Emirati Market Community
Our community narratives are driven by numbers and valuation.
Emirati Investing Ideas
Global Weekly Picks
Alpha Dhabi Holding PJSC is poised to Expand in Healthcare and Utilities for the Next 5 Years
Where will the business be in 3, 5, or 10 years? 3-Year Outlook (2025–2027): Alpha Dhabi is likely to consolidate its regional expansion in healthcare, construction, and utilities.Read more
Abu Dhabi Ports Company PJSC will transform with a 15x future PE
Valuation Narrative: Abu Dhabi Ports Company PJSC Fair Value Estimate: AED 8.86 Current Market Price: AED 3.99 (as of May 30, 2025) Implied Upside: +122% Assumptions Driving Fair Value Metric Assumption Revenue Growth Rate (CAGR) 10% – 15% Net Profit Margin 10% – 11% Forward P/E Ratio 13x – 15x Discount Rate 10% Forecast Horizon 5 Years Valuation Rationale Strong Revenue Trajectory AD Ports posted AED 17.3 billion in revenue for 2024, with Q1 2025 showing 18% YoY growth. A forward-looking CAGR of 10–15% reflects stable demand across ports, logistics, and free zones, bolstered by international acquisitions.Read more
🚀 “Mission to Momentum: Why Space42’s True Orbit Is AED 6.43”
Narrative Valuation Summary Space42 is not your average growth story—it's a digital infrastructure powerhouse executing a high-velocity scale-up strategy. With a projected annual revenue growth of 67.8% , the company is expanding aggressively across digital platforms, cloud analytics, and AI-driven enterprise services.Read more
Bullish sentiment - Exceptional industry growth and firm overperformed its peers
https://www.linkedin.com/in/abidilahi03/ The recent rise in stock value seems to exclusively be investor sentiment and outlook. Excluding the attractive 0% Debt-to-Equity ratio of ERC and earnings report it is to note that ERC has outperformed its industry.Read more
Dividend Boost And Strong Enrollment Will Drive Future Earnings Expansion
Key Takeaways Expanding student capacity and premium market focus are expected to drive revenue growth and enhance profitability. Strategic funding through debt and IPO proceeds supports growth while maintaining a strong balance sheet and stable net debt levels.Read more
Urban Growth And Digital Integration Will Shape Mobility Trends
Key Takeaways Strategic partnerships, technology investment, and exclusive licensing strengthen market position, driving stable revenues and margin expansion in both traditional and digital mobility sectors. Rapid fleet and service innovation, supported by government initiatives, positions the company to capture rising demand and diversify revenue streams across mobility channels.Read more
Expectations For Bank Performance Will Shift Amid Upcoming Board Decisions
Key Takeaways Reliance on exceptional market conditions and non-recurring gains may not sustain future profitability or growth as economic momentum slows and risk factors increase. Rising expenses, greater competition, and credit risk in new segments could constrain margin recovery, operational efficiency, and earnings stability over the longer term.Read more
Dubai's Population Growth To Boost Future Toll Usage
Key Takeaways Strategic toll gate expansion and partnerships are expected to bolster revenue growth and net profit margins over time. Favorable macroeconomic trends in Dubai support increased toll usage, driving future earnings and revenue growth.Read more
Sustainable Communities And New Developments Will Drive Real Estate Transformation
Key Takeaways Strong demand from demographic growth and international investment boosts Aldar's revenue, while sustainability and wellness initiatives increase its market appeal and competitiveness. Expanding recurring income streams and operational efficiencies enhance earnings resilience and support margin improvement across various real estate segments.Read more
