WAVESAPP - FoxLogica

⏸️ WAVESAPP: HOLD Signal (5/10) – 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

WAVESAPP announced: 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 Reg. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAVESAPP made announcement: 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
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 WAVESAPP. 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 Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – 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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAVESAPP made announcement: 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
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 WAVESAPP. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 28, 2025

announcements Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – 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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAVESAPP made announcement: 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
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 WAVESAPP. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 11, 2025

announcements Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – 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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAVESAPP made announcement: 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
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 WAVESAPP. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – Board Meeting for the Quarter ended 30 September 25

⚡ Flash Summary

WAVESAPP announced: Board Meeting for the Quarter ended 30 September 25. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAVESAPP made announcement: Board Meeting for the Quarter ended 30 September 25
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 WAVESAPP. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – Corporate Briefing Session (CBS)

⚡ Flash Summary

Waves Home Appliances Limited (WAVESAPP) has announced a Corporate Briefing Session (CBS) to be held on November 4, 2025, via video link. The session will focus on the company’s financial performance for the year ended December 31, 2024, and the latest quarterly financial results for the nine months ended September 30, 2025. This briefing aims to inform shareholders and analysts about the company’s financial standing. Interested participants can join the session using the provided Zoom meeting link, Meeting ID, and Passcode.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Corporate Briefing Session (CBS) scheduled for November 4, 2025.
💻 The CBS will be conducted via a video link (Zoom).
🕒 Session Time: 05:00 PM (PST).
🎯 Focus: Financial results for the year ended December 31, 2024.
📊 Review of quarterly financial results for the nine months ended September 30, 2025.
🗣️ Aim: To brief shareholders and analysts on the company’s financial performance.
🔗 Zoom Meeting Link: https://us06web.zoom.us/j/88096211860?pwd=4eF2bSAEQgQaMFQxsN1t4fyRrJHboN.1
🆔 Meeting ID: 880 9621 1860.
🔑 Passcode: 046931.
👤 Contact Person: Ahmad Bilal Zulfiqar.
📞 Company Contact Number: +923234413768.
🏢 Waves Home Appliances Limited (Formerly Samin Textiles Limited) is the company holding the briefing.

🎯 Investment Thesis

A HOLD recommendation is appropriate until the financial briefing provides specific data and insights. A neutral stance is warranted given the lack of quantitative information. Monitor the briefing for revenue trends, profitability, and risk factors to adjust the recommendation accordingly.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: BUY WAVESAPP

📈 WAVESAPP: BUY Signal (7/10) – Financial Results for the Quarter Ended 30 Sep 25

⚡ Flash Summary

Waves Home Appliances Limited reported its financial results for the quarter ended September 30, 2025. The company achieved a net sales of PKR 2,792.95 million, compared to PKR 2,506.26 million in the same period last year. Profit for the period stood at PKR 261.58 million, a significant increase from PKR 68.42 million in the corresponding period of 2024. The earnings per share (EPS) also improved substantially to PKR 0.98 from PKR 0.26. The board did not recommend any cash dividend or bonus rights for the quarter.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

🚀 Net sales increased to PKR 2,792.95 million from PKR 2,506.26 million YoY.
📈 Profit for the period surged to PKR 261.58 million, up from PKR 68.42 million YoY.
💰 Earnings per share (EPS) dramatically improved to PKR 0.98 from PKR 0.26 YoY.
🚫 No cash dividend or bonus rights were recommended by the board.
📊 Gross profit rose to PKR 757.80 million, compared to PKR 685.86 million YoY.
📉 Finance costs decreased slightly from PKR 301.03 million to PKR 402.84 million YoY.
✅ Profit before income tax significantly increased to PKR 273.56 million from PKR 86.66 million YoY.
🧾 Total equity increased to PKR 8,323.98 million from PKR 7,969.01 million since December 31, 2024.
🏦 Long term financings increased from PKR 3,636.59 million to PKR 4,656.63 million since December 31, 2024.
💸 Trade debts increased from PKR 4,212.67 million to PKR 4,513.63 million since December 31, 2024.
💵 Cash and bank balances rose to PKR 1.67 million, improving from previous periods.
💼 Loan from sponsoring directors increased to PKR 523.47 million from PKR 430.08 million since December 31, 2024.

🎯 Investment Thesis

Based on the improved financial performance, particularly the significant increase in profit and EPS, a BUY recommendation is justified. The company demonstrates strong growth potential and improved operational efficiency. A price target of PKR 40, with a time horizon of 12 months, is reasonable, assuming continued growth and profitability. This target is based on applying a conservative P/E multiple of 40 to the current EPS, factoring in the company’s growth prospects and the risks associated with its financing and debt management.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: BUY WAVESAPP

📈 WAVESAPP: BUY Signal (8/10) – Transmission of Quarterly Report for the Period Ended 30 September 2025

⚡ Flash Summary

Waves Home Appliances Limited reported a strong increase in profitability for the nine months ended September 30, 2025. Net sales increased by 11.4% to Rs. 2,792.95 million, while profit for the period surged to Rs. 261.58 million compared to Rs. 68.42 million in the same period last year. This translated to a significant increase in earnings per share (EPS) from Rs. 0.26 to Rs. 0.98. The company cited improved economic conditions and operational efficiency as key drivers for this performance.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Sales increased by 11.4% YoY to Rs. 2,792.95 million.
💰 Gross profit increased to Rs. 757.80 million from Rs. 685.86 million.
Operating profit surged to Rs. 715.98 million from Rs. 419.02 million.
✨ Profit before levies and income tax reached Rs. 313.14 million, up from Rs. 117.99 million.
✅ Profit for the period soared to Rs. 261.58 million from Rs. 68.42 million.
💲 Earnings per share (EPS) significantly increased to Rs. 0.98 from Rs. 0.26.
🚫 No dividend payout was recommended due to tough economic conditions.
🇵🇰 The company is optimistic about sustained macroeconomic stability in Pakistan.
🏭 Focus on energy-efficient and locally assembled appliances.
📊 Increase in trade debts to Rs. 4,513.63 million from Rs. 4,212.67 million.
🏦 Long term financings increased to Rs. 4,656.63 million from Rs. 3,636.59 million
💰 Cash flow from operating activities decreased to Rs. 100.89 million from Rs. 581.50 million.
🤝 Loan from sponsoring directors increased to Rs. 523.47 million from Rs. 430.08 million.
🏢 Investment property increased to Rs. 303.20 million from Rs. 87.20 million.
🌎 Overall economic activity remained moderate due to elevated interest rates.

🎯 Investment Thesis

I recommend a BUY rating for Waves Home Appliances Limited. The company’s strong financial performance, particularly the significant increase in profitability and EPS, signals a positive trajectory. The focus on energy-efficient and locally assembled appliances aligns with market trends and government support. While risks exist, the potential for continued growth and improved valuation outweighs the concerns. **Price Target:** Based on an optimistic outlook and potential P/E expansion, a 12-month price target of PKR 40, reflecting 25x annualized EPS. **Time Horizon:** Medium Term (12 months).

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – Corporate Briefing Session (CBS) – Presentation

⚡ Flash Summary

Waves Home Appliances Limited held a corporate briefing session on November 4, 2025. The company’s product range includes deep freezers, refrigerators, visi-coolers, air conditioners, water heaters, washing machines, microwave ovens, and water dispensers. Waves has a considerable market share in the corporate segment, producing products for clients like Coca-Cola and Pepsi. The Pakistan appliances market size is approximately PKR 750 billion.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🌊 Waves carries legacy of its brand for almost half a century.
🏭 The company manufactures and assembles consumer appliances and other light engineering products.
🇵🇰 It is a public limited company quoted on the Pakistan Stock Exchange.
📅 The home appliances business was demerged from Waves Corporation Limited in 2022.
🥇 Waves is the only appliances manufacturer exclusively engaged in home appliances with publicly listed status.
🧊 The company is a market leader in deep freezers with over 5 decades of experience.
🤝 Waves has corporate clients like Coca-Cola, Pepsi.
💰 Pakistan appliances market size is approximately PKR 750 Bn.
📈 Gross sales for 9M 2025 were PKR 4,019 million.
📉 Sales-net for 9M 2025 were PKR 2,793 million.
📊 Gross profit for 9M 2025 was PKR 758 million.
💸 Profit before levies and income tax for 9M 2025 was PKR 313 million.
✔️ Profit for the period for 9M 2025 was PKR 262 million.
⭐ Earnings per share for 9M 2025 were PKR 0.98.
✔️ Gross margin for 9M 2025 was 27.1%.

🎯 Investment Thesis

Based on the available information, a HOLD recommendation is appropriate. The company shows potential for growth, indicated by increased EPS. However, a comprehensive analysis of financial statements and market conditions is needed to determine a price target and time horizon.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements Signal: HOLD WAVESAPP

⏸️ WAVESAPP: HOLD Signal (5/10) – 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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

WAVESAPP made announcement: 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
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 WAVESAPP. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

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