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Signal: BUY - FoxLogica

πŸ“ˆ SURC: BUY Signal (7/10) – Dispatch of Final Dividend Warrants

⚑ Flash Summary

SURC announced: Dispatch of Final Dividend Warrants. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • SURC made announcement: Dispatch of Final Dividend Warrants
  • Automated analysis: BUY signal detected
  • Signal strength: 7/10
  • This is basic analysis – manual review recommended
  • Professional CFA analysis unavailable

🎯 Investment Thesis

Basic BUY indication for SURC. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ BECO: BUY Signal (7/10) – BECO | Beco Steel Limited Material Information

⚑ Flash Summary

Beco Steel Limited announced that it is now positioned to be included in the approved vendor list for various WAPDA and Distribution Companies (DISCOs). This allows the company to directly supply steel angles used in electric transmission poles and related infrastructure for power and infrastructure projects, which were previously supplied through indirect vendors. This inclusion is expected to strengthen the company’s presence in the power sector and contribute positively to sales, profitability, and overall market share. The management remains committed to expanding its customer base and enhancing shareholder value.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • βœ… Beco Steel to directly supply steel angles to WAPDA and DISCOs
  • ⚑ Supplies are for electric transmission poles and infrastructure.
  • πŸ“ˆ Expects positive impact on sales and profitability.
  • 🏒 Aims to strengthen presence in the power sector.
  • 🀝 Formerly supplied via indirect vendors.
  • πŸš€ Targeting expansion of customer base.
  • ⭐ Committed to high quality standards.
  • 🌱 Pursuing growth opportunities for shareholder value.
  • πŸ“œ Compliant with Sections 96 and 131 of the Securities Act, 2015.
  • πŸ’Ό Disclosure under Clause 5.6.1(a) of PSX Rule Book.

🎯 Investment Thesis

BUY. The inclusion in the approved vendor list presents a strong growth opportunity for Beco Steel. The ability to directly supply to WAPDA and DISCOs is likely to increase revenue and profitability. The company’s commitment to quality and growth suggests a positive outlook. Price target: PKR 30 (based on projected revenue growth), Time horizon: 12 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ CSAP: BUY Signal (7/10) – Credit of Final Cash Dividend for the year ended June 30, 2025

⚑ Flash Summary

CSAP announced: Credit of Final Cash Dividend for the year ended June 30, 2025. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • CSAP made announcement: Credit of Final Cash Dividend for the year ended June 30, 2025
  • Automated analysis: BUY signal detected
  • Signal strength: 7/10
  • This is basic analysis – manual review recommended
  • Professional CFA analysis unavailable

🎯 Investment Thesis

Basic BUY indication for CSAP. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ AGIL: BUY Signal (8/10) – Corporate Briefing Session FY 2025

⚑ Flash Summary

Agriauto Industries Limited (AGIL) reported a strong FY 2025 with significant improvements in both consolidated and standalone financials. Consolidated net sales increased by 39% to Rs 11.86 billion, leading to a substantial rise in gross profit and profit after tax. The company has also expanded its export capabilities by exporting dies to Toyota South Africa. The corporate briefing session will provide more insights into the drivers behind these improvements and future strategies.

Signal: BUY πŸ“ˆ
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • πŸ“ˆ Consolidated net sales surged by 39% year-over-year to Rs 11.86 billion in FY 2025.
  • πŸ’° Consolidated gross profit increased by an impressive 216% compared to FY 2024.
  • βœ… Consolidated profit after tax witnessed a significant turnaround, growing by 169% from a loss in FY 2024 to a profit in FY 2025.
  • ⭐ Standalone net sales also showed strong growth, increasing by 32% year-over-year to Rs 7.76 billion.
  • πŸ“Š Standalone gross profit rose by 72% compared to the previous year.
  • πŸš€ Standalone profit after tax increased by 136%, indicating improved operational efficiency.
  • βœ”οΈ Earnings per share (EPS) improved to Rs 6.62 on a consolidated basis and Rs 2.75 on a standalone basis.
  • ✨ ROCE increased significantly, from -1.70% to 8.80% on a consolidated basis, and from -3.40% to 5.53% on a standalone basis.
  • πŸ’² Agriauto has also initiated exports of dies to Toyota South Africa worth $47,230.
  • 🏭 Agriauto Stamping (Private) Limited (ASC) is actively focused on expansion to new markets to ensure sustainability and greater profitability
  • 🀝 Continues to maintain strong partnerships with companies such as Toyota, Suzuki, Honda, and Yamaha.
  • 🌱 Committed to sustainability, with investments in effluent treatment plants and community welfare initiatives (1% of PBT).
  • πŸ‘¨β€πŸ’Ό The number of employees increased from 644 to 657 from June 2025 to September 2025.

🎯 Investment Thesis

I recommend a BUY for Agriauto Industries Limited. The company’s strong FY 2025 performance, driven by revenue growth, profitability improvements, and export initiatives, makes it an attractive investment. With continued focus on efficiency and strategic partnerships, Agriauto has the potential to deliver significant returns. A price target of PKR 450 based on a 10x FY25 EPS, with a medium-term horizon.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ AHL: BUY Signal (8/10) – Presentation of Corporate Briefing Session FY 2025 – Arif Habib Limited

⚑ Flash Summary

Arif Habib Limited (AHL) reported strong performance in FY25, driven by increased brokerage revenue and investment banking activities. Brokerage revenue increased to PKR 993 million, significantly up from PKR 619 million in FY24. The Investment Banking division achieved PKR 267 million in revenue. The company proposed a final cash dividend of Rs. 10 per share, totaling Rs. 653.4 million, compared to Rs. 5 per share in the previous year.

Signal: BUY πŸ“ˆ
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • πŸ“ˆ Brokerage revenue surged to PKR 993 million in FY25, compared to PKR 619 million in FY24.
  • πŸ’° Investment Banking division achieved PKR 267 million in revenue in FY25.
  • πŸ“Š Total number of accounts increased to 33,777 as of today.
  • 🌐 Roshan Digital Accounts contributed significantly, with AHL accounting for 4,213 accounts out of a total of 14,090.
  • πŸ† AHL received numerous awards, including Best Brokerage House and Best Investment Bank.
  • πŸ’Ή PSX Value Traded increased by 80.79% to PKR 28,154 million.
  • ⭐ Earnings Per Share (EPS) increased to PKR 14.99, up from PKR 9.37 in the previous year.
  • ✨ The company announced a final cash dividend of Rs. 10 per share, a 100% increase from Rs. 5 per share in FY24.
  • πŸ’Ό Total Equity increased to PKR 1.926 billion, a 51% increase from PKR 1.273 billion in FY24.
  • 🀝 Operating revenue grew by 37.27% to PKR 1,537 million.
  • πŸ’Έ Investment Gains surged by 211.65% to PKR 1,105 million.
  • πŸ“‰ Finance cost decreased by 12.67% due to effective fund management.
  • πŸ’Ό Operating profit increased by 76.59% to PKR 1,351 million.
  • 🌱 Net turnover increased by 60.47% to PKR 3,018 million.

🎯 Investment Thesis

AHL is a BUY. The company’s strong financial performance, driven by increased brokerage revenue and investment gains, makes it an attractive investment. The increased dividend payout reflects management’s confidence in future earnings. The current market conditions and AHL’s strategic positioning support a positive outlook.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ MARI: BUY Signal (7/10) – Material Information

⚑ Flash Summary

Mari Energies Limited has been provisionally awarded the Block 28-North (3068-11) for petroleum exploration rights by the Ministry of Energy (Petroleum Division). The block is located in Balochistan. The company is coordinating with the Directorate General of Petroleum Concessions (DGPC) to finalize the Petroleum Concession Agreement (PCA) and Exploration Licence (EL). This award is subject to the final execution of relevant agreements with the Government, marking a potential expansion of Mari Energies’ exploration portfolio.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • βœ… Mari Energies provisionally wins Block 28-North for exploration.
  • πŸ—ΊοΈ The block is located in the Balochistan province.
  • 🀝 Awarded by the Ministry of Energy (Petroleum Division).
  • πŸ“‘ Coordinating with DGPC for PCA and EL finalization.
  • πŸ“œ Award subject to final government agreements.
  • ⬆️ Potential for increased exploration activities.
  • πŸ’Ό Expansion of Mari Energies’ asset portfolio.
  • πŸ—“οΈ Announcement date: November 07, 2025.
  • πŸ“ Registered office: Islamabad, Pakistan.
  • 🌐 Listed on Pakistan Stock Exchange.
  • 🏒 Company Secretary: Brig Sumair Ashraf Sheikh (Retd).
  • βœ‰οΈ Subject: Disclosure of Material/Price Sensitive Information
  • πŸ”‘ Key agreement is the Petroleum Concession Agreement (PCA).

🎯 Investment Thesis

The provisional award of Block 28-North exploration rights presents a BUY opportunity for Mari Energies. The potential for new discoveries could significantly boost the company’s future revenue and profitability. The time horizon for realizing these gains is MEDIUM_TERM, contingent on successful exploration results.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ INKL: BUY Signal (7/10) – Credit of Final Cash Dividend

⚑ Flash Summary

INKL announced: Credit of Final Cash Dividend. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • INKL made announcement: Credit of Final Cash Dividend
  • Automated analysis: BUY signal detected
  • Signal strength: 7/10
  • This is basic analysis – manual review recommended
  • Professional CFA analysis unavailable

🎯 Investment Thesis

Basic BUY indication for INKL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ ORM: BUY Signal (7/10) – Credit of Final Cash Dividend

⚑ Flash Summary

ORM announced: Credit of Final Cash Dividend. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • ORM made announcement: Credit of Final Cash Dividend
  • Automated analysis: BUY signal detected
  • Signal strength: 7/10
  • This is basic analysis – manual review recommended
  • Professional CFA analysis unavailable

🎯 Investment Thesis

Basic BUY indication for ORM. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ LAKSON-FUNDS: BUY Signal (7/10) – Transmission of Quarterly Report of LEF for the Period Ended September 2025

⚑ Flash Summary

Lakson Equity Fund (LEF) reported a strong first quarter for fiscal year 2026, ending September 30, 2025. The fund achieved a return of 32.84%, outperforming its benchmark by 1.11%. Pakistan’s economy shows signs of stabilization, and the Karachi Stock Exchange (KSE) 100 Index has seen a 33% increase. The fund is actively managed and invests primarily in equity and related securities, maintaining a 93% equity exposure.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • πŸ“ˆ LEF outperformed its benchmark by 1.11%, achieving a 32.84% return against the benchmark’s 31.73%.
  • πŸ’° The fund’s size as of September 30, 2025, is PKR 6,408 million.
  • 🏦 The fund maintains a 93% exposure in equities, with 6% in cash and 1% in other assets.
  • 🏦 Sector allocation is skewed toward Commercial Banks (20.1%), Oil & Gas Exploration (12.9%), and Cement (17%).
  • 🌱 Pakistan’s economy showed early signs of stabilization in the first quarter of FY26.
  • πŸ“‰ CPI inflation averaged 3.5% YoY in July-August 2025, with the quarter averaging 4.2%, a notable decline from 9.2% last year.
  • πŸ’² The current account deficit (CAD) reached USD 624 million for the first two months of FY26, compared to USD 430 million last year.
  • ⬆️ Exports rose 11% YoY to USD 6.7 billion, while imports increased 10% to USD 12.5 billion.
  • πŸ’΅ Foreign exchange reserves improved to USD 19.8 billion, with SBP reserves at USD 14.4 billion.
  • πŸ’Ή The Pakistani Rupee appreciated by 0.9% FYTD, closing September at PKR 281.3/USD.
  • βœ… A major development was the circular debt resolution agreement signed on September 24, 2025.
  • πŸ’Ή The KSE-100 Index rose 41,114 points (33% QoQ) to close at 165,494.
  • πŸ“Š Average daily volumes surged 94% YoY and 52% QoQ, with the average traded value climbing to USD 156.1 million.
  • 🎯 SBP expects GDP growth for FY26 to remain closer to the middle of the earlier 3.25-4.25% forecast range.

🎯 Investment Thesis

We recommend a BUY rating for Lakson Equity Fund. The fund’s strong Q1 FY26 performance, active management, and strategic sector allocations position it well for future growth. The improving macroeconomic environment, positive market sentiment, and resolution of circular debt enhance the investment thesis. The price target is 375.00 PKR with a time horizon of 12 months, targeting a 15% upside.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

πŸ“ˆ SSML: BUY Signal (7/10) – 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

On November 7, 2025, Saritow Spinning Mills Limited disclosed a transaction by its CEO, M. Zeid Yousuf Saigol, involving the purchase of 4,742,113 shares through the NDM market via an electronic CDC certificate. This acquisition, executed at a rate of 16.26, increased his cumulative shareholding to 7,245,236 shares, representing 24.28% of the company. The transaction is subject to regulatory compliance, including presentation to the Board of Directors and adherence to holding period requirements. This indicates a significant investment by the CEO, potentially signaling confidence in the company’s future prospects.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • πŸ“ CEO M. Zeid Yousuf Saigol bought 4,742,113 shares.
  • πŸ—“οΈ Transaction date: November 6, 2025 (Settlement).
  • 🏒 Shares purchased through the NDM market.
  • πŸ–₯️ Electronic (CDC) share certificate.
  • πŸ’° Purchase rate: 16.26 per share.
  • πŸ“ˆ Cumulative shareholding increased to 7,245,236 shares.
  • πŸ“Š New cumulative shareholding represents 24.28% of the company.
  • πŸ“œ Transaction requires presentation to the Board of Directors.
  • ⏳ Holding period must be over six months to avoid SECP deposit requirements.
  • 🚫 No dealing in shares during closed periods is allowed for Directors/CEO/Executives.
  • 🌐 Company must update details in the PUCARS UIN Management System.

🎯 Investment Thesis

Based on the CEO’s significant share purchase, a cautious BUY recommendation is warranted. The increased stake signals confidence in the company’s future. However, further research into the company’s financials and market conditions is necessary. The price target is contingent on a full valuation analysis, considering factors such as revenue growth, profitability, and industry trends. Time horizon: Medium Term.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025