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Visi Kebebasan Menurut Tagore
Merupakan konten penutup dari tema konten minggu ini tentang Tagore
#SKI #Sejarah #History #PakT #sejarawan.wordpress.com
@retusz @yowialski24784 Reti ! Irytuje mnie to #legędowanie jakoby Rus Putin zamierzał wszcząć działania zbrojne przeciwko Polsce ! Aż tak szalony nie jest !
- Pomnę tylko
*Polska jest częścią składową paktu atlantyckiego #NATO (bardzo ważnym)
Artykuł 5 nie pozostawia złudzeń co do scenariusza zdarzeń
ROIC gets a lot of attention, but context matters.
High ROIC businesses only create truly exceptional long-term compounding when they also have a long reinvestment runway.
That is the missing distinction.
Companies like #UPFL, #PAKT, #COLG, #NESTLE and #LOTCHEM have exceptional ROIC. These are high-quality, efficient businesses.
But most of them do not have a long runway to reinvest large amounts of capital at those same high returns. They are already close to their TAM, and growth is largely coming from price increases rather than meaningful capacity expansion.
A high ROIC business with no reinvestment runway is still a great business, but it is not necessarily an exponential compounder.
It usually becomes a cash-generative, mature business with strong margins, generous payout ratios and decent dividends.
The real magic happens when high ROIC meets long runway.
That is where compounding becomes explosive.
#PSX #KSE100 #STOCKMARKET
🇩🇪COMPACT-DerTag:
#Geheimplan: #CDU paktiert mit #Linkspartei!💥
Die #Brandmauer ist gefallen - nach links. Vor der #SachsenAnhalt #Wahl schließt die CDU einen #Pakt mit der Linkspartei, um die #AfD von der #Macht fern zu halten. Was sieht dieser vor?
https://t.co/5ChxSTUBPx
Pakistan Tobacco Company Limited (#PAKT): "Management clarified that the closure of the Afghanistan border has not materially reduced the inflow of smuggled international cigarette brands, as a significant portion originates from Jebel Ali and enters through Karachi Port.
According to management, the primary issue remains domestic illicit manufacturing Tobacco inventories have more than doubled since 2022, reflecting the highly regulated nature of tobacco procurement."
#PSX #Pakistán
Pakistan Tobacco Company Limited (#PAKT): "Management indicated that, in the absence of any major excise shocks in the upcoming budget and assuming continued enforcement actions, the company is targeting single digit growth in 2026. PTC also continues to advocate for Point of Sale integration under the Track and Trace system to further curb illicit sales."
#PSX #Pakistán
Pakistan Tobacco Company Limited (#PAKT): "Management highlighted that gross margins increased to approximately 56% in 1QCY26.
However, they cautioned that this improvement is cyclical in nature and may normalize over the course of the year due to planned brand investments and procurement of a new, higher cost tobacco crop beginning in June."
#PSX #Pakistán
Chase Securities on Pakistan Tobacco Company Limited (#PAKT): "Management highlighted that illicit and smuggled cigarettes remain the industry’s primary challenge, with nearly 50% of total cigarette consumption in Pakistan estimated to originate from the illicit market. While the illicit share has declined from 54% to around 49.5% due to improved enforcement measures and fiscal stability."
#PSX #Pakistán #TobaccoSector
“…bu gereksiz gerçekçiliğe ve hayal gücü yoksunluğuna en sevdiği pencereden bakardı Nar: Ben Öyle Uygun Gördüm Penceresi.”
@FridaKahroldu
Sıla’nın ilk kitabı #Pakt çıktı. Bu heyecana ortak olmanın mutluluğunu ve onun bu başarısının gururunu yaşıyorum.
https://t.co/tVJT1lMVOY
The 🚬 is recovering
#Pakt
@MBthemaskedone @LuciaR1960 Ja ja .... Das müssen die Grünen machen tun .... sonst geht die #CDU einen #Pakt mit dem #Teufel ein 🤢
Die #DockingStation zu den #Nazis hat sie ja bereits schon im ParteiLogo:
Hep bir şeyler olmuş ve insan olanları hep anlatmak istemiş.
Hep sorulur ya, zaman yolculuğu bulunsa ne yapardın diye ? Ben o fikrin ilk çıktığı ana gitmek isterdim.
Sıla #Çıdam
#Pakt ; #Mahlas_Yayınları
#Kitap #Alıntı
It was annual results meeting of #Pakt today.
Result is not public as of now. Lets see it tomorrow, what does it bring.
I am hoping for a 20 rs. dividend, 30 would be good ...
(But mentally prepared for no payout this qrtr as well)
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