Saudi Arabia: Two Interesting Infrastructure Stock Ideas - Sustained Infrastructure Holding Company
2190.SR (quick overview): Saudi port & infrastructure holding co w/ $650M mkt cap. Key asset: 36% stake in Red Sea Port (39% Saudi container market share, concession to 2049). Also owns LogiPoint (logistics hubs) & water infrastructure. Trading cheaply - Red Sea Port stake alone worth ~SAR 2.1B vs SAR 2.4B total mkt cap.
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