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▪︎Deregulation of non essential drugs ▪︎Stable Currency ▪︎Rockbottom API prices in China Key developments for Pharmaceutical sector over the last 3-4 months which will be reflected going forward Few IPOs coming up as well.
A step in right direction.
The federal cabinet on the recommendation of the Ministry of National Health on Tuesday approved the proposals regarding deregulation of the prices of the medicines which were not included in the national list of essential medicines. For more: tribune.com.pk/story/2455673/1 #etribune…
We have seen absurd amount of news on gas sector in last 3-4 weeks. Starting from selling of stake of SOEs, riko dik, dividend plug in and now tight gas policy. How much of this is incorporated in share prices of gas companies and how much will actually materialise?
Is AGHA going to default?
What's going on at AGHA? Sponsor offloading some shares, IFC notice, factory fire and website being hacked. All coinciding with one another. Do we even have any idea when will they restart the plant?
*Textile sector* It seems that only ILP is currently trading at some sort of respectable valuation. Even giants like NML,GATM and NCL are being treated really badly. Are sponsors gonna do nothing about it?
*HIGHNOON* crosses Rs 20bn revenue for the year CY23. Despite massive currency deval over the past 3 years and other inflationary hurdles, the company managed to double its revenue.
Lotte deal falters. Companies should be explaining a bit more when something like this happens as they were so sure that the deal is happening. Only retailers suffer in situations like this. 2nd stint after TOMCL's drama with Salic.
Shameless self promotion time. Shsml was 100 at the time of this post and 356 currently.
SHSML is the real winner of PKR deval. Stable international demand for ethanol along with sticky molasses prices. At PKR/USD 240, SHSML is trading at P/E of 0.5x. This is not even dirt cheap,it's way beyond.
What's going on at AGHA? Sponsor offloading some shares, IFC notice, factory fire and website being hacked. All coinciding with one another. Do we even have any idea when will they restart the plant?
Domestic H202 prices keeps on sliding. Just to recall, non DTRE price (ex sales tax) was approx Rs 250-260/KG, 8-9 months ago and dipped to current levels of Rs 175/KG. Major reason is inflow of cheaper alternative from Bangladesh while locals are forced to squeeze their margins.
*Agha Steel* Company's rebuttal on the incident that took place on friday. This should be investigated further as it feels like the company is trying to downplay the incident.
One way or the other, this wil come down to mid 60s - early 70s eventually. Watch out coal users.
SRVI/SGF to the moon.
Really think people are missing out on service and not evaluating this project of properly. Its in SEZ so it has every duty exemption on raw materials. It has tax holiday and 10bn on terf loans. This project is like a gift to service industries. What do you thin @PseudoEconomist
If the market grapevines are true. A large insurance player that exited the market at 38-40k index is about to re-enter at current levels.
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