Overhang from potential loss of EU tariff concession to SL’s largest export market is removed. GSP+ access is confirmed through 2027, supporting exporters. Resultant risk premia and counter-specific valuation discounts are expected to reverse #CSE themorning.lk/articles/ct1YI…

As per page 19 of PARQs 2025 AR, the Group plans to launch Swisstek Cement. With DP acquiring PowerTech Cement (10% market share), it’s highly likely the brand will be rebranded and operated under PARQ-adding a strategic new vertical to its expanding building materials portfolio

Brent down >18.5% from YTD Peak = major macro boost for SL. Lower oil import bill narrows current account deficit (2.5% of GDP), eases inflation, supports additional rate cuts (potentially in Sep), boosts GDP growth. Most bullish setup for #CSE in 2H2025 #BrentOil #Equities

Rcvd few msgs on #APLA #KCAB. With the expected growth in demand for cables in2HFY26 &competitors like #SIRA running close to full capacity, #KCAB & #ACL are well positioned for volume growth. #APLA will also benefit frm volume growth and stronger GPs frm reduction in PVC prices

With #KCAB & #APLA boasting debt free balancesheets, exceptional Net Current Assets per share & strong forecasted FY26–27F earnings, the 10:1split could be the catalyst that unlocks value long overlooked due to limited liquidity.Will the market now rerate both in line with peers?