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Prime Investor

@primeinvestorpk

Value Investment, Economics, PSX. Not Financial Advice, do your research prior to investing

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“Din aur raat logo ke hotay hein #MARI ka zamana hota hai”


Once again

“Din aur raat logo ke hotay hein #MARI ka zamana hota hai”



This has aged well, although in the longer term it doesn’t take away from ILP being quality, some dynamics were visibly unfavourable

(Thread) ILP has been a favourite and rightfully so, I have my doubts tho moving forward. Normal Tax Regime will lead to a reduction in EPS by about 35%. The company can capitalise this expansion through I/S and hope for a reversal in future budgets (1/n)



Prime Investor Reposted

What’s the future of Engro Foods and Fauji Foods stocks then?

Fresh milk is gaining market share again after boxed milk prices increased by over 20% Milk prices in Pakistan became more expensive than France, Australia and some other developed nations after the latest tax increase, Bloomberg reported recently bloomberg.com/news/articles/…

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APL result surpasses expectation, same with ATRL, attock group has good inventory management

#ATRL expecting an eps of roughly 10 rupees haven’t done proper workings key point in AGM > dividend cap removed as previous policy has expired



#ATRL expecting an eps of roughly 10 rupees haven’t done proper workings key point in AGM > dividend cap removed as previous policy has expired


Agreed, sector specific videos have also been pretty good

About time someone starts making these videos, loved it @FatiqBin 🫡🤍🤍 If we have to change the way people think about money, we have to start talking about it, there is no other way..

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Prime Investor Reposted

Awais uncle yeh kya kardia aapne 🤣

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Prime Investor Reposted

#Power sector to #PSX investors ☹️


Now to be fair a price around 90-100 doesn’t seem that bad

#HUBC tou london bridge is falling down he horaha hai aaj



Har din ka he haal hai

#HUBC tou london bridge is falling down he horaha hai aaj



Earnings in line with my expectations, glad to see an upper lock and a company with fundamental upside see its value being realised

Earnings are expected around 40-45. I view the new appointments quite favourably, will steer the company towards shareholder value maximisation hopefully



PNSC tou bhagna shuru hogaya phir

Earnings are expected around 40-45. I view the new appointments quite favourably, will steer the company towards shareholder value maximisation hopefully



My estimates for PNSC

Earnings are expected around 40-45. I view the new appointments quite favourably, will steer the company towards shareholder value maximisation hopefully



#HUBC tou london bridge is falling down he horaha hai aaj


⬇️

“Din aur raat logo ke hotay hein #MARI ka zamana hota hai”



Prime Investor Reposted

Diesel import saga The country has 760k tons (48 days) reserves/stock. Monthly consumption (barring smuggled products) is around 500k ton. Local refinery monthly supply is 420K tons. Usually only PSO imports. However, lately one more OMC (Go petroleum) is importing, as well,…


EPS at 18 rupees, in line with expectations, dividend of 12.5 announced. Refinery dynamics are weak due to lower margins and lower HSD offtakes due to imports. Trigger will be the policy signing however cannot bet on govt policy for a stable investment

My models are suggesting an EPS estimation for #ATRL around 20 rupees. Primarily lead by lower GRMs due to a weaker global demand in an otherwise peak season. Other refineries are likely to post heavy losses.



You pay with your time or money, investing in your knowledge has the highest ROI. A mixture of theory and practice is the best but suggesting that you only need practice to learn is flawed. (i have no affiliation with this course)

Thank you everyone who questioned our intentions yesterday over launching our investing masterclass for 🇵🇰🇵🇰 retail investors 😊 You gave us a platform to explain how we are giving 10X more value than the price tag. Probably because of your critique, and our resulting…

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Local refinery margins fall as the larger dip in oil prices had recovered. #PSX #ATRL #PRL


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