Скачать или смотреть Episode 36 - Review of Pakistan's Tech Sector by RAHUL HANS.

Join us for an in-depth Sarmaaya Financials weekly podcast with Khizar Kahloon. This week’s guest speaker is Rahul Hans, head of research at Intermarket Securities Limited. The speaker has more years of experience under his belt in the technology sector.

Key takeaways:
Systems Limited continues to be the most popular stock for investment with a positive CAGR.
Systems Limited will show positive growth in future.
Systems Limited works with universities in Pakistan to help educate future generations.
Pakistan requires effective IT policies to attract FDIs into the country.

Timestamp:
00:00 Sarmaaya
00:10 Greetings
00:40 Introduction
03:32 What are the main reasons behind the dismal performance of Pakistan's Technology Sector despite the evident safety net from the Rupee depreciation?
07:12 Can you explain the fundamentals of Systems Limited and its uninspiring performance?
14:30 What is the Systems Limited dividend and bonus share pattern?
15:50 What are the reasons behind the poor performance of Avanceon and Octopus?
19:08 What are your views on Netsol, do its owners trade the company?
22:07 Where does TRG stand?
25:09 What are the top stocks to invest in the tech sector?
27:11 What do the averages indicate on Investor Pro?
28:17 Does the Pakistani Tech sector depend on the human capital supply only with no innovation? How will the US sanctions affect Systems Limited?
33:15 How will Systems Limited survive with an easy-to-replace formula?
36:41 How will exchange gains tax affect the tech companies in Pakistan, particularly Systems Limited?
38:25 What will be a stabilised CAGR for Systems Limited in the next five years?
40:12 Will Systems Limited enter a difficult territory in the Gulf countries if we look at the Indian Companies operating in the same market?
41:15 Systems Limited have massive receivables? Is it an exaggerated figure?
42:06 Does Systems Limited have short-term loans in USD or Rupee?
42:56 Will Tundra make an exit?
44:39 Is there a company in the tech sector that with a 10 times growth? Which is the best business model in the entire sector?
45:25 Why don't we have a policy to attract FDI in the tech sector?
48:45 Which indicators should an investor look at?
49:21 Will AI affect service-centered companies?
51:25 How did India expand its IT sector and what lessons can we learn from its success?
56:21 Which universities offer good courses that can compete on an international level?
58:07 Will it be feasible for Systems Limited to offer diploma courses?
1:00:08 What risks can impact Systems Limited and Avenceon in the long and short term?
1:03:53 Which companies can offer good growth apart from Systems Limited?
1:06:51 How can students open a dollar account for freelancing or any other purpose?
1:10:41 Is exposure in Systems Limited enough in Pakistan's tech sector?
1:13:50 What are some upcoming IPOs?
1:17:34 What will be the outcome for the Tech sector if Pakistan defaults?
1:19:48 Outro

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

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