Strength-6 - FoxLogica

⏸️ MCBIM-FUNDS: HOLD Signal (6/10) – ALHAMRA DAILY DIVIDEND FUND (ALHDDF) Daily Dividend Distribution for 07-OCT-25

⚡ Flash Summary

MCB Investment Management Limited, the management company of ALHAMRA DAILY DIVIDEND FUND (ALHDDF), has announced a daily dividend distribution of Re. 0.0241 per unit for the unit holders whose names appeared in the unit holder register at the close of 07-OCT-25. This dividend payout reflects the fund’s daily earnings and is a regular distribution to its investors. The distribution is approved by the Board of Directors. The announcement was made on 08-OCT-2025.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 Dividend Distribution Date: 07-OCT-25
💰 Dividend Amount: Re. 0.0241 per unit
🏢 Fund: ALHAMRA DAILY DIVIDEND FUND (ALHDDF)
✅ Approved by: Board of Directors
🏦 Management Company: MCB Investment Management Limited
📜 Eligibility: Unit holders registered at close of 07-OCT-25
📢 Announcement Date: 08-OCT-2025
🇵🇰 Country: Pakistan
💵 Currency: Pakistani Rupees (Re.)
🎯 Type: Daily Dividend Distribution
✔️ Purpose: Distribute daily earnings to investors
💼 Role of MCBIM: Management and Distribution
📑 Formal Notification: This announcement serves as a formal notification

🎯 Investment Thesis

HOLD. Given the limited information and nature of the announcement of the dividend distribution, a HOLD recommendation is suitable. The fund is fulfilling its stated objective of distributing daily dividends. However, an investor should assess their portfolio to better determine the appropriate course of action. No price target can be developed without additional data.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements LUCK Signal: HOLD

⏸️ LUCK: HOLD Signal (6/10) – Credit of final cash dividend

⚡ Flash Summary

Lucky Cement Limited has announced a final cash dividend of Rs. 4 per share, which equates to 200% for the fiscal year ending June 30, 2025. The dividend has been electronically credited to the bank accounts of shareholders who have provided their 24-digit IBAN numbers. The company has withheld dividends for shareholders who have not yet provided their IBAN details or valid copies of their CNICs, adhering to the provisions of the Companies Act, 2017. This announcement signifies a positive return to shareholders and reflects the company’s financial performance.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 Lucky Cement declares a final cash dividend of Rs. 4 per share.
📈 The dividend represents a 200% payout for the year ended June 30, 2025.
🏦 Dividends credited electronically to shareholders with complete IBAN numbers.
📜 Compliance with Companies Act, 2017 for dividend distribution.
🛑 Dividends withheld from shareholders lacking IBAN or CNIC details.
🗓️ Dividend pertains to the fiscal year ending June 30, 2025.
🧾 Shareholders must provide a 24-digit IBAN for dividend receipt.
📑 CNIC copies required for shareholders without valid IBAN.
📢 Announcement date: October 9, 2025.
🏢 Lucky Cement Limited is the declaring company.
📍 Company headquartered in Karachi, Pakistan.

🎯 Investment Thesis

Based on the dividend announcement, a HOLD recommendation is appropriate for Lucky Cement. The dividend is positive but further analysis of the company’s overall financial performance and industry outlook is needed before a BUY recommendation. A price target cannot be determined without comprehensive financial data. The time horizon is medium term (6-12 months), contingent upon the company’s ability to sustain profitability and dividend payouts.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements LUCK Signal: HOLD

⏸️ LUCK: HOLD Signal (6/10) – Credit of final cash dividend

⚡ Flash Summary

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 Lucky Cement declares a final cash dividend of Rs. 4 per share.
📈 The dividend represents a 200% payout for the year ended June 30, 2025.
🏦 Dividends credited electronically to shareholders with complete IBAN numbers.
📜 Compliance with Companies Act, 2017 for dividend distribution.
🛑 Dividends withheld from shareholders lacking IBAN or CNIC details.
🗓️ Dividend pertains to the fiscal year ending June 30, 2025.
🧾 Shareholders must provide a 24-digit IBAN for dividend receipt.
📑 CNIC copies required for shareholders without valid IBAN.
📢 Announcement date: October 9, 2025.
🏢 Lucky Cement Limited is the declaring company.
📍 Company headquartered in Karachi, Pakistan.

🎯 Investment Thesis

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements CHCC Signal: HOLD

⏸️ CHCC: HOLD Signal (6/10) – CERTIFIED COPY OF THE RESOLUTIONS PASSED BY THE MEMBERS OF THE COMPANY AT THE ANNUAL GENERAL MEETING

⚡ Flash Summary

Cherat Cement Company Limited held its 44th Annual General Meeting on October 9, 2025, where members approved the annual audited financial statements for the year ended June 30, 2025. A final cash dividend of 40% (Rs. 4 per share) was declared, in addition to the already paid interim dividend of 15% (Rs. 1.50 per share). Grant Thornton Anjum Rahman were reappointed as auditors for the term ending at the conclusion of the next Annual General Meeting. Transactions with related parties during the year ended June 30, 2025, were ratified, and the Board of Directors was authorized to approve similar transactions for the year ending June 30, 2026.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Annual Audited Financial Statements for the year ended June 30, 2025, were approved.
💰 A final cash dividend of 40% (Rs. 4 per share) was declared. This is in addition to the interim dividend.
💸 An interim cash dividend of 15% (Rs. 1.50 per share) was already paid.
👨‍💼 Grant Thornton Anjum Rahman reappointed as Auditors.
🗓️ Auditor term concludes at the next Annual General Meeting.
🤝 Transactions with related parties ratified for the year ended June 30, 2025.
👍 Board authorized for related party transactions until June 30, 2026.
🏢 The 44th Annual General Meeting took place on October 9, 2025.
📜 Resolutions passed as per Clause 5.6.9.(b) of Pakistan Stock Exchange Rule Book.
ℹ️ Information provided for record and information purposes.
✉️ Company Secretary Asim Akhund certified the resolutions.
🏢 Company headquarters located at Modern Motors House, Karachi.
🌐 Company website: www.gfg.com.pk
📧 Email contact: cherat@gfg.com.pk

🎯 Investment Thesis

HOLD. The announcement primarily focuses on procedural matters and dividend declaration, signalling stability. A more comprehensive view requires detailed analysis of the audited financial statements and future growth prospects. Based on the dividend announcement, there isn’t enough evidence to change the current investment recommendation. Further analysis is needed for a clear buy or sell signal.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements Signal: HOLD

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

⚡ Flash Summary

Gadoon Textile Mills Limited (GTML) held a corporate briefing session for FY24-25. The company highlighted its business segments including spinning, knitted bedding products, dyeing services, dairy, and strategic investments. GTML received the 2nd position for its Annual Report 2023 in the “Textile” Sector and the 18th Annual Occupational Safety & Health Recognition Award. It installed a 17.94 MW solar plant and has a further 26.24 MW plant in process.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏭 GTML was incorporated in Pakistan on February 23, 1988.
🧵 Principal activity: manufacturing & sale of yarn, knitted bedding products, dyeing services, and sale of milk.
📍 Operates manufacturing plants in Karachi (Sindh) and Gadoon Amazai (Khyber Pakhtunkhwa).
🏆 Awarded 2nd Position for Annual Report 2023 in the “Textile” Sector.
🏅 Received the 18th Annual Occupational Safety & Health Recognition Award.
☀️ Installed 17.94 MW solar plant; 26.24 MW further in process.
Revenue decreased from Rs 72,724 million in June 2024 to Rs 70,980 million in June 2025.
Gross Profit increased from Rs 5,017.44 million in June 2024 to Rs 6,326.054 million in June 2025.
📈 Profit after levies and taxes increased significantly from Rs 794.548 million in June 2024 to Rs 2,391.904 million in June 2025.
⚡️ EBITDA increased from Rs 7,517.163 million to Rs 8,619.417 million.
💸 Earnings per Share (EPS) increased from Rs 28.35 in June 2024 to Rs 85.33 in June 2025.
⚖️ Leverage Ratio (D/E) increased from 1.16 times to 1.30 times.
🌱 Emphasizing ESG initiatives and sustainable practices.

🎯 Investment Thesis

Given the mixed performance (revenue decrease but profit increase) and increased leverage, a HOLD recommendation is appropriate. The company shows improved profitability and commitment to sustainability, but needs to address revenue decline and manage debt effectively. Further analysis is needed to assess long-term growth potential. Price target: based on the assumption of a potential EPS growth rate and sector P/E metrics, a revised price target could be established.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements ANTM Signal: HOLD

⏸️ ANTM: HOLD Signal (6/10) – Newspaper Clipping – Notice of AGM

⚡ Flash Summary

AN Textile Mills Limited (ANTM) has announced the 44th Annual General Meeting (AGM) scheduled for October 27, 2025, to discuss and approve the financial statements for the year ended June 30, 2025, appoint auditors, and handle other general business. The share transfer books will be closed from October 20, 2025, to October 27, 2025. Shareholders are encouraged to update their addresses and CNIC/NTN information with the company. The company also encourages shareholders to convert physical shares into book-entry form for secure custody and ease of transfer.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 AGM scheduled for October 27, 2025, at 11:00 A.M. at the registered office in Faisalabad.
✅ Agenda includes confirming minutes of the previous AGM held on October 28, 2024.
🧾 Review and adoption of audited financial statements for the year ended June 30, 2025.
🧑‍💼 Appointment of auditors for the next financial year and fixing their remuneration.
🔒 Share transfer books will be closed from October 20, 2025, to October 27, 2025.
✉️ Shareholders should send proxy forms at least 48 hours before the meeting.
🛂 CDC account holders must follow specific guidelines for attending the AGM and appointing proxies.
🔄 Shareholders are requested to notify any changes in their addresses immediately.
🆔 Members are urged to provide copies of their CNIC and/or NTN.
💰 Information provided regarding unclaimed shares and dividends; shareholders should contact Share Registrars.
🏦 Encouragement to deposit physical shares into CDC account for better security and transfer.
📧 Option to receive the annual report electronically by providing an email address.
🌐 Audited financial statements are available on the company’s website: www.antextile.com.pk.
📹 Video link facility may be available; members must register to participate remotely.
📝 Compliance with SECP directives regarding electronic transmission and share dematerialization.

🎯 Investment Thesis

A ‘HOLD’ recommendation is appropriate at this point. This action is suggested because the AGM announcement does not contain sufficient data to properly judge investment potential. Following AGM events, more information will become available. Price estimate will be developed at such time.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements BWHL Signal: HOLD

⏸️ BWHL: HOLD Signal (6/10) – Credit of Final Cash Dividend

⚡ Flash Summary

Baluchistan Wheels Limited (BWHL) has announced the credit of its final cash dividend for the year ended June 30, 2025. The dividend is set at Rs. 7 per share, which is equivalent to 70%. This dividend has been electronically credited to the designated bank accounts of the shareholders on October 9, 2025. The announcement was made to the Pakistan Stock Exchange Limited, ensuring that all members are informed accordingly. This payout indicates a positive cash flow situation and commitment to shareholder returns.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 BWHL announces final cash dividend of Rs. 7 per share.
✅ Dividend represents 70% payout for the year ended June 30, 2025.
🏦 Dividend credited electronically to shareholders’ bank accounts on October 9, 2025.
📅 Announcement made on October 9, 2025.
📜 Official notification to Pakistan Stock Exchange Limited.
👍 Demonstrates commitment to shareholder returns.
📊 Consistent dividend payout may attract investors.
💵 Indicates a healthy cash flow position for the company.
🔍 Investors should analyze overall financial performance to assess sustainability of dividend.
📈 Dividend yield should be compared against industry peers.
🌍 Economic conditions may impact future dividend payouts.

🎯 Investment Thesis

Based on the dividend announcement, a HOLD recommendation is appropriate for BWHL. While the dividend of Rs. 7 per share (70%) is a positive sign, a comprehensive analysis of the company’s financial statements is needed to ensure long-term sustainability. A price target cannot be accurately determined without further financial data. Time horizon: MEDIUM_TERM, pending further financial analysis and market conditions.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements NEXT Signal: HOLD

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

⚡ Flash Summary

Next Capital Limited’s annual report for the year ended June 30, 2025, reveals a significant turnaround, posting a profit after taxation of PKR 28.74 million compared to a loss of PKR 21.73 million in the previous year. This positive shift is attributed to improved market sentiment, increased trading volumes, and effective strategic execution. Brokerage income surged by 96.85%, driven by heightened turnover at the PSX, while advisory income also saw considerable growth. The company proposes transferring 16% shareholding in its subsidiary, Finqalab Technologies, to a co-founder, Mr. Najam Ali, reducing Next Capital’s stake to 60%.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

The company achieved a profit after tax of PKR 28.74 million in 2025, a significant reversal from a loss of PKR 21.73 million in 2024. 📈
Earnings per share (EPS) reached PKR 0.50 in 2025, compared to a negative EPS of PKR -0.38 in 2024. 🚀
Brokerage income dramatically increased by 96.85%, rising to PKR 238.4 million from PKR 121.130 million. 🏦
Advisory and related income increased to PKR 92.254 million, demonstrating growing client engagement. 🤝
A capital loss of PKR 2.670 million was incurred, compared to a capital gain of PKR 47.357 million in the previous year. 📉
Unrealized re-measurement of investments showed an improvement, resulting in a gain of PKR 940, compared to a loss of PKR 110,452 in the prior year. 💹
Operating expenses increased by 36.21% to PKR 147.957 million, reflecting the company’s investments in enhancing revenue streams. 💲
Administrative expenses decreased by 1.65% to PKR 132.599 million, indicating improved cost management. ✅
Finance costs decreased significantly due to declining discount rates. 📉
Total assets increased to PKR 1.113 billion from PKR 865.923 million, reflecting overall growth. 🏢
The company’s board recommends transferring 16% shareholding in Finqalab Technologies to co-founder Najam Ali, reducing Next Capital’s stake to 60%. 🤝
An AGM is scheduled for October 28, 2025, to approve financial statements, elect directors, and conduct special business related to the Finqalab share transfer. 🗓️
Total turnover increased to PKR 349.707 million, up from PKR 266.357 million. 📈
Shareholders’ equity increased to PKR 435.056 million, up from PKR 406.320 million. ⬆️

🎯 Investment Thesis

Based on the available information, a HOLD recommendation appears appropriate. The company has shown improved profitability, however, there are changes in its business strategy to consider which requires observation. A target price cannot be determined without a proper valuation.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements NEXT Signal: HOLD

⏸️ NEXT: HOLD Signal (6/10) – Financial Results for the Year Ended June 30, 2025

⚡ Flash Summary

Next Capital Limited’s financial results for the year ended June 30, 2025, reveal a mixed performance. The company experienced a significant increase in operating revenue, but also faced challenges reflected in fluctuations in investment gains/losses and operating expenses. Despite these headwinds, Next Capital achieved a net profit after income tax, a substantial turnaround from the prior year’s net loss. The company has improved its cash position, and strengthened its equity position.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Operating revenue increased significantly to PKR 287.56 million, up from PKR 166.55 million in 2024.
📉 Capital loss on sale of investments was PKR 2.67 million in 2025, compared to a gain of PKR 47.36 million in 2024.
⚠️ Operating expenses rose to PKR 147.96 million, from PKR 108.63 million in the previous year.
🏦 Administrative expenses decreased slightly to PKR 132.60 million from PKR 134.83 million.
✅ The company reversed PKR 402,370 against loss allowances, contrasting with PKR 10.05 million in 2024.
💸 Finance costs decreased to PKR 26.85 million compared to PKR 36.26 million year over year.
✨ Other income increased to PKR 64.81 million from PKR 52.56 million.
💰 Income before income tax and levy was PKR 38.13 million, a significant improvement from a loss of PKR 3.31 million in 2024.
💼 The company reported a profit after income tax of PKR 28.74 million, compared to a loss of PKR 21.73 million in the previous year.
✔️ Earning per share was PKR 0.50, a positive shift from a loss per share of PKR 0.38 in 2024.
🏦 Total assets increased to PKR 1.11 billion, up from PKR 865.92 million in 2024.
✅ Cash and cash equivalents increased to PKR 274.87 million, compared to PKR 75.75 million at the beginning of the year.
📉 Accumulated losses decreased to PKR 84.19 million from PKR 112.93 million.
👍 Total equity increased to PKR 435.06 million from PKR 406.32 million.

🎯 Investment Thesis

Based on the improved financial performance, I recommend a HOLD position. The company has shown progress, but sustained profitability and efficient cost management are crucial. A price target of PKR 12.00 per share is set, reflecting a modest upside potential based on earnings growth. This recommendation has a medium-term horizon (6-12 months).

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

announcements DADX Signal: HOLD

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

⚡ Flash Summary

Dadex Eternit Limited’s 2025 annual report reveals a challenging year marked by global economic uncertainties and domestic headwinds. While the company faced a contraction in the construction sector and operational disruptions, it strategically focused on optimizing assets and enhancing efficiencies. The company obtained shareholder approval for property disposals to strengthen liquidity and re-invest in core businesses. Despite a net loss of Rs. 407.047 million, Dadex remains committed to sustainable growth and delivering shareholder value through innovation and disciplined financial management.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEGATIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

📉 Global economic uncertainty and domestic slowdown impacted Dadex’s performance.
🏗️ Construction sector in Pakistan contracted by 2.8% in 2025.
🏭 Operational capacity was affected at manufacturing locations.
🤝 Shareholders approved disposal of property(ies) for asset optimization.
💰 Rs. 27.051 million invested in Hyderabad factory for CC Sheet quality.
🏢 Karachi Factory was closed; focus shifts to Hyderabad and Sundar.
✅ Compliance maintained with Corporate Governance principles.
⚠️ Commercial, financial, and compliance risks identified and mitigated.
❌ No final cash dividend declared for the year.
🔻 Accumulated loss reached Rs. 1,495.799 million.
🧐 Financial statements prepared on a going concern basis.
🌱 Sustainability embedded in operations with global ESG principles.
🌐 Active in sustainable environment and energy consumption.

🎯 Investment Thesis

Given the ongoing challenges, including declining revenue and accumulated losses, a HOLD recommendation is appropriate. The strategic initiatives aimed at strengthening liquidity are positive, but their impact remains uncertain. I am skeptical that this is going to pay off, but I cannot reasonably produce that it won’t. A short-term HOLD target is difficult to provide given the current volatility.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 9, 2025

+ More