Pakistan Strategy - ECC approved gas price hike; Implications on Economy & Sectors/Companies
In a much-awaited development, the Economic Coordination Committee (ECC) of the cabinet approved a weighted average gas price hike of 70-75% for...
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Pakistan Oil Marketing: Lowest OMC Sales Since COVID-19 Lockdown in Mar-2020
Pakistan recorded monthly OMC sales of 1.06mn tons down significantly by 31% YoY and 25% MoM in Sep 2023, the lowest level since COVID lockdown in...
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Pakistan Oil Marketing: Sales Down 8% YoY While up 4% MoM
Pakistan oil sales in Aug 2023 clocked in at 1.4mn tons, down 8% YoY while up 4% MoM. MoM increase was mainly driven by MS and HSD, whereas the...
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Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
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Oil Marketing Sector – Major Beneficiary of Improved Macros
Investment Thesis: Oil marketing sector (OMCs) of Pakistan is set to benefit from strong sector dynamics and improving economic fundamentals. The...
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