A Visionary Prince, a Currency Peg, and the Price of Oil

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David Riedel

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Equity Bottom-Up

Saudi Airlines Catering Co / Equity Bottom-Up

<ul class="ul1">
<li class="li1">Demand for SACC’s products and services are linked to the Saudi Arabia’s economic growth, which slowed down substantially in recent years.  Weak oil prices have dampened domestic demand.</li>
<li class="li1">Recent results were under expectations but bar is low for 2018 and beyond.</li>
<li class="li1">In-flight catering is core business - working to diversify into other types of catering and facility management.</li>
<li class="li1">Airport retail, catering to pilgrims and food service along new railroad system will provide growth.</li>
<li class="li1">
European peers show the…</li>
</ul>


Demand for SACC’s products and services are linked to the Saudi Arabia’s economic growth, which slowed down substantially in recent years.  Weak oil prices have dampened domestic demand.
Recent results were under expectations but bar is low for 2018 and beyond.
In-flight catering is core business - working to diversify into other types of catering and facility management.
Airport retail, catering to pilgrims and food service along new railroad system will provide growth.

European peers show the…


Saudi Airlines Catering Co - 9% DivYd - Headwinds but Diversification Opportuities