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Hasnat Ahmad Profile picture
Hasnat Ahmad
@Hasnat_Yusufzai
Economist || Sharing market insights & thoughts || Not a Financial Advisor || All content is for informational purposes only || Always do your own research 💁🏻
Apr 3 • 6 tweets • 2 min read
Bank like UBL has a big pile of money invested in govt bonds or fixed rate securities. These are like loans the bank gave where the interest rate is locked (fixed) for many years.What happens when interest rates rise? 🤔 When overall interest rates in the market go up, new bonds start offering higher interest. But the bank's old bonds become less attractive. Their market value drops, just like how an old phone loses value when a better one comes out.🧵
Dec 21, 2024 • 9 tweets • 3 min read
Fundamental Analysis🌾

1. Earnings Growth & Valuation:
FATIMA shown strong expected earnings growth of 34.71% for 2024, indicating +ve trajectory.

Its expected P/E ratio of 5.22 2024 is attractive compared to annual 2023 P/E 7.03. This suggests stock is relatively undervalued. Image
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Image PEG ratio of 0.2 and forward PEG ratio of 0.15 indicate a significant growth opportunity relative to its price.

2. Profitability:
FATIMA has healthy margins: Gross Profit Margin 31.1%, Operating Profit Margin 23.11%, & Net Profit Margin 9.62% in FY2023.
Aug 4, 2024 • 7 tweets • 2 min read
Evaluating HIGHNOON's potential investment value💊🧵
@4ValueInvestor
1. Determine the Price Range

- EPS for next year: 55

- Multiple range: 8-16

- Low Price Estimate: EPS × Low Multiple = 55 × 8 = 440

- High Price Estimate: EPS × High Multiple = 55 × 16 = 880 Therefore, the price range for HIGHNOON based on EPS of 55 & multiples between 8 & 16 is 440 to 880🧵

2. Forward Project Earnings
Assuming an annual growth rate, let's use a conservative estimate of 5% growth per year over the next 10 years.
May 24, 2024 • 13 tweets • 3 min read
To evaluate whether DCR is a good investment at current level, let's break down the key financial metrics & consider the potential for dividend income, price appreciation, and growth over the next 10 years. We'll analyze the following aspects: 🧵
Image 1. Dividend Income 🧵
2. Price Appreciation and Growth
3. Overall Investment Return