پاراگراف‌

Wounded Phoenix or Simorgh? When the shadow of war is heavier than ever, the only investment offer is to diversify the asset classes. In spite of all the bad news, on paper, conditions are such that the current expectation is not possible. If this default is true, one of the two paths was finally realized: either Roman Roman or a bell; Either the conflict, the destruction of infrastructure and the chaos, or the problem of problems with the West. It is natural that one who has not migrated so far is closed to the second scenario; Otherwise, instead of reading this, it should now seek to install solar panels on the roof, buy a آب tank or a piece of agricultural land. For optimists, those who hope for other coins, can be a little dreaming: What happened to the good scenario in the marketplace today? Return to nominal capacity. Many companies lose 2 to 6 months of production due to energy constraints. This industry's energy deficit can be solved in less than a year, with a plan to invest, invest in solar electricity and adjust energy prices; However, if we are not sanctions, there may be foreign financing and popular support. Therefore, in many companies, the actual growth of 2 to 5 percent is not unexpected. Inflation, interest rate and P/E ratio. Contrary to imagination, inflation is not in favor of the stock market; Rather, it is only better inflation than suppressed inflation. With the sale of 1.5 million barrels of oil more a day, the budget deficit is temporarily resolved, and on the other hand, the expectation of inflation is reduced by resolving problems with the West, which can lower interest rates. Suppose inflation of 2 % and interest rate 2 %, the ratio of P/E shares can grow up to 5 %; Especially now that prices have reached low levels. Correction of rates. Anyone who is familiar with the alphabet of the economy knows that in order to attract capital in Iran, the gas rate should not be twice as much as the US, Canada and Qatar, or the ownership rate of five times as much as Australia and Brazil. These are things that can become stock market potentials. Although this list can be much longer, it is enough to make the stock market returns a dream for parallel markets; Non -conscious returns that other markets cannot reach even in a ten -year period by stabilizing the exchange rate. Now that we are in war, the lack of electricity and the other pressures, this text may be more like a good dream; However, this situation should not lead to excessive pessimism to stock. Phoenix may rise from ash. August 1404 @rezayatee

#Veniro Last year, the Power Investment Company was key from the revaluation surplus process, which was finally issued in April this year, after strict and strict investigations by the stock exchange. But in a #heresy -ridicule for the capital market, after inviting the assembly and closing the symbol of the major shareholder of the Assembly, he canceled and withdrew from raising capital. Now, despite the proper profitability and fundamental situation of the company, the symbol has faced a heavy sales line due to the mistrust of the micro shareholders to the major shareholder. For this reason, the small shareholders of the company have formed the following campaign, which is required to sign at the discretion, but to prevent this dangerous heresy in the stock market. https://www.karzar.net/238965

#سیمان در بورس‌کالا 🗓/ معاملات ۱۱ خرداد / 🔰روز گذشته در بورس کالا، ۷۳۸ هزار تن سیمان خاکستری (تیپ ۲) عرضه شد که ۷۳۳ هزار تن آن معامله گردید. 🔰بیشترین نرخ‌های فروش به ترتیب متعلق به ستران با قیمت ۴,۷۰۸ هزار تومان، سشمال با قیمت ۴,۶۳۰ هزار تومان و سصوفی با قیمت ۴,۴۱۸ هزار تومان بود. @ServatPouya 📞ارتباط با ما: 021-88211016 021-88627296 📱@ServatPouya 📱 pservat.com

Composition of Cement Manufacturing Companies Which cement companies have the highest weight in the cement portfolio? The chart above shows the composition of the cement holding in manufacturing companies, including the percentage of cement holding ownership in manufacturing companies. As it is clear in the chart, five symbols: 1. Sabic 2 3. Sawy 4 5 More than 40 % of the box's weight is accountable. More information: 📱https: //PSERVAT.landin.in 📱 | @servatpouya 📱 | Servatpouya 📱 | 021-88627296

$ 100 billion stock exchange Compare the $ 100 billion market value with the sum of a few examples of replacement value: Replacement value of refinery symbols of $ 25 to $ 30 billion Mobarak Steel Replacement Value: 8-10 billion dollars Value of replacement of cement symbols: $ 8 to $ 10 billion Alternative value of 10 power plant symbols (except rampna and vanpna): $ 7 billion ▪️The nearly $ 5 billion. The current situation is the result of political risks, central bank policies, unpredictable government, and summary of current governance extract.

Power consumption in steel The power consumption per tonne of steel in Iranian companies is about 850 to 1050 kWh. This means that at a traditional 3 traditional electricity rate is paid for about $ 30 per tonne of steel. Some sources have cited the standard consumption amount of 400-500 kW. That is, Iranian companies produce $ 15 tonnes per tonne of steel. Of course this standard may also have the assignment as well as we unaware Among the domestic companies (with the 9 -month ignorance of Kaveh), Fakhoz has a poor performance in terms of power consumption. Fakhoz steel is only more expensive due to electricity. #Electricity #Electricity @rezayatee

Competition in Styrene Pars? Styrene's production is about 600 to 650,000 tons, of which 540,000 tons are supplied by Pars Petrochemical. Currently, the capacity of Styrene's downstream units is more than one million tons, which work under the capacity due to Styrene's deficiency. Styrene's supply and demand will get worse next year. With the launch of the ABS Jam project, about 100,000 tonnes will be added to Styrene's demand, which was likely to operate less than capacity due to heavy investment. The SBR Petrol design also generates about 14,000 tonnes of real demand. So we expect to face Styrene's serious deficits in the next one or two years. This deficit can lead to Styrene's competition in the commodity exchange. Compensation for a deficit from the import site? The potential route was that at the beginning of the work, the deficit led to a great price growth and then the authorities realized a problem. If the experience gained in the import of "Pat" (Shogvia product) is used, the market balance will be made from the import path. How much was the balance price? Given that Styrene Monomer is a liquid, its import and domestic transport costs about $ 50 to $ 100 surplus. Therefore, at the worst case, the price of the stock exchange will be at least 10 % competition. Effect on profitability: If Styrene's price rises $ 100, the company's profit would be $ 55 million, equivalent to a 15 percent increase in net profit. @rezayatee

The US dollar against the Syrian lira in the last year. From nearly 20,000 in the story of the adventures, it went up to 7,000 liras of one dollar and is now about half a month ago. UN estimates say that the Syrian economy takes half a century to return to the pre -war level. The effects of 14 years of brutal civil war. It seems to be easy to do.

Zagros, the tired dollar giant The country is moving towards working with 50 % nominal capacity, and Zagros has been more gas deficit as it was closer to the summit. Zagros had only less than 2 million production in 2013 before the complete launch of South Pars, which probably repeated the record this year. The world's largest methanol plant has a capacity of 3.3 million tonnes and a $ 1.5 billion replacement value of $ 370 million. How much does the Zagros body benefit? Our estimate shows that Zagros is likely to be about 1,500 USD this year, and next year with $ 80,000, $ 3,000 (15 traditional feed). That is, if it opened, with the benefit of the assembly, the ratio of P to E would be close to 4. Perhaps the question is how much Zagros had a full capacity? The profit reaches 7300 Tomans, which has become a dream with current macro trends. People may say that we have only a low missile now to finish the job, and optimistic people may buy a few billion dollars in the hope of rationalizing the gas rate and the full capacity of a few billion dollars. Only time determines which is more correct. #Zagros @rezayatee

Sample The chart above shows the process of copper dollar and the free market dollar. This high solidarity has made the national copper perform well during market downturn. Although the company's electricity prices rose to 4 cents and water prices to one cubic meter and at the same time the government's government salaries increased, tax exemptions have declined, interest rates have increased, and numerous peripherals such as clubs and government projects, etc. have been imposed on the company. That is, the market icon with the floating dollar could have been similar to the national copper. The company is likely to have a profit of about $ 200 this year and next year and is expected to be priced in dollars. #Family @rezayatee