https://equitymechanism.comPlain-English PSX research on market moves, institutional flows, sectors, and listed companies - built from primary sources, verified data, and clear reasoning.https://equitymechanism.com/research/educational/start-here-how-to-read-pakistan-stock-market/https://equitymechanism.com/research/educational/start-here-how-to-read-pakistan-stock-market/Sun, 05 Jul 2026 00:00:00 GMTA simple guide to reading Pakistan’s stock market through index moves, sectors, flows, company fundamentals, valuation, and risk.https://equitymechanism.com/research/the-mechanism/cement-psdp-dispatch-timing-gap/https://equitymechanism.com/research/the-mechanism/cement-psdp-dispatch-timing-gap/Sat, 04 Jul 2026 00:00:00 GMTFY26 cement dispatches rose 7.21%, but FY27's Public Sector Development Programme will reach cement demand through staged fund releases, project execution, and site-level construction activity. The key issue is timing, not headline allocation.https://equitymechanism.com/research/institutional-flows/flow-flip-institutional/https://equitymechanism.com/research/institutional-flows/flow-flip-institutional/Tue, 23 Jun 2026 00:00:00 GMTDuring the week ending 19 June 2026, mutual funds bought $63.4m while insurance companies sold $59.7m. The divergence reflects different mandates, not a simple bullish versus bearish split.https://equitymechanism.com/research/sector-deep-dives/ogti-kse100-divergence/https://equitymechanism.com/research/sector-deep-dives/ogti-kse100-divergence/Tue, 23 Jun 2026 00:00:00 GMTOn 23 June 2026, the broad market fell while the official E&P index rose. The divergence showed two investor bases pricing different mechanisms in the same session.https://equitymechanism.com/research/the-mechanism/positioning-not-panic/https://equitymechanism.com/research/the-mechanism/positioning-not-panic/Sat, 20 Jun 2026 00:00:00 GMTKSE-100 fell 1.36% on Friday 20 June after a strong week, but the move looked like profit-taking after a re-rating rather than a reversal of the underlying thesis.https://equitymechanism.com/research/sector-deep-dives/ep-sector-breakdown-q3-fy26/https://equitymechanism.com/research/sector-deep-dives/ep-sector-breakdown-q3-fy26/Fri, 19 Jun 2026 00:00:00 GMTOGDC, PPL, MARI, and POL reported 9M FY26 EPS declines, yet the sector rallied. The gap between declining reported earnings and rising prices is the circular-debt discount.https://equitymechanism.com/research/the-mechanism/foreign-flow-durability/https://equitymechanism.com/research/the-mechanism/foreign-flow-durability/Fri, 19 Jun 2026 00:00:00 GMTKSE-100 gained 3.8% in the week ending 19 June 2026, but foreign investors added only $1.9m. The move was funded by domestic institutions, mainly mutual funds.https://equitymechanism.com/research/the-mechanism/what-actually-moved-kse100/https://equitymechanism.com/research/the-mechanism/what-actually-moved-kse100/Thu, 18 Jun 2026 00:00:00 GMTKSE-100 moved sharply from 16 to 18 June 2026, but the driver was a sentiment re-rating linked to geopolitical risk and oil, not a confirmed upgrade to earnings or macro data.https://equitymechanism.com/research/market-structure/sbp-hold-oil-mechanism/https://equitymechanism.com/research/market-structure/sbp-hold-oil-mechanism/Tue, 16 Jun 2026 00:00:00 GMTThe SBP's 16 June 2026 hold at 11.5% was not the real surprise. The key issue was whether lower oil after US-Iran de-escalation would prove durable enough to change the inflation path.https://equitymechanism.com/research/the-mechanism/kse100-friday-surge/https://equitymechanism.com/research/the-mechanism/kse100-friday-surge/Sun, 14 Jun 2026 00:00:00 GMTKSE-100 gained 1.13% in the week ending 12 June 2026, but most of the move came from one Friday session. That concentration matters because event-driven gains depend on the events holding.