THALL

⚡ Flash Summary

On November 6, 2025, Thal Limited disclosed the interest of a relevant person, Mr. Mohamedali Rafiq Habib, a Director, holding company shares under PSX Regulation 5.6.4. Mr. Habib executed a transaction involving 1,340,202 shares through the CDC, categorized as inheritance. Following this transaction, Mr. Habib’s cumulative shareholding stands at 2,907,036 shares, representing 0.0359% of the company. This transaction will be presented at the subsequent board meeting for consideration. The disclosure was made by Sameer Amlani, Company Secretary.

📌 Key Takeaways

• 🏢 Thal Limited disclosed a director’s share transaction on November 6, 2025.
• 👤 Mr. Mohamedali Rafiq Habib, a Director, executed the transaction.
• 📜 The disclosure falls under PSX Regulation 5.6.4.
• 🔄 The transaction involved 1,340,202 shares.
• ✅ The shares were transferred through the Central Depository Company (CDC).
• 🎁 The nature of the transaction is classified as inheritance.
• 📅 The transaction occurred between October 10-27, 2025.
• 📊 Mr. Habib’s cumulative shareholding after the transaction is 2,907,036 shares.
• 📈 This cumulative holding represents 0.0359% of the company’s shares.
• ✍️ Sameer Amlani, Company Secretary, made the disclosure.
• 🗣️ The transaction will be presented in the next board meeting.
• 🔍 The board will review the transaction as per PSX regulations.
• ℹ️ The announcement provides transparency regarding insider transactions.
• 🤝 The disclosure ensures compliance with regulatory requirements.

🎯 Investment Thesis

Given that this announcement is a disclosure of a director’s share transaction (inheritance), and it represents a negligible percentage of total shares, a HOLD recommendation is appropriate. The transaction does not significantly impact the company’s fundamentals or valuation. No price target or specific time horizon is relevant in this context.

⚡ Flash Summary

THALL announced: Financial Results for the Quarter Ended September 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• THALL made announcement: Financial Results for the Quarter Ended September 30, 2025
• 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 THALL. Manual verification required.

⚡ Flash Summary

Thal Limited has announced that a Board of Directors meeting will be held on October 29, 2025, at 3:30 P.M. to consider the financial statements for the quarter ended September 30, 2025, and to declare any potential entitlements. The company will communicate any corporate announcements to the Pakistan Stock Exchange (PSX) on October 30, 2025. A closed period has been declared from October 21, 2025, to October 30, 2025, during which Directors, the CEO, and Executives are prohibited from dealing in the company’s shares.

📌 Key Takeaways

• 📅 Board meeting scheduled for October 29, 2025, at 3:30 P.M.
• 💰 Consideration of financial statements for the quarter ended September 30, 2025.
• 🎁 Potential declaration of entitlement to be discussed.
• 📢 Corporate announcements to be communicated on October 30, 2025, via PSX.
• 🔒 Closed period in effect from October 21, 2025, to October 30, 2025.
• 🚫 Directors, CEO, and Executives restricted from trading shares during the closed period.
• 📜 Compliance with Clause 5.6.4 of PSX Regulations.
• 🏢 Meeting to be held to fulfill regulatory requirements.
• 🚦 Information to be disseminated via PUCARS timing.
• ℹ️ Notice to inform TRE Certificate Holders of the exchange.
• 🏢 Registered office is located at 4th Floor, House of Habib, Karachi.
• 📧 Email address for contact: tl@hoh.net.
• 🌐 Website: www.thallimited.com.

🎯 Investment Thesis

Based solely on this announcement, a HOLD recommendation is appropriate. The information is purely procedural and does not provide sufficient data to make a buy or sell decision. The actual financial results and future outlook, to be discussed in the board meeting, will be critical in reassessing the investment thesis. A price target cannot be determined based on this announcement.

⚡ Flash Summary

THALL announced: Board Meeting Other Than Financial Results. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• THALL made announcement: Board Meeting Other Than Financial Results
• 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 THALL. Manual verification required.

⚡ Flash Summary

Thal Limited has announced the upcoming election of directors at the Annual General Meeting scheduled for October 20, 2025. The announcement lists seven individuals who have filed notices to offer themselves for election. Since the number of candidates does not exceed the number of director positions available, all seven individuals will be deemed elected at the meeting. The composition includes both executive and non-executive directors, as well as independent directors chosen for their expertise and qualifications, ensuring compliance with the Companies Act, 2017.

📌 Key Takeaways

• 🗓️ The Annual General Meeting (AGM) is scheduled for October 20, 2025, at 9:30 A.M.
• 🏢 The AGM will be held at The Institute of Chartered Accountants of Pakistan (ICAP) Auditorium in Karachi.
• 📜 The election of directors is being conducted under Section 159(4) of the Companies Act, 2017.
• 👤 Seven individuals have filed notices to offer themselves for election as directors.
• ✅ Since the number of candidates does not exceed the number of director positions, all seven will be deemed elected.
• 💼 Mr. Mohamedali R. Habib is nominated as a Non-Executive Director.
• 💼 Mr. Imran Ali Habib is nominated as a Non-Executive Director.
• 💼 Mr. Muhammad Salman Burney is nominated as a Non-Executive Director.
• 💼 Mr. Shahid Malik is nominated as a Non-Executive Director.
• 💼 Mr. Muhammad Tayyab Ahmad Tareen is nominated as an Executive Director.
• 👩‍💼 Ms. Tahira Raza is nominated as an Independent Director.
• 💼 Mr. Khayam Husain is nominated as an Independent Director.
• 🌐 Profiles of the director candidates are available on the company’s website: www.thallimited.com.
• 🏢 The independent directors were selected based on their expertise, qualifications, and compliance with Section 166 of the Companies Act.
• ✉️ This notice is being circulated to shareholders and published in newspapers.

🎯 Investment Thesis

Based on the announcement, a HOLD recommendation is appropriate. The election of directors is a routine corporate event. The composition of the board will need to be further evaluated for strategic implications in future. A price target cannot be determined from this announcement alone. The time horizon is contingent upon future financial and strategic performance.