Yasser Chattha

Editor at blogging website, member org @digiMAPPK. Love reading n writing; Citizen of the world, breathing local though.

[Yasser Chattha @YasserChattha]

He thinks, therefore, he
(must+would) NOT?

a post-1984 MiniTrue

#Pakistan #Censorship

[Shayan Baig @BaigShayan1234]

When Russia Ukraine war was started, LNG prices soared to 70 US dollars.

Four years later, When US IRAN war started, LNG prices rosed to max 30 US Dollars and this is despite damage to Largest LNG Plant in Qatar.

This is because as a result of lesson learned from War, new facilities were added. Addition of new facilities enhanced capacity of LNG and its supply in the market.

Higher LNG prices 4 years ago sowed the seeds for today’s low prices.

Similarly, today’s high prices of oil will sow the seeds of tomorrow’s low prices.

With UAE not the part of OPEC Plus any more and with the addition of Venezuella Oil, we will definitely see a significant blow to oil markets because of over supply against dampened demand due to EVs renewables and average growth prospects.

We should be bullish on Pakistan once war clouds are over!!

[Hammad Azhar @Hammad_Azhar]

Pakistan’s federal fiscal crisis is driven not only by weak tax collection but also a very large debt-servicing burden. The federal government’s annual debt-servicing bill is about Rs 8.2 trillion (roughly 58% of FBR tax revenues). After NFC transfers to provinces, debt servicing consumes about 74% of the federal government’s net revenues.

Interestingly, NFC transfers (about Rs 8.2 trillion) and debt servicing (about Rs 8.2 trillion) are now almost equal in size. Together they amount to roughly Rs 16.4 trillion, or about 85% of total federal revenues, before defence, pensions, development spending, BISP and civil administration are funded.

This leaves the federation with a chronic fiscal deficit & continued reliance on borrowing. While provincial surpluses help improve Pakistan’s overall fiscal position, they are not directly available for federal spending. They remain with the provinces to use but are deposited in SBP.

The above doesn’t vindicate the federation’s narrative. There is plenty of fat to cut there too. More on that later.

[Najam Ali @najam_ali]

PSX Strategy: The Structural Bull Case

Most market participants focus on technicals, earnings and macroeconomic developments. Important as they are, they often miss the structural shifts taking place beneath the surface.

Over the last decade, the investor base of the Pakistan market has changed materially.

A younger, digitally native generation has entered the market. At Finqalab, the average customer age is around 30, highlighting a demographic shift that is likely to persist for decades.

Corporate treasury and proprietary portfolios have expanded significantly.

One notable institution that entered the market with roughly Rs 2 billion a decade ago now manages an equity portfolio of around Rs 35 billion.

High-net-worth investors have become larger and more sophisticated participants.

Banks, fertiliser companies and E&P firms continue to distribute substantial cash dividends, a significant portion of which finds its way back into equities.

Falling interest rates have encouraged a gradual rotation from fixed-income products into equity funds, increasing the firepower of mutual funds.

Now consider the other side of the equation.

While demand for equities has expanded steadily, the supply of quality listed companies has not kept pace. Pakistan has witnessed relatively few meaningful IPOs, limited free-float expansion and continued concentration of market liquidity in a narrow universe of stocks.

The result is a structural imbalance: a growing pool of capital competing for a limited supply of investable equities.

This helps explain why the market has demonstrated remarkable resilience despite foreign selling, geopolitical uncertainty and periodic economic shocks.

Domestic liquidity is increasingly becoming the dominant force in price discovery.

The market is currently searching for its next catalyst and direction. But the long-term trend remains driven by a simple reality: demand for equities is growing faster than supply.

As long as that imbalance persists, the upward journey of the PSX is likely to continue.

[PSX @pakstockexgltd]

Pakistan Stock Exchange introduces the Corporate Briefing Session (CBS) YouTube Channel, providing investors and other stakeholders with convenient access to recorded corporate briefings and management insights on published information at one place.

[Adeel Afzal @AdeelAfzal06]

Pakistan’s services sector posted a solid performance in 9MFY26, with exports rising 17.05% to $7.35bn, outpacing a 10.65% increase in imports to $9.50bn. As a result, the services trade deficit narrowed 6.74% to $2.15bn, reflecting improving external account dynamics.

On a monthly basis, March 2026 data indicates continued momentum, with exports increasing 16.17% YoY and 12.83% MoM to $903mn, while import growth remained contained at 3.17% YoY and 0.36% MoM. The trend highlights strengthening export capacity in services and a relatively controlled import trajectory, supporting gradual deficit compression.

[Yasser Chattha @YasserChattha]

Happy 18th birthday to dear @SaboohSyed for the 48th time this last two centuries.

[Seyed Abbas Araghchi @araghchi]

Iran's position is being misrepresented by U.S. media.

We are deeply grateful to Pakistan for its efforts and have never refused to go to Islamabad. What we care about are the terms of a conclusive and lasting END to the illegal war that is imposed on us.

پاکستان زنده باد

[Yasser Chattha @YasserChattha]

@Isehrishqureshi Great of you; you deserve even more blessings of God.

[Yasser Chattha @YasserChattha]

نیشنل پریس کلب اسلام آباد کے الیکشن 2026 میں ایگزیکٹو کونسل کے تین میں سے دو نشستوں کی کب کی گنتی مکمل ہو چکی۔
جنرل سیکٹری جیت چکے، فنانس سیکرٹری نتیجہ موصول کر چکے۔
صرف صدر کی نشست کی گنتی کہاں پھنس گئی ہے؟ کیا صدر کی گنتی نارمل گنتی یا ڈیڑھ کا پہاڑا
#NPC #NationalPressClub

[Sabookh Syed | Journalist @SaboohSyed]

مسافروں کو آف لوڈ کرنے کی لہانی اور ایف آئی اے کا کردار

#sabookhsyed #foryoupage #foryou #FIA #Airport

[Crémieux @cremieuxrecueil]

Pretty interesting:

Companies that have adopted AI aren't hiring fewer senior employees, but they have cut back on hiring juniors ones.

[Yasser Chattha @YasserChattha]

IFJ's pilot project in Women's Leadership has been operatinally launched today.

#DigiMAP member organisations will be piloted.

It's energising that we are on the path of a present & future where women are leaders elsewhere in the society.

[AKD Securities @akdsecurities]

𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐟𝐫𝐞𝐧𝐳𝐲 𝐩𝐮𝐬𝐡𝐞𝐬 𝐏𝐒𝐗 𝐭𝐨 𝟐𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐬𝐭 𝐯𝐨𝐥𝐮𝐦𝐞𝐬 𝐚𝐭 𝐏𝐒𝐗

#Pakistan #KSE100 #PSX #Equities #StockMarket #Share #Volume #SaudiArabia #Floods

@MuhAwaisAshraf @pakstockexgltd
@StateBank_Pak @geonews_urdu @humnews_urdu
@Dawn_News @ARYNEWSOFFICIAL @etribune
@DunyaNews @Profitpk @Daily_Express
@endailypakistan @dailytimespak @PakObsOfficial
@Aaj_Urdu

[Sabookh Syed | Journalist @SaboohSyed]

Many many thanks @YasserChattha & @irfanacheema, it was a memorable evening with @jawabdeyh and all the other respected colleagues.

[Yasser Chattha @YasserChattha]

@81ShahbazRana @irfanacheema @asmashirazi @haider_mehtab @Maria_Memon @HassanAyub82 @SaboohSyed @Hassaniftikhar @AzazSyed Welcome indeed.

[Aftab Alam @aftabalam_77]

Someone from ⁦@PdmapunjabO⁩ should take take immediate action. This village is situated near river Chenab (police station Jalalpur Bhattian, Tehsil Pindi Bhattian of District Hafizabad. ⁦@MaryamNSharif⁩ ⁦@AzmaBokhariPMLN⁩

[Abdul Moiz Jaferii @Jaferii]

Just got a call from someone pretending to be from TCS. Said I have a parcel and they needed my address to deliver it.

I asked where it’s from and they said it’s from karachi korangi crossing. I asked who’s it from and they said it’s from the higher education commission.

Then I asked who it’s for and they said my name. I said thats not my name and they immediately quipped that it was the name registered on the sim.

I said how does tcs know what name is registered on the sim and that the HEC isnt in korangi karachi and that he should fool someone else.

After which the guy immediately started swearing at me. When I put the phone down I got a WhatsApp verification code on my phone, likely the next question they would have asked from me if I had believed them.

The state should really do something about respecting private data rather than paying it lip-service whilst using it as an excuse to tighten its grip on internet freedoms.

[Arif Habib Limited @ArifHabibLtd]

FY25 Power Generation Mix: Hydel Leads as Dominant Energy Source

In FY25, Hydel remained the leading source of power generation, contributing 31.4% to the total energy mix. This was followed by Nuclear at 17.7% and RLNG at 17.5%. Local coal accounted for 12.2%, while gas and imported coal contributed 8.8% and 7.1%, respectively.

Renewable energy sources made modest contributions, with wind at 3.0% and solar at 0.9%. Other sources, including bagasse, RFO, and others inputs, collectively accounted for less than 1.5% of the total generation.

@MoWP15
#NEPRA #PowerGeneration #Pakistan #Economy #AHL

[Topline Securities Ltd @toplinesec]

Pakistan Power - Generation stabilizes after a two-year fall; Generation cost down to Rs8.6/unit in FY25
(Jul 21, 2025)

[AKD Securities @akdsecurities]

(𝟑/𝟒) 𝐓𝐨𝐩 𝟑 𝐋𝐨𝐬𝐬-𝐌𝐚𝐤𝐢𝐧𝐠 𝐒𝐭𝐚𝐭𝐞-𝐎𝐰𝐧𝐞𝐝 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞𝐬 (𝐒𝐎𝐄𝐬)

NHA: PkR153bn
QESCO: PkR58bn
Pakistan Railways: PkR49.9bn

#FinancialResults #SOEs #PakistanEconomy #ProfitGrowth #StateOwnedEnterprises

@GovtofPakistan @PakPMO @CMShehbaz
@sifcpakistan @MIshaqDar50 @KhawajaMAsif
@Financegovpk @investinpak
@RTanveerPMLN @betterpakistan
@abdul_aleemkhan @AliPervaiz450
@StateBank_Pak @Financegovpk @HumayunAkhtarK
@Official_PetDiv @MoWP15 @PakrailPK @akleghari
@kschehzad @MuhAwaisAshraf