بفجر

1,600 billion tomans of Mobin's definite profit for the month of Mehr? After years of fighting over utilities in Asalouye and Mahshahr areas, a monthly report has finally been published by the Mobin Energy Company of the Persian Gulf (with the symbol Mobin), which is completely reliable. Reliability in the sense that both utility consumers and all legal and judicial authorities have approved it. Finally, after many years, Mobin has made a real monthly report so that we can publicly witness the end of the story of the utility dispute. But there is an interesting point about the new utility price calculation formula, which can almost accurately estimate the monthly profit of Mobeen and Bafajr companies. Because the new rates reflected in Mobeen's Mehrmah report are actually based on Mobeen's gas price and Mein's costs. Since the gas and costs in question are very close to the actual costs recorded in Mobin's first 6-month report, with a simple addition and subtraction, it can be said that Mobin made a profit of around 1,600 billion tomans in Mehr. In the first half of the year, Mobin had realized a net profit of about 4,600 billion tomans, which he mentioned in the explanation that the rates of 403 were used to present the financial statement of the first half. Now the real rates of the second half of 404 are the basis of the October report. If there is no major problem in the production process, this profit can be repeated in the next 12 months (based on the pricing notification until the end of September next year). P.S.: The author is a beneficiary in the shares. P.N.: Possible news and rumors about the change in the formula of petrochemical feed gas and also the change in the price of fuel gas consumed by utility producers had a significant effect on the profitability of Mabein, which was discussed in the previous articles.

In the following article, which is quoted from Betashem channel, there are explanations regarding the correction of utility producers' gas prices. Today's article titled "Positive news for Mobin and Bafajr" was presented on this basis. Hasan Abbaszadeh, CEO of the National Petrochemical Industries Company, in an interview with "Energy News": The Minister of Oil agreed to modify the price of selling gas to petrochemical plants and utilities/ The price modification will probably happen by the end of November. "Energy News": It is expected that by correcting the gas rates of petrochemical plants and utilities, we will see a decrease in the cost of petrochemical production in the conditions of sanctions and economic war... betasahm360

A positive news for Mobin and Bafjar? Yesterday, in continuation of the cases raised regarding the correction of the feed gas rate, another case that seems to be on the agenda is the change of the consumption gas rate of the petrochemical utility producers, namely Mobin and Bafajr. Regarding the revision of the feed gas rate, be sure to read the article "The value of Shepdis does not need the news of the removal of European hubs, but..." Now it seems that there is a possibility of changing the price of Mobin and Bafajar gas. Mobeen and Bafajr actually have the nature of a power plant, and this has made them ask the government not to treat Mobeen and Befajr like a petrochemical company. In the previous analysis about food, it was mentioned that the probability of removing European hubs is low, despite the fact that the government has agreed with the logic of the story for several years, but regarding the change in the fuel rate, the possibility of it happening is higher than before. In any case, Mobin and Bafajar have the nature of a powerhouse, although the possibility of this issue should not be considered high until the news is confirmed. However, due to the fact that Mobeen and Bafajar have an interesting value in the current situation, the author is not afraid of writing what will happen if the fuel price of these complexes is corrected (because some stocks may increase the price and lose people due to the analysis of rumors, however, in these two stocks, they are clearly valuable if nothing strange happens). In general, if the fuel gas used by Mobeen and Befajr is modified, the utility price will decrease for the surrounding companies, and at the same time, the operating profit of Befajr and Mobeen can also have a noticeable positive effect. The reason for the decrease in the price of utility due to the decrease in the price of gas, the fuel consumed by Mobeen and Bafajr, should be stated from the latest formula that the price of gas is added to the operating profit to calculate the price of the utility. A decrease in the utility price leads to an increase in the operating profit of the surrounding companies, which causes the ROA of the consumer companies to increase. In this way, for example, if the ROA resulting from the formula of one of these producing companies is around 10% (with the previous fuel gas) and has a growth of 10% and reaches 11%, around 27 million dollars equivalent to two efforts with 70 thousand Toman dollars will be added to the profit; 15% profit growth. The analysis of these two companies is more difficult than the petrochemical companies, and in this article, an attempt was made to describe the positive effect of the second news, which is more likely to occur in the petrochemical industry (from the author's point of view). P.N.: The author is the beneficiary in Mobin and Bafjar.

✅ The best of the market based on (spring and summer report + results + profitability outlook + technical) Mohammad Reza Mousavi I want to make a personal opinion 1. Food: Ghakuresh Ghashad Ghabhar Ghapinu Ghazar Ghashodab Ghashzar  2. Agricultural-dairy: Zafka zamgsa zashgza zabina zakhsht 3. Medicines: Dabur Caspian Decina Fajam Dalbar Dahawi Dezagres 4. Insurance: Banu Ma and Afri 5. Oil product: Shabandar Shetran Shepna Sharaz 6. Lead and zinc: Fesuge Fosmin 7. Basic metals: Fosbezvar Fasazan Faroud Fafza Fanwal 8. Computer: Toussaint Asiatech 9. Broadcasting: Ghasem Broadcasting 10. Transportation: Khazar Toril Hasir Hafarin 11. Bank and supply: Vesina and Shahr 12. Electricity and power plant: Befjar Bampna 13. Chemical: Shegal's belly 14. Cement: Samtaz Sabjanu 15. Lubricant: Sharanel 16. Sugar: Qachar 17. Machinery and equipment: tools 18. Making metal products: cast iron 19. Non-metallic mineral: Kegas Kapshir 20. Electric machines: Beniro 21. Kashi: Kahafiz 22. Extraction of metal ores: Kamenganz Kama 23. Financial institution: goods 24. Compilation: Khamen Khabarna Khakar 25. Stacking 26. Rubber: Pecoir ❌ They had excellent reports for 6 months and they have positive points for the second 6 months. Come from 700 companies, focus on these 65 symbols that are the best in their industry and make a basket, and if you have a weak basket, correct these in a good technical position. 📌 I spent a few days for my own work and shared the output in a concise and practical way for you. Save it and help this post reach the shareholders, maybe it will help them in this difficult situation. Do you agree, let me put each selected industry and stock in the form of #vis? So publish this post as soon as you can. Let's get energy ❤️ 1404/8/2 fundamental analysis|Mousavi| #Top_Share #Growth_Potential #Watchlist

The Central Insurance Company of the Islamic Republic of Iran sold 0.278 million shares of Befajr on 08/05/1404 and currently has 1.277% of Befajr's shares in its stock portfolio.

This news means that the gas discount of #Bafjar and #Mobeen has been agreed upon, and because #Fars is the main shareholder of these two utility sellers to petrochemicals, it is likely that Fars was in line for the purchase and the rights were also given to the buyers. Rent will do its job

The Central Insurance Company of the Islamic Republic of Iran sold 0.500 million shares of Befajr on 08/04/1404 and currently has 1.278% of Befajr's shares in its stock portfolio.

🟢✔️🟢 #Fajr 💹 @Tse_Plus 📅 8/4/1404 ⌚ 10:39:04 🔖 14,970 #Buy 2 real codes in front of 1.22 panels  with a total value of 4,677,900,450 rials Per capita purchase of each code is 2,335,215,210 Rials

✅ The best of the market based on (spring and summer report + results + profitability outlook + technical) Mohammad Reza Mousavi I want to make a personal opinion 1. Food: Ghakuresh Ghashad Ghabhar Ghapinu Ghazar Ghashodab Ghashzar  2. Agricultural-dairy: Zafka Zamgsa Zashgza Zebina Zaksht 3. Medicines: Dabur Caspian Decina Fajam Dalbar Dahawi Dezagres 4. Insurance: Banu Ma and Afri 5. Oil product: Shabandar Shetran Shepna Sharaz 6. Lead and zinc: Fesuge Fosmin 7. Basic metals: Fosbezvar Fasazan Faroud Fafza Fanwal 8. Computer: Toussaint Asiatech 9. Broadcasting: Ghasem Broadcasting 10. Transportation: Khazar Toril Hasir Hafarin 11. Bank and supply: Vesina and Shahr 12. Electricity and power plant: Bafjar Bampna 13. Chemical: Shegal's belly 14. Cement: Samtaz Sabjanu 15. Lubricant: Sharanel 16. Sugar: Qachar 17. Machinery and equipment: tools 18. Making metal products: cast iron 19. Non-metallic mineral: Kegas Kapshir 20. Electric machines: Beniro 21. Kashi: Kahafiz 22. Extraction of metal ores: Kamenganz Kama 23. Financial institution: goods 24. Compilation: Khamen Khabarna Khakar 25. Stacking 26. Rubber: Pecoir ❌ They had excellent reports for 6 months and they have positive points for the second 6 months. Come from 700 companies, focus on these 65 symbols that are the best in their industry and make a basket, and if you have a weak basket, correct these in a good technical position. 📌 I spent a few days for my own work and shared the output in a concise and practical way for you. Save it and help this post reach the shareholders, maybe it will help them in this difficult situation. Do you agree, let me put each selected industry and stock in the form of #vis? So publish this post as soon as you can. Let's get energy ❤️ 1404/8/2 fundamental analysis|Mousavi| #Top_Share #Growth_Potential #Watchlist

✅ The best of the market based on (spring and summer report + results + profitability outlook + technical) Mohammad Reza Mousavi I want to make a personal opinion 1. Food: Ghakuresh Ghashad Ghabhar Ghapinu Ghazar Ghashodab Ghashzar  2. Agricultural-dairy: Zafka Zamgsa Zashgza Zebina Zaksht 3. Medicines: Dabur Caspian Decina Fajam Dalbar Dahawi Dezagres 4. Insurance: Banu Ma and Afri 5. Oil product: Shabandar Shetran Shepna Sharaz 6. Lead and zinc: Fesuge Fosmin 7. Basic metals: Fosbezvar Fasazan Faroud Fafza Fanwal 8. Computer: Toussaint Asiatech 9. Broadcasting: Ghasem Broadcasting 10. Transportation: Khazar Toril Hasir Hafarin 11. Bank and supply: Vesina and Shahr 12. Electricity and power plant: Bafjar Bampna 13. Chemical: Shegal's belly 14. Cement: Samtaz Sabjanu 15. Lubricant: Sharanel 16. Sugar: Qachar 17. Machinery and equipment: tools 18. Making metal products: cast iron 19. Non-metallic mineral: Kegas Kapshir 20. Electric machines: Beniro 21. Kashi: Kahafiz 22. Extraction of metal ores: Kamenganz Kama 23. Financial institution: goods 24. Compilation: Khamen Khabarna Khakar 25. Stacking 26. Rubber: Pecoir ❌ They had excellent reports for 6 months and they have positive points for the second 6 months. Come from 700 companies, focus on these 65 symbols that are the best in their industry and make a basket, and if you have a weak basket, correct these in a good technical position. 📌 I spent a few days for my own work and shared the output in a concise and practical way for you. Save it and help this post reach the shareholders, maybe it will help them in this difficult situation. Do you agree, let me put each selected industry and stock in the form of #vis? So publish this post as soon as you can. Let's get energy ❤️ 1404/8/2 fundamental analysis|Mousavi| #Top_Share #Growth_Potential #Watchlist