Broker Name | Date | Sector | Company | Type | Target Profit | % Up Side | Link |
---|---|---|---|---|---|---|---|
Insight Securities - Pakistan | 2021-11-16 | CEMENT |
FCCL |
Strong growth prospects; Reiterate ‘BUY’ | 30 | 60.26 | |
Taurus Securities Limited | 2021-11-23 | CEMENT |
DGKC |
Corporate Briefing Takeaways | - | - | |
Taurus Securities Limited | 2021-11-24 | CEMENT |
PIOC |
Corporate Briefing Takeaways | - | - | |
Toplines security limited | 2021-10-29 | CEMENT |
LUCK |
Corporate Briefing Takeaways | - | - | |
Taurus Securities Limited | 2021-11-26 | CEMENT |
LUCK |
Detailed sector report | 1,071 | 39 | |
Inside Secuirty | 2021-11-26 | CEMENT |
MLCF |
Earnings revised down; Maintained ‘BUY’ | 46 | 40 | |
Inside Secuirty | 2021-12-17 | CEMENT |
FCCL |
Preferred picks | 29 | 72.2 | |
Inside Secuirty | 2021-12-17 | CEMENT |
MLCF |
Preferred picks | 58 | 81.5 | |
Inside Secuirty | 2021-12-17 | CEMENT |
LUCK |
Preferred picks | 998 | 57.3 | |
Toplines security limited | 2022-01-04 | CEMENT |
LUCK DGKC MLCF BWCL PIOC CHCC ACPL KOHC FCCL |
Sector Research | - | - | |
Darson Securities (Private) Limited | 2022-01-19 | CEMENT |
FLYNG |
Flashnote | - | - | |
Inside Secuirty | 2022-01-20 | CEMENT |
MLCF LUCK |
Attractive valuations clouded by weak macros | - | - | |
Toplines security limited | 2022-01-27 | CEMENT |
LUCK DGKC MLCF KOHC FCCL |
Pakistan Equity | - | - | |
Darson Securities (Private) Limited | 2022-01-27 | CEMENT |
LUCK |
Result Preview | - | - | |
Taurus Securities Limited | 2022-01-28 | CEMENT |
DGKC PIOC MLCF |
Result Preview | - | - | |
Toplines security limited | 2022-01-28 | CEMENT |
LUCK |
Pakistan Equity | - | - | |
Toplines security limited | 2022-01-31 | CEMENT |
LUCK |
Corporate Briefing Key Takeaways | - | - | |
Darson Securities (Private) Limited | 2022-02-02 | CEMENT |
DGKC |
Economizing Their Market Dynamics By Creating Efficiencies! | 77.74 | 56 | |
Darson Securities (Private) Limited | 2022-02-03 | CEMENT |
ACPL |
Result Preview | - | - | |
Inside Secuirty | 2022-02-07 | CEMENT |
ACPL |
ACPL PA: 2QFY22 EPS clocked in at PKR4.2 – Above Expectations | - | - | |
Darson Securities (Private) Limited | 2022-02-16 | CEMENT |
CHCC |
Result Review! | - | - | |
Foundation Securities Private Limited | 2022-02-16 | CEMENT |
PIOC |
Earning Preview: PIOC 2QFY22 EPS expected to clock in at Rs3.37, up 19% YoY | - | - | |
Taurus Securities Limited | 2022-02-17 | CEMENT |
KOHC |
2QFY21 PAT arrived at PKR 1.6Bn (EPS: PKR 7.9) | - | - | |
Taurus Securities Limited | 2022-02-21 | CEMENT |
FCCL |
2QFY22 EPS clocked in at PKR1.07 – Above expectations | - | - | |
Inside Secuirty | 2022-02-23 | CEMENT |
MLCF |
2QFY22 consolidated EPS came at PKR1.75 | - | - | |
Toplines security limited | 2022-03-02 | CEMENT |
LUCK DGKC MLCF BWCL PIOC CHCC ACPL KOHC FCCL |
Sector Research | - | - | |
Taurus Securities Limited | 2022-03-04 | CEMENT |
PIOC FCCl ACPL |
Sector Update | - | - | |
Toplines security limited | 2022-03-07 | CEMENT |
Thatta |
Corporate Briefing Key Takeaways | - | - | |
Darson Securities (Private) Limited | 2022-03-11 | CEMENT |
MLCF KOHC FCCL DCL |
Afghan Coal The New Gold | - | - | |
Taurus Securities Limited | 2022-03-21 | CEMENT |
LUCK |
LEPCL commences commercial production | - | - | |
Insight Securities | 2022-03-22 | CEMENT |
LUCK DGKC FCCL PIOC CHCC MLCF |
Unprecedented valuations under headwinds | - | - | |
Topline Securities Ltd | 2022-03-30 | CEMENT |
LUCK DGKC FCCL PIOC CHCC MLCF THCCL FLYNG FECTC |
Listed Cement Comp Sheet | - | - | |
Topline Securities Ltd | 2022-04-04 | CEMENT |
LUCK DGKC FCCL PIOC CHCC MLCF |
Sector Research | - | - | |
Topline Securities Ltd | 2022-04-12 | CEMENT |
LUCK DGKC FCCL PIOC KOHC |
Elevated coal prices & demand slowdown to impact adversely | - | - | |
Insight Securities | 2022-04-19 | CEMENT |
LUCK DGKC FCCL PIOC MLCF ACPL |
Earnings to decline by 29.6% due to one-offs in SPLY | - | - | |
Insight Securities | 2022-04-20 | CEMENT |
MLCF |
3QFY22 consolidated EPS came at PKR1.42 – Below expectations | - | - | |
Arif Habib Limited | 2022-04-21 | CEMENT |
MLCF |
Result Review | - | - | |
Arif Habib Limited | 2022-04-22 | CEMENT |
ACPL |
Result Review | - | - | |
Insight Securities | 2022-04-25 | CEMENT |
DGKC |
3QFY22 EPS clocked in at PKR3.3 – Inline with expectations | - | - | |
Foundation Securities Private Limited | 2022-04-25 | CEMENT |
CHCC |
Earnings Preview | - | - | |
Arif Habib Limited | 2022-04-26 | CEMENT |
KOHC |
Result Review | - | - | |
Foundation Securities Private Limited | 2022-04-27 | CEMENT |
FCCL |
Earnings Review | - | - | |
Foundation Securities Private Limited | 2022-04-28 | CEMENT |
LUCK |
Earning Review | - | - | |
Topline Securities Ltd | 2022-05-10 | CEMENT |
LUCK BWCL KOHC FECTC FLYNG |
Cement sector profits grew by 7% QoQ in 3QFY22 | - | - | |
Topline Security Limited | 2022-05-31 | CEMENT |
LUCK DGKC CHCC BWCL PIOC KOHC MLCF FCCL |
Slowdown in construction activities affecting sales | - | - | |
JS Global | 2022-06-08 | CEMENT |
INDU MLCF |
Budget Preview FY23 | - | - | |
Darson Securities Limited | 2022-06-21 | CEMENT |
DGKC |
Major Announcements | -- | - | |
Topline Securities Ltd | 2022-06-24 | CEMENT |
OGDC PPL MARI ENGRO MCB UBL MEBL LUCK MLCF INDU NML EPCL |
Budget FY23 (June 24, 2022) | - | - | |
Darson Securities Limited | 2022-06-28 | CEMENT |
DGKC |
Analyst Briefing Takeaways | - | - | |
Darson Securities Limited | 2022-07-05 | CEMENT |
MLCF |
Cement offtake bounce back in the month of June’22 | - | - | |
Arif Habib Limited | 2022-07-05 | CEMENT |
DGKC |
Policy rate likely to increase by 100bps | - | - | |
Topline Securities Ltd | 2022-07-21 | CEMENT |
MLCF |
Pakistan Strategy | - | - | |
Topline Securities Ltd | 2022-07-29 | CEMENT |
LUCK DGKC BWCL PIOC ACPL KOHC FCCL |
Sector Research | - | - | |
Insight Securities - Pakistan | 2022-08-18 | CEMENT |
DGKC |
Inexpensive multiples, Maintained ‘BUY’ | 95 | 47 | |
Foundation Securities Private Limited | 2022-08-25 | CEMENT |
CHCC |
Earning Review | - | - | |
Insight Securities - Pakistan | 2022-09-05 | CEMENT |
LUCK |
Diversification to make immune from sector shocks | 829 | 58 | |
Topline Securities Ltd | 2022-09-16 | CEMENT |
LUCK DGKC BWCL PIOC ACPL KOHC FCCL |
Floods & Cement Sector Outlook | - | - | |
foundation securities Ltd | 2022-11-25 | CEMENT |
DGKC |
Analyst Briefing Takeaways | - | - | |
Foundation Securities Private Limited | 2023-01-30 | CEMENT |
LUCK |
2QFY23 EPS clocked in at Rs32.4 | - | up 61% YoY | |
Topline Securities Ltd | 0000-00-00 | CEMENT |
DGKC |
Seasonal decline to result in lower dispatches on MOM basis | - | - | |
Chase Securities Pakistan Private Limited | 2023-02-15 | CEMENT |
MLCF |
Historical Returns | - | - | |
Insight Securities | 2023-02-22 | CEMENT |
MLCF |
2QFY23 EPS clocked in at PKR2.73 | - | 41% | |
Foundation Securities Private Limited | 2023-02-23 | CEMENT |
PIOC |
2QFY23 EPS clocked in at Rs5.17 | - | 77% | |
Insight Securities | 2023-02-23 | CEMENT |
FCCL |
2QF23 Analyst briefing takeaways | - | 64% | |
Foundation Securities Private Limited | 2023-02-24 | CEMENT |
FCCL |
Analyst Briefing Takeaways | - | 34% | |
Standard Capital Securities | 2023-03-15 | CEMENT |
LUCK |
Pak Cement EV/ton vs India, Iran comparison | - | - | |
Insight Securities | 2023-03-29 | CEMENT |
MLCF |
Standing strong in challenging times | - | - | |
Chase Securities Pakistan Private Limited | 2023-04-04 | CEMENT |
BWCL |
Directors’ Report Cement Sector For the Period Ended December 2022 | - | - | |
Insight Securities | 2023-04-17 | CEMENT |
Luck |
Pakistan Cements 3QFY23 Previews: Profitability to decline by 5% YoY P | - | - | |
Topline Securities Ltd | 2023-04-19 | CEMENT |
FCCL |
3QFY23 EPS at Rs0.77 up 21% YoY while down 32% QoQ - Earnings lower than industry expectations | - | - | |
Topline Securities Ltd | 2023-04-19 | CEMENT |
DGKC |
3QFY23 EPS at Rs2.69 down 18% YoY while up 118% QoQ - Earnings higher than industry expectations | - | - | |
Insight Securities | 2023-04-28 | CEMENT |
ACPL |
- 3QFY23 EPS clocked in at PKR3.62 - Below Expectation | - | - | |
Insight Securities | 2023-04-28 | CEMENT |
PIOC |
3QFY23 EPS clocked in at PKR4.18 - Above Expectation | - | 34 | |
Topline Securities Ltd | 2023-05-02 | CEMENT |
LUCK |
3QFY23 EPS at Rs67.11 up 178% YoY & 101% QoQ - Earnings higher than industry expectations | - | 178 | |
Insight Securities | 2023-05-04 | CEMENT |
LUCK |
Pakistan Cements Dispatches down by ~18% in 10MFY23 | - | - | |
Topline Securities Ltd | 2023-05-12 | CEMENT |
LUCK |
Conference 2023 Takeaways; No price war expected | - | - | |
Insight Securities | 2023-05-16 | CEMENT |
LUCK |
Pakistan Cements Staying afloat despite multiple headwinds | - | - | |
Foundation Securities Private Limited | 2023-05-18 | CEMENT |
LUCK |
LUCK to expand clinker capacity in Iraq by 1.8mn tons | - | - | |
Insight Securities | 2023-06-08 | CEMENT |
DGKC |
Revival in export volumes to lift margins | - | - | |
Chase Securities Pakistan Private Limited | 2023-06-16 | CEMENT |
KOHC |
Continuing the games: Coal Price Decline Sets the Stage for Cement Margins to Explode | - | - | |
Chase Securities Pakistan Private Limited | 2023-06-22 | CEMENT |
LUCK |
Cement Dispatches are expected to decline by 15.7% YoY in FY23 | - | - | |
Insight Securities | 2023-06-27 | CEMENT |
ACPL |
Pakistan Cements Coal prices reverting to mean | - | - | |
Insight Securities | 2023-07-05 | CEMENT |
LUCK |
Pakistan Cements Dispatches down by ~16% in FY23 | - | - | |
Chase Securities Pakistan Private Limited | 2023-07-11 | CEMENT |
DGKC |
Cement Sector Update: Coal Price Decline Sets the Stage for Cement Margins to Explode | - | - | |
Insight Securities | 2023-08-04 | CEMENT |
LUCK |
4QFY23 Previews: Profitability to increase by 46% YoY | - | 46% | |
Insight Securities | 2023-08-08 | CEMENT |
LUCK |
4QFY23 EPS clocked in at PKR8.3 - Below Expectation | - | - | |
Chase Securities Pakistan Private Limited | 2023-08-24 | CEMENT |
BWCL |
Cement Dispatches are expected to grow by 26% YoY and 30% MoM in Aug’23 | - | 26% YoY | |
Insight Securities | 2023-08-29 | CEMENT |
ACPL |
4QFY23 EPS clocked in at PKR3.33 – Inline with expectation | - | - | |
Insight Securities | 2023-08-29 | CEMENT |
FCCL |
4QFY23 EPS clocked in at PKR0.19 – inline with expectation | - | - | |
Chase Securities Pakistan Private Limited | 2023-08-30 | CEMENT |
LUCK |
CORPORATE BRIEFING NOTES | - | - | |
Insight Securities | 2023-08-31 | CEMENT |
DGKC |
4QFY23 LPS clocked in at PKR13.1 – below expectation | - | - | |
Insight Securities | 2023-09-05 | CEMENT |
LUCK |
Dispatches up by ~45% in 2MFY23 | - | - | |
Insight Securities | 2023-09-14 | CEMENT |
FCCL |
FY23 Analyst briefing takeaways | - | - | |
Insight Securities | 2023-09-18 | CEMENT |
LUCK |
Leading across industries | - | 56% | |
Chase Securities Pakistan Private Limited | 2023-09-21 | CEMENT |
LUCK |
Cement Dispatches are expected to grow by 25% YoY in 1QFY24 | - | - | |
Insight Securities | 2023-09-28 | CEMENT |
PIOC |
4QFY23 LPS clocked in at PKR0.4 - Below Expectation | - | - | |
Topline Securities Ltd | 2023-10-03 | CEMENT |
LUCK |
LUCK, BWCL and FCCL major contributor in profitability | - | - | |
Insight Securities | 2023-10-10 | CEMENT |
ACPL |
1QFY24 EPS clocked in at PKR11.23 – below expectation | - | - | |
Topline Securities Ltd | 2023-10-17 | CEMENT |
MLCF |
Cement profitability to increase by 40% YoY in 1QFY24 | - | - | |
Insight Securities | 2023-10-19 | CEMENT |
MLCF |
On solid grounds | - | - | |
Chase Securities Pakistan Private Limited | 2023-10-26 | CEMENT |
MLCF |
Maximizing Returns in The Next Cycle–Part 1 | - | - | |
AKD RESEARCH | 2023-10-27 | CEMENT |
LUCK |
DGKC | PIOC 1QFY24 Result Previews | - | - | |
Topline Securities Ltd | 2023-11-01 | CEMENT |
LUCK |
1QCY24 Corporate Briefing Takeaways | - | - | |
Arif Habib Limited | 2023-11-06 | CEMENT |
LUCK |
Result Review: 1QFY24 EPS @ PKR 22.11 | - | - | |
Chase Securities Pakistan Private Limited | 2023-11-14 | CEMENT |
KOHC |
CORPORATE BRIEFING NOTES | - | - |