#psx #investing #stocks
Just two years ago, SAZEW was trading near PKR 50 and then the market witnessed a historic rally, with the stock moving close to PKR 2,000.
The real question now is:
👉 Can SAZEW deliver another wealth-creation phase in 2026?
👉 Or have competition, policy changes, and margin pressures made the road ahead far more challenging?
In this video, we cut through the noise and focus on facts, numbers, and business economics — not hype.
In this video, you’ll learn:
✔ What the Tank 500 launch (Jan 20, 2026) means for SAZEW and whether it can disrupt the Fortuner segment
✔ The real potential of the Canon Alpha pickup truck and why competition in this segment is intense
✔ How SAZEW’s reverse cash cycle and low capital intensity drive high ROIC
✔ Actual sales, margin, and EPS dynamics of Haval H6 and Jolion
✔ How auto policy changes after 2026 and used-car imports could impact profitability
✔ Why PHEVs may dominate Pakistan’s auto market under NEV Policy 2030
✔ Where margins could face pressure — and where SAZEW may still defend them
✔ A realistic fair-value range for SAZEW in 2026, balancing growth and risk
This video is for investors who:
• Think long term
• Want to understand the business behind the stock, not just the price
• Prefer disciplined analysis over hype-driven narratives
Video Chapters:
00:00 – Intro (Tank 500 Launch & Big Auto Shift)
01:10 – Flashback: PKR 50 → PKR 2,000 (40x Rally Explained)
02:10 – Why Haval Won (Buyer Psychology & Features Game)
03:00 – Core Portfolio Numbers (Haval H6 & Jolion)
04:43 – June 2026 Policy Shock (Greenfield Incentive End)
05:12 – Sazgar’s Strategy (PHEV, Tank 500, Canon Alpha)
05:31 – PHEVs – Pakistan ka Real Future
06:53 – Tank 500 Honest Analysis (Competition & Risks)
07:45 – Canon Alpha Pickup – Tough Battlefield
08:00 – Auto Policy, Valuation & Future Outlook
08:52 – Final Takeaway (Execution Stock, Not Hype)
10:01 – 🔔 Subscribe to our YouTube Channel
Financial freedom
Ali shah Reinvent
Ali Shah
Sazgar
SAZEW
In the video, I mentioned upcoming Masterclass by Abdur Rahman Najam. Here is the link for its details (Use the Alishah code to get PKR 3000 discount)
https://arnfinancials.com/masterclass/
This content is for educational purposes only. Always do your own research.
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DISCLAIMER: AliShahReinvent does not provide financial, investment, tax, or legal advice. None of the content on the Ali Shah Reinvent channel is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. AliShahReinvent (Ali Shah) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Making real estate investments, trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
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