Abdul Rehman Najam

Why Govt of 🇵🇰🇵🇰 should increase Petrol & Diesel price by Rs50-75 next friday? Lets understand this in next 2 mins👇🏻

- Lets clear the numbers. Right now Govt is collecting approx Rs100/liter taxes (Levy+customs duty) and paying avg Rs125/liter subsidy out of own pocket.

- When people see this they know Rs125/liter subsidy has to be reversed very soon because we cannot continue this subsidy forever. Everyone starts storing oil as much as they can. Factories fill up tanks, people like us fill up their cars/bikes and investors start filling up cans and storing at home to gain Rs125/liter when price is increased (30% profit in max 1-2 months).

- Hoarding at all levels is very dangerous and will destroy your $$ reserves. How? Let me explain.

Lets say we import $1Bn worth fuel every month and because of 75% price increase it now becomes $1.75Bn. If we increase the price some demand will decline and we will import around $1.5Bn per month. When we dont increase the price, all investors/users get in and Govt has to import more and more because people are storing oil. Import bill increases to $2.5Bn+ per month.

- If this happens your currency value will decrease and all items we use will get expensive. Hence it is better to buy expensive fuel (which you can use less of) rather than buying expensive food (which is essential).

- We use 1.5 Billion litres every month, Rs125/liter subsidy is almost Rs200Bn per month. Unsustainable for Govt of Pakistan.

- Yes Govt of 🇵🇰🇵🇰 can reduce taxes in these troubled times, for 1-2 months by about Rs25-50 per liter but not more. This will make investors run away because they will always be fearful that if war ends and oil prices decline we might make a loss. But when subsidy is Rs125/liter everyone knows chances of loss are very minimal and hoarding has begun as we are reading this.

- Final point: if anyone thinks hoarding can be stopped, it is impossible. How will you check whether someone is filling up a can for hoardig or for agricultural use. Mostly petrol pumps are partners in this trade, sharing the profits.

- We understand increasing price on Eid is difficult, hence it should be done next Friday.

22 hours ago | [YT] | 85

Abdul Rehman Najam

Eid Mubarak to all our community of Value Investors ❤️

May Allah accept all our prayers, wishes and Ibadat in Ramzan 🤲🏻

1 day ago | [YT] | 138

Abdul Rehman Najam

Strait of Hormouz is open for 🇵🇰🇵🇰

First non-Iran ship to pass the strait has reached Karachi.

Pakistan is getting good oil supplies from Saudi Arabia as well in these troubled times.

Govt of 🇵🇰🇵🇰 needs to be intelligent with setting the right price to avoid hoarding.

5 days ago (edited) | [YT] | 218

Abdul Rehman Najam

Great news for 🇵🇰🇵🇰 Retail Investors!

With just your CNIC, you can now invest Rs30 Lac in PSX in top businesses of Pakistan.

Multiple brokerage accounts also allowed.

Great step in improving account opening process & a major step towards achieving 2 Million investors in 🇵🇰🇵🇰

1 week ago | [YT] | 265

Abdul Rehman Najam

Govt of 🇵🇰🇵🇰 has approved petrol/diesel prices will be changed every weekend.

As long as the war continues, Strait of Hormuz remains shut, oil prices will continue to increase.

We all should try to reduce consumption of oil as much as possible until this war ends.

1 week ago | [YT] | 180

Abdul Rehman Najam

Iran 🇮🇷🇮🇷 has announced no more more attacks on neighbouring countries.

This comes within 24 hours of Middle East countries announcing they will not allow their USA 🇺🇸🇺🇸 bases to be used for attacks on Iran.

Investing lesson: under global conflicts always bet on deescalation.

2 weeks ago | [YT] | 310

Abdul Rehman Najam

My personal advice to PSX 🇵🇰🇵🇰 Investors for tomorrow: Just Do Nothing!

Trying to time the market in such volatile times usually results in extra losses.

Worse will be priced in tomorrow, if you are planning to enter PSX, do it gradually over the next 3-7 days.

2 weeks ago | [YT] | 303

Abdul Rehman Najam

Big milestone achieved by 🇵🇰🇵🇰 retail investors.

We have now officially reached 500,000 registered stock market Investors 🙌🏼

No.of investors have doubled in last 3 years, InshaAllah we will reach 1 million investors by end of 2027.

Thank you to everyone who played a part in this movement, we are in this together ❤️

3 weeks ago | [YT] | 294

Abdul Rehman Najam

Rs35/share dividend announced by National Bank of 🇵🇰🇵🇰

Congratulations to all shareholders of NBP. After many years of wait, this dividend will surely feel sweet.

Things were changing at NBP in early 2025 and we made a video about it almost 6 months back, we will continue to share such insights on our Youtube channel for Retail Investors of Pakistan.

Happy Investing ❤️

3 weeks ago (edited) | [YT] | 180

Abdul Rehman Najam

Enjoying some time off in Edinburgh 🏴󠁧󠁢󠁳󠁣󠁴󠁿

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3 weeks ago | [YT] | 597