Magic of Compounding 🎩 🪄

Fundamentals over noise. Numbers over narratives.

[Magic of Compounding 🎩 🪄 @CompoundValue01]

Zarea IPO🧵⬇️

❌ Equity dilution for operationl expenses
❌ Sponsors' wealth jumps 16x post-IPO (frm PKR200mn to PKR 3200mn)
❌ Financials released at last moment—lack of transparncy
❌ Easily replaceable business model
❌ Board Chair lacks corporate expertise & independence

1/

[Magic of Compounding 🎩 🪄 @CompoundValue01]

Be thankful to Mian sb. Agar woh chahte toh kisi subsidiary ya associate ko loan de dete aur yeh 1 rupiya bhi na milta. Thank you mian sb 🙏

[Motasim Bajwa @motasim]

Mian Mansha ne 1 Rupiah dividend dia hai. Lollllzzzz

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@PseudoEconomist UBL
AKBL
MEBL

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@motasim @hassaanulhaq01 @SECPakistan What does that mean? Does he manage PKR 5 billions?

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@refineryritolia @Kpler Any idea about lube margins and the outlook for lube margins? Also, what level of diesel and gasoline crack spreads are you expecting in 4Q?

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@investifypk How one can make this chart?

[Saad Sheikh @SaadSheikh633]

Faysal Bank. Pakistan's fastest-converting Islamic bank.
Stock up 68% in 52 weeks. Rs. 100 market price. Rs. 78 book value.
But is Rs. 100 a good entry? Let's do the math, not the hype. 🧵(1)

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@SaadSheikh633 Excellent work. Could you please elaborate a bit more on how you arrived at the bear and base case CAGRs for both MEBL and FABL?

[Najam Ali @najam_ali]

A major and very welcome reform by SECP.

On 11 July, SECP removed a significant friction in digital account opening by allowing verified IBANs to be used for KYC, eliminating the need for unnecessary repetitive verification.

Pakistan added a record 190,277 stock market investors in FY26, taking the investor base up 48% to 583,052.

Removing friction from account opening can accelerate this dramatically.

Credit to Chairman Dr. Kabir Ahmed Sidhu, Commissioner Ali Farid Khawaja and the SECP team for pushing practical reforms that can genuinely deepen Pakistan’s capital markets.

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@motasim People say the Yaris is a shit💩 car

[Yousuf Nazar @YousufNazar]

If there is one politician who understands and talks about the critical issues, it is @MiftahIsmail . He deserves to lead the country but he is from Karachi, a Memon, and does not belong to a dynasty, a mafia or a cult.

[ٰImran Siddique @imransiddique89]

What Legend he was

7434 runs in Winning Cause

[Habibullah Khan @Huk06]

A 25 year old entrepreneur, who started Wafflix and gave back all the time to his alma mater IBA on lessons learned in his entrepreneurial journey, was kidnapped, tortured and murdered in Karachi. His body dumped.

Pakistani LinkedIn is in mourning. No major news channel picked it up. Because in our society people who provide jobs and generate economic value aren’t worth as much as the same politicians and same analysts discussing the same things with the same analysis for decades.

Such a tragedy. The fuel for the city of lights seems to be the blood of the brightest.

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@husseinalishah AKBL's profitability is likely to remain strong. Its Current Account growth has been impressive. Added PKR 62bn in CA deposits during 1Q (12% QoQ growth and 45% in last 5 quarters). This sustained growth in low cost deposits should continue to support earnings.

[TheBigShort @afahim]

@FBRSpokesperson @MoIB_Official @PTVNewsOfficial @RadioPakistan Can the salaried class get the same package?

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@husseinalishah A few things to look at. 1) discount on urea has not only been eliminated but prices have also increased significantly, leading to an improvement in gross margins. 2) AKBL's dividend has increased and its profitability looks strong. 3) 2H of the year is generally better than 1H

[RedZone Wanderer @RedZoneIsb]

A high dividend yield on PSX feels like free money.

It is one of the most seductive numbers in investing. It is also one of the most misunderstood.

Here is why chasing dividend yield on PSX can quietly destroy your capital. 🧵

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@MXoreyz58721 If oil prices are the reason for UBL to trade at 400 or 350 then you'll probably see plenty of other stocks falling by similar % as well. Nobody knows how the war will unfold. If u believe it will continue for a long time then there's probably no point being invested in equities

[Magic of Compounding 🎩 🪄 @CompoundValue01]

Rational for 400 value is

"Trust me bro ye 400 ka hai 😂"

[Nawal Ahmad @nawalahmad301]

@MeherJazibAli Bro, that’s not how you should engage in a conversation, you should explain your thesis like he did on UBL and why your study came at 400.

You are playing a victim here instead it should be a healthy conversation or debate on stock.

[Magic of Compounding 🎩 🪄 @CompoundValue01]

@Hasnat_Yusufzai This guy Meher knows shit about valuation or stocks. In one tweet he'll say something and in the same tweet he'll contradict his own opinion. He likes cements and says they will outperform but then says cements are expensive at current prices 😂

For your reference 👇

[Magic of Compounding 🎩 🪄 @CompoundValue01]

"Strong potential upside” at Rs279 in March.
“Value trap” by April.
“Fair-valued yield bank” in May.

At this pace, by June HBL might become a tech stock. 🤡

Bro changes investment thesis more frequently than quarterly results.