KARACHI: Qatar aur Turkiye ki mediation ke bawajood, aur Saudi Arabia mein haali mulaqat ke sath bhi Pakistan aur Afghanistan ke darmiyan trade ki bahali par koi taraqqi nahi ho saki. Iss surat-e-haal ko dekhte hue analysts ne 3 maheene ki border closure ko apne estimates mein shamil kar liya hai.
Is fresh assessment ke baad Pakistan Aluminium Beverage Can (PABC) ki CY25E EPS mein 16% kami kar di gayi hai jo ab Rs17.39 reh gayi hai. Saath hi Company ka target price bhi 5% gir kar Rs124 ho gaya hai.
PABC ne apni haali quarterly report mein bataya ke woh Afghanistan mein 1.3 billion cans par mushtamil ek naya plant lagane ka plan rakhte hain, jiska total project outlay US$110 million hai aur construction timeline 1.5 se 2 saal estimate ki gayi hai.
Afghanistan ek landlocked mulk hai, is liye raw materials ki supply Pakistan ke zariye transit trade par hi munhasir hogi — aur border bandishon ka direct asar project ke future par parta hai.
Analysts ke mutabiq woh Pak-Afghan border ke masail aur PABC ke investment plans ko qareebi tor par monitor kar rahe hain, aur zaroorat par nayi estimates jari ki jayengi.
Is waqt Company par Sell rating barqaraar rakhi gayi hai. Sensitivity analysis ke mutabiq, har aik maheene ki export suspension se CY26E EPS par 5% negative impact hota hai.
