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Saudi Arabian Investing Ideas
Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
78.1% undervalued
intrinsic discount
0%
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
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
0.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
27 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
45.5% undervalued
intrinsic discount
30.00%
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
Updated
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Saudi Telecom
JU
JuniorC
Community Contributor
Saudi Telecom set to evolve into a digital powerhouse with strong government backing
In the next 5 years , STC (Saudi Telecom Company) is likely to evolve into a leading regional digital powerhouse with a strong presence in telecommunications, technology, and digital services. Here’s why: 1.
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ر.س56.60
FV
25.8% undervalued
intrinsic discount
24.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
21 days ago
author updated this narrative
Saudi Arabian Oil
EV
evd101
Community Contributor
Saudi Aramco (SASE:2222): Not The Sexiest High Dividend Yield Stock, But One With Interesting 'Convertible-Like' Qualities
KEY TAKEAWAYS Dividend Yield as a Core Attraction : Saudi Aramco’s 7% dividend yield makes it a compelling income-generating asset, functioning like a “convertible bond” with steady payouts and long-term growth potential. Premium Valuation Justified : Despite a PE ratio of 16 , higher than the sector average of 10, Aramco’s scale, profitability, and strategic importance justify the premium, with potential for modest upside to a PE of 20 in an optimistic scenario.
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ر.س37.02
FV
36.2% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
7
users have commented on this narrative
55
users have followed this narrative
5 months ago
author updated this narrative
Jamjoom Pharmaceuticals Factory
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Rising MENA Demand And Vision 2030 Investments Will Redefine Markets
Key Takeaways Diversification into new therapeutic areas, supported by product launches, business deals, and a robust pipeline, is expected to enhance long-term revenue growth and portfolio resilience. Regional market expansion, healthcare investments, and improved manufacturing efficiency provide strong foundations for sustainable demand, cost management, and profit margin improvement.
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ر.س178.41
FV
11.7% undervalued
intrinsic discount
12.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Arabian Drilling
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Modern Fleet And GCC Wins Will Ignite Secular Demand
Key Takeaways Full utilization of modern, high-margin rigs and expansion into new GCC markets could drive revenue, EBITDA, and backlog growth well ahead of current expectations. Aggressive cost control, balance sheet strength, and a young fleet position the company for outsized profitability and sustained long-term gains amid rising sector demand.
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ر.س118.00
FV
38.1% undervalued
intrinsic discount
10.80%
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
6 days ago
author updated this narrative
Arabian Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International Expansion And MENA Diversification Will Unlock Strong Rig Potential
Key Takeaways Expanding international presence and diversification beyond Saudi Arabia reduce reliance on a single client and position for long-term regional growth in drilling demand. Cost optimization, focus on unconventional rigs, and solid contract renewals strengthen margins, recurring revenue, and earnings stability despite short-term rig suspensions.
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ر.س90.35
FV
19.1% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Alinma Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Vision 2030 And Digital Transformation Will Shape Banking Future
Key Takeaways Strong digital transformation and diversification strategy position Alinma Bank for higher market share, revenue growth, and improved operational efficiency. Improved funding, asset quality, and risk management support stable earnings and profitability amid sector competition and economic transformation.
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ر.س31.79
FV
22.1% undervalued
intrinsic discount
12.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
64
users have followed this narrative
6 days ago
author updated this narrative
Saudi Arabian Oil
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Global Energy Demand Will Expand Oil And Downstream Integration
Key Takeaways Increasing global energy demand and rapid production scalability strengthen revenue resilience, while downstream expansion helps diversify earnings and reduce volatility. Digitalization and cost efficiency initiatives lower operating costs, supporting free cash flow and enhancing long-term financial stability and shareholder returns.
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ر.س28.65
FV
17.5% undervalued
intrinsic discount
-3.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
109
users have followed this narrative
6 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
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ر.س19.86
FV
18.5% undervalued
intrinsic discount
11.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
Saudi Arabian Mining Company (Ma'aden)
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Advances In Recycling And High Debt Will Hinder Mining Sustainability
Key Takeaways Shifting global policies, technological disruption, and ESG pressures threaten Ma'aden's long-term profitability by reducing demand and increasing costs. Expansion-driven debt and operational complexity may compress margins and heighten financial risk if project returns are delayed or markets turn unfavorable.
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ر.س38.20
FV
38.4% overvalued
intrinsic discount
-1.54%
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
6 days ago
author updated this narrative
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