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Signal: BUY - FoxLogica

πŸ“ˆ GRR: BUY Signal (7/10) – Corporate Briefing Session Presentation 2025

⚑ Flash Summary

Globe Residency REIT (GRR) is Pakistan’s first listed closed-end developmental REIT scheme, managed by Arif Habib Dolmen REIT Management Limited. The project is located in Naya Nazimabad, Karachi, and aims to construct 9 apartment towers with 1,639 apartments. As of September 30, 2025, the project has a total inventory of 1,639 units, with 1,102 units launched for booking and 899 units sold (82% of launched inventory). The total sales value (estimated) is PKR 28.0 billion.

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

πŸ“Œ Key Takeaways

  • 1. πŸ‡΅πŸ‡° GRR is Pakistan’s first listed closed-end Developmental REIT Scheme.
  • 2. 🏒 Project comprises 5 Flat Sites (FL 3, 4, 5, 7, and 8) in Naya Nazimabad.
  • 3. πŸ—οΈ Objective is to construct 9 apartment towers with 1,639 apartments (2 & 3 Beds).
  • 4. 🀝 Meezan Bank has entered a Musharaka partnership over three towers (537 apartments).
  • 5. πŸ’° Initial fund size was PKR 2,800 million (PKR 1,400 million equity and PKR 1,400 million debt).
  • 6. πŸ“ Centrally located in Naya Nazimabad, 0.5 KMs from the main gate.
  • 7. 🏒 As of September 30, 2025, total project inventory is 1,639 units.
  • 8. 🏒 Inventory under Musharaka is 537 units.
  • 9. πŸš€ 1,102 units have been launched for booking.
  • 10. βœ… 899 units have been sold (82% of launched inventory).
  • 11. πŸ’Έ Total amount of sold units is PKR 14.3 billion.
  • 12. πŸ“ˆ Total estimated sales value is PKR 28.0 billion.
  • 13. πŸ›£οΈ Sakhi Hasan – Naya Nazimabad Flyover improves accessibility since June 9, 2024, cutting travel time.
  • 14. 🌐 PropertyShare enables digital investment in 100 sq. ft. portions of apartments.

🎯 Investment Thesis

Based on the strong operational performance, strategic location, and potential for capital appreciation, a BUY recommendation is warranted. The REIT demonstrates promising growth, and digital advancements enhance accessibility. Investors should consider the inherent risks and uncertainties. The price target should be determined by comparable REIT valuations, considering growth and returns.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

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

⚑ Flash Summary

Next Capital Limited announced its Corporate Briefing Session for the year ended June 30, 2025. The company reported a strong turnaround, reversing losses from the previous year. Brokerage income surged by 96.85%, driven by increased turnover in the Pakistan Stock Exchange (PSX). The company’s strategic expansion into fintech through Finqalab demonstrates a commitment to innovation and attracting new investors, with 83% being first-time investors.

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

πŸ“Œ Key Takeaways

  • πŸš€ Brokerage income surged by 96.85% to PKR 238.4 million, fueled by higher client trading flows.
  • πŸ“ˆ The company reversed losses, reporting a profit before tax of PKR 38.13 million.
  • πŸ’° Profit after tax reached PKR 28.73 million, indicating a significant financial recovery.
  • ⭐ Earnings per share (EPS) improved to PKR 0.50.
  • βœ… Advisory and related income increased to PKR 92.25 million, up from PKR 67.07 million.
  • πŸ“Š EBIT margin improved to 22.8%, compared to 15.4% in the previous year.
  • 🌱 Net profit margin swung to 10.1%, a considerable improvement from -10.2%.
  • πŸ’Ό Operating costs increased to PKR 147.957 million, reflecting investments in revenue-generating capabilities.
  • πŸ“‰ Administrative costs slightly decreased to PKR 132.599 million.
  • πŸ’Έ Total assets increased to PKR 1,113.2 million, driven by higher cash and investments in intangibles.
  • 🏦 Cash and bank balances increased to PKR 424.9 million, supporting operations and working capital.
  • πŸ“‰ Trade debts decreased by ~40.6% to PKR 73.0 million.
  • ⬆️ Trade and other payables climbed ~89.3% to PKR 482.3 million, reflecting tighter collections and higher vendor financing.
  • 🌐 Intangible assets increased to PKR 235.1 million, emphasizing investment in technology.
  • 🀝 Shareholders’ equity rose to PKR 435.1 million as accumulated losses narrowed.

🎯 Investment Thesis

BUY. Next Capital’s demonstrated turnaround, significant growth in brokerage income, and strategic investment in fintech warrant a BUY recommendation. The company has shown its ability to capitalize on favorable market conditions and enhance operational efficiency. The expansion into Finqalab represents a growth catalyst, attracting new investors and diversifying revenue streams. Price Target: A 20-30% increase over the next 12-18 months, contingent on continued market stability and successful execution of growth strategies.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ ASTM: BUY Signal (7/10) – Corporate Briefing Session 2025

⚑ Flash Summary

Asim Textile Mills Ltd’s Corporate Briefing Session 2025 reveals a company turnaround from loss to profit. Sales increased significantly, leading to a gross profit compared to a loss in the prior year. The company reported a profit for the year, a considerable improvement from the previous year’s loss. This positive shift is reflected in a positive earnings per share (EPS) after a negative EPS last year, signaling a potential recovery and improved operational efficiency.

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

πŸ“Œ Key Takeaways

  • ⬆️ Sales increased to PKR 2,181.7 million in 2025 from PKR 1,812.7 million in 2024.
  • βœ… Gross profit of PKR 90.3 million in 2025 compared to a gross loss of PKR 23.3 million in 2024.
  • πŸ’Έ Profit for the year stood at PKR 19.9 million in 2025 versus a loss of PKR 26.6 million in 2024.
  • πŸ“ˆ Basic and diluted earnings per share (EPS) improved to PKR 1.31 in 2025 from a loss per share of PKR 1.75 in 2024.
  • πŸ‘ Total assets increased to PKR 1,263.7 million in 2025 from PKR 1,087.6 million in 2024.
  • 🌱 Non-current assets rose to PKR 765.5 million in 2025 from PKR 649.8 million in 2024.
  • πŸ’° Current assets increased to PKR 498.2 million in 2025 from PKR 437.8 million in 2024.
  • πŸ’Ό Equity and reserves increased to PKR 444.4 million in 2025 from PKR 329.7 million in 2024.
  • Liabilities grew, but equity grew more.
  • πŸ“Š Surplus on revaluation of property, plant, and equipment increased to PKR 272.0 million in 2025 from PKR 205.6 million in 2024.
  • πŸ“‰ Finance costs decreased to PKR 0.317 million in 2025 from PKR 0.102 million in 2024.

🎯 Investment Thesis

Based on the turnaround in financial performance, a BUY rating is assigned. The company has demonstrated a shift from loss to profit, improved sales, and increased equity. A price target of PKR 12.00 is set, assuming continued growth and operational efficiency. The time horizon is medium-term, with expectations of sustained improvement over the next 2-3 years.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ ALFALAH-FUNDS: BUY Signal (7/10) – Alfalah Islamic Rozana Amdani Fund – Daily Dividend Distribution

⚑ Flash Summary

ALFALAH-FUNDS announced: Alfalah Islamic Rozana Amdani Fund – Daily Dividend Distribution. 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

  • ALFALAH-FUNDS made announcement: Alfalah Islamic Rozana Amdani Fund – Daily Dividend Distribution
  • 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 ALFALAH-FUNDS. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ BBFL: BUY Signal (8/10) – Corporate Briefing Session of Big Bird Foods Limited

⚑ Flash Summary

Big Bird Foods Limited (BBFL) reported strong growth in its latest corporate briefing for 2025. The company highlighted a significant increase in turnover and earnings per share (EPS) compared to the previous year. BBFL’s turnover increased by 1.58x, reaching Rs. 11.36 billion in 2025 compared to Rs. 7.21 billion in 2024. The EPS also saw substantial growth, increasing by 1.39x, with an EPS of PKR 3.90 in 2025 versus PKR 2.80 in 2024, demonstrating the company’s sustained performance amidst challenging market conditions.

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

πŸ“Œ Key Takeaways

  • πŸš€ Turnover increased by 1.58x, from Rs. 7.21 Bn in 2024 to Rs. 11.36 Bn in 2025.
  • πŸ’° EPS grew by 1.39x, from PKR 2.80 in 2024 to PKR 3.90 in 2025.
  • πŸ“ˆ YTD September 2025 growth shows underlying sale growth of 57.7%.
  • βœ… Profitability with an operating margin of 16.78%.
  • 🏒 Incorporated on Sep 21, 2011, as a Private Limited Company.
  • μ „ν™˜οΈ Converted to a Public Limited Company on June 01, 2023.
  • 🏒 Became a Public Listed Company on Aug 05, 2024, listed on Pakistan Stock Exchange.
  • πŸ“ Geographical location: 2-A, Ahmad Block, New Garden Town Lahore & 63 Km Multan Road, Lahore.
  • 🌐 Sales and Distribution Network across all major cities of Pakistan.
  • 🌱 Sustainability initiatives include commissioning a 3 MW solar power project to offset ~40% of energy needs.
  • 🌳 Approximately 17,000 plants cultivated on 20 acres to reduce the carbon footprint.
  • πŸ€– Continued investment in automation for efficiency and consistency.
  • 🌍 Strengthening presence in the Middle East to establish a global halal food footprint.
  • 🀝 Governance & ESG: Strengthening compliance and ESG alignment.

🎯 Investment Thesis

Based on the strong growth in turnover and EPS, a **BUY** recommendation is warranted. The company’s strategic initiatives, such as sustainability projects and market expansion, support continued growth. The company’s recent listing could lead to more liquidity. A price target requires further detailed financial modeling, but based on the 39% increase in EPS year over year, and assuming a similar trend over the next two years, a price target reflecting similar growth to the share price over a **MEDIUM_TERM** (1-2 years) timeframe is justifiable, assuming the company maintains or exceeds its operational efficiency.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ BBFL: BUY Signal (8/10) – Corporate Briefing Session of Big Bird Foods Limited REVOKED

⚑ Flash Summary

Big Bird Foods Limited (BBFL) has shown significant growth in 2025, as presented in their corporate briefing. The company transitioned from a private to a public listed company in recent years. BBFL’s turnover increased by 58% from 2024 to 2025, reaching Rs. 11.36 billion. The company’s Earnings Per Share (EPS) also grew by 39% to PKR 3.90, indicating improved profitability amid challenging market conditions. They are also investing in sustainability and automation to improve efficiency and reduce costs.

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

πŸ“Œ Key Takeaways

  • πŸ“ˆ Turnover increased by 58% from Rs. 7.21 Bn (2024) to Rs. 11.36 Bn (2025).
  • πŸ’° EPS increased by 39% from PKR 2.80 (2024) to PKR 3.90 (2025).
  • 🌱 The company is committed to sustainability with a 3 MW solar power project to offset ~40% of energy needs, saving an estimated PKR 600 million.
  • 🌳 Approximately 17,000 plants have been cultivated on 20 acres of vacant land to reduce the carbon footprint.
  • βš™οΈ Continued investment in modern food-processing automation to improve efficiency and consistency.
  • 🌍 Strengthening presence in the Middle East to establish a global halal food footprint.
  • 🀝 Enhanced employee welfare, training, and performance-development programs.
  • βœ”οΈ Optimization of production capacities and resources for improved margins.
  • πŸ”’ Strengthening compliance, code of conduct, and ESG alignment for stakeholder confidence.
  • ⭐ Vision to position Big Bird Foods as a leading international halal brand, known for quality, innovation, and sustainability.
  • 🏒 Geographical location: 2-A, Ahmad Block, New Garden Town Lahore & 63 Km Multan Road, Lahore.
  • 🚚 Sales and Distribution Network across all major cities of Pakistan.
  • πŸ“… Incorporated on Sep 21, 2011, converted to public limited company on June 01, 2023, and listed on Pakistan Stock Exchange on Aug 05, 2024.

🎯 Investment Thesis

BBFL is a BUY due to its strong financial performance, strategic initiatives, and commitment to sustainability. The company’s impressive growth in revenue and EPS, along with its investments in automation and sustainability, make it an attractive investment. With focus on sustainability, they can improve margins due to tax incentives, and higher consumer demand.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ BBFL: BUY Signal (8/10) – Corporate Briefing Session of Big Bird Foods Limited REVOKED

⚑ Flash Summary

Big Bird Foods Limited (BBFL) has shown significant growth in 2025, as presented in their corporate briefing. The company transitioned from a private to a public listed company in recent years. BBFL’s turnover increased by 58% from 2024 to 2025, reaching Rs. 11.36 billion. The company’s Earnings Per Share (EPS) also grew by 39% to PKR 3.90, indicating improved profitability amid challenging market conditions. They are also investing in sustainability and automation to improve efficiency and reduce costs.

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

πŸ“Œ Key Takeaways

  • πŸ“ˆ Turnover increased by 58% from Rs. 7.21 Bn (2024) to Rs. 11.36 Bn (2025).
  • πŸ’° EPS increased by 39% from PKR 2.80 (2024) to PKR 3.90 (2025).
  • 🌱 The company is committed to sustainability with a 3 MW solar power project to offset ~40% of energy needs, saving an estimated PKR 600 million.
  • 🌳 Approximately 17,000 plants have been cultivated on 20 acres of vacant land to reduce the carbon footprint.
  • βš™οΈ Continued investment in modern food-processing automation to improve efficiency and consistency.
  • 🌍 Strengthening presence in the Middle East to establish a global halal food footprint.
  • 🀝 Enhanced employee welfare, training, and performance-development programs.
  • βœ”οΈ Optimization of production capacities and resources for improved margins.
  • πŸ”’ Strengthening compliance, code of conduct, and ESG alignment for stakeholder confidence.
  • ⭐ Vision to position Big Bird Foods as a leading international halal brand, known for quality, innovation, and sustainability.
  • 🏒 Geographical location: 2-A, Ahmad Block, New Garden Town Lahore & 63 Km Multan Road, Lahore.
  • 🚚 Sales and Distribution Network across all major cities of Pakistan.
  • πŸ“… Incorporated on Sep 21, 2011, converted to public limited company on June 01, 2023, and listed on Pakistan Stock Exchange on Aug 05, 2024.

🎯 Investment Thesis

BBFL is a BUY due to its strong financial performance, strategic initiatives, and commitment to sustainability. The company’s impressive growth in revenue and EPS, along with its investments in automation and sustainability, make it an attractive investment. With focus on sustainability, they can improve margins due to tax incentives, and higher consumer demand.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ BBFL: BUY Signal (8/10) – Corporate Briefing Session of Big Bird Foods Limited

⚑ Flash Summary

Big Bird Foods Limited (BBFL) reported a significant increase in both turnover and earnings per share (EPS) in 2025. The company’s turnover increased by 58% reaching Rs. 11.36 billion compared to Rs. 7.21 billion in 2024. EPS also saw a substantial rise, increasing by 39% to PKR 3.90 in 2025 from PKR 2.80 in the previous year. These results demonstrate the company’s sustained performance amid challenging market conditions, showcasing strong underlying sales growth and improved profitability with an operating margin of 16.78%. BBFL is focusing on strategic goals including sustainability, automation, and expansion in the Middle East.

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

πŸ“Œ Key Takeaways

  • πŸ“ˆ Turnover increased by 58% from Rs. 7.21 Bn (2024) to Rs. 11.36 Bn (2025).
  • πŸ’° EPS rose by 39% from PKR 2.80 (2024) to PKR 3.90 (2025).
  • πŸ“Š YTD September 2025 growth shows a robust underlying sales increase of 57.7%.
  • βœ… The operating margin stands at a healthy 16.78%.
  • β˜€οΈ Commissioning of a 3 MW solar power project to offset ~40% of energy needs, saving an estimated PKR 600 million.
  • 🌱 Around 17,000 plants have been cultivated on 20 acres of vacant land to help reduce the carbon footprint.
  • πŸ€– Continued investment in modern food-processing automation to improve efficiency.
  • 🌍 Strengthening presence in the Middle East to establish a global halal food footprint.
  • 🀝 Enhanced employee welfare, training, and performance-development programs.
  • βš™οΈ Optimization of production capacities and resources for improved margins.
  • πŸ›‘οΈ Strengthening compliance, code of conduct, and ESG alignment for stakeholder confidence.
  • 🌟 Aims to position Big Bird Foods as a leading international halal brand.
  • 🀝 Private Limited Company until June 1, 2023.
  • 🏒 Public Listed Company since August 5, 2024.

🎯 Investment Thesis

BUY. BBFL’s strong financial performance, strategic investments, and focus on sustainability make it an attractive investment. The company’s growth rates and improved profitability indicate potential for continued success. The company should be valued at PKR 6.00-8.00 with a target horizon of 12-18 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ BECO: BUY Signal (7/10) – BECO | Beco Steel Limited Presentation for Corporate Briefing Session-Revised REVISED

⚑ Flash Summary

Beco Steel Limited’s corporate briefing highlights significant revenue growth and improved profitability in 2025. Sales surged by 140% to PKR 7.45 billion, driving a return to profitability with a net profit of PKR 111.48 million. The company has also improved its liquidity and cash flow from operating activities. Despite these achievements, Beco Steel faces challenges from volatile raw material prices, intense competition, and the need for continuous technological upgrades.

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

πŸ“Œ Key Takeaways

  • ⬆️ Sales increased by 140% to PKR 7.45 billion in 2025.
  • βœ… Returned to profitability with PKR 111.48 million profit after tax.
  • πŸ’° EPS improved to 0.89 Rupees from (0.73) Rupees.
  • πŸ“ˆ Gross profit increased by 73% to PKR 386.26 million.
  • πŸ“‰ Administrative expenses decreased by 57%.
  • πŸš€ Distribution and selling expenses increased significantly by 469%.
  • πŸ’Έ Operating profit increased by 455% to PKR 223.71 million.
  • πŸ‘ Interest coverage ratio improved to 36.721.
  • πŸ’ͺ Debt/Equity ratio remained stable at 0.040.
  • 🌱 Return on Assets (ROA) turned positive in 2025.
  • πŸ“Š Return on Equity (ROE) showed significant improvement.
  • πŸ’΅ Gross Profit Ratio improved to 0.052.
  • βœ… Current Ratio improved to 0.93 from 0.76.
  • βœ… Quick Ratio improved to 0.39 from 0.29.
  • 🏦 Total Equity increased by 4.50% to 3,225,759,928 Rupees.

🎯 Investment Thesis

Beco Steel is a BUY. The company’s significant revenue growth, return to profitability, and improved financial health make it an attractive investment. While challenges related to raw material prices and competition exist, the company’s strategic investments in property, plant, and equipment, as well as its focus on operational excellence, position it for continued success. The positive trend in profitability and liquidity ratios supports a positive outlook for the stock.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 27, 2025

πŸ“ˆ BECO: BUY Signal (7/10) – BECO | Beco Steel Limited Presentation for Corporate Briefing Session

⚑ Flash Summary

Beco Steel Limited’s Corporate Briefing Session 2025 highlights a year of significant milestones and ongoing challenges. The company achieved a record high of PKR 7.4 billion in net revenue and returned to profitability with a PKR 111 million profit after tax. Beco Steel has also improved liquidity, demonstrating operational efficiency through increased cash flow from operating activities. However, it faces challenges such as volatile raw material prices, intense competition, the need for technological upgrades, and managing debt for long-term stability.

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

πŸ“Œ Key Takeaways

  • πŸ”₯ Achieved a record net revenue of PKR 7.4B in 2025.
  • βœ… Returned to profitability with a PKR 111M profit after tax in 2025.
  • πŸ’§ Strengthened liquidity with improved current and quick ratios.
  • πŸ’Έ Increased cash flow from operating activities.
  • πŸ“ˆ Total Equity increased by 4.50% to 3,225,759,928 Rupees in 2025.
  • πŸ“Š Total Non-Current Liabilities increased by 8.33% to 134,221,632 Rupees in 2025.
  • 🧾 Total Current Liabilities increased by 8.50% to 4,305,751,279 Rupees in 2025.
  • 🌱 Positive Return on Assets (ROA) and Return on Equity (ROE) trends in 2025.
  • πŸ’° Gross Profit Ratio increased from (0.005) in 2023 to 0.052 in 2025.
  • ⚑️ Current Ratio improved from 0.76 in 2023 to 0.93 in 2025.
  • πŸš€ Quick Ratio increased from 0.29 in 2023 to 0.39 in 2025.
  • πŸ“‰ Net Working Capital Ratio improved from (0.11) to (0.04) in 2025, but remains negative.
  • βœ”οΈ Interest Coverage Ratio improved to 36.721 in 2025.
  • βš–οΈ Debt/Equity Ratio stable at 0.040 in 2025.
  • πŸ’° Cash flow from operating activities increased by 61% to 242,412,519 Rupees in 2025.

🎯 Investment Thesis

Beco Steel’s return to profitability and improved financial metrics in 2025 make it an interesting investment opportunity. However, the risks associated with the steel industry and the company’s challenges require a cautious approach. A HOLD recommendation is appropriate at this time, pending further analysis of the company’s ability to manage its debt, control costs, and sustain its growth momentum. A price target will be re-evaluated after assessing these factors over the next 6-12 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025