Fundamental analysis by زیبا سرشت - کریم زاده about Stock فملی on 7/25/2025

📊 An analytical look at seasonal corporate reports | Spring 1 In the spring, stock companies appeared with different reports. Some attracted market attention with a significant profit mutation, while others had a negative reaction from shareholders: Refineries; Vanguard of profitability # #Shawan (Lavan Oil Refining) With the sale of $ 6 trillion and the net profit of 2 Rials, he recorded a brilliant performance. ✅ Profit increased by 5 % compared to last spring. ✅ Coverage of 2 % of the previous year's profit in just three months! 🔍 The main reason: reinforcement of cracks, rising dollar rates, and warehouse inventory. # #Camel (Tehran Oil Refinery) Heavy sales of 2 trillion tomans and net profit of 4 Rials ✅ Profit Growth over last year: 1 % ✅ Coverage of 5 % of last year's profit over 6 months Yesterday, active refinery symbols were accompanied by increased demand. Steel Under the shadow of costs # #Mubarak Steel Despite the sale of $ 6 trillion, only 2 riyals made profits. انی Decrease in profit over last year: 1 % negative 📉 Reason: Increase in the cost of finished (1 %), growth rate and raw materials, decrease in Nima and free dollar distance. 🟥 Poor steel report caused supply pressure. Cemented; Climbing with management and rates # #Cement_Tehran Net profit of 2 Rials with sales of 1.5 billion tomans ✅ Profit Growth: 1 % 🔹 Cement #Abic Extraordinary net profit of 1.2 Rials ✅ Profit Growth: 1 % 📈 common reason: increased sales rates, tonnage growth and cost management 🟢 Yesterday the cement group was integrated green. Power plants; On the path of flourishing 🔹 Join (Pars Pars Electricity and Energy) Net profit of 2 Rials with sales of 2 billion tomans ✅ Growth 1 % and 2 % of last year's profit # #Damavand Sale of 2 billion tomans and profit of 2 Rials ✅ Stunning growth of 1 % 📌 Strong reports of the industry set the power queue in the power plant. Equipment; Move with acceleration 🔹 Iran Transfers ( #Betran) 2 rials profit with sales of 1.5 billion USD ✅ Profit Growth: 1 % 📌 If the current trend continues, the annual profit reaches nearly 2 Tomans and the company P/E is less than 0.5. Foods; #Ghazer on the path of growth 🔹 Gold Macaron 2 rials profit with sales of 1.5 billion USD ✅ Growth 1 % 📊 If the company predicts the company, the annual profit reached 2 rials. Petrochemicals and metals # #Karmasha (Kermanshah Petrochemical) 2 rials profit with sales of 1.5 billion USD ✅ Profit Growth: 1 % ⚠️ Despite the good report, the P/E share is slightly high. # #Femli (National Iranian Copper) Profit 2 Rials with Sales of Nearly 2 Hemmati ✅ Growth 1 % 📈 Estimated Profit for this year about 2 USD 🔍 If the world price of copper rises, positive adjustment is likely. # #Kegel (Golgoer) Net profit of 4 rials with sales of Hemmati ✅ Profit Growth: 1 % ⚠️ Despite sales growth of 5 %, profit was lower than expected. #Technology_Community ##Siathk 2 rials profit with sales of 2 billion USD ✅ Profit Growth: Only 1 % بان limited growth of income and tariffs 📉 Despite the appropriate P/E, the market did not react. 📌 Summary: Seasonal reports showed that refinery, power plants, cement and electricity equipment performed well. In contrast, some elders, such as Mobarak and Golgohar, are still under pressure and pricing. 📈 It seems that investors' focus in the short term on symbols with high seasonal profit growth was lower and P/E. ⚜️ @boursecubevip