OPEN YOUR BOOK @_Iam_Pakistani

Student of the market | Not an expert - just trying to understand the PSX puzzle 🧩 Joined June 2024

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OPEN YOUR BOOK @_Iam_Pakistani

a month ago

📌 Must-read for anyone putting money in PSX. This perspective can save you from costly mistakes.

Hamza Khalid @HamzaKhalid95

a month ago

📌 Must-read for anyone putting money in PSX. This perspective can save you from costly mistakes.

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OPEN YOUR BOOK @_Iam_Pakistani

a month ago

Update🔄 Last month, mutual funds’ textile picks were KTML & ELSM 📦 KTML: 4 funds, 18.78% of FF 📦 ELSM: 42.89% of FF This month’s shift: 🔹 KTML🧠now 8 funds, 24.2% Free Float📈(big increase) 🔹 NML 🆕 8 funds, 11.7% FF ❌ ELSM — out 💪KTML holding strong & gaining weight.🔥

OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

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OPEN YOUR BOOK @_Iam_Pakistani

a month ago

Update 🔄 #KTML — from 4 funds (18.78%) to 8 funds (24.2%) of free float in just 1 month. 📈 They’re not just holding they’re crowding out the market. Free float is disappearing… and that’s how squeezes start. 🔥

OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

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Bloomberg @business

2 months ago

Pakistan is one of few countries to have reached a US trade deal without much fuss, unlike arch-rival India bloomberg.com/news/newslette…

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Musadaq Zulqarnain @MusadaqZ

2 months ago

My view is that Major retailers of Apparel and Home textiles will wait for 3 weeks to see if any agreement is reached. They will most likely hold production and then start shifting. If the additional tariffs of 25% stay, In Home Textile the major beneficiary will be Pakistan. For…

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DGPR (AIR FORCE) @DGPR_PAF

2 months ago

Flight Safety Awareness Message

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Musadaq Zulqarnain @MusadaqZ

2 months ago

US President Donald Trump imposed an additional 25% tariff on Indian goods over its purchase of Russian energy, the White House said Wednesday, hours after talks between the Washington and Moscow over the war in Ukraine failed to yield a breakthrough. The new levy — which will…

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Musadaq Zulqarnain @MusadaqZ

2 months ago

We still have room to improve the Tariffs, as once the agreements are concluded these rates will be revised further. Moreover, as I mentioned, our teams including that of Finance, Commerce, Petroleum and Embassy in US have done a good job by securing neutral ground compared to…

Shahbaz Rana @81ShahbazRana

2 months ago

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Musadaq Zulqarnain @MusadaqZ

2 months ago

@YousufNazar In my view first of all we must decide do we need export led growth in reality? Lowering of electricity price for Industry is rather simple: 1: Don’t cross subsidise lifeline consumers - burden of that subsidy may be shifted to BISP and gradually transferred to Provinces? 2: End…

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Musadaq Zulqarnain @MusadaqZ

2 months ago

India is facing a new geopolitical reality, writes @mihirssharma "New Delhi has learned, too late, that it has very little actual leverage in Washington. The Chinese may be granted another extensionbecause they have things that they can threaten the US economy with. The…

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OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

📊 Mutual Fund Holdings – Arif Habib Report Only 2 textile stocks make cut in equity portfolios: 🔹 KTML 📦 10.1M shares held 📉 18.78% of free float 🔹 ELSM 📦 1.409M shares held 📉 42.89% of free float 🧠 Mutual funds are highly selective in textiles KTML & ELSM are the picks.

TheBigShort @afahim

2 months ago

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OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

@afahim 1/ It seems sudden, but it's not. This has been quietly building up over the past few quarters — and now it’s starting to show. It has been a year — the textile sector has been under pressure, no doubt. But now, the tide is turning.

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OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

@afahim 2/ 🔜 The final tariff decision for Pakistan is expected soon — and the textile sector will likely be the biggest beneficiary. Among peers, KTML clearly stands out: 🔹 Stronger margins than most textile companies

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OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

@afahim 3/ 🔹 A well-diversified model (not reliant on a single segment) — and compounding earnings at an insane rate 🔹 Just announced a 5:1 stock split — just like LUCK 🔹 LUCK now trades at 9–10x P/E on consolidated earnings as a holding company (after stock split)

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OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

@afahim 4/ 🔹 Others who announced splits also managed to secure P/E multiples above 10 🔹 LUCK started annual dividends, and KTML is expected to follow, even if modestly Now look at KTML’s valuation: 🔹 TTM EPS: ~Rs. 67–70 🔹 Current Price: ~Rs. 245 ➡️ That’s a P/E of just ~3.5x–3.7x

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OPEN YOUR BOOK @_Iam_Pakistani

2 months ago

@afahim 5/ Even if dividends don’t come this year, KTML is compounding retained earnings at a very healthy rate — which builds long-term value. 📈 So yes — a 10–11x P/E re-rating on consolidated earnings is not just fair, it seems increasingly likely.