Fundamental analysis by بورس/سود/زیان about Stock کچاد: Buy recommendation (8/22/2025)

بورس/سود/زیان
At the request of friends, let's take a look at the two industries that have the most potential in the current conditions (high inflation + dollar growth). Check out two sets of companies petrochemicals and metals: Petrochemicals Benefits: Product dollar, high exports, good cash profits. Risk: Sanctions, sales problems and currency return. Between petrochemicals: Fars (Persian Gulf Holding) → Group Leader, a strong foundation, for the long -term view of the safest option. Nouri (Nouri Petrochemical) → High Cash Profit, P/E low, naphtha dependent. Shapudis / Zagros → urea makers, export and world -class Urea. Shogir → PVC maker, domestic market and good export. Metals and mines Benefits: Export, depending on the dollar and the world price of metals. Risk: Internal Price Control, Export Tolls. Between metal: Steel (Mobarak Steel); the country's largest steel, high liquidity, proper fundamental. Famly (National Copper) → World Copper Price, whose future is clear with the demand of electric cars. Kegel / Kachad → Stones have export sales, they benefit from the dollar's growth. https://t.me/BOOrsDoodzian