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United Arab Emirates
Emirati Market Community
Our community narratives are driven by numbers and valuation.
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Emirati Investing Ideas
Global Weekly Picks
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
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US$154.56
FV
30.1% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
27
users have followed this narrative
29 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
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US$8.2
FV
25.6% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
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€6
FV
63.2% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
16 days ago
author updated this narrative
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ALPH
Alpha Dhabi Holding PJSC
AL
ALPHA_AD1
Community Contributor
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.
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د.إ29.15
FV
64.9% undervalued
intrinsic discount
46.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 months ago
author updated this narrative
Abu Dhabi Ports Company PJSC
AL
ALPHA_AD1
Community Contributor
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.
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د.إ8.86
FV
55.8% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
Space42
AL
ALPHA_AD1
Community Contributor
🚀 “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.
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د.إ6.43
FV
70.6% undervalued
intrinsic discount
67.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
Emirates Reem Investments Company P.J.S.C
AB
AbidIlahi
Community Contributor
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.
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د.إ2.15
FV
43.7% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
11 months ago
author updated this narrative
Salik Company P.J.S.C
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Dubai Urban Growth And Digital Trends Will Transform Tolling
Key Takeaways Monopolistic market position and digital solution integration fuel recurring revenue growth and high margins, boosted by Dubai's rapid urbanization and smart city initiatives. Rapid scaling of ancillary services and strategic partnerships could drive group margins and revenues well above consensus as adoption accelerates beyond core toll operations.
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د.إ7.7
FV
18.6% undervalued
intrinsic discount
12.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative
Americana Restaurants International
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Rising MENA Middle Class Will Fuel KFC And Hardee's Expansion
Key Takeaways Aggressive store expansion and effective digital personalization position Americana for accelerated revenue growth and substantial margin improvement beyond market expectations. Strategic market presence, automation investments, and geographic diversification drive long-term profitability and competitive advantages across a rapidly developing region.
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د.إ3.49
FV
46.7% undervalued
intrinsic discount
13.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Abu Dhabi Islamic Bank PJSC
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Islamic Finance Will Empower MENA Markets
Key Takeaways Technology-driven operating leverage, digital expansion, and disciplined capital management are fueling superior margin, earnings, and return on equity growth for ADIB. Strategic market positioning in Shariah-compliant, sustainable, and regional finance segments positions ADIB for sustained, capital-efficient profitability and premium revenue growth.
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د.إ27.8
FV
18.2% undervalued
intrinsic discount
15.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Abu Dhabi Islamic Bank PJSC
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Traditional Banking Will Falter As Fintech Disruption Will Accelerate
Key Takeaways Slow digital transformation and reliance on traditional banking exposes ADIB to disruption and customer loss amid shifting consumer expectations and rising technology demands. Regional market concentration and intensifying competition threaten revenue stability, while stricter regulations and compliance pressures could further compress profit margins.
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د.إ16.51
FV
37.7% overvalued
intrinsic discount
9.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative
Burjeel Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Rising Health Awareness And Telemedicine Will Expand MENA Healthcare
Key Takeaways Rapid expansion in high-growth specialties and mental health is unlocking new high-margin revenue streams and driving faster-than-expected profit growth. Asset-light international partnerships and advanced healthcare technology investments are structurally improving efficiency, patient volumes, and long-term profitability.
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د.إ2.88
FV
53.5% undervalued
intrinsic discount
10.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative