Usman Ali

[Usman Ali @UsmanAl43982170]

@MeherJazibAli The bigger question is whether PABC can replace the lost Afghanistan volume with new export markets or domestic demand.

[Usman Ali @UsmanAl43982170]

@MeherJazibAli Afghanistan is also moving toward setting up its own local can manufacturing capacity, which could create a longer term risk for PABC’s export business.
PABC’s tax holiday is also expected to end, with taxation becoming applicable from 2027.

[Usman Ali @UsmanAl43982170]

@StockCompounder In Sha Allah

[Usman Ali @UsmanAl43982170]

@StockCompounder Seeing the thesis develop and the business continue to deliver has strengthened my conviction and motivated me to study businesses more deeply.

The same combination of deposit franchise, distribution network and long term Islamic banking growth initially attracted me.

[Usman Ali @UsmanAl43982170]

@StockCompounder I share the same conviction on FABL. My average cost is around Rs36, and it has become the largest position in my portfolio.

Interestingly, FABL was the first stock I selected through my own research and analysis when I started my investment journey.

[Usman Ali @UsmanAl43982170]

@HamzaSheranii @Invest_Kardo https://t.co/hhVvPWfC4r

[Usman Ali @UsmanAl43982170]

@Invest_Kardo https://t.co/hhVvPWfC4r

[Usman Ali @UsmanAl43982170]

@StockCompounder @muqeetkamal Sir before you share your portfolio every month with reason of buying and selling but now i think last many month not share..... Pls keep it just for our learning

[Usman Ali @UsmanAl43982170]

@MeherJazibAli Buy on good rate but less quantity thanks for your info......

[Usman Ali @UsmanAl43982170]

@AdeelAfzal06 Until now PABC not found replacement of Afghanistan and central Asia customers or yet not found any other route to reach central asia. Due to geo-political issues still pending Afghanistan plant working. In 2027 PABC has Finnish his tax holiday. Loca sale just 350 million can.

[Usman Ali @UsmanAl43982170]

@pakstockexgltd @ksestocksdotcom On this channel no have all companies cbs recording PABC CBD is held on 11 may. It's not available on channel

[Usman Ali @UsmanAl43982170]

@MeherJazibAli Sir if it's increase constantly for a quarter. Then it's create pressure on cement companies margin? So we review our cement stocks percentage in portfolio?

[Usman Ali @UsmanAl43982170]

@MeherJazibAli 20%-30% of portfolio long term investor can sell? And buying other companies. It's a normal?

[Usman Ali @UsmanAl43982170]

@StockieNewbie @WealthWise15992 @MeherJazibAli need your analysis on ENGTOH

[Usman Ali @UsmanAl43982170]

@StockCompounder Thank you

[Usman Ali @UsmanAl43982170]

@StockCompounder Sir, I wanted to ask your view on strategy. When market P/E valuations become very high and economic cycle seems close to turning, is it better to take profits and wait for better re entry levels, or stay invested and hold through the cycle?

[Usman Ali @UsmanAl43982170]

@iamlaeeqahmad How we can invest in BTC with safely from Pakistan? Can you make video on it

[Usman Ali @UsmanAl43982170]

@MeherJazibAli @AdeelAfzal06 @StockCompounder @DoctorInPsx Sir I ask for log term if we see last 20 yeae CGAR it's not very good. I want to know how we can treat it specially government organization for long term. I heard from investors then not like government companies for long term. In my portfolio ogdc 4% buy privr is 90rs

[Usman Ali @UsmanAl43982170]

My seniors I want to understand the ogdc and ppl last 20 year CGAR is very less around 5 and 10% it only one reason Is circular debt or any other issue also? After solve circular debt issue next years these companies CGAR will be Good. I invest in ogdc from May 2023 and it's give