Stock Man 🇵🇰

#PSX go brrrrrr 🚀💰🤑

[Stock Man 🇵🇰 @SonOfStockMan]

Play stupid games, win stupid prizes. I hope to God Pakistan isn’t dragged into the House of Saud’s moronic, Israel-first, war of choice.

[Iran Observer @IranObserver0]

⚡️BREAKING: 3 Houthi Ballistic Missiles have hit Aramco Refinery in Jazan

This is the 5th Largest Oil Refinery in Saudi Arabia

[Stock Man 🇵🇰 @SonOfStockMan]

@SenorWinki @Megatron_ron The Americans most likely. Like you paid them $90 million per seat on the Soyuz rockets to get you to the ISS when your space shuttles kept exploding 😂

[Stock Man 🇵🇰 @SonOfStockMan]

@sparklesouc6 @ukcrimphym Stfu you sectarian clown 😂

All of Pakistan stands with the resistance not with these corrupt good for nothing Arab monarchs/puppets.

[Stock Man 🇵🇰 @SonOfStockMan]

@CherieDamour_ Please for the love of god when you have nothing intelligent to say just keep 🤐 and quit ruining Pakistan’s image.

[Stock Man 🇵🇰 @SonOfStockMan]

@EbrahimSiraj As is your right my friend. Which part in particular tho?

[Stock Man 🇵🇰 @SonOfStockMan]

I’m glad someone took the time to compile some of the hypocritical garbage this Meher guy tweets 😂

I’ve never seen anyone here more emotionally unhinged or as narcissistic as this clown. As if his word is the final say on all things PSX.

[Crime Master Gogo @CMGogoPK]

"Strong potential upside” at Rs279 in March.
“Value trap” by April.
“Fair-valued yield bank” in May.

At this pace, by June HBL might become a tech stock. 🤡

Bro changes investment thesis more frequently than quarterly results.

[Stock Man 🇵🇰 @SonOfStockMan]

@Maria_DAnge06 @TheCradleMedia 🤡

[🔻agitprop + absurdity🔻 @agtprpnabsrdty]

A months-long Sky News investigation into the US double-tap strike on a Minab girls' school found the Pentagon had tracked the site by satellite since 1987 and could still count children's shadows in the courtyard before firing anyway.

What the evidence shows:

Three Tomahawk missiles fired from the USS Spruance, 716 kilometers away in the Arabian Sea, hit the Shajareh Tayyebeh Elementary School in Minab on Feb 28, the opening day of the US-Israeli war on Iran. Witnesses described a second strike hitting the exact spot where a teacher had moved surviving students for shelter, killing nearly everyone who had taken cover there. A third strike followed on the same site. Death tolls range from 156 to over 170, most of them girls aged seven to twelve. The school had been walled off from the adjacent IRGC naval base since at least 2015, had its own website, and was geolocatable through open-source materials any analyst could have pulled in minutes.

Built to fail:

The Pentagon's own machinery for preventing exactly this outcome had already been dismantled. Defense Secretary Pete Hegseth slashed the Civilian Protection Center of Excellence workforce by roughly 90 percent and cut CENTCOM's civilian casualty assessment team from ten people to one, months before the war started. A May Pentagon Inspector General report found the office had become a shell on paper with no budget, no mandate, no real mission. A functioning warning system was defunded on purpose, then blamed for not warning anyone.

Accountability buried:

Four months on, CENTCOM's commander told reporters the investigation was near complete, yet nothing has been released. Asked in June whether anyone would face consequences, Trump called it a strange question, adding that mistakes are made and war is nasty. The mistake was choosing not to fund the office that exists to catch mistakes like this one.

My take: A military that surveilled a schoolyard for four decades didn't fail to see the children, it decided in advance that seeing them wouldn't change the targeting. Nobody in this chain lacked information.

[Asad Ali Shah @Asad_Ashah]

When a privatised bank outperforms Pakistan's corporate giants, the argument for reform makes itself.

UBL's H1 2026 results are remarkable — not just by banking standards, but across Pakistan's corporate landscape.

▪ H1 2026 profit after tax: Rs. 85.9 billion
▪ Q2 2026 profit after tax: Rs. 37.5 billion
▪ Strategic investments of up to Rs. 40 billion announced in agriculture, microfinance and higher education

To put this in perspective, UBL's first-quarter profit alone compares favourably with the quarterly profits reported by several of Pakistan's largest listed companies, including OGDCL, Mari Energies, Lucky Cement and Hub Power.

But here is the part worth remembering.

UBL was a government-owned bank, nationalised in 1974. It was privatised in 2002. Twenty-four years later, it is among Pakistan's most profitable listed companies, generating substantial tax revenue for the exchequer, paying regular dividends, and now committing Rs. 40 billion to agriculture, financial inclusion, and higher education.

This is what privatisation looks like when it works — when the sponsor is capable, the regulator is credible, and the entity is allowed to operate commercially. The State Bank's prudential oversight provided the regulatory backbone. The Bestway Group brought management depth and long-term commitment. The result is an enterprise that creates value for shareholders, for the exchequer, and for the broader economy.

In my ongoing ten-part series on SOE Reform and Privatisation in Business Recorder, I have argued that the test of a successful privatisation is whether public fiscal exposure ends and converts into a positive contribution. UBL's H1 2026 results are that test, passed convincingly.

The real measure of success will now be how the Rs. 40 billion in strategic investments translates into productivity, financial inclusion, and sustainable growth.

Congratulations to the UBL board, management, and team.

#SOEReform #Privatisation #Banking #Pakistan #UBL #Governance

https://t.co/dj2qXEWMpM

[Stock Man 🇵🇰 @SonOfStockMan]

@M______I______R @BaigShayan1234 That’s not what a defence pact is though. It guards you against outside aggression like what Iran is experiencing with the US. You don’t get to blockade Yemen, bomb Sanaa airport and then come to us for help like a toddler.

[Stock Man 🇵🇰 @SonOfStockMan]

@Hasnat_Yusufzai I fully agree with your take on it. This Meher guy is a real piece of work. The confidence with which he spews his bs is something to behold 😂

[Hasnat Ahmad @Hasnat_Yusufzai]

Couldn't hold myself back so here's my perspective. I'm open to any constructive debate 😃
1. At 6.75x annualized P/E on 68 EPS conservative 9x gives 617. The market is currently underpricing UBL not overpricing it. 400 ceiling is not analysis its a number pulled from sentiment🧵

[Stock Man 🇵🇰 @SonOfStockMan]

@hch577 @07wazeer @ranjha001 🤫

[MenchOsint @MenchOsint]

WOW ! The ATACMS video shared by a U.S. soldier was geolocated:

This is the site from where a launcher hit by a Shahed-136 was seen burning on July 17th 01h00 am UTC, in KUWAIT, near the Iraqi border.

Sentinel-2 Satelitte imagery reveals burn marks.

[Stock Man 🇵🇰 @SonOfStockMan]

@07wazeer @ranjha001 He knows all this. He’s just a sectarian clown who loves saying “mAkE iT mAkE sEnSe”

[Rahim @rahimaq22]

S&P Global upgraded Pakistan’s credit rating to 'B' (from 'B-') with a Stable Outlook its first upgrade by S&P since 2016! 🚨🚨🚨

[Stock Man 🇵🇰 @SonOfStockMan]

@MonitorX99800 Calling our government corrupt is the same as when the west labels the Iranian government a terrorist regime. These sweeping statements are childish beyond words. You have no idea how much the economy has improved in the last few years under this administration.

[thepsxbull @thepsxbull]

United Bank Limited (PSX:UBL) delivers another strong quarter. The bank posted Rs95.0 billion in profit after tax for 1HCY26, up 49% YoY, with EPS rising to Rs33.93 from Rs25.69 last year. Growth was driven by resilient net interest income, a sharp increase in non funded income, and a strong treasury performance, while asset quality remained solid with a net credit loss reversal.

On the balance sheet, UBL continued to expand with deposits reaching Rs6.12 trillion (+18% YoY), advances climbing to Rs1.53 trillion (+12% YoY), and investments increasing to Rs11.9 trillion (+20% YoY). Despite higher operating expenses, the bank's revenue growth comfortably absorbed the additional costs, highlighting the strength of its core franchise.

The Board also announced an interim cash dividend of Rs8/share, taking the cumulative payout for 2026 to Rs16/share. Beyond the financials, UBL approved strategic initiatives including an Rs8 billion investment to establish an agriculture technology subsidiary, up to Rs22 billion to strengthen Khushhali Microfinance Bank, and a Rs10 billion commitment towards establishing a university in collaboration with the Bestway Foundation.

Overall, UBL has delivered another impressive set of results, combining strong earnings growth, healthy balance sheet expansion, attractive shareholder returns, and long term strategic investments.

Not financial advice. Please do your own research.

[Stock Man 🇵🇰 @SonOfStockMan]

@DThucydides Oh no! Not my precious water desalination plants 🤡

[Soureh 🟩☫🟥 @Soureh_design2]

Let this sentence sink in:

Tomorrow 62 newly discovered parts of the Minab children's remains will be laid to rest

[Stock Man 🇵🇰 @SonOfStockMan]

@DThucydides Why’re you crying about it? I don’t remember you shedding any tears when Iranian schools, universities and hospitals were being blown up.

[Stock Man 🇵🇰 @SonOfStockMan]

@nofallamas @Alex_Oloyede2 Actually we make all the footballs that your lame team couldn’t get a shot using so I feel we get a bit of a say here 🥹

Thanks for keeping them in such pristine condition. Next time cheat harder and you might go all the way.

[Stock Man 🇵🇰 @SonOfStockMan]

@nofallamas @Alex_Oloyede2 You’re proud of getting absolutely owned for the entire match? For losing despite cheating and having a clear goal by Spain disallowed? For being a bunch of sore losers even after the match ended? 😂