

#POL continues to prove one thing:
it’s a true money printing machine 🙂

[StockCompounder @StockCompounder]

#POL has announced a 275% dividend (Rs. 27.5 per share). Both earnings and the payout exceeded my estimates.

Congratulations to the shareholders @iammnhamza1 @PSXInFocus @DoctorInPsx

[Rupee Rider @PSXInFocus]

@StockCompounder Solid analysis👌 WTI sitting @ 66 today aready +$8 to $9 above your base case, so if that holds, full year result could be a nice surprise on both topline and dividends.

[StockCompounder @StockCompounder]

#POL

H1 FY2026 (Jul–Dec 2025) Result Preview

💠Key Price Assumption

➡️WTI average Jul–Dec 2025: $57–58 per barrel

📌Production Scenarios

⬇️ Scenario A – Declining Production
➡️ Scenario B – Flat Production

[Rupee Rider @PSXInFocus]

@StockCompounder it wont as always, Long term > short term noise

[Rupee Rider @PSXInFocus]

Absolutely, making high returns is essential in Pakistan given the risks involved

A company only creates value when

ROE > Ke.

If ROE < Ke, it’s destroying value.

The real edge comes from finding companies where roe is expanding and beating Ke, we have very few of these
#PSX

[Abdur Rafay Zafar @arafayzafar]

@PSXInFocus I don't even buy any psx stock in which I am not expecting at least a 100% return. Most finfluencers teach you to aim for 25-35% return but that is not enough for the amount of risk you are taking by investing in psx. There is a reason historic average kse100 PE is just 10X.

[Rupee Rider @PSXInFocus]

@StockCompounder Well said 👏 No learning = no conviction. And without conviction, even minor corrections shake people out

[Rupee Rider @PSXInFocus]

Pakistan has an ultra high Equity Risk Premium for a reason.

Accounts opened during euphoria often go dormant once volatility strikes.

Frontier markets are not beginner friendly, You need lots of experience.
#PSX #KSE100

[ڑیک @JahanzaibAKhan]

@Ladyofpsx I know a new comer he made 300k in first month now he is -400k and depressed. Market always welcome newbies.

[Rupee Rider @PSXInFocus]

Categories of investors in PSX

1 Strong Hands 💎
2 Weak Hands
3 Very Weak Hands
4 Ultra Weak Hands

Market stress triggers a chain reaction,

↓ Ultra Weak Hands❌
↓ V Weak Hands❌
↓ Weak❌
➝ Strong Hands hold the line 💎

Your category decides your outcome.
#PSX #KSE100

[Rupee Rider @PSXInFocus]

Since 2000, every “fast 10% decline” statistically favored patient Investor.

• 1Y avg return: 25%+
• 5Y avg return: 189%
• 5Y positive probability: 93%

History says fast drawdowns in PSX have been accumulation zones
#KSE100 #PSX

[Rupee Rider @PSXInFocus]

@randhawa_ali Exactly, Every business has a cost, and in Pakistan’s market, that cost is magnified. Long-run returns of KSE‑100 are around 18%, while the cost of equity (Ke) is also in a similar range.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

Low chicken prices? That’s normal market dynamics:

QD > QS → Shortage → Prices Rise ↑

QS > QD → Surplus → Prices Fall ↓

QD = QS → Equilibrium → Stable Price (P*)

Big Birds Food Limited has the pricing power to pass on costs, keeping margins intact. #BBFL #PSX #KSE100

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

Not my words Big Birds Food Limited own territory manager sharing this on LinkedIn 👇

Highest-ever monthly sales achieved in Jan 2026.

Internal teams don’t celebrate cakes unless numbers are real.

This is how growth shows up before financials.
#BBFL #PSX #KSE100 #Stocks #Buy

[Rupee Rider @PSXInFocus]

@Stephen19718352 @chess_feed King takes rook, knight checks king and takes bishop, queen is gone......

[Wajahat Kazmi @KazmiWajahat]

Alarming! Pakistan’s security alert has been raised to highest level as Afghan Taliban regime pardons more than 3,200 hardcore criminals. This is a fresh batch of terrorists and suicide bombers being sent to Pakistan. Over 4,300 criminals got their sentences reduced as well.

[Eagle Eye @zarrar_11PK]

Local Afghans report multiple explosions in Margha (Barmal, Paktika), Maghalgai (Gurbaz, Khost), and Sagai (Asad Abad, Kunar), causing several casualties.

Further details are awaited. 🔴 🔴

[Irves @Irves_Watch]

Locals report something exploded in Barmal, Paktika province Afghanistan. More details awaited.