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  • UAE Flag
    FIRST LOOK NOTES
    15 Aug 2025
    LuLu Retail Holdings PLC
    BUY
    AED 1.23
    AED 2.00
    +62.60%

    UAE Equity Research - LuLu Retail Holding PLC 2Q25 - First Look Note

    Added two retail stores with a total store count of 256 stores in 2Q25. Also added 9k square meter (SQM) of selling area with a total selling area of 1.35 Mn SQM. Revenue grew 4.6% YOY to USD 2,017 Mn in 2Q25, primarily supported by growth in LFL sales, strong e-commerce performance, robust demand for fresh food and electrical goods, private label contribution, and new store openings.
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  • UAE Flag
    FIRST LOOK NOTES
    15 Aug 2025
    Abu Dhabi Ports
    BUY
    AED 4.30
    AED 7.00
    +62.79%

    UAE Equity Research - Abu Dhabi Ports Company (ADPORTS) 2Q25 - First Look Note

    ADPORTS advanced two spots to rank as the 19th largest global port operator and is projected to reach 18th by end-2025. ADPORTS's total debt grew from AED 18.0 Bn in 1Q25 to AED 18.6 Bn in 2Q25. The Capex declined 21% YOY to AED 928 Mn in 2Q25, bringing the YTD spend to AED 1.9 Bn in 1H25, with c. half of YTD 2025 capex invested in infrastructure.
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  • UAE Flag
    FIRST LOOK NOTES
    15 Aug 2025
    Presight AI Holding PLC
    HOLD
    AED 3.56
    AED 3.55
    -0.28%

    UAE Equity Research - Presight AI Holding PLC 2Q25 - First Look Note

    Maintains debt-free balance sheet with healthy cash balance of AED 2.0 Bn during 2Q25, providing financial support for future organic and inorganic growth. Revenue backlog stood at AED 3.7 Bn in 2Q25 compared to 3.9 Bn in 1Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    15 Aug 2025
    Commercial Bank International ...
    HOLD
    AED 1.09
    AED 1.05
    -3.67%

    UAE Equity Research - Commercial Bank International (CBI) 2Q25 - First Look Note

    Net funded income grew 9.3% YOY to AED 95 Mn in 2Q25, while the NIMs marginally grew 10 bps YOY and fell 3 bps QOQ to 2.1% in 2Q25. Total assets grew 3.0% YOY and remained flat on QOQ basis to AED 20.6 Bn in 2Q25, while the Customer deposits grew 6.7% YOY, but declined marginally 1.0% QOQ to AED 15.2 Bn in 2Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    15 Aug 2025
    Agility Global PLC
    BUY
    AED 1.16
    AED 2.10
    +81.03%

    UAE Equity Research - Agility Global PLC 2Q25 - First Look Note

    Revenue grew 8.3% YOY to USD 1,200 Mn in 2Q25 driven by healthy growth across all segments except Other Activities. Retail fuel margins are expected to improve in 2026 with efficiency gains and network growth, while the maritime segment continues to face headwinds but retains long-term potential.
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  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    Aramex
    ACCUMULATE
    AED 2.71
    AED 3.10
    +14.39%

    UAE Equity Research - Aramex(ARMX) 2Q25 - First Look Note

    The Company’s gross margins declined from 23.1% in 2Q24 to 22.0% in 2Q25, driven by a change in product mix and increased direct costs. Free cash flow grew significantly from AED 2 Mn in 2Q24 to AED 19 Mn in 2Q25, mainly attributable to lower lease payments.
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  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    ADNOC Logistics & Services
    BUY
    AED 5.21
    AED 6.70
    +28.60%

    UAE Equity Research - ADNOC Logistics and Services PLC 2Q25 - First Look Note

    Revenue rose 39.8% YOY to USD 1,258 Mn in 2Q25, driven by the robust performance across all business segments. Secured a USD 531 Mn, 15-year contract in 2Q25 from Borouge to manage its logistics for c. 70% of the yearly production. Achieved USD 51 Mn out of the targeted USD 100 Mn savings in 1H25 and expects more than USD 50 Mn additional savings in 2H25.
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  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    Talabat Holding PLC
    BUY
    AED 1.21
    AED 2.00
    +65.29%

    UAE Equity Research - Talabat Holding PLC 2Q25 - First Look Note

    Talabat’s GMV (excluding InstaMart) grew 31.7% YOY to USD 2,439 Mn in 2Q25 compared to USD 1,852 Mn in 2Q24. Talabat generated USD 190 Mn in adjusted free cash flow (pro forma Talabat only) in 2Q25, compared to USD 129 Mn in 2Q24. The Company revised its 2025 guidance, now expecting GMV growth of 27-29% and management revenue growth of 29-32%.
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  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    Agthia Group
    BUY
    AED 4.10
    AED 6.30
    +53.66%

    UAE Equity Research - Agthia Group 2Q25 - First Look Note

    Profitability impacted due to one-time impact from the repositioning of the dates business. expanded its product offerings and revamped packaging to improve shelf visibility and space efficiency. Completed legacy cleanups in its water, food, and dates business, addressing overdue receivables and slow-moving inventory by 1H25.
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