AWT-FUNDS - FoxLogica

📉 AWT-FUNDS: SELL Signal (8/10) – Financial Results for the quarter ended September 30, 2025

⚡ Flash Summary

The AWT Income Fund reports its financials for the quarter ended September 30, 2025. Net assets decreased from 1,908,100,000 to 1,805,105,000. The net income for the period after taxation decreased from 102,620,000 to 44,588,000. The number of units in issue also saw a decrease from 17,238,982 to 15,924,772.

Signal: SELL 📉

Strength: 8/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📉 Net assets decreased by 5.4% from June 30, 2025, to September 30, 2025.
💰 Total assets decreased from PKR 2,008,461,000 to PKR 1,856,418,000.
📉 Total liabilities decreased significantly from PKR 100,361,000 to PKR 51,313,000.
💸 Net income for the quarter decreased substantially from PKR 102,620,000 to PKR 44,588,000.
📉 Earnings per unit decreased, reflecting lower profitability.
📉 Number of units in issue decreased from 17,238,982 to 15,924,772.
🔻 Net assets value per unit increased slightly from PKR 110.6851 to PKR 113.3520.
⬇️ Cash and cash equivalents decreased from PKR 375,491,000 to PKR 250,401,000.
📉 Mark-up income decreased from PKR 84,228,000 to PKR 52,250,000.
⬇️ Total income decreased from PKR 111,339,000 to PKR 51,595,000.
📈 Expenses decreased slightly from PKR 8,719,000 to PKR 7,007,000.

🎯 Investment Thesis

Based on the financial results for the quarter ended September 30, 2025, a SELL recommendation is warranted for AWT Income Fund. The significant decrease in net income, assets, and earnings per unit indicates a weakening financial position. The price target rationale is based on the expectation of continued underperformance given the current trends. The time horizon for this recommendation is medium-term, as the fund may take some time to stabilize or improve its performance.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements AWT-FUNDS Signal: SELL

📉 AWT-FUNDS: SELL Signal (8/10) – Financial Results for the quarter ended September 30, 2025

⚡ Flash Summary

Signal: SELL 📉

Strength: 8/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📉 Net assets decreased by 5.4% from June 30, 2025, to September 30, 2025.
💰 Total assets decreased from PKR 2,008,461,000 to PKR 1,856,418,000.
📉 Total liabilities decreased significantly from PKR 100,361,000 to PKR 51,313,000.
💸 Net income for the quarter decreased substantially from PKR 102,620,000 to PKR 44,588,000.
📉 Earnings per unit decreased, reflecting lower profitability.
📉 Number of units in issue decreased from 17,238,982 to 15,924,772.
🔻 Net assets value per unit increased slightly from PKR 110.6851 to PKR 113.3520.
⬇️ Cash and cash equivalents decreased from PKR 375,491,000 to PKR 250,401,000.
📉 Mark-up income decreased from PKR 84,228,000 to PKR 52,250,000.
⬇️ Total income decreased from PKR 111,339,000 to PKR 51,595,000.
📈 Expenses decreased slightly from PKR 8,719,000 to PKR 7,007,000.

🎯 Investment Thesis

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements AWT-FUNDS Signal: HOLD

⏸️ AWT-FUNDS: HOLD Signal (6/10) – Transmission of quarterly financial statements – September 30, 2025

⚡ Flash Summary

AWT Investments Limited presents its quarterly report for September 30, 2025, showcasing the performance of various funds under its management. Pakistan’s economy demonstrates stabilization, supported by external account improvements and upgraded credit ratings. The KSE-100 Index surged by 32% during the quarter, with mutual funds and individual investors driving liquidity. Key funds like AWT Islamic Income Fund and AWT Islamic Stock Fund demonstrate varying degrees of growth and returns, reflecting different investment strategies and market exposures.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Pakistan’s economy shows signs of stabilization in 1QFY26, with improved external accounts and credit ratings.
🤝 A landmark mutual defense agreement with Saudi Arabia in September 2025 is expected to unlock fresh investment inflows.
📊 The KSE-100 Index posted gains of 32% in 1QFY26, while the KMI-30 Index surged 33%.
💰 Local mutual funds and individual investors were key liquidity drivers, with net inflows of USD 101mn and USD 89mn, respectively.
💹 AUM of the Mutual Fund industry grew by 7% to Rs. 4.18 trillion during 1QFY26.
🥇 AWT Islamic Income Fund delivered an annualized return of 10.1% against its benchmark return of 9.5%.
🏦 Net Assets of AWT Islamic Income Fund stood at PKR 60.2 billion, a 5% increase from June 30, 2025.
📜 The Pakistan Credit Rating Agency (PACRA) maintained AWT Islamic Income Fund’s stability rating of A+(f).
💸 AWT Islamic Money Market Fund delivered a return of 10.0% p.a. against a benchmark of 9.7% p.a.
🏦 Net Assets of AWT Islamic Money Market Fund stood at PKR 2.14 billion at the end of the period.
📉 AWT Income Fund delivered a 9.6% annualized return versus a benchmark of 10.6% p.a.
📉 Net Assets of AWT Income Fund decreased by 5% from June 30, 2025, to PKR 1.81 billion.
💹 The NAV of AWT Islamic Stock Fund increased by 29.9%, compared to 33.2% in the KMI 30 Index.
🏦 Net Assets of the AWT Islamic Stock Fund increased by 189% from June 30, 2025, to PKR 3,873 million.
🔄 AWT Islamic Asset Allocation Fund converted from equity to Shariah compliant asset allocation in September 2025.

🎯 Investment Thesis

Given the current economic stabilization and market gains, a HOLD recommendation seems appropriate for the fund at this time. While positive factors are evident, such as economic recovery and potential investment inflows, short-term inflationary pressures persist. The funds’ mixed performance indicates a need for cautious optimism.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements AWT-FUNDS Signal: HOLD

⏸️ AWT-FUNDS: HOLD Signal (5/10) – Notice of the 64th BOD Meeting

⚡ Flash Summary

AWT Investments Limited has announced the 64th Board of Directors (BOD) meeting to be held on Tuesday, October 28, 2025, at 10:30 AM. The meeting will take place at AWT Plaza, Rawalpindi and also accessible online via Zoom. The agenda for the meeting has been attached for the board members to review. Members who cannot attend in person will receive an online video link via email to participate remotely.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ 64th Board of Directors Meeting scheduled.
📅 Meeting date: Tuesday, October 28, 2025.
⏰ Meeting time: 10:30 AM.
🏢 Venue: AWT Plaza, Rawalpindi.
🌐 Online attendance available via Zoom.
✉️ Online video link to be shared via email.
📖 Agenda attached for review.
📍 Rawalpindi office: 2nd Floor, AWT Plaza, Mall Road.
📍 Karachi office: 3rd Floor, AWT Plaza, I.I Chundrigar Road.
📍 Lahore office: 1st Floor, 33-DD Block CCA, Phase 4 DHA.
📞 Rawalpindi contact: +92-51-9272379.
📞 Karachi contact: +92-21-38658883.
📞 Lahore contact: +92-42-35694008.

🎯 Investment Thesis

Based solely on this meeting announcement, a HOLD recommendation is appropriate. There is no indication to change current investment strategy, as the information provided is purely administrative. Any change to BUY or SELL will depend on the substantial information resulting from the meeting. We maintain a neutral stance until more concrete information is available.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 22, 2025

AWT-FUNDS PSX Announcements Signal-HOLD

⏸️ AWT-FUNDS: HOLD Signal – Financial results for the year ended June 30, 2025

⏸️ Trading Signal & Analysis

SignalHOLD

Strength6 / 10

SentimentNEUTRAL

Financial ImpactMEDIUM

What this means: 📊 Results News: Company announced quarterly results. Need to check if they made profit or loss to understand impact on stock price.

🏢 Company & Announcement

SymbolAWT-FUNDS

CompanyAWT-FUNDS

DateSep 22, 2025

Time9:13 AM

Announcement Title:

Financial results for the year ended June 30, 2025

🧠 Investment Thesis

Given the mixed performance across AWT’s funds, retail investors should review their portfolios and risk tolerance, considering shifting investments to funds with higher growth potential, such as Islamic Funds. For the AWT Income Fund, it will be important to monitor the performance for the next year given it’s lower growth than the previous year. Overall, consider these results alongside broader market trends.

📋 Key Highlights

The announcement covers financial results for multiple AWT collective investment schemes.
AWT Income Fund’s net assets increased to PKR 1,908.1 million in 2025 from PKR 1,682.17 million in 2024.
AWT Income Fund’s net income after taxation decreased to PKR 271.355 million in 2025 from PKR 359.296 million in 2024.
AWT Income Fund’s net assets value per unit slightly increased from PKR 110.6557 to PKR 110.6851.
AWT Islamic Income Fund’s net assets increased significantly to PKR 57,231.98 million in 2025 from PKR 24,513.98 million in 2024.
AWT Islamic Income Fund’s net income increased substantially to PKR 5,942.131 million in 2025 from PKR 2,025.049 million in 2024.
AWT Islamic Stock Fund’s net assets increased substantially to PKR 1,341.724 million in 2025 from PKR 167.200 million in 2024.
AWT Islamic Stock Fund’s net income increased substantially to PKR 257.310 million in 2025 from PKR 71.798 million in 2024.
AWT Islamic Money Market Fund’s net assets decreased to PKR 2,283.827 million in 2025 from PKR 2,351.944 million in 2024.
AWT Islamic Money Market Fund’s net income decreased to PKR 281.001 million in 2025 from PKR 602.244 million in 2024.
AWT Financial Sector Income Fund’s net assets decreased to PKR 293.801 million in 2025 from PKR 927.901 million in 2024.
AWT Financial Sector Income Fund’s net income decreased to PKR 76.509 million in 2025 from PKR 198.754 million in 2024.

⚠️ Risk Assessment

Market fluctuations can impact the investment values.
Changes in economic conditions could affect fund performance.
Regulatory changes in the financial sector may pose risks.

📄 Source Document

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🔍 Raw Analysis Data

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{
  "sentiment": "NEUTRAL",
  "signal": "HOLD",
  "strength": 6,
  "brief_summary": "AWT Funds has announced its financial results for the year ended June 30, 2025, covering several of its collective investment schemes including income, Islamic income, stock, and money market funds. For retail investors, this means it's time to check how each fund performed in terms of revenue, profit, and whether any dividends were distributed. The information provided, particularly about AWT Income Fund, shows some shifts in assets and liabilities, income, and unit holder funds.",
  "key_points": [
    "The announcement covers financial results for multiple AWT collective investment schemes.",
    "AWT Income Fund's net assets increased to PKR 1,908.1 million in 2025 from PKR 1,682.17 million in 2024.",
    "AWT Income Fund's net income after taxation decreased to PKR 271.355 million in 2025 from PKR 359.296 million in 2024.",
    "AWT Income Fund's net assets value per unit slightly increased from PKR 110.6557 to PKR 110.6851.",
    "AWT Islamic Income Fund's net assets increased significantly to PKR 57,231.98 million in 2025 from PKR 24,513.98 million in 2024.",
    "AWT Islamic Income Fund's net income increased substantially to PKR 5,942.131 million in 2025 from PKR 2,025.049 million in 2024.",
    "AWT Islamic Stock Fund's net assets increased substantially to PKR 1,341.724 million in 2025 from PKR 167.200 million in 2024.",
    "AWT Islamic Stock Fund's net income increased substantially to PKR 257.310 million in 2025 from PKR 71.798 million in 2024.",
    "AWT Islamic Money Market Fund's net assets decreased to PKR 2,283.827 million in 2025 from PKR 2,351.944 million in 2024.",
    "AWT Islamic Money Market Fund's net income decreased to PKR 281.001 million in 2025 from PKR 602.244 million in 2024.",
    "AWT Financial Sector Income Fund's net assets decreased to PKR 293.801 million in 2025 from PKR 927.901 million in 2024.",
    "AWT Financial Sector Income Fund's net income decreased to PKR 76.509 million in 2025 from PKR 198.754 million in 2024."
  ],
  "financial_impact": "MEDIUM",
  "price_target": "N/A",
  "risk_factors": [
    "Market fluctuations can impact the investment values.",
    "Changes in economic conditions could affect fund performance.",
    "Regulatory changes in the financial sector may pose risks."
  ],
  "investment_thesis": "Given the mixed performance across AWT's funds, retail investors should review their portfolios and risk tolerance, considering shifting investments to funds with higher growth potential, such as Islamic Funds. For the AWT Income Fund, it will be important to monitor the performance for the next year given it's lower growth than the previous year. Overall, consider these results alongside broader market trends.",
  "simple_note": "\ud83d\udcca Results News: Company announced quarterly results. Need to check if they made profit or loss to understand impact on stock price."
}

Disclaimer: This analysis is AI-generated and for informational purposes only. It is not financial advice. Please conduct your own research before making any investment decisions.

Written by: FoxLogica News Analysis

Published on: September 23, 2025