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  • UAE Flag
    SECTOR NOTE
    21 Apr 2025
    Transportation

    UAE Equity Research - Transportation Sector 1Q25 - Preview Note

    We maintain a positive stance on DTC within the UAE’s transportation sector, while also recommending investors to stay invested in Air Arabia and Aramex, which are well-positioned to benefit from the sector’s robust growth, particularly driven by the tourism boom and favourable macroeconomic conditions.

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  • UAE Flag
    SECTOR NOTE
    20 Apr 2025
    Consumer Staples

    UAE Equity Research - Consumer Sector 1Q25 - Preview Note

    We prefer Agthia and Americana Restaurants over LuLu Retail, following the recent price correction. While Agthia has faced macroeconomic headwinds such as currency devaluation in Egypt, operational disruptions, and concerns over compressed margins, there are signs of recovery, particularly as Egypt’s economy stabilizes.

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  • UAE Flag
    SECTOR NOTE
    17 Apr 2025
    Energy

    UAE Equity Research - Energy Sector 1Q25 - Preview Note

    Following the recent price correction, ADNOC Distribution stands out as our preferred pick over ADNOC Drilling, ADNOC Gas, and Dana Gas, backed by its strong operational execution, diversified revenue streams, and scalable growth strategy. While lower crude oil prices impacted its topline, ADNOC Distribution recorded robust growth in fuel volumes and non-fuel transactions.

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  • UAE Flag
    SECTOR NOTE
    15 Apr 2025
    Properties

    UAE Equity Research - Real Estate Sector 1Q25 - Preview Note

    The UAE’s economy recorded 3.8% growth in the first nine months of 2024 compared to the same period in 2023. This economic growth is driven by a strong growth in the non-oil sector, which grew 4.5% in 9M2024. The contribution of non-oil stood at 74.6% in 9M24, and the balance was contributed by oil sector.

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  • UAE Flag
    SECTOR NOTE
    11 Apr 2025
    Telecom

    MENA Equity Research - Telecom Sector 1Q25 - Preview Note

    The UAE’s telecom industry is undergoing a dynamic transformation, marked by strategic partnerships and a sharp focus on digital innovation. Operators are embracing technologies such as 5G private networks and Industry 4.0 solutions to drive efficiency and enhance services across sectors.

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  • Saudi Flag
    SECTOR NOTE
    10 Apr 2025
    Banks

    Saudi Equity Research - Banking Sector 1Q25 - Preview Note

    We maintain our MARKET WEIGHT rating on the Saudi banking sector. According to the IMF’s World Economic Outlook (January 2025) Report, Saudi Arabia’s economy is forecasted to grow by 3.3% in 2025, 1.3 percentage points lower compared to the IMF’s October 2024 forecast.

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  • UAE Flag
    SECTOR NOTE
    28 Mar 2025
    Banks

    UAE Equity Research - Banking Sector 1Q25 - Preview Note

    The UAE banking sector witnessed strong growth in domestic and international credit after easing interest rates in FY2024. Robust expansion in the private corporate sector led to solid growth in domestic credit supported by a healthy growth in retail advances. On the other hand, strong deposits growth sustained favourable liquidity maintaining adequate funding capacity within the system.

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  • UAE Flag
    SECTOR NOTE
    28 Jan 2025
    Transportation

    UAE Equity Research - Transportation Sector 4Q24 - Preview Note

    We hold a positive stance on Air Arabia in the UAE’s Transportation sector but also recommend investors to stay invested in DTC and Aramex as it will be a key beneficiary of the growth in the tourism sector. Air Arabia maintained a healthy load factor of 81.6% in 9M24. Total passenger volume across all hubs rose 12% YOY to 8.4 Mn in 9M24.

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  • UAE Flag
    SECTOR NOTE
    28 Jan 2025
    Properties

    UAE Equity Research - Real Estate Sector 4Q24 - Preview Note

    The UAE real estate market maintained its momentum in 3Q24, supported by steady global economic growth and a slowdown in inflation. Robust growth in off-plan sales, residential transactions, and consistent demand for office & residential spaces drove the sector’s performance.

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Commercial International Bank (COMI) Telecom Egypt