Strength-6 - FoxLogica

⏸️ KOIL: HOLD Signal (6/10) – PRESENTATION OF CORPORATE BRIEFING SESSION (CBS) FOR THE YEAR 2025

⚡ Flash Summary

Kohinoor Industries Limited (KOIL) presented its Corporate Briefing Session for the year ended June 30, 2025. The company’s turnover remained relatively stable, increasing marginally from Rs. 85.65 million in 2024 to Rs. 85.83 million in 2025. Operating profit saw an increase from Rs. 81.30 million to Rs. 90.07 million. Basic earnings per share increased from Rs. 1.28 to Rs. 2.49.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

⬆️ Turnover slightly increased from Rs. 85.65 million in 2024 to Rs. 85.83 million in 2025.
⬆️ Operating profit increased from Rs. 81.30 million to Rs. 90.07 million.
⬆️ Profit after income taxes significantly increased from Rs. 38.72 million to Rs. 75.41 million.
⬆️ Basic earnings per share rose from Rs. 1.28 to Rs. 2.49.
⬇️ Other income decreased from Rs. 50.90 million to Rs. 44.41 million.
⬇️ Administrative expenses decreased from Rs. (47.21) million to Rs. (37.72) million.
🏢 Kohinoor Industries is engaged in leasing out its building under operating lease arrangements.
🤝 PEL is an associated company of Kohinoor Industries Limited due to common directorship.
🏢 The Saigols group holds a majority share in the Company, with the general public holding 48.52% and Saigols Group holding 51.48%.
🎯 Management is evaluating business propositions for positive financial impact.
🤔 Revenue may reduce due to vacation of renting space by M/s Beacon Impex (Pvt.) Limited from October 2025.
✅ Management is confident about new tenancy agreements.

🎯 Investment Thesis

HOLD. The company has shown improved profitability in the current period, but the potential for future revenue decline due to tenant departure creates uncertainty. The increase in EPS is a positive sign, but it may not be sustainable in the long run without securing new tenants. A price target can’t be accurately assessed without additional financial information and forecasts. Time horizon: MEDIUM_TERM (6-12 months) to observe the company’s ability to secure new tenants and maintain profitability.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements GEMNETS Signal: HOLD

⏸️ GEMNETS: HOLD Signal (6/10) – Presentation for Annual Corporate Briefing Session-FY2025

⚡ Flash Summary

GEMNETS’ FY2025 corporate briefing reveals a company focused on expansion and digital transformation. Revenue has seen substantial growth, increasing by 988% from the previous year. The company is strategically investing in infrastructure and digital solutions, aiming to capitalize on growing market opportunities in Pakistan. While profitability has improved, increased investment and operational costs have impacted net cash flow from operations.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 Revenue soared by 988% to PKR 1,662.64 million in FY2025 from PKR 168.32 million in FY2024.
💰 Gross profit significantly increased to PKR 411.40 million in FY2025, up from PKR 104.35 million in FY2024.
📈 Profit before income tax reached PKR 86.02 million in FY2025, compared to PKR 40.17 million in FY2024.
✅ Profit after taxation stood at PKR 63.27 million in FY2025, a rise from PKR 29.76 million in FY2024.
💸 Earnings per share (EPS) decreased to PKR 1.88 in FY2025, down from PKR 3.44 in FY2024.
🏢 Total assets increased to PKR 1,090.18 million in FY2025 from PKR 1,012.94 million in FY2024.
🌱 Investment in property, plant, and equipment increased substantially to PKR 79.75 million in FY2025 from PKR 33.30 million in FY2024.
💼 Stock in trade increased to PKR 154.20 million in FY2025 from PKR 50.38 million in FY2024.
🧾 Trade debts increased to PKR 462.70 million in FY2025 from PKR 306.38 million in FY2024.
🏦 Cash and bank balances decreased to PKR 33.32 million in FY2025 from PKR 103.49 million in FY2024.
Shares were issued to increase capital. This is shown through the rise from PKR 330.82 million to PKR 367.58 million
📉 Net cash generated from operations showed cash out flow of (PKR 145.05 million) versus inflow PKR 99.49 million
🤝 Key customers include major players such as PTCL, ZONG, Telenor, and various banking institutions.
🌐 Focus on expanding infrastructure and digital solutions, particularly in underserved areas and digital transformation projects.
⚠️ The company highlights risks including regulatory challenges, infrastructure limitations, and cybersecurity concerns.

🎯 Investment Thesis

A HOLD recommendation is appropriate at this time. While revenue growth is impressive, concerns about profitability, EPS dilution, negative operating cash flow, and customer concentration need to be addressed. The company needs to demonstrate improved operational efficiency and better cash flow management to justify a more positive outlook. Continuous monitoring of its strategic initiatives and financial performance is essential.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements PTL Signal: HOLD

⏸️ PTL: HOLD Signal (6/10) – Presentation of Corporate Briefing Session

⚡ Flash Summary

Panther Tyres Limited (PTL) reported steady balance sheet growth in FY2025, with total assets increasing by 5.28% to PKR 24.88 billion. Equity and reserves grew by 18.59% to PKR 8.80 billion, while long-term borrowings rose significantly by 75.49% to PKR 3.58 billion, reflecting strategic capacity expansion investments. Revenue increased to PKR 32.56 million from PKR 29.53 million in the previous year. Despite balance sheet growth, earnings per share (EPS) decreased slightly to PKR 2.57 from PKR 2.77, indicating some profitability pressures.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Total assets increased by 5.28% to PKR 24.88 billion.
⬆️ Equity & Reserves increased significantly by 18.59% to PKR 8.80 billion.
⚠️ Long-term Borrowings increased sharply by 75.49% to PKR 3.58 billion.
💰 Revenue increased to PKR 32.56 million from PKR 29.53 million YoY.
📉 Gross Profit decreased slightly to PKR 4.2 million from PKR 4.31 million.
Operating Profit improved from PKR 2.38 million to PKR 2.46 million.
Profit Before Tax increased to PKR 1.008 million from PKR 896 million.
📉 Earnings Per Share (EPS) decreased to PKR 2.57 from PKR 2.77 YoY.
Export sales increased to Rs. 4.93 Billion.
The company’s fixed asset turnover improved from 2.42 in 2020 to 2.49 in 2025.
The company had an increase in PPE from Rs. 304 million in 2020 to Rs. 2,184 million in 2024 and Rs.1,216 million in 2025, reflecting a CAGR of around 32%
✨ Strong operational growth reflected in EBITDA per share, rising from 9.54 (2022) to 18.26 (2025).
✔️ Cash earnings per share improve steadily, showing enhanced cash flow generation and financial strength.
✔️Earnings per share remain stable between 2.5–2.8, indicating consistent profitability despite cost pressures.
✨ Overall trend demonstrates improving operations, better cash performance, and sustained financial stability over the four-year period.

🎯 Investment Thesis

Based on the provided information, a HOLD recommendation is appropriate. The company exhibits positive revenue and asset growth, but increased debt and decreased EPS raise concerns. Without additional information on the company’s strategy, market conditions, and sector-specific comparisons, it is difficult to justify a BUY or SELL. A price target and time horizon cannot be accurately determined without further analysis.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements OGDC Signal: HOLD

⏸️ OGDC: HOLD Signal (6/10) – RECEIPT OF FIFTH INTEREST PAYMENT UNDER TERM FINANCE CERTIFICATES (TFCs) BY POWER HOLDING LIMITED

⚡ Flash Summary

On November 25, 2025, Oil & Gas Development Company Limited (OGDCL) announced the receipt of the fifth interest payment under Term Finance Certificates (TFCs) from Power Holding Limited (PHL). This installment is part of a circular debt settlement plan approved by the Government of Pakistan (GOP). The payment amounts to Rs 7.725 billion and is one of twelve equal monthly installments. The total interest to be repaid is Rs 92 billion, with installments commencing in July 2025, reflecting the GOP’s efforts to resolve circular debt in the energy sector.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰OGDCL received its fifth interest payment under TFCs.
✅The payment is part of the circular debt settlement plan.
🏢The payment was made by Power Holding Limited (PHL).
🤝The settlement plan is approved by the Government of Pakistan (GOP).
💸The installment amount is Rs 7.725 billion.
🗓️The payment is one of twelve equal monthly installments.
📈The total interest to be repaid is Rs 92 billion.
🗓️Installments commenced in July 2025.
⚡This reflects progress in addressing circular debt in the energy sector.
📜Compliance with Section 96 of the Securities Act, 2015 and PSX Regulations.
✉️The announcement was made to the Pakistan Stock Exchange Limited.
🏢PHL is a private limited company.

🎯 Investment Thesis

HOLD. While the receipt of the interest payment is a positive development, it is only one installment in a larger repayment plan. A ‘HOLD’ recommendation is appropriate until the full impact of the circular debt settlement on OGDCL’s financials is clearer. A price target cannot be accurately determined without further financial information, but the stabilization of cash flows contributes to long term stability.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements Signal: HOLD TSBL

⏸️ TSBL: HOLD Signal (6/10) – Notice of Extraordinary General Meeting of TSBL (Prior to Publication)

⚡ Flash Summary

Trust Securities & Brokerage Limited (TSBL) has announced an Extraordinary General Meeting (EOGM) to be held on December 17, 2025. The primary agenda includes the subdivision of the company’s share capital, changing the face value from Rs. 10 to Re. 1 per share, effectively increasing the number of shares tenfold. Additionally, the meeting will seek approval for the formation of a wholly-owned Information Technology (I.T.) subsidiary to enhance operational capacity and explore new revenue streams. The board believes this will increase market liquidity and investor accessibility.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ EOGM scheduled for December 17, 2025, to discuss share subdivision and I.T. subsidiary formation.
✂️ Share subdivision proposed: Rs. 10 face value to Re. 1, increasing shares tenfold without altering total capital.
💰 Authorized capital to be subdivided from 75,000,000 shares of Rs. 10 to 750,000,000 shares of Re. 1.
💸 Issued/subscribed/paid-up capital to be subdivided from 30,000,000 shares of Rs. 10 to 300,000,000 shares of Re. 1.
💻 Approval sought for establishing a wholly-owned I.T. subsidiary.
🚀 I.T. subsidiary to focus on software development, system integration, data centers, digital transformation, and data analytics.
📈 The goal is to enhance operational capacity and create new revenue opportunities through the I.T. subsidiary.
✅ Board recommends the share subdivision and I.T. subsidiary formation.
📜 Amendments to Memorandum and Articles of Association to reflect the share subdivision.
🔒 Share transfer books to be closed from December 11, 2025, to December 17, 2025.
🗳️ E-voting and postal ballot options available for members.
🌐 Notice of EOGM and ballot paper available on the company’s website: www.tsbl.com.pk.
✉️ Duly filled ballot papers to reach the Chairperson by December 16, 2025.
🔑 Proxy forms to be submitted at least 48 hours before the meeting.
ℹ️ Contact info@tsbl.com.pk for queries and information.

🎯 Investment Thesis

HOLD. While the share subdivision is a procedural change aimed at improving liquidity, the creation of an IT subsidiary signals a strategic intent to diversify and grow. However, the financial and operational impacts of the subsidiary are uncertain. A ‘Hold’ recommendation is appropriate until more information is available on the performance and potential of the IT subsidiary. The benefits of the stock split are hard to quantify. Without further data, any price target is purely speculative.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements Signal: HOLD TSBL

⏸️ TSBL: HOLD Signal (6/10) – Notice of Extraordinary General Meeting of TSBL (Prior to Publication)

⚡ Flash Summary

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ EOGM scheduled for December 17, 2025, to discuss share subdivision and I.T. subsidiary formation.
✂️ Share subdivision proposed: Rs. 10 face value to Re. 1, increasing shares tenfold without altering total capital.
💰 Authorized capital to be subdivided from 75,000,000 shares of Rs. 10 to 750,000,000 shares of Re. 1.
💸 Issued/subscribed/paid-up capital to be subdivided from 30,000,000 shares of Rs. 10 to 300,000,000 shares of Re. 1.
💻 Approval sought for establishing a wholly-owned I.T. subsidiary.
🚀 I.T. subsidiary to focus on software development, system integration, data centers, digital transformation, and data analytics.
📈 The goal is to enhance operational capacity and create new revenue opportunities through the I.T. subsidiary.
✅ Board recommends the share subdivision and I.T. subsidiary formation.
📜 Amendments to Memorandum and Articles of Association to reflect the share subdivision.
🔒 Share transfer books to be closed from December 11, 2025, to December 17, 2025.
🗳️ E-voting and postal ballot options available for members.
🌐 Notice of EOGM and ballot paper available on the company’s website: www.tsbl.com.pk.
✉️ Duly filled ballot papers to reach the Chairperson by December 16, 2025.
🔑 Proxy forms to be submitted at least 48 hours before the meeting.
ℹ️ Contact info@tsbl.com.pk for queries and information.

🎯 Investment Thesis

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements ATIL Signal: HOLD

⏸️ ATIL: HOLD Signal (6/10) – CBS Presentation

⚡ Flash Summary

Atlas Insurance Limited (ATIL) reported its Corporate Briefing Session on November 27, 2025. The company was founded in 1934 and taken over by Atlas Group in 1980. The company commenced “Window Takaful Operation” in March 2016. PACRA has assigned an Insurer Financial Strength (IFS) rating of “AA+” to ATIL. The company achieved a landmark of Rs. 1 Billion profit after tax in 2023 and achieved Rs. 1 billion profit from core business in 2024.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 Corporate Briefing Session held on November 27, 2025.
🏢 Founded in 1934 as The Muslim India Insurance Company Limited.
🤝 Taken over by Atlas Group in 1980 and rebranded in 2006.
🛡️ Maintains a strong position among leading general insurance companies in Pakistan.
✨ Offers diversified products with unique features through a wide network of branches.
🏦 Commenced “Window Takaful Operation” in March 2016.
⚖️ Offers Sharia-compliant products under supervision of a certified Sharia Advisor.
⭐ Insurer Financial Strength (IFS) rating of “AA+” by PACRA.
💪 Denotes a very strong capacity to meet policyholders’ and contract obligations.
🏆 Awarded “Best Corporate Report Award” multiple times by ICAP and ICMAP.
🌍 Awarded South Asian Federation of Accountants (SAFA) “Best Presented Accounts Award”.
💸 Achieved landmark of Rs. 1 Billion profit after tax in 2023.
📈 Crossed Rs. 5.0 bn GWP & Contribution in 2022.
💰 Achieved Rs. 1 billion profit from core business in 2024.

🎯 Investment Thesis

Given the positive trends in revenue, profitability, and financial strength, Atlas Insurance appears to be a HOLD. However, this recommendation is based on limited information, and a more comprehensive analysis would be required to determine a specific price target. Further analysis should be conducted to quantify and assess risks.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements MSOT Signal: HOLD

⏸️ MSOT: HOLD Signal (6/10) – Others

⚡ Flash Summary

Masood Textile Mills Limited (MTM) reveals its corporate briefing session for 2025, highlighting its transition into a fully integrated textile unit focused on value-added products since its establishment in 1984. MTM’s expansion includes in-house capabilities spanning spinning, knitting, dyeing, and apparel manufacturing, serving major global apparel and fabric customers. The company is listed on the Pakistan Stock Exchange and emphasizes sustainability through regenerative cotton initiatives and solar power plants. Financial results for 2025 show revenue of PKR 59.202 billion, with a profit after taxation of PKR 131 million and basic EPS of PKR 1.20.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏭 MTM started as a spinning unit in 1984 and is now a fully integrated textile unit.
🇵🇰 Listed on the Pakistan Stock Exchange since July 20, 1988.
🧶 Vertically integrated with in-house spinning, knitting, fiber & yarn dyeing, and apparel manufacturing.
🌎 Engaged in the production of high-quality textile products largely exported to USA, Canada, and Europe.
👕 Diverse product range including yarn, fabric, loungewear, activewear, and sportswear.
🤝 Apparel customer base includes JCPenney, Hugo Boss, Calvin Klein, and Marks & Spencer.
🧵 Fabric customer base includes Marks & Spencer, Tommy Hilfiger, and Fruit of the Loom.
📡 In-house designed ERP system for effective decision-making.
🆔 Garments have unique ID tracking from cotton crop to shipment.
🌱 Committed to regenerative cotton practices, partnering with 3,000 farmers over 4,267 hectares.
🔆 Installing a 6.2 MW solar power plant; 5 MW expected to be energized by Dec-25 and 1.2 MW by Jan-26.
🇪🇺 Pursuing a diversification strategy focused on the European Union.
📈 Revenue in 2025 is PKR 59.202 billion.
✅ Profit after taxation in 2025 is PKR 131 million.
💲 Basic Earnings Per Share (EPS) in 2025 is PKR 1.20.

🎯 Investment Thesis

Based on the information provided, a HOLD recommendation is appropriate. The company’s integrated structure and sustainability initiatives are positive, but decreased profit margins and reliance on external factors (e.g. European Union) necessitates a cautious approach. The company needs to demonstrate consistent profitability improvements and revenue growth to support a more bullish outlook.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements LIVEN Signal: HOLD

⏸️ LIVEN: HOLD Signal (6/10) – Notice of Declaration of CDS Eligibility of Letter of Rights (Right Entitlements) of Ordinary Shares of Liven Pharma Limited

⚡ Flash Summary

Liven Pharma Limited has received confirmation from the Central Depository Company (CDC) that its Letter of Rights (Right Entitlements) are now eligible as CDS securities. This eligibility is effective from November 24, 2025, as per the CDC’s notice dated November 21, 2025. The announcement facilitates the trading and settlement of these rights entitlements through the Central Depositary System. This move should streamline transactions and potentially broaden investor participation in Liven Pharma’s rights issue.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Liven Pharma’s Letter of Rights declared CDS eligible.
🗓️ Effective date: November 24, 2025.
🏢 CDC confirmed eligibility via notice dated November 21, 2025.
📄 Refers to rights issue of ordinary shares.
🔗 Facilitates trading and settlement through CDS.
📜 Follows Regulation 8AA.1.1 and SAA.2.2 of CDC regulations.
🤝 Company must fulfill CDC’s procedural requirements.
ℹ️ Informs TREC holders of the Exchange.
🏢 Addresses Pakistan Stock Exchange.
✉️ Referenced letter no PSX/C-857-1681 dated September 15, 2025.

🎯 Investment Thesis

Based on the announcement, the recommendation is HOLD. The declaration of CDS eligibility for Liven Pharma’s Letter of Rights is a positive operational development but does not fundamentally alter the investment case. More information on the utilization of the rights and its effects on the company will be needed.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements MCBIM-FUNDS Signal: HOLD

⏸️ MCBIM-FUNDS: HOLD Signal (6/10) – ALHAMRA ISLAMIC MONEY MARKET FUND (ALHIMMF) Daily Dividend Distribution for 24-NOV-25

⚡ Flash Summary

MCB Investment Management Limited, the management company of ALHAMRA ISLAMIC MONEY MARKET FUND (ALHIMMF), has announced a daily dividend distribution of Re. 0.0272 per unit for the unit holders whose names appear in the unit holder register at the close of 24-NOV-25. This payout was approved by the Board of Directors. The announcement was made on 25-NOV-2025. This dividend distribution will likely have a minor positive impact on investor sentiment.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 Announcement Date: 25-NOV-2025
📣 Issuer: MCB Investment Management Limited, managing ALHAMRA ISLAMIC MONEY MARKET FUND (ALHIMMF)
💰 Dividend Payout: Re. 0.0272 per unit
🗓️ Record Date: Unit holders registered at the close of 24-NOV-25 will receive the dividend
🏦 Fund Type: Islamic Money Market Fund
✅ Approval: Approved by the Board of Directors
📍 Location: Pakistan Stock Exchange, Karachi
💼 Company Secretary: Muhammad Rehan Khan
📜 Document Type: System-generated document
🌐 MCB Funds URL: www.mcbfunds.com
📧 MCB Funds Email: info@mcbfunds.com
📞 UAN: (+92-21) 111 468 378

🎯 Investment Thesis

Given the limited information, a HOLD recommendation is appropriate for ALHIMMF. The dividend announcement is positive, but further financial details are needed to fully assess the fund’s performance and risk profile. A price target cannot be determined without NAV data. Time horizon is medium-term.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

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