FoxLogica News Analysis - FoxLogica

⏸️ BAFLTFC6: HOLD Signal (5/10) – Profit Payment of BAFL TFC 8, 6th Coupon Payment

⚡ Flash Summary

Bank Alfalah has announced the profit payment for its BAFL TFC 8 (6th Coupon Payment). The register for TFC holders will be closed from December 6, 2025, to December 20, 2025, both days inclusive, to determine the certificate holders eligible for the semiannual coupon payment. Payments will be made to certificate holders whose names appear on the book closure date. Transfers received by F.D. Registrar Services by the close of business on December 5, 2025, will be processed in time for profit entitlement.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Closure of TFC holder register: December 6, 2025 – December 20, 2025.
🎫 Purpose: Determination of the 6th coupon payment.
💸 Payment frequency: Semiannually.
🏦 Eligibility: Certificate holders named on the book closure date.
🏢 Registrar: F.D. Registrar Services (PVT) Ltd.
📍 Registrar address: 17th Floor, Saima Trade Tower-A, I.I. Chundrigar Road, Karachi-74000.
⏳ Transfer deadline: Transfers received by December 5, 2025.
✅ Entitlement: Transfers processed by the deadline will be entitled to profit.
🏢 Issuer: Bank Alfalah Limited.
🏷️ Security: BAFL TFC 8.

🎯 Investment Thesis

Given that this announcement relates to the operational aspect of profit distribution, a HOLD recommendation is appropriate. There is no material impact on the fundamental valuation. The focus is on ensuring efficient execution of the coupon payment process.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements Signal: HOLD SRVI

⏸️ SRVI: HOLD Signal (5/10) – Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Regulations

⚡ Flash Summary

SRVI announced: Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Reg. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

SRVI made announcement: Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Regulations
Automated analysis: HOLD signal detected
Signal strength: 5/10
This is basic analysis – manual review recommended
Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for SRVI. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements CASH Signal: HOLD

⏸️ CASH: HOLD Signal (5/10) – Hyperlinks for CBS on June 30, 2025 Financial Statements

⚡ Flash Summary

Calcorp Limited has announced the availability of its June 30, 2025, financial statements through hyperlinks provided in a letter addressed to the Pakistan Stock Exchange. The announcement includes links to the notice, presentation, and recording of the Corporate Briefing Session (CBS). This communication aims to ensure shareholders and stakeholders have access to essential financial information. The release of these financial statements is part of Calcorp’s commitment to transparency and regulatory compliance.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 Calcorp Limited releases June 30, 2025 financial statements.
🔗 Hyperlinks provided for Notice, Presentation, and Recording of CBS.
🇵🇰 Communication sent to the Pakistan Stock Exchange Limited.
🏢 Company Secretary, Ilyas Ahmed, signed the announcement.
🌐 Links provided via Google Drive.
📑 Financial statements available for review online.
💼 Corporate Briefing Session (CBS) details accessible.
🗓️ Announcement dated November 28, 2025.
📍 Head office located in Karachi, DHA Phase VII.
📧 Contact email: Ilyas@heliosresol.com.

🎯 Investment Thesis

A HOLD recommendation is appropriate at this time due to the absence of concrete financial data in the announcement. Further analysis of the linked financial statements is necessary to form a comprehensive investment thesis. A price target cannot be established without analyzing the financial performance. Time horizon: Indeterminate until further analysis.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements MWMP Signal: HOLD

⏸️ MWMP: HOLD Signal (5/10) – Certified True Copy Of Resolutions Adopted In Annual General Meeting Of The Company Held On November 27, 2025.

⚡ Flash Summary

Mandviwalla MAUSER Plastic Industries Limited held its Annual General Meeting (AGM) on November 27, 2025. The meeting confirmed the minutes of the previous AGM held on November 26, 2024. The audited financial statements for the year ended June 30, 2025, were received, adopted, and approved. M/s. Ibrahim Shaikh & Co, Chartered Accountants, were appointed as auditors for the year ending June 30, 2026.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ AGM held on November 27, 2025.
✅ Minutes from the November 26, 2024 AGM were confirmed.
📈 Financial statements for the year ended June 30, 2025, were approved.
🧑‍💼 M/s. Ibrahim Shaikh & Co appointed as auditors for the year ending June 30, 2026.
🤝 Shareholders approved the resolutions presented.
🏢 Meeting held at Mandviwalla Office in Karachi.
🕒 Meeting started at 11:55 AM.
📜 Resolutions are in compliance with PSX Rule book Regulations 5.6.9 (b).
✍️ Hina Ambreen, Company Secretary, certified the resolutions.
🏭 Company operates from multiple locations including Karachi and Uthal.
🌐 More information can be found at www.mandviwallamauser.com.
💼 No special business was discussed.

🎯 Investment Thesis

Based on this announcement alone, a HOLD recommendation is appropriate. The AGM’s routine approvals provide no significant reason to alter an existing investment strategy. A BUY or SELL recommendation would require a deeper dive into the approved financial statements and future strategies. This could change the investment thesis in either direction.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements Signal: HOLD

⏸️ SEL: HOLD Signal (5/10) – RESOLUTION AGM 2025

⚡ Flash Summary

Sitara Energy Limited (SEL) held its Annual General Meeting on November 27, 2025, where several resolutions were passed. The meeting confirmed the minutes of the Extra Ordinary General Meeting held on April 15, 2025. The annual audited financial statements, along with the Directors’ and Auditors’ Reports for the year ended June 30, 2025, were received, considered, and adopted. Additionally, RSM Avais Hyder Liaquat Nauman, Chartered Accountants, were appointed as external auditors for the year ending June 30, 2026, with the Board authorized to fix their remuneration.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ AGM held on November 27, 2025, at 3:00 PM in Karachi.
🤝 Minutes of the Extra Ordinary General Meeting held on April 15, 2025, were confirmed.
✅ Annual audited financial statements for the year ended June 30, 2025, were adopted.
💼 Directors’ and Auditors’ reports were considered alongside the financial statements.
🏢 RSM Avais Hyder Liaquat Nauman appointed as external auditors for the year ending June 30, 2026.
💰 Board authorized to fix the remuneration of the external auditors.
📍 Meeting held in person and via video link.
📜 Resolutions passed as per PSX Rule Book 5.6.9 (b).
✉️ Company Secretary Mazhar Ali Khan signed off on the resolutions.
🌐 Company website is www.sitara.pk.

🎯 Investment Thesis

Given the limited information provided, a HOLD recommendation is appropriate. More comprehensive financial data and strategic updates are needed to make an informed investment decision. Until then, it is not possible to provide a target price or a clear rationale for a BUY or SELL recommendation.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements Signal: HOLD

⏸️ JLICL: HOLD Signal (5/10) – Notice of Corporate Briefing Session – 2025

⚡ Flash Summary

Jubilee Life Insurance Company Limited will hold a virtual Corporate Briefing Session on December 2, 2025, at 3:00 p.m. to discuss the company’s financial performance and outlook with investors and analysts. Interested participants are required to register themselves via the company’s website. The announcement was made on November 28, 2025, by Company Secretary Najam Ul Hassan Janjua. The session will cover the company overview, review of financial performance for 9M’25, and sector/company outlook.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Corporate Briefing Session scheduled for December 2, 2025, at 3:00 PM PST.
🏢 Hosted by Jubilee Life Insurance Company Limited.
💻 Virtual session for investors and analysts.
🗣️ Senior Management of Jubilee Life will be the speakers.
🔍 Agenda includes company overview.
📊 Review of Financial Performance for 9M’25 will be discussed.
🔮 Outlook of sector and company will be shared.
❓ Q&A Session to be held.
🧑‍💼 Muhammad Sultan Mehmood, CFA, Head of Research, to moderate.
🔗 Registration required via a provided link.
📧 Queries can be addressed to sultan.mehmood@jubileelife.com.
📍 Head Office: Karachi, Pakistan.
🏢 Registered Office: Islamabad, Pakistan.

🎯 Investment Thesis

HOLD. Given that there is no new information to analyze, a HOLD recommendation is appropriate. The corporate briefing session on December 2, 2025, may offer insights to make a decision. A price target and time horizon cannot be accurately determined.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

AHTM announcements Signal: BUY

📈 AHTM: BUY Signal (7/10) – PRESENTATION- CORPORATE BRIEFING SESSION (CBS)

⚡ Flash Summary

Ahmad Hassan Textile Mills Limited (AHTM) reported its Corporate Briefing Session (CBS) for the year 2024-2025. The company, incorporated in 1989, is primarily involved in fabric manufacturing and sales, along with yarn trading. AHTM’s shares are quoted on the Pakistan Stock Exchange Limited. The presentation outlines the company’s business segments, unit locations, major products, key buyers, and financial performance.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📍 AHTM was incorporated in Pakistan on December 3, 1989.
🏭 The company is primarily engaged in manufacturing and selling fabric.
🧵 AHTM is also involved in the yarn trading business.
🏢 Registered/Head office is located at 46-Hassan Parwana Colony, Multan.
🧶 The business segments include weaving.
🌍 Unit locations include M. M. Road, Chowk Sarwar Shaheed, District Muzaffargarh.
🧵 Major products include Twills, HB, Panama, BFC, Satins, CVC, and Canvas.
🛒 Key buyers include Mak Fabrics, Sarena Textile Industries (Pvt) Ltd., Saya Weaving Mills (Pvt) Ltd., and others.
📈 Sales-net increased from PKR 5,078 million in 2024 to PKR 5,623.47 million in 2025, a 10.74% increase.
📊 Gross profit increased significantly by 40.16% from PKR 306.63 million to PKR 429.77 million.
💸 Profit after taxation increased substantially by 137.61% from PKR 40.66 million to PKR 96.61 million.
🌱 Total assets increased from PKR 3,903.42 million to PKR 4,361.95 million.
📉 Debt to Equity Ratio decreased from 1.13 to 0.26.
💪 SWOT analysis highlights strengths (experienced board, qualified staff), weaknesses (low export, low GP%), opportunities (new local market, market trends), and threats (change in laws, exchange rate fluctuations).
🤝 CSR activities include quality food for staff, medical camps, scholarships, sports tournaments, and tree plantation campaigns.

🎯 Investment Thesis

Based on the improved financial performance, reduced debt, and positive growth trajectory, a BUY recommendation is warranted for AHTM. The company’s strong financial results indicate effective management and operational efficiency. While the risk assessment highlights certain challenges, the overall outlook is favorable. A price target can be established based on detailed valuation analysis, considering future growth prospects and sector comparisons.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements GLPL Signal: SELL

📉 GLPL: SELL Signal (8/10) – Corporate Briefing Session 2025 – Presentation

⚡ Flash Summary

Gillette Pakistan Limited (GLPL) faces significant challenges, as Procter & Gamble will discontinue business in Pakistan as part of a global restructuring. The company reported a loss after tax of PKR 25.95 million for the year ended June 30, 2025, compared to a profit of PKR 25.95 million the previous year. Despite a 15% increase in revenue driven by strategic interventions, macroeconomic headwinds and import duties impacted cost structures, resulting in a decrease in profitability. The sponsor, SABV, has proposed to buy back shares held by minority shareholders at PKR 216.49 per share.

Signal: SELL 📉

Strength: 8/10

Sentiment: NEGATIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

📉 GLPL reported a loss after tax of PKR 25.95 million in 2025, a significant reversal from the profit of PKR 25.95 million in 2024.
Revenue increased by 15% from PKR 1,502.01 million to PKR 1,719.85 million.
⚠️ Gross profit decreased from PKR 482.35 million to PKR 340.37 million, reflecting higher cost of goods sold.
Expenses decreased from PKR (211.900) million to PKR (126.663) million.
💸 Operating loss of PKR (7.621) million compared to a profit of PKR 153.326 million in the previous year.
Import duties and macroeconomic headwinds negatively impacted profitability.
✨ Strategic interventions led to a significant revenue growth of 15%.
Retail, wholesale, and supermarket channels were expanded to boost sales.
In-store execution was improved, and targeted customer acquisition initiatives were implemented.
Procter & Gamble decided to discontinue its business in Pakistan as part of global restructuring.
SABV proposed to buy back shares from minority shareholders at PKR 216.49 per share.
Current assets decreased significantly from PKR 2,723.73 million to PKR 1,442.316 million.
Inventories saw a major decline from PKR 1,111.711 million to PKR 599.677 million.
Total liabilities and equity decreased from PKR 2,880.407 million to PKR 1,598.830 million.

🎯 Investment Thesis

I recommend a SELL rating for GLPL. While the revenue growth demonstrates the company’s ability to capture market share, the significant decline in profitability and the impending delisting make the stock unattractive. The buyback offer at PKR 216.49 per share represents a fair exit price for minority shareholders, given the circumstances. The time horizon for this recommendation is short-term, as the delisting process is expected to occur within the coming months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements MCBIM-FUNDS Signal: HOLD

⏸️ MCBIM-FUNDS: HOLD Signal (5/10) – ALHAMRA DAILY DIVIDEND FUND (ALHDDF) Daily Dividend Distribution for 27-NOV-25

⚡ Flash Summary

MCB Investment Management Limited, the management company of ALHAMRA DAILY DIVIDEND FUND (ALHDDF), has announced a daily dividend distribution. The dividend payout is Re. 0.0256 per unit. This dividend will be distributed to unit holders whose names appear in the unit holder register at the close of business on 27-NOV-25. The announcement was made on 28-NOV-2025.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: N/A

📌 Key Takeaways

💰 ALHDDF announces daily dividend distribution.
📅 Distribution date: 27-NOV-25.
💸 Dividend per unit: Re. 0.0256.
🏢 Management company: MCB Investment Management Limited.
📜 Approved by the Board of Directors.
✅ Eligibility: Unit holders registered by the close of 27-NOV-25.
✉️ Official announcement date: 28-NOV-2025.
💼 Company Secretary: Muhammad Rehan Khan.
📄 Document is system-generated.

🎯 Investment Thesis

HOLD. The dividend payout of Re. 0.0256 per unit is very small. Without more information about the fund’s overall performance, expenses, and future growth prospects, a neutral position is warranted. Price Target: N/A. Time Horizon: N/A.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements MCBIM-FUNDS Signal: HOLD

⏸️ MCBIM-FUNDS: HOLD Signal (5/10) – ALHAMRA ISLAMIC MONEY MARKET FUND (ALHIMMF) Daily Dividend Distribution for 27-NOV-25

⚡ Flash Summary

MCB Investment Management Limited, the management company of ALHAMRA ISLAMIC MONEY MARKET FUND (ALHIMMF), has announced a daily dividend distribution of Re. 0.0253 per unit for November 27, 2025. This payout will be made to unit holders whose names appear in the unit holder register at the close of business on that date. The announcement was made on November 28, 2025, and signed by Muhammad Rehan Khan, Company Secretary. This dividend distribution is subject to applicable regulations and tax laws.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 Daily dividend distribution announced for ALHIMMF.
📅 Record date: November 27, 2025.
💵 Dividend amount: Re. 0.0253 per unit.
🏦 Management company: MCB Investment Management Limited.
📜 Announcement date: November 28, 2025.
👤 Signed by Muhammad Rehan Khan, Company Secretary.
📈 Dividend to be paid to registered unit holders.
🗓️ Reference is made to ALHIMMF payout.
✅ Board of Directors approved the payout.
ℹ️ Information provided to Pakistan Stock Exchange Limited.
📑 Formal notification to stakeholders.

🎯 Investment Thesis

Given the limited information, a HOLD recommendation is reasonable for ALHIMMF. While the dividend distribution provides a small return, a deeper analysis of the fund’s overall financial health and risk profile is needed before making a BUY or SELL recommendation. The impact on the fund’s NAV needs to be considered.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

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