Saadiyat Capital

Substack on Equities

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Saif Power Limited

The End of Guaranteed Returns: A Structurally Impaired Asset in a Shrinking Thermal Pool

Jun 21 • Musa Iftikhar

Equinix

Data Centre REIT that could both suffer and benefit from the Data Centre Slowdown

Jun 19 • Aalim Azeez Ur Rehman

Zarea Limited

A Hybrid Commodity Platform in a Pre-Digital Industrial Economy

Jun 13 • Musa Iftikhar

Primark Demerger

Unlocking the Value Trapped Inside ABF

Jun 8 • Aalim Azeez Ur Rehman

Oil & Gas Development Company Limited (OGDC)

Oil & Gas Development Company Limited (OGDC)

Jun 6 • Musa Iftikhar

Interloop: Spinning Gold from Cotton

How a Faisalabad sock maker became one of the world’s largest hosiery suppliers, and why the market still prices the country it lives in rather than the…

Jun 1 • Musa Iftikhar

Gore Street Energy Storage Fund

What has gone wrong and can Market cap move closer to NAV?

May 31 • Aalim Azeez Ur Rehman

A Franchise Built Beneath the Earth

How a single gas field in upper Sindh built one of the most durable franchises on the Pakistan Stock Exchange

May 22 • Musa Iftikhar

Saadiyat Capital

Substack on Equities

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