Fundamental analysis by یادداشت های بورسی امین (امین بیگانی) about Stock لازما on 2/4/2025

🖥📊 Summary of important content #code 1403/11/16 # #Keghar offers 100% from 7.5 to 15 demands ▫️ Spring of 1404 sponge iron projects opened and produced 2 and 3 million tons of sponge for 1404 and 1405 and therefore the sale of pellets decreased. Since 1406, all 3.4 million tonnes of capacity have been in orbit. Forecasting profit company 14.9 and 17.4 for this year and the following year, which was 70% of PE ~ 6.3 in terms of dividend dividends. # #Lions announced the implementation of the LAB production project in Bandar Abbas with solid catalytic technology. For now, the allocation license is being purchased. More details were announced in the future. # #Shoggel was great. The report of the fiscal year ending Azar and the last four seasons made 16, 11, 27 and 57 respectively, a total of 111 Tomans, 89% more than last year. PE ~ 6.8 ▫️ Winter profit margins were 34% and more than 29% historical number. But due to the high leverage, despite the growth of public and financial costs, it was very brilliant. For the following year, the company predicted that with less than 10% production growth and profit margin of the putty middle profit, which had a 70% dividend, after the PE ~ 4 assembly, which was attractive. # #Folge said the export steel was exported from the 2 steel unit and due to less than the capacity and depreciation, it was harmful and has been exploited by the next seasons (last week, God willing, which with full mite production capacity) reached the average profit margin of other company products. # #Valley of exploitation of RT-FILM production capacity increase with 52 billion investment and increase production capacity from 65 to 200 tons per year. ▫️ Strangely enough to produce 120 tonnes last year and this year it produced 78 tonnes in 9 months and I don't know how to produce this production with a capacity of 65 tons. However, in the case of 200 tons of production, the overall revenue of about 12% and due to the higher profit margin, the overall profit increased by about 18%, which is noteworthy. # #Shell Office offers 23% of the accumulation from 636 to 786 billion tomans # #Zashrif announced the annual report leading to Azar, which was not good in the last season. The last 4 seasons made 22, 24, 27 and 12 respectively, a total of 85 tomans and 8% more than last year. PE ~ 9.2 and dividend 70% ▫️ Despite the increase in autumn income due to the growth of costs, the gross profit was low and reached an unprecedented profit margin of 6%, much lower than the average of 23% and did not appear to be repeated, but it led to a weak report. # #Lazaa said Marvdasht's land has bought an expert value from Marvdasht factory. The transaction within the group and the problem of land Marvdasht seems to be the Bank of Mellat's claim to be collateral, which did not even confirm the land value auditor even in the revaluation report. 📍 #Fakhs officer 47% from 6800 to 10,000 billion tomans from accumulation to participate in raising the capital of subsidiaries and investing in development plans. The company for the following year is $ 75,000 and cost growth of 30%. With these wise, the forecast of the company's profit company 5.6 and 9.9 for this year and the following year, with 33%dividend, PE ~ 3 was the next assembly! 🔹#The contract for the sale of two processing units to the Welfare Bank for 1096 billion tomans, which resulted in a profit of 69 billion tomans (55%) of 9 months' profit, which is attractive. The time of the contract is unclear. "Market box" 16.11.1403