Fast and Curious
1.2K posts

Fast and Curious
@fastnddacurious
Isn't it lovely, all alone?
Islamabad, Pakistan Katılım Haziran 2014
4.8K Takip Edilen224 Takipçiler

A very wrong decision by SBP. Why they need a rate increase when we don't have any inflation data for this month which will be released next month?
I am not an economist but they are wrong and they should have waited for the data. Even if there were reports of only 2 committee members voting in favor of rate increases, the interest rate is increased by 100BPS. This is shameful.
It is like: making a grave for a healthy human being. Shame on them.
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@mystiqueseoul They are not journalists. Journalism is dead in Pakistan
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@fastnddacurious @StockCompounder So the dividend which we got in January 2026 was for Q4 2025.
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Serious question for income investors 👇
With interest rates where they are today…
👉 Which stocks currently offer dividend yields higher than bank deposit rates?
Drop the names + current yield
Let’s build a high yield watchlist together.
I’ll start with #POL 11-12.8% DY
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@HODLTill1000x @StockCompounder JSMFETF is not your typical etf. They change their basket each month.
They haven't laid any paid dividend in 2026. They paid the following dividends in 2025: Q1 Rs 2, Q2 Rs 1, Q3 Rs 1, Q4 Rs 1.
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@StockCompounder @fastnddacurious I stand corrected, its actually more than that. This is what I got from Grok for last 2 years.
2026 1.00 PKR until now
2025: Approximately 6.50 PKR total
2024: Approximately 10.36 PKR
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@StockCompounder @HODLTill1000x They have given Rs 5 of dividends for the last 4 quarters
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@HODLTill1000x On PSX website I have seen it as announced Rs. 1 dividend in 2026 and trading at Rs11.34. Can you please provide the breakdown of 17%?
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@yowot_ Don't bruise your ego by doing anything stated above
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@prickytwatling Ktrade. I don't have anything for the short term. I do investing for the long-term. The following shariah compliant companies are good for the long-term, but you should do your own research: Mebl, Engroh, sazew, Ogdc, Hubc, Efert, Luck, Fccl, Fabl, Sys, Mari
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@fastnddacurious Who’s your broker, and which companies would you currently suggest for short-term (3-month) financial goals and long-term investment? Please make sure they are Shariah-compliant
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@morgan_downey Iran’s condensate overhang is real, but oil isn’t ignoring geopolitics, it’s discounting disruption probability and pricing weak demand. This opinion mistakes a secondary supply nuance for a primary market driver
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Why aren't oil prices rallying on the chaos in Iran?
Iran is a major producer. It sits on the Strait of Hormuz.
Oil (WTI) today is $59.
Normally, regime change implies supply risk which implies $100 oil.
Not this time. The market isn't scared of a shortage. It is terrified of an inventory dump.
Here is why Iran is sitting on a 160-million-barrel oil market grenade:
1. Iran runs on natural gas. Iranian power plants, their heating, their industry. It all relies on the massive South Pars field. While some natural gas production is "dry" (the nat gas comes out of the ground without any oil), South Pars is a wet gas reservoir. You cannot produce the natural gas at South Pars without also lifting a liquid byproduct called condensate.
2. Condensate: Condensate is ultra-light crude oil (API 53° in this case). Think of it as raw gasoline.
The good: It is valuable if sold fresh.
The bad: It is volatile. If you store it in a steel tank in the tropics for 12 months, it doesn't just evaporate. It oxidizes.
The ugly: It becomes gummy. Refineries reject it because it fouls their heat exchangers.
3. The bind: Iran must pump the natural gas to keep the lights on in Tehran. That means they must figure out what to do with all the condensate produced from the same hole.
Thanks to recently stricter enforcement of sanctions, as well as wartime Russia selling their sanctioned oil to China, Iran can't sell its condensate.
So, what do you do?
You put it on a boat.
4. The floating market time bomb: Iran currently has 160 million barrels floating offshore.(50 million anchored and 110 million creeping along at 2 knots to avoid authorities, mostly offshore Malaysia and the South China Sea).
The scale: Iran currently accounts for over 75% of the world's floating storage, up from just 20% a year ago. 40% of Iranian floating oil is condensate. For context: Iran is now floating the equivalent of 40% of the entire US Strategic Petroleum Reserve (SPR) on boats.
Maybe Iran had some masterplan or clever endgame for this oil?
No.
These floating oil tankers aren't strategic assets. They are expensive overflow containers. Each costing $50,000+ per day in cash, they are holding a degrading product that is turning into sludge.
The Iranian government isn't a speculator holding out for a better oil price. They are storing a crude oil byproduct, so they don't have to turn off the electricity in Tehran.
The oil market knows this.
If the regime falls and/or sanctions are lifted, this oil doesn't magically disappear.
It gets dumped into global spot markets.
And that, my friends, is why oil isn't rallying on Iran.
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@FireThroughPSX You do realize you are promoting and wishing unconstitutional steps against PTI, right? If I followed your logic, I would be calling you things… but unlike you, I still prefer logic over my wishes.
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@Invest_Kardo @FireThroughPSX Everyone has its own definition of morality. Because someone is against PTI, so they think the treatment is completely justified
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@FireThroughPSX Funny how halal haram Kar kay one ends up justifying extra judicial measures and violation of basic human rights but then morality is always linked to PTI supporters only
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PTI deserves TLP level treatment next. They spread the worst filth where kids started insulting even their parents for having different political views. That monkey should rot in jail for rest of his life.
Buzdar as CM is big enough of his crime for ruining Punjab!
Muneeb Qadir@muneebqadirmmq
There used to be a time when PTI used to defend ISPR's fairly similar statements under Asif Ghafoor, labelling dissidents as 'traitors'. Today, it's come full circle Point being? I never feel sorry for PMLN or PPP or PTI when they get caught up in a trap of their own making
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@FireThroughPSX Sad to see you posting this. You are just beating around bush while avoiding to address the Frankenstein monster in the room.
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@iammnhamza1 @AirlinkALC @akifsaeed65 It's Pakistan. Nothing is gonna happen. But for a company like Airlink, they should have the guts to answer any questions.
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I was asking questions and @AirlinkALC muted my mic during agm. They answered few but when I corrected them based on financial reports of their production numbers my mic was muted
@akifsaeed65 sir what’s the proper way to file complaint against this? Making sure to join physically moving forward but it looks like management was in hurry
#airlink #psx
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@Invest_Kardo Funds were deposited immediately when I used HBL and Alfalah bank.
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If this is seemless integration then a game changer
KTrade@KASBSecurities
Big news! @KASBSecurities × @JazzCash have partnered to make investing in the Pakistan Stock Exchange (PSX) easier than ever. Invest directly via the JazzCash app Instant funding, seamless trading Simple, fast & accessible for everyone #KTrade #JazzCash #PSX #InvestSmart #InvestWithEase #FinancialFreedom
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@acasaadamin Retailers and wholesalers do exactly like this. Deal in cash only, and pay little to no tax.
Btw don't you think zada hi mehga le lia furniture?
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@ZehraFarooq I loved your lecture on equity and resilience. Maybe try collecting a few rupees from wholesalers and retailers next, you know, just to test that “resilient” system.
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