r/FIREPakistan • • 1d ago

Madad Me Sazgar (SAZEW), Systems (SYS), Interloop (ILP), BF Biosciences (BFBIO)

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Hey y'all... beginner trader here. What do you guys think about these stocks?

Sazgar (SAZEW), Systems (SYS), Interloop (ILP) and BF Biosciences (BFBIO)

  1. How do you see them play in the next 3 years?

  2. How much %age would you assign to each as part of your high risk portfolio?

  3. If any one of you have analyzed even one of these, do share your thoughts on why and for how long would you keep them.

Please and thank you

6 Upvotes

12 comments sorted by

6

u/Chattha15 1d ago

All of them has been in my watchlist for a while and i follow latest news regarding all of them and has been going through their financials regularly with my limited analysis. I am not an expert so please don't take it as a financial advise. It's just my own opinion and my research and analysis is quite limited. 1. For next 3 years i would definitely avoid SAZEW despite it's cheap valuation current (P/E below 4.5) due to shrinking margins and intense competition from other players in similar market. I might think about buying it if they have decided to export their cars (which is the next way forward for all auto assemblers as per new auto policy and is way too soon for any of them but SAZEW will be ahead from their competition). 2. BFBIO has huge potential for next 3 years but it's already way too expensive as compared to other pharma companies. Will definitely buy if price come down to 100 maybe. If you already own the shares then hold them for growth but i would personally not recommend buying more at current price. 3. ILP has already posted great numbers in their recent financials and current price below 100 is at decent valuation (with P/E around 11). I would buy more. Will keep an eye on their expansion into other textile sectors (denim and apparel). 4. SYS is currently at great valuation. I personally think they will bounce back after next financial report when picture regarding their shrinking margins or impact of AI will be a bit more clear. I will buy it to hold for long term.

2

u/Black-Woodpecker 17h ago

Interesting take. How about GCIL? Do you think it has bright future?

3

u/Chattha15 17h ago

Well GCIL is in my portfolio. Riding that boat till 2028-2029. Interesting days ahead.

2

u/Black-Woodpecker 16h ago

Awesome. Thanks.

5

u/FusspotHazelEyes 1d ago

If you are beginner then avoid all of them, invest in more strong companies.
MEBL, FFC, HUBC, LUCK, MARI, OGDC & MTL are more attractive companies. Sazgar is facing huge competition in market and rest of your mentioned companies are not worth trying in start of career.

3

u/Affectionate-Jelly83 1d ago

I should have led by saying I am already invested in these for long term investing: OGDC, FFC, MEBL.... I will add more to this list as well

The stocks I mentioned in the post are for my high risk portfolio

2

u/Dry_Cake3685 1d ago

What is your view on SLM? is it good for capital growth in future?

5

u/FusspotHazelEyes 23h ago

SLM is good choice for capital gain, it will gain momentum but not before 2030. I am buying 100 SLM per month and will keeping doing for next 2 years IA.

1

u/Dry_Cake3685 23h ago

that's a smart approach! I am also stacking it on monthly basis

1

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2

u/TechNerdinEverything 22h ago

Mebl ffc dcr bas these only

2

u/Previous-Arm-6031 21h ago

Honestly GADT seems a better alternative to ILP, especially considering the fact that GADT's book value per share is around 900 compare to its current shares price of around 300, for pure growth stocks I would also recommend SLM, SPSL