Topline Securities Ltd

Topline Securities is one of the largest and fastest-growing brokerage house in Pakistan. Open your account please click here

[Topline Securities Ltd @toplinesec]

Triple Win for Topline! 🏆

Proud to be awarded Best Brokerage House, Best Equity Research Analyst, and Best Research Report at the 22nd Annual CFA Society Pakistan Excellence Awards.

Excellence isn’t a goal — it’s our standard.

[Topline Securities Ltd @toplinesec]

Topline Oil & Gas Exploration Alert
July 03, 2026

PPIS Weekly Update: Oil production increased by 6% WoW to 70.7k bpd, mainly driven by a significant increase in flows from Makori East and Rajian.

Gas production also rose by 4% WoW to 3,097 mmcfd, supported by the normalization in volumes from Uch and Kandhkot.

Regards,
Topline Research

[Topline Securities Ltd @toplinesec]

The top five OMCs—PSO, APL, PARCO, WAFI, and Gas & Oil Pakistan (GO)—account for nearly 80% of total OMC sales in the country.

In FY26, PSO, APL, and PARCO lost market share, while WAFI and GO gained share. PSO’s market share fell by 150bps to 42.4%, with most of this decline captured by GO, whose market share increased by 100bps to 11.5% during the year. WAFI also posted an increase in market share, from 7.4% in FY25 to 8.2% in FY26.

#OCAC #OMC #PSX #Pakistan #Topline

[Topline Securities Ltd @toplinesec]

Today's FIPI Net: +1.59(US$mn)
Today's Foreign Corporate Net: +0.52(US$mn)

[Topline Securities Ltd @toplinesec]

Topline Weekly Review (Jul 03, 2026):

The KSE-100 Index advanced 3.23% week-on-week (WoW), driven by strong investor optimism as easing concerns over Pakistan's external account, supported by lower international oil prices, boosted market sentiment.

Major developments during the outgoing week were: 1) Pakistan reported trade deficit coming in at US$4.5bn (highest monthly deficit recorded in last 4 year) and Pakistan's CPI for June 2026 coming in at 11.07% compared to last month CPI of 11.66%.

On flows end during the week, insurance companies, foreign corporates and individuals were sellers in the market as they net sold equities worth $20mn, $7.5mn and $4mn as of yesterday`s close; whereas mutual funds and companies purchased equities worth $21mn and $9.7mn as of yesterday`s close.

Average daily traded volume and value stood at 865mn shares and PKR.48bn respectively.

Regards
Topline Sales Desk

[Topline Securities Ltd @toplinesec]

Topline Market Review (Jul 03, 2026):

The KSE-100 Index extended its bullish momentum, gaining 0.5% to close at 185,464 points, as lower oil prices and their positive implications for Pakistan's external account continued to support investor sentiment.

The largest positive contributions to the index came from UBL, OGDC, FFC, MARI, and PPL, which collectively added approximately 611 points to the benchmark index.

On the trading activity front, the Exploration & Production (E&P) sector dominated by traded value. OGDC led with PKR 3.08bn, followed by MARI with PKR 2.43bn and PPL with PKR 1.81bn in traded value.

Total market activity for the session stood at 805mn shares, with a total traded value of PKR.42.6bn.

Regards
Topline Sales Desk

[Topline Securities Ltd @toplinesec]

Pakistan Stock Exchange - Key Statistics

[Topline Securities Ltd @toplinesec]

Pakistan Weekly SPI Index

[Topline Securities Ltd @toplinesec]

Board Meetings & Corporate Briefing

[Topline Securities Ltd @toplinesec]

PSX - Total Leverage (MTS, MFS and Future Open Interest)

[Topline Securities Ltd @toplinesec]

Pakistan Important News and Pakistan Key Statistics

[Topline Securities Ltd @toplinesec]

FX reserves held by SBP up by US$611mn to US$16.53bn for the week ending Jun 24, 2026.

#FXReserves #SBP #Economy #Pakistan #Topline

[Topline Securities Ltd @toplinesec]

Pakistan recorded 4-year high trade deficit of US$39.5bn in FY26, up 22% YoY, on the back of 8% growth in imports and 6% decline in exports.

#Export #Import #PBS #Trade #Economy #Pakistan #Topline

[Topline Securities Ltd @toplinesec]

In today's fixed bond PIB auction, government raised Rs438bn (Competitive & Non-Competitive) against target of Rs350bn and participation of Rs1,938bn. Whereas cut-off yields down by 47-70bps.

#PIBAuction #SBP #Economy #Pakistan #Topline

[Topline Securities Ltd @toplinesec]

Pakistan recorded 4-year high trade deficit of US$39.5bn in FY26, up 22% YoY, on the back of 8% growth in imports and 6% decline in exports.

#Export #Import #PBS #Trade #Economy #Pakistan #Topline

[Topline Securities Ltd @toplinesec]

Auction Result: Govt of Pakistan Ijarah Sukuk (GIS) & Hybrid Sukuk (GHS)

[Topline Securities Ltd @toplinesec]

Today's FIPI Net: -0.96(US$mn)
Today's Foreign Corporate Net: -0.11(US$mn)

[Topline Securities Ltd @toplinesec]

Topline Trade Alert
Jul 02, 2026

Pakistan reported tade deficit of US$4.5bn, highest monthly deficit recorded in last 4 year due to 26% YoY surge in imports to US$6.8bn and 10% decline in export to US$2.2bn.

Regards,
Topline Research

[Topline Securities Ltd @toplinesec]

Topline Market Review (Jul 02, 2026):

The benchmark KSE-100 Index extended its positive momentum on Thursday, closing at 184,520.96 points, up 470.86 points (+0.26%) from the previous session.

The market opened on a strong note and rallied throughout the morning, touching an intraday high of 185,890.52 points as buying interest remained robust across key sectors. However, profit-taking emerged during the second half of the session, dragging the index to an intraday low of 184,214.79 points before selective late-session buying helped the market recover and close in positive territory.

On the index contribution front, heavyweight stocks UBL, LUCK, OGDC, PPL, and TRG were the major contributors to the benchmark index's gains, collectively adding approximately 469 points to the day's advance.

Market activity remained healthy, with a total traded volume of 994 million shares and a traded value of approximately Rs. 55.7 billion.

Regards
Topline Sales Desk

[Topline Securities Ltd @toplinesec]

Pakistan Stock Exchange - Key Statistics

[Topline Securities Ltd @toplinesec]

Pakistan Stock Exchange - Key Statistics