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Americana Restaurants International
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Costs And Competition Will Erode MENA QSR Margins
Key Takeaways Regulatory pressures, shifting consumer preferences, and rising input costs threaten margins and long-term revenue growth linked to US-centric fast-food offerings. Escalating reliance on home delivery and aggressive expansion heighten exposure to eroding net margins, local competition, and risks of cannibalization.
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د.إ2.25
FV
2.7% undervalued
intrinsic discount
9.22%
Revenue growth p.a.
Set Fair Value
0
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1 day ago
author updated this narrative
Americana Restaurants International
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Growing MENA Middle Class And Digital Shift Will Expand Outlets
Key Takeaways Accelerated revenue and margin growth is likely from post-boycott sales recovery, digital transformation, and synergistic acquisitions in underpenetrated markets. Strong demographic trends and operational efficiency position Americana for sustainable, above-peer expansion with enhanced customer retention and scalability.
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د.إ3.49
FV
37.2% undervalued
intrinsic discount
14.97%
Revenue growth p.a.
Set Fair Value
0
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3 days ago
author updated this narrative
Taaleem Holdings PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Premium Education Segments Will Increase Enrollment But May Face Margin Pressures From Higher Costs
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.
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د.إ5.38
FV
24.5% undervalued
intrinsic discount
14.81%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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5 days ago
author updated this narrative
Americana Restaurants International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Upcoming Store Openings Will Expand Market Reach In Saudi Arabia, UAE, And Morocco
Key Takeaways Strategic expansions and digital enhancements aim to boost revenue, market share, and customer loyalty through improved customer experience. A focus on cost control and partnerships seeks to enhance operational efficiency and earnings despite geopolitical challenges.
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د.إ2.97
FV
26.3% undervalued
intrinsic discount
11.41%
Revenue growth p.a.
Set Fair Value
1
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0
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11
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5 days ago
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