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Arabian Internet and Communication Services

Solutions by stc: 34% Upside in Saudi's Digital Transformation Leader

Solutions by stc (7202) is Saudi Arabia's leading ICT services provider, delivering end-to-end digital transformation solutions. With 79% ownership by Saudi Telecom Company (STC), the company benefits from strong institutional backing and access to Saudi's largest telecom infrastructure.Read more

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FA

ر.س342.23

32.8% undervalued

FAI's Fair Value

Revenue

10% p.a.

Profit Margin

13%

Future PE

18x

Price in 2030

ر.س396.73

Recently Updated Narratives

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andre_santos

Broadcom - A Fundamental and Historical Valuation

Fair Value: US$258.71 35.9% overvalued

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Revised analysis by adding bear scenario to the weight loss.

Fair Value: US$173.02 81.9% undervalued

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Fair Value: €54.6 17.4% undervalued

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Popular Narratives

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WealthAP

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Fair Value: US$82 30.6% undervalued

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Trending Discussion

RM

I sold CEVA at $31+ last October. They will report earnings report tonight, 01/13/26. I'm betting that the price will go past $27.00.

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Wane_Investment_House

Seplat Energy Plc Leads Market Rally as Strong Institutional Demand Fuels Technical Breakout (January 14, 2026) Drivers of the Rally 1. Broadening Shareholder Base Market intelligence suggests renewed positioning following the exit of a previously dominant institutional investor. Rather than weighing on the stock, this transition appears to have improved liquidity and diversified the shareholder base, validating confidence in Seplat’s governance framework and long-term fundamentals. 2. Sector Leadership and Fundamentals Seplat continues to assert leadership within the energy space, underpinned by: • Operational scale and asset quality • Strategic positioning within Nigeria’s energy value chain • Earnings visibility and resilience across cycles The rally reflects an ongoing investor re-rating as the market increasingly prices in Seplat’s ability to navigate macroeconomic and sectoral volatility more effectively than many peers. 3. Market Influence Beyond outperforming, Seplat’s move played a directional role in lifting the broader market, highlighting its status as a bellwether stock capable of influencing index performance during pivotal sessions. Analyst View Seplat Energy Plc’s performance on January 14, 2026 was more than a strong trading session—it was a statement of market leadership. The combination of high-quality volume, a confirmed technical breakout, and improving investor sentiment underscores the stock’s attractiveness as one of the most compelling energy plays on the Nigerian Exchange. With its fundamentals intact, governance strengthened, and technical indicators aligned, Seplat is well-positioned to test higher valuation bands relative to peers, potentially setting the tone for further gains in the months ahead.

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Wane_Investment_House

NCR Nigeria Plc – Technical Breakout, Earnings Recovery, and Cautious Balance Sheet Outlook 1. Earnings Recovery and Operating Momentum Improved Financial Performance • NCR’s Q3 2025 results revealed: o Strong revenue growth o Improved gross profit o Marked increases in profit before tax (PBT) and profit after tax (PAT) • These outcomes represent a notable reversal from prior negative performance and have reinforced the market’s confidence in the Company’s earnings recovery narrative. Market Validation • NGX data showed NCR trading as high as ₦89.70, its highest valuation in 52 weeks, reflecting increasing investor conviction. Balance Sheet Assessment 2. Structural Challenges Persist Equity and Reserves Pressure • Despite the earnings rebound: o Retained earnings recorded a year-on-year loss o Other reserves remained under pressure o Total equity declined, highlighting unresolved structural weaknesses Implications • The divergence between improving operating performance and a strained balance sheet suggests: o Earnings recovery is underway o Balance sheet repair remains a work in progress • This introduces a degree of fundamental risk that warrants disciplined positioning. Technical and Fundamental Outlook 3s. Momentum Versus Financial Structure Sentiment and Bandwagon Effects • NCR appears to be benefiting from a bandwagon effect, typical of strong positive market phases. • Momentum-oriented capital has driven near-term upside, reinforcing the technical breakout. Investor Positioning • Momentum Traders: May consider accumulating on pullbacks to participate in the trend. • Medium-Term Holders: Could maintain positions to ride the uptrend, with disciplined risk management. • Fundamental Investors: May prefer to hold and monitor for sustained equity stabilisation before increasing exposure. Analyst Commentary NCR Nigeria’s recent performance highlights a classic technical-fundamental convergence.

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