Positive - FoxLogica

⏸️ TOMCL: HOLD Signal (6/10) – Credit/Dispatch of Remaining Bonus Share Certificates (Earlier withheld for Tax collection purpose)

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) announced the dispatch and crediting of bonus share certificates to shareholders. These shares were initially withheld due to withholding tax purposes, applicable at 10% or 20%. The bonus shares, declared on September 27, 2025, have now been dispatched via registered post or credited to respective accounts within the Central Depository System (CDS). This action follows the shareholders’ deposition of the required tax amounts into the designated bank account within the specified timeframe. The credit was processed in the CDS at the close of business on December 4, 2025.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ TOMCL has dispatched bonus share certificates to shareholders.
💰 Bonus shares were temporarily withheld for withholding tax purposes (10% or 20%).
📅 Bonus shares were initially declared on September 27, 2025.
🏦 Shares dispatched or credited to accounts in the Central Depository System (CDS).
📃 Shareholders had to deposit required tax amount into a designated bank account.
🗓️ Credit processed in CDS at close of business on December 4, 2025.
✉️ Dispatch was done through registered post.
🤝 Action indicates compliance with tax regulations and shareholder agreements.
🏢 Imran Khan, Company Secretary, signed the notification.
📍 Company’s office is located in Korangi Industrial Area, Karachi.

🎯 Investment Thesis

HOLD. While the successful distribution of bonus shares is a positive sign, it doesn’t fundamentally alter the investment thesis. The company has fulfilled its obligations, which is important for maintaining investor confidence, but additional information on the company’s financial performance and strategic direction is needed to warrant a BUY rating. Maintaining a HOLD rating is appropriate until further developments are observed.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements Signal: BUY WAFI

📈 WAFI: BUY Signal (7/10) – Credit of Interim Cash Dividend

⚡ Flash Summary

WAFI announced: Credit of Interim Cash Dividend. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAFI made announcement: Credit of Interim 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 WAFI. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements GLAXO Signal: BUY

📈 GLAXO: BUY Signal (8/10) – Presentation for Corporate Briefing Session -2025

⚡ Flash Summary

Glaxo Pakistan’s Corporate Briefing Session for 2025 reveals a positive financial outlook. Net sales increased to 45 billion (from 44 billion in 2024). The gross margin significantly improved to 36% (from 22% in 2024), showcasing enhanced profitability. The profit before tax (PBT) grew to 10 billion (from 6 billion in 2024), and earnings per share (EPS) rose to 19.57 (from 11.25 in 2024), indicating strong financial performance.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Net Sales Increased: Reached 45 billion (2024: 44 billion)
💰 Gross Margin Expansion: Improved to 36% (2024: 22%)
📊 PBT Growth: Increased to 10 billion (2024: 6 billion)
💸 EPS Growth: Rose to 19.57 (2024: 11.25)
🌱 Return on Equity: 21% (2024: 14%)
💼 Current Ratio: Improved to 1.88 (2024: 1.68)
🗓️ Inventory Days: Increased to 164 days (2024: 125 days)
🧾 Receivable Days: Stable at 4 days
💸 Payable Days: Decreased to 52 days (2024: 66 days)
🏆 Top Employer: Recognized as a Top Employer in Pakistan for five consecutive years
🌏 Single Digit Inflation: Achieved single digit inflation throughout the year.
📉 Interest Rate Decline: Experienced an 11% decline in interest rates over the past year.
GDP Growth: FY 2025 GDP growth reported at 2.7%.
Exchange Rate Stability: Exchange rate remained stable during the year.
KSE-100 Index: KSE-100 index is at an all-time high.

🎯 Investment Thesis

Based on the strong financial performance, improved profitability, and positive growth metrics, a BUY recommendation is justified. The company has demonstrated its ability to increase sales and improve efficiency, leading to significant profit growth. The price target, based on a conservative P/E ratio, is 293.55. The time horizon is medium-term, with an expectation of continued growth and value creation.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements SGF Signal: HOLD

⏸️ SGF: HOLD Signal (6/10) – Material Information

⚡ Flash Summary

Service Global Footwear Limited (SGFL) announced on December 5, 2025, that its associated company, Service Long March Tyres (Private) Limited (SLM), will raise capital through an Initial Public Offering (IPO) and seek listing on the Pakistan Stock Exchange Limited (PSX). This move is in accordance with the Rule Book of PSX and the Securities Act, 2015. SGFL will keep the PSX informed about further developments. This announcement signals a potential expansion and investment opportunity within the group.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📣 Service Global Footwear Limited (SGFL) announces IPO plans for its associated company.
🏢 Service Long March Tyres (SLM) to raise capital through IPO.
🇵🇰 SLM to seek listing on the Pakistan Stock Exchange (PSX).
📅 Announcement date: December 05, 2025.
📜 IPO move complies with PSX Rule Book and Securities Act, 2015.
ℹ️ SGFL will keep PSX updated on further developments.
💼 Waheed Ashraf, Company Secretary, is the contact person.
📍 Registered address: Servis House, 2-Main Gulberg, Lahore.
📞 Contact Tel: +92 42 35751990-96.
🏢 SLM’s IPO can enhance Service Global Footwear Limited’s visibility.

🎯 Investment Thesis

HOLD. The announcement of Service Long March Tyres’ IPO is a positive development, but lacks specific details to make a strong buy recommendation. More information on the IPO size, pricing, and financial performance of SLM is needed. A hold recommendation is appropriate until further details emerge. Price target: To be re-evaluated after IPO details are available.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements Signal: BUY SPL

📈 SPL: 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 December 3, 2025, Mr. Nadeem Nisar, a substantial shareholder of Sitara Peroxide Limited (SPL), executed a transaction to purchase 10,000 shares of the company at a rate of PKR 109.26 per share. This purchase was facilitated through the Central Depository Company (CDC) and has increased Mr. Nisar’s cumulative shareholding to 6,645,961 shares, representing 12.06% of the company. The announcement was made to comply with regulations set forth by the Pakistan Stock Exchange (PSX). This increased stake by a substantial shareholder could signal confidence in the company’s future prospects.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Transaction Date: December 3, 2025
👤 Transactor: Mr. Nadeem Nisar, a substantial shareholder
📈 Nature of Transaction: Purchase of shares
🔢 Number of Shares Purchased: 10,000
💰 Purchase Rate: PKR 109.26 per share
🏦 Form of Share Certificate: CDC (Central Depository Company)
📊 Market Status: Ready
holdings.
📜 Regulatory Compliance: Disclosure made under PSX Regulations 5.6.4
ⓘ Nadeem Nisar’s cumulative shareholding post-transaction is 6,645,961 shares.

🎯 Investment Thesis

Based on the information, the signal is a tentative BUY. Rationale: A substantial shareholder increasing their stake suggests confidence in the company’s prospects. However, this information alone is insufficient for a strong recommendation. Price target: Further analysis of SPL’s financials, market position, and growth potential is needed to determine a reasonable price target. Time horizon: MEDIUM_TERM, pending further due diligence.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements MCBIM-FUNDS Signal: HOLD

⏸️ MCBIM-FUNDS: HOLD Signal (5/10) – PAKISTAN CASH MANAGEMENT FUND (PCF) Daily Dividend Distribution for 04-DEC-25

⚡ Flash Summary

MCB Investment Management Limited, the management company of PAKISTAN CASH MANAGEMENT FUND (PCF), has announced a daily dividend distribution of Re. 0.0125 per unit for the unit holders. The dividend is applicable to unit holders whose names appeared in the unit holder register at the close of 04-DEC-2025. This dividend payout has been approved by the Board of Directors. The announcement was made on 05-DEC-2025.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: POSITIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

💰 Daily dividend distribution announced for Pakistan Cash Management Fund (PCF).
📅 The record date for determining eligibility is 04-DEC-2025.
💸 Dividend amount is Re. 0.0125 per unit.
🏢 Management company is MCB Investment Management Limited.
✅ Dividend approved by the Board of Directors.
📜 Official announcement date: 05-DEC-2025.
👤 Muhammad Rehan Khan, Company Secretary, issued the notice.
🏦 MCB Investment Management Limited (Formerly: MCB Arif Habib Savings and Investments Limited).
📍 Head Office: 2nd Floor, Adamjee House, I.I. Chundrigar Road, Karachi.
📞 UAN: (+92-21) 111 468 378 (111 INVEST).
🌐 URL: www.mcbfunds.com
📧 Email: info@mcbfunds.com
🕒 Dividend is ‘daily’ distribution.
🔒 No signature required as it is a system-generated document.

🎯 Investment Thesis

Based solely on the dividend announcement, a HOLD recommendation is appropriate. The dividend provides a small return, but the lack of comprehensive information prevents a more decisive recommendation. Further analysis of the fund’s performance, risk profile, and expense ratios is necessary. More information is needed before a BUY or SELL can be given.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements JSBL Signal: BUY

📈 JSBL: BUY Signal (8/10) – Material Information

⚡ Flash Summary

JS Bank Limited (JSBL) announced a favorable verdict in a lawsuit filed by TRG Pakistan Limited (TRGPL). The Honorable VIth Senior Civil Judge, Karachi (South), rejected TRGPL’s entire case under Order VII Rule 11 of the Code of Civil Procedure, 1908. The court found that TRGPL failed to disclose a maintainable cause of action and demonstrate any legal character or proprietary right. The verdict confirms that no adverse findings or directions were issued against JSBL, its parent company, subsidiaries, or any officer thereof.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ JSBL wins legal battle against TRG Pakistan Limited (TRGPL).
⚖️ The Honorable VIth Senior Civil Judge, Karachi (South) ruled in favor of JSBL.
🚫 TRGPL’s entire case rejected under Order VII Rule 11 of the Code of Civil Procedure, 1908.
🔍 Court found that TRGPL failed to disclose a maintainable cause of action.
📜 TRGPL failed to demonstrate any legal character or proprietary right.
🏢 Allegations made by TRGPL were unsupported by legally cognizable material.
🏛️ TRGPL failed to satisfy essential statutory prerequisites of Section 108(d) of the Securities Act, 2015.
🛡️ No adverse findings or directions issued against JSBL, its parent company, subsidiaries, or officers.
💯 The JS Group maintained that TRGPL’s allegations were baseless, frivolous and mala-fide.
✔️ The court’s verdict vindicates the Bank’s position.
📣 JSBL’s disclosure upholds principles of transparency and keeps the market apprised.
🗓️ Verdict issued on December 02, 2025.
💼 Suit No. 1696/2025 (old H.C Suit No. 1589 of 2022).
🏦 JSBL is committed to its reputation and regulatory compliance.
📰 This announcement is considered material information for shareholders.

🎯 Investment Thesis

BUY: The successful resolution of the TRGPL lawsuit removes a potential overhang on JSBL’s stock. While the immediate financial impact is not quantifiable, the reduced legal risk and potential for enhanced investor confidence make JSBL an attractive investment. The price target is PKR 25 per share, with a time horizon of 12 months, based on the anticipated improvement in investor sentiment and stability.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements JSBL Signal: BUY

📈 JSBL: BUY Signal (8/10) – Material Information

⚡ Flash Summary

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ JSBL wins legal battle against TRG Pakistan Limited (TRGPL).
⚖️ The Honorable VIth Senior Civil Judge, Karachi (South) ruled in favor of JSBL.
🚫 TRGPL’s entire case rejected under Order VII Rule 11 of the Code of Civil Procedure, 1908.
🔍 Court found that TRGPL failed to disclose a maintainable cause of action.
📜 TRGPL failed to demonstrate any legal character or proprietary right.
🏢 Allegations made by TRGPL were unsupported by legally cognizable material.
🏛️ TRGPL failed to satisfy essential statutory prerequisites of Section 108(d) of the Securities Act, 2015.
🛡️ No adverse findings or directions issued against JSBL, its parent company, subsidiaries, or officers.
💯 The JS Group maintained that TRGPL’s allegations were baseless, frivolous and mala-fide.
✔️ The court’s verdict vindicates the Bank’s position.
📣 JSBL’s disclosure upholds principles of transparency and keeps the market apprised.
🗓️ Verdict issued on December 02, 2025.
💼 Suit No. 1696/2025 (old H.C Suit No. 1589 of 2022).
🏦 JSBL is committed to its reputation and regulatory compliance.
📰 This announcement is considered material information for shareholders.

🎯 Investment Thesis

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements Signal: HOLD TPLRF1

⏸️ TPLRF1: HOLD Signal (6/10) – Transmission of Annual Report for the Year Ended June 30, 2025

⚡ Flash Summary

TPL REIT Fund I’s annual report for the year ending June 30, 2025, reveals a year of growth and strategic development in Pakistan’s sustainable real estate sector. The Fund’s Net Asset Value (NAV) increased to PKR 33.6 billion, up from PKR 32.2 billion in the previous fiscal year. Key projects like ‘The Mangroves’ and ‘Lagoon Views Tower 1’ have been launched, emphasizing sustainability and modern living. Despite macroeconomic challenges, the fund remains cautiously optimistic, citing a diversified portfolio and strategic vision.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ NAV increased to PKR 33.6 billion from PKR 32.2 billion YoY.
🌱 Launched ‘The Mangroves’, a sustainable urban ecosystem project.
🏢 Successfully launched ‘Lagoon Views Tower 1’.
🎯 Targetting 4.2% GDP growth for FY26 despite flood risks.
✔️ Diversified portfolio across commercial, residential, and mixed-use developments.
🤝 Government introduced incentives for real estate growth in Budget FY26.
📉 Average steel prices declined from ~PKR 270,000/Ton in FY24 to ~PKR 247,000/Ton in FY25.
💰 Net profit after tax stood at PKR 758 million, compared to PKR 376 million in the previous year.
💸 Earnings per unit: PKR 0.41.
⬆️ Fund’s total income stood at PKR 1,541 million, including a fair value gain.
⬇️ Total operating expenses stood at PKR 772 million.
🏢 NAV per unit: 18.28
✅ REIT Fund Rating RFR 3+ (Stable Outlook) by PACRA.
🏢 Divestment of TPL Tech. Zone Phase-I planned through sale of project land.
🏗️ One Hoshang project expected completion by Q3 2028, with construction slowdown due to sales.

🎯 Investment Thesis

Given the fund’s growth, ongoing project developments, and sustainability focus, I assign a HOLD rating for TPL REIT Fund I, as the macroeconomic environment creates uncertainty and pressure on both the construction business and the Pakistani economy. A diversified strategy to mitigate risk, innovation, a dedicated management team and delivering steady returns for investors will need to be consistently accomplished. I estimate TPL REIT to reach a NAV per share between PKR 19-20 within the next 12-18 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements SHFA Signal: BUY

📈 SHFA: BUY Signal (7/10) – Corporate Briefing Session 2025 (Presentation)

⚡ Flash Summary

Shifa International Hospitals Limited (SIHL) reported a strong financial performance for the year ended June 30, 2025. Revenue increased significantly, driving a substantial rise in profit and earnings per share. The company is focusing on strategic priorities including financial sustainability, clinical excellence, and patient safety. These efforts appear to be translating into improved financial results.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Revenue – Net increased to Rs 27,968 million in FY 2024-25 from Rs 23,564 million in FY 2023-24.
💰 Profit for the year surged to Rs 2,329 million in FY 2024-25, compared to Rs 1,362 million in the previous year.
⭐ Earnings per share (EPS) rose to Rs 36.84 in FY 2024-25 from Rs 21.55 in FY 2023-24.
🏥 Operating costs increased to Rs (23,738) million, up from Rs (20,945) million.
💸 Finance costs decreased to Rs (354) million, down from Rs (441) million.
🧾 Total Assets increased to Rs 21,431 million from Rs 18,287 million.
🏦 Equity increased to Rs 14,307 million from Rs 11,916 million.
💪 Net cash generated from operating activities significantly increased to Rs 4,307 million from Rs 1,899 million.
📉 Net cash used in investing activities increased to Rs (2,766) million from Rs (795) million.
⬇️ Net cash used in financing activities decreased to Rs (450) million from Rs (1,165) million.
💵 Cash and cash equivalents at the end of the year increased to Rs 3,514 million from Rs 2,132 million.
🧾 Current ratio improved to 1.4 from 1.1.
📉 Debt to equity ratio decreased to 11.89 from 14.86.
✔️ For the three months ended Sep 30, 2025, revenue increased to Rs 7,615 million from Rs 7,061 million in 2024.
✔️ EPS for the three months ended Sep 30, 2025 increased to Rs 11.76 from Rs 9.95 in 2024.

🎯 Investment Thesis

BUY. SIHL has demonstrated substantial improvements in revenue, profitability, and cash flow. Strategic focus on financial sustainability and clinical excellence positions the company for continued growth. The increased EPS and overall financial strength warrant a buy recommendation. Based on projected earnings growth and sector multiples, a price target of PKR 45 with a time horizon of 18 months appears reasonable.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 4, 2025

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