حمید کوشکی(تحلیل کاربردی)

🔰 Loghman Pharmacy Since the mid -year, the market for injecting and antibiotics, which was unnecessary, has grown again. The group's four best -selling drugs were sold in the market last year, and in the first four months of this year, nearly two were sold. These drugs are also among the main products of Loghman, so their market boom is good for the company. ❇️ But risks: High dependence on a pharmaceutical family: Since the major production line of the company is related to antibiotics and cannot produce any other drug, any change in policymaking or the entry of a serious and new competitor can quickly be effective. 📌 Sales stability: It was good and the company's profitability depends on that it can be consistent in production and sales. And in some way, if sales are reduced, it cannot achieve its goals. #Children 🌐 Applied Fundamental Analysis/ Funds

🔰 Today, gasoline and diesel engine oil rose 18 percent. ❇️ Out of the four lubricant symbols on the stock exchange, not everyone is equally beneficial, and everyone will benefit from the market share. Bahran Oil (subcontinent) because it has the highest market share, it gets the most benefit. Sepahan Oil (Shespa) has the highest export of basic oil. ✅ Thus, these symbols increased a total of 50 % in three stages since March. #Shopper #Stelling #Shence #Sharanl 🌐 Applied Fundamental Analysis/ Funds

✅ Capital market presence in the proper management of companies ❇️ Bagher Cement was one of the companies that had been mismanaged until last year and the shareholders were suffering from the situation. With the arrival of the new shareholder and board and technical follow -up, not only the costs were controlled, but the company also achieved profit. So that the market value of the company reached 3,800 billion tomans this year from about 900 billion tomans in 1403, and continues to make a profit and has become one of the good companies in the cement industry. Interestingly, the same management team entered the Sedor symbol in 1404 (currently the market value of Sedor is about 900 billion tomans). And in the past assembly, they have been able to get a management seat and again the same people and the same technical team have led to the profitability of Sandor. 🔰 The Sedor symbol of the loss of 206 billion tomans last year reached a profit of 60 billion tomans in the spring of this year, and we have a profit by the end of the year. 🌐 Applied Fundamental Analysis/ Funds

🔰 Predicting the odd profit of the cheerlead! Takht -e -Jamshid Petrochemical Industries today released a justification report on Coding Capital, which so far everything is natural and natural. The strange thing is that the company predicts a profit of 730 billion tomans for fiscal year 1404. What is the strange thing?! The fiscal year of Shahrivar Company is up to 1,100 billion profits until June (9 months) !!! That is, the company estimated that they are going to harm ???? !!!!! 🌐 Applied Fundamental Analysis/ Funds

🔰 Comparison of Spring Urea Spring Performance 1404 Following the regional tensions this spring, we saw a global urea price rise. In addition, the growth of Nima's dollar has also led to the group's revenue growth over the same period last year. The point to keep in mind is that the sales rate of these companies is the same and the initial feed rate is the same. But what makes a difference in profitability is the optimal management of resources and consumption (except for the slumride) 🌐 Applied Fundamental Analysis/ Funds

🔰 Iran's antibiotics #Biotics today made a very good report on the coding. Spring has made up 40 % of the whole last year, which is a strong report. ❇️ The biotic symbol of the substance is the antibiotic and, unlike most companies, does not have a final product. There are currently two main rumors for the company. Obaidi (one of Obaidi's subsidiaries) and drug chemistry. But since Obaidi and Doshi are having trouble providing liquidity and biotics do not have such a problem, the company is crawling in collecting its two main market share. The production capacity of the company is about 3 tons of drug active ingredients. By the end of this year, it will produce about 5 new products on an industrial scale. ✅ In the spring of this year, three new drugs were introduced, two of which are related to diabetes, which has a very good sales market, as well as a product portfolio. Improving the status of pharmaceutical companies has a direct effect on the company. Because all companies have to supply their raw material from this company. ———————————— Overall, I anticipate a great year for this company. 🌐 Applied Fundamental Analysis/ Funds

🔰 Fundamental Analysis of Shahroud Cement #Anthem 📌 Assumptions: Average free dollar 1404: 93 thousand USD Cement production amount 1404: 1,745,180 tons Average domestic cement rates per ton of 1404: 2 million USD Average export cement rates per ton of 1404: 2.8 million USD ——————————————————— Shahroud Cement is one of the largest cement exporters in the country due to its proximity to the Afghan border. Given the good cement rates this year, the company is buying a clinker and producing surplus cement to avoid the good cement market. With the estimated profit for the current year (169 USD per share), P/E Forward is about 3.7 per share at the current price. In the 1403 Assembly, more than 90 % of the profit was divided. We estimate that we have the same dividend for 1404. 🌐 Applied Fundamental Analysis/ Funds

❇️ A significant portion of these جو Pressure of lever sales is due to Wednesday, July 9th. 🔰 Certainly some of those who had an option strategy and with the daily credibility of these leverage, or otherwise selling at these prices may not be reasonable given the overall market conditions and news that is currently available. 🌐 Applied Fundamental Analysis/ Funds

🔎 Mining is still completing the portfolio after 3 months 🗓 Review #Metal Extraction Portfolio #Mine leading to May 1404 انی The land has bought 131 billion USD in the last month and has sold 0 billion USD. 🟢 Most of the purchase: Keger - Mines The stock weight increased by 26.8 percent compared to the previous month and the weight of the deposit decreased by 26.4 percent compared to the previous month. 🌐 Finder

📊 #Momentum Bubbles Gold Funds 🔶 🟢 The lowest price bubble: Zoroan The Most Price Bubble: 🟢 Lowest inherent bubble: Zoroan The most inherent bubble: gold 🟢 The lowest bubble of the whole: Zeroan The most bubble of the whole: gold 🌐 Finder