Talha Nazr

SNB Capital

Analyst @ SNB Capital

Talha Nazr
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Latest from Talha Nazr

Zain | Q4 Update | B2B to drive growth, tower deal a key driver

Rising contribution from B2B. Tamam, a new potential. Tower sale deal, a key driver.
SNB Capital Talha
Talha Nazr @ SNB Capital 30 November 2022

Arabian Drilling | Initiating Coverage | The unsung champion (Neutral: SAR120.0)

The unsung champion: Arabian Drilling is a pioneer in Saudi drilling services with a strong track record. Saudi to drive demand: MENA region is expected to record an additional hydrocarbon production of 20-30 mmboed by 2030f. Earnings to record a CAG...
SNB Capital Iyad
Iyad Khalid Ghulam @ SNB Capital 22 November 2022

Zain Earnings Call Summary – Q3 22

In Q3 22, revenues increased by 15.3% yoy (+3.7% qoq) to SAR2.29bn. B2B segment and 5G continued represented over 15% of Q3 22 revenue. Zain’s 5G customer base grew by more than 175% yoy while 5G traffic grew more than 106% yoy.
SNB Capital Talha
Talha Nazr @ SNB Capital 16 November 2022

AlHammadi Q3 2022 Earnings Call Hosted by SNB Capital: Thursday 10 Nov 2022

We host an earnings call with Al Hammadi on Thursday 10 November 2022. Dial in at 12:00 pm (GMT) 07:00 am (New York), 04:00 pm (Dubai). Hosted by Talha Nazr.
SNB Capital Talha
Talha Nazr @ SNB Capital 10 November 2022

Saudi German Hospital: Q3 22 Results Analysis | Initial costs on new hospitals cause earnings miss

Revenue increased 2.7% yoy (+0.8% qoq) to SAR512mn and was in-line with our estimates. Gross profit declined 11.7% yoy (-4.1% qoq) to SAR152mn and was behind our estimate of SAR165mn. The operating expenses declined 15.9% yoy (-8.6% qoq) to SAR125mn....
SNB Capital Talha
Talha Nazr @ SNB Capital 10 November 2022

Zain KSA: Q3 22 Results Analysis | Earnings miss on Higher OPEX

Revenues increased by 15.3% yoy (+3.7% qoq) to SAR2.29bn and came in-line with our estimate of SAR2.24bn. Gross income stood at SAR1.38bn (+10.6% yoy, 10.0% yoy). Gross margins contracted by 253bps yoy to 60.2%. EBITDA stood at SAR749mn, (-7.1% yoy,....
SNB Capital Talha
Talha Nazr @ SNB Capital 10 November 2022

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SAR1.1bn