Saudi Arabia: Two Interesting Infrastructure Stock Ideas - Saudi Tadawul Group Holding Company
1111.SR (quick overview): Saudi stock exchange, public since 2021. 50-50 revenue split between volatile ADTV & stable non-ADTV services. $151M 2024 operating income, trading 39x P/E vs 29x forward. Capital flow liberalization tailwind as qualified investors drop from 25% liquidity share. $5B market cap, $141M FCF, 2% dividend yield. PIF owns 60%, incentivized for growth.
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