Скачать или смотреть Episode 43 Auto Sector Analysis with Sarah Rehman

Join us for an in-depth Sarmaaya Financials weekly podcast with Khizar Kahloon. This week’s guest speaker is Sarah Rehman, Senior research analyst with Al Falah Securities. Sarah has years of experience in multiple sectors, including the chemical and automobile sectors. In this session she shares her views about the automobile sectors, challenges, and prospects.

Key Takeaways:
The auto sector in Pakistan primarily comprises assemblers such as Pak Suzuki, Indus Motors, and Honda. Kia Lucky Motors and Nishat are also a part of this sector. United and other small players are a part of this sector.
The sector also includes auto parts manufacturers supplying small parts such as batteries and tires, Exide, Atlas, Spell, Gandhara, Thall, and other companies in the manufacturing industry.
Millat and Al Ghazi are two major tractor manufacturers in Pakistan.
Sazgar is a major auto rickshaw manufacturer with plans to launch cars.
Hino Pak is a prominent bus manufacture.
Import restriction is the major culprit behind the extensive drawdown in the auto sector as it was classified as non-essential.
The automobile sector will recover over time as the economy moves toward a positive growth rate and import restrictions lifted.
Investors can explore prices and numbers related to cars on PAMA's official website.
Investors should look for currency movement as it directly impacts the entire sector.
Keep an eye out for the demand for cars as currently, the demand has diminished for cars leading companies to produce fewer cars with limited demand on the market.
PSMC should be considered it's as well the impact of interest rate on its gross margins and historical gross margins.
When it comes to Indus Motors, keep an eye out for the dividend yeild as well as other factors.
HCAR is leading the entire automobile sector despite the dwindled demand.
Overall earnings have significantly reduced due to the high prices of cars, led to a reduction in sales.
Indus Motors offers an impressive dividend yeild, which should be on your watchlist as the demand for their car is significant.
PSMC is another excellent option for investors as it has the potential for recovery in the future, and there is a chance of breakeven.
Sazgar has launched Havel, and its focus is now on four-wheelers, making it a good option for investors.
Dollar availability and import restrictions are two significant risks associated with this sector.

Time Stamp:
0:01 Greetings
0:02 House rules
0:36 Sector Introduction
01:37 Guest Introduction
01:57 Which companies comprise the Pakistan automobile sector?
06:36 Auto sector has the most significant drawdown in the past year? What are the challenges faced by this sector?
11:46 What is the current situation of the automobile sector? Can we expect a hike in share prices?
17:37 Which indicators and ratios can a fundamental investor use to evaluate auto sector stocks?
22:27 What are some of the top performing companies from the automobile sector in Pakistan?
25:33 Please shed some light on the performance of HCAR and Gandhara.
27:00 What are your views about Millat Tractors?
28:26 What are your views about GHNI?
29:59 Audience Questions
30:22 What are your views about EPCL and how is Panther Tyres as a company?
33:21 Will Gandhara perform well in the future?
36:35: What is your opinion about the overall market and the current economic and political conditions
39:20 Market permanence discussion and discussion about banking sector in the current market
43:42 What happened to Faysal Bank when it was converted into a fully functional Islamic Bank
45:16 What is the position of Interloop? Is it worth investing in?
47:36 Why aren't ODGC and PPL not performing despite the uptrend in PSX? What are your views about ENGRO will it pay another impressive dividend in the future?
49:30 Which Shariah complaint scripts should an investor focus on?
51:08 What are your views on Nishat Chunniya?
52:39 What are your suggestions regarding the auto sector?
54:49 Outro


If you have any queries, please let us know in the comments. Thank you for your support!

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