یادداشت های بورسی امین (امین بیگانی)

✳️👈 Explanation about the side effects of urea makers: In the text of Mr. Mahdavi's speech, it is stated that exemptions related to less developed areas and other tax incentives that were removed from urea producers will also return. But if we only refer to paragraph "P" of Article 99 of the Seventh Plan Law, income tax and export duties of semi-raw materials are included. Therefore, in this case, other tax exemptions (less developed areas, ...) will not return. In this case, only the export exemption was considered. (Thanks to Mr. Shahinpour) The approximate amount of urea exports: #Kremasha 75% #Shapedis 75% Khorasan 55% Shiraz 55% "market box" 01.09.1404 🆔@aminbourse

✳️📍 The story of removing urea from the list of raw and semi-raw materials According to the Secretary General of the Petrochemical Industry Employers Association, with the decision of the Cabinet of Ministers, urea was removed from the list of raw and semi-raw materials, and therefore export exemptions and less developed areas were re-established. In 1400, the repulsive and counterproductive government removed these exemptions, and after approval, this exemption was probably implemented the following year. It was effective for each symbol (approximately): 1- Shepdis: the effective tax rate decreased from around 12% to zero, and therefore the profit increased by around 14%. 2- Kermasha: the effective tax rate was reduced from around 20% to zero. As a result, profit grew by 25%. 3- Shiraz: tax reduction from 22% to around 8%. 18% profit growth 4- Khorasan: decrease from 18% to around 6%. 15% profit growth As a result, this change had a serious effect on the profitability of the industry. "market box" 01.09.1404 🆔@aminbourse

📊 Fundamental analysis of #Sufi Share board ▪️ Market: 15.04 Hammat ▫️ Buoyancy: 4.81 hem ▪️ Daily price: 13,585 Tomans ▫️Division: 95% 💬 Bachelor's profit 1404: 2,843 Tomans / Bachelor's profit 1405: 3,558 Tomans 📝 P/E (P/E) leading 1404: 4.8

✳️Kramasha profit forecast for 1404 and 1405 445 tomans for 1404 632 tomans for 1405 It is being traded with Kermasha's profit sharing account with a P/E of nearly 4 for the end of next year 30.08.1404 🆔@aminbourse

#Kegel The formation of a growth pattern in the shares of Maaden group by amending the laws that affect this group by the government The downward trend line in the range of 226 is the most important resistance of the stock, and if it can break and stabilize, the probability of a good movement in the medium term will be formed for it. 27.08.1404

📊 #Ore, Iran The price of urea granules increased slightly in recent transactions and reached 377-380 dollars per ton fob. Pardis Petrochemical has sold a total of 34,000 tons of urea granules in two separate transactions at a price of $380 per ton fob Iran. This producer has sold a shipment of 30,000 tons and a shipment of 4,000 tons of urea granules, both at a price of $380. Masjid Sulaiman Petrochemical has also sold a total of 90 thousand tons of urea granules in two separate transactions at a price of $377 per ton FOB Iran. This producer has sold a shipment of 60,000 tons and another shipment of 30,000 tons, both at the price of $377. Most Iranian producers have increased their offers to $377 FOB for the week ending November 14, and Pardis has targeted $380 FOB. Shiraz has offered granular urea and urea peril both at a price of $377 per ton fob for shipment in mid-November and in bulk. Lordegan is going to close the tender for the sale of 50,000 tons of urea granules on November 16. #Shepadis #Kermasha #Shiraz Kaladade 26.08.1404 🆔@aminbourse

Last week, Pardis Petrochemical Public Relations released this video to clarify the stock of the company's warehouses. In the picture, it is mentioned that the campus will empty its entire warehouse by the next week (i.e. now) and on the date of the recording of the said video, 40% of the warehouse, i.e. around 80,000 tons of its 200,000 tons capacity, is full. This issue was important because the inventory at the end of the fiscal year ending in Shahrivar 1404 is more than 300,000 tons. A small part of the inventory was sold in Mehr. The production also seems to continue and if it was similar to Mehr, it should be around 270 thousand tons of urea production in Aban Fardis. If the things mentioned in the film are true (this image was published by the public relations of Pardis Petrochemical), it means that in addition to the production of the moon, Pardis must have sold the inventory by these days? #Shepdis 25.08.1404

✳️ 5% discount effect of #refining feed for symbols of this group #Shabandar #Shepna #Shatran #Shiraz #Shavan #Refining 🆔@aminbourse

✳️ The war between Russia and Ukraine and the continued attacks on refineries have caused the crack spread of products with crude oil to reach its highest level. Inside Iran, the spread of refineries in October and November is higher than in spring and summer, and in other words, the 9-month financial statements of refineries were more attractive and with higher profits. Don't lose your refining stocks for free. #Shabandar #Shepna #Shatran #Shiraz #Shavan 24.08.1404 🆔@aminbourse

✳️ Doubling the import of India's #urea; Import forecast of 1.75 million tons for the last two months of 2025 The Government of India 🇮🇳 announced; The country's urea import has more than doubled in the period from April to October 2025 and reached 5.86 million tons to meet the increase in farmers' consumption in the Kharif season. The Minister of Fertilizers and Chemicals of India further announced that in addition to the imports, about 1.75 million tons of urea are on the way to be supplied for the months of November and December. This action is done with the aim of maintaining market stability and responding to the growing needs of farmers in the last months of the year. In the same period, the monthly domestic production remained stable at around 2.5 million tons and reached 2.69 million tons in October. Also, the aforementioned ministry has emphasized that serious measures against diversion, smuggling, hoarding and the black market of urea are on the agenda. UreaMonitor #Shepadis #Shiraz #Kermasha 17.08.1404 🆔@aminbourse