Capital Goods Omani Community
Our community narratives are driven by numbers and valuation.
Capital Goods Omani Investing Ideas
Import Protection Risks And Capacity Constraints Will Shape A Cautious Yet Constructive Long-Term View
Al Anwar Ceramic Tiles is riding a home-market tailwind as Oman makes it harder for cheap, lower-quality imports to compete, but that support could fade if rules change or rivals adapt. See why getting its factories closer to full use—and fending off a shift toward porcelain—may decide whether today’s momentum holds up.Read more
AN
ر.ع0.17
21.7% undervalued intrinsic discount
Fair Value
Revenue
12.2% p.a.
Profit Margin
14.38%
Future PE
19.11x
Price in 2029
ر.ع0.31
Grid Modernisation And Renewables Are Expected To Drive Long-Term Cable Demand
Oman Cables stands to benefit as Oman and the wider region upgrade power networks and add more renewable energy, pushing demand for the cables and power equipment these projects need. But expanding into new markets could bring tougher price pressure and uneven project timing, which may test how well the company can protect profitability.Read more
AN
ر.ع3.05
8.2% overvalued intrinsic discount
Fair Value
Revenue
7.75% p.a.
Profit Margin
7.54%
Future PE
18.88x
Price in 2029
ر.ع5.86
