Hasan Qureshi

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Hasan Qureshi

Hasan Qureshi

@Hasanq_23

Valuations & Corporate Finance @ Big 4 | Ex-Equity Fund Manager

Katılım Mart 2026
93 Takip Edilen15 Takipçiler
Hasan Qureshi retweetledi
Faseeh Mangi
Faseeh Mangi@FaseehMangi·
A second tanker loaded with LNG from Qatar is nearing the Strait of Hormuz, after Pakistan negotiated with Iran for the passage of several shipments through the chokepoint bloomberg.com/news/articles/…
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Hasan Qureshi retweetledi
Burger Bacha میمز
Burger Bacha میمز@BurgerBacha23·
Inflation is so bad that there's no Bakra mandis in most of the cities. Literally 0 hype
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli Most of the brokerage houses also no longer have it. Because its pretty expensive. Only the top tier one's have it.
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli BIPL Ni chalega because it won't payout. For long term its decent, but short term mein price reaction na aaye considering FMs and HNWIs would be comparing it with other limelight banks.
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli Big yes. One year of inventory gains, next year inventory losses as oil prices trickle down. 👀
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli Most of the banks are trading on their DDM valuations. Because more recently, most of the banks have increased their payouts. In that case, the current prices do justify their P/Bs because historically they didn't have an aggressive payout policy.
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Meher Jazib Ali
Meher Jazib Ali@MeherJazibAli·
Commercial banks ki valuation samajh se bahir hai. Phr bhi log kehte hai, janab inki Jaan Nahi chorni. MEBL ko dhek le. #CommercialBanks #KSE100 #PSX
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@BaigShayan1234 Fair enough, but what justifies this 50% rally in MACPAC? Was it some sort of earnings growth or what?
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Shayan Baig
Shayan Baig@BaigShayan1234·
I have shared two charts below one is of mighty FFC and other is of MACPAC Films. Within seconds, you now know that why MACPAC Films has been able to outperform an all weather blue chip company like FFC by miles. To note, MACPAC Films have given 50% plus returns in last week against FFC which has largely remained stagnant. FFC share holders have borne an opportunity cost of holding shares and rightly so because there wasn’t any tool or model that could have shown any other explosive opportunity as Alphagen does. To know about your company and its performance within minutes, log in to alphagenpro.com and enjoy its amazing use that has never been developed by anyone in Pakistan before.
Shayan Baig tweet mediaShayan Baig tweet media
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli Core earnings are not strong and sometimes it becomes unsustainable due to floods (loss of animals) or due to some disease prevailing among agricultural animals. Though they are a direct beneficiary of currency devaluation, which results in abnormal exchange gains for them.
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli Faarigh. Most of their cash gets stuck up in receivables, ultimately hampering the working capital cycle and resulting in a negative free cash flow to the firm.
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Hasan Qureshi retweetledi
Not Jerome Powell
Not Jerome Powell@alifarhat79·
The stock market waiting to open on Monday
Not Jerome Powell tweet media
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@KhansaKnox At one point, hair doesn't matter. Personality does. Vibe match honi chaiyee!
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kay
kay@KhansaKnox·
do men like long hair girlies or short hair girlies?
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Hasan Qureshi retweetledi
Jack Prandelli
Jack Prandelli@jackprandelli·
🚨World oil inventories are falling at a record pace. There are 2 lines you need to understand 🛢️ The white line is total visible global oil inventories in billions of barrels. It peaked just before the Iran war began in February 2026 then fell off a cliff. Nothing in the post-Covid era comes close to the speed of this drawdown. Two thresholds on the chart: 🟡 7.6 billion barrels , Operational stress level. Reached by June 2026. 🔴 6.8 billion barrels , Operational floor level. The minimum required to keep pipelines functioning and refineries operating. Reached by September 2026, assuming no resolution. These are not price targets. They are physical system limits. Bloomberg's framing is precise: "The world has burned through oil inventories at a record speed as the Iran war throttles flows from the Persian Gulf." "Governments and industries are left with fewer options to cushion the impact of the loss of more than a billion barrels of supply." The assumptions behind the projection: If no conflict resolution by June. Demand reduction of 5.6 million barrels per day already priced in. Even with that demand destruction factored in, inventories still hit the operational floor by September. What the operational floor actually means: Below 6.8 billion barrels, the physical infrastructure of the global oil system begins to fail. The Covid inventory build in 2020 took months to accumulate as demand collapsed. This drawdown is happening in weeks as supply collapses. The direction is the same but the cause is the opposite and the speed is faster. If there is no resolution by summer, the world will be in territory it has never been in before. I wrote an article on it , the link is in the below comments👇
Jack Prandelli tweet media
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Ayesha 🇵🇰
Ayesha 🇵🇰@ayeeshaa_aka·
Mind you i had no off this week! Not even a single off!!! Not even Sunday!!!! And it’s MONDAY tomorrow Brb crying
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@MeherJazibAli The kind of information that you only get from brokers. As they know all the flows in the market.
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Momena Noor
Momena Noor@momenaaa·
@Hasanq_23 😂 hahaha the reason i'm saying this isnt textbook logical
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Momena Noor
Momena Noor@momenaaa·
Pakistan is the best country for business i believe only If you know how to do it here.
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Hasan Qureshi retweetledi
cyril almeida
cyril almeida@cyalm·
Retail, agriculture, real estate… pay the least, whine the most…
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Hasan Qureshi
Hasan Qureshi@Hasanq_23·
@Zoha_xtra Just a thought, what amount is exactly enough in today's economy? 👀
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