Daily Ideas·Analysis·1111.SR·2026年2月4日

Saudi Arabia: Two Interesting Infrastructure Stock Ideas

The Saudi stock exchange (Tadawul Group) is a play on the liberalization of Saudi Arabia's capital markets. It's trading at a 39 P/E, with analysts expecting this to fall to 29. The company is diversifying its revenue streams and is expected to benefit from increased trading volumes and IPOs. The PIF owns 60% of the company, providing strong government backing.

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