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Alhokair: Q4 update – F&B and online sales to drive growth

Recovery in fashion retail sales post Covid-19. F&B segment and online sales to support growth. Store optimisation as a key strategy.
SNB Capital Nauman
Nauman Khan @ SNB Capital 24 November 2022
Global Themes / Global

In a multipolar world, military spending looks set to explode

Global military spending is today close to historically low levels, when compared with GDP. This is unsustainable. The US’s declining ability to police the world is encouraging both friends and foes to lift their defence resourcing. We highlight the....
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 November 2022
In a multipolar world, military spending looks set to explode
In a multipolar world, military spending looks set to explode
Global Themes / Global

Predictions of Putin's demise are overplayed: Precedents from EM

The Russia-Ukraine War has set Russia on a path to autarky (economic isolation) and conventional military impotence. Iran et al. suggest this is not sufficient for regime change; it may reinforce authoritarianism and non-conventional war. It makes Ru...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 22 November 2022
Predictions of Putin's demise are overplayed: Precedents from EM
Predictions of Putin's demise are overplayed: Precedents from EM

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

SGS Earnings Call Summary – Q3 22

Revenue stood at SAR555mn, up 31.9% yoy (+12.0% qoq). The total number of flights served was 24,968 in September 2022. Compared to global recovery, SGS stood at 85% on a cumulative basis in 2022.    .
SNB Capital Iyad
Iyad Khalid Ghulam @ SNB Capital 16 November 2022