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  • UAE Flag
    SECTOR NOTE
    11 Jul 2025
    Energy

    UAE Equity Research - Energy Sector 2Q25 - Preview Note

    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.

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  • UAE Flag
    SECTOR NOTE
    07 Jul 2025
    Consumer Staples

    UAE Equity Research - Consumer Staples Sector 2Q25 - Preview Note

    We maintain a positive stance on Agthia and Americana Restaurants over LuLu Retail within the consumer staples sector. Agthia continued to face macroeconomic challenges, including currency devaluation in Egypt, operational disruptions in the dates segment, and the impact of last year’s one-off wheat...

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  • UAE Flag
    SECTOR NOTE
    03 Jul 2025
    Transportation

    UAE Equity Research - Transportation Sector 2Q25 - Preview Note

    We maintain a positive outlook on the UAE's transportation sector, with a favourable stance on DTC and a continued recommendation to stay invested in Aramex, both are well-positioned to capitalize on the sector’s strong growth momentum supported by a surge in tourism and favourable macroeconomic con...

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  • UAE Flag
    SECTOR NOTE
    26 Jun 2025
    Banks

    UAE Equity Research - Banking Sector 2Q25 - Preview Note

    We maintain our MARKET WEIGHT rating on the UAE banking sector. Net advances in the UAE banking sector recorded 1.4% QOQ growth in 1Q25, owing to increased lending across private corporate and retail sectors, partially offset by a decline across government and public sector GREs.

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  • UAE Flag
    SECTOR NOTE
    25 Jun 2025
    Properties

    UAE Equity Research - Real Estate Sector 2Q25 - Preview Note

    The UAE’s economy grew 4.0% in 2024 compared to 2023, primarily due to a strong growth in the non-oil sector, which recorded an increase of 5.0% in 2024. The contribution of non-oil stood at 75.5% in 2024, and the oil sector contributed the remaining. The Central Bank of UAE expects the economy to g...

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  • UAE Flag
    SECTOR NOTE
    20 Jun 2025
    Telecom

    MENA Equity Research - Telecom Sector 2Q25 - 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. At the...

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  • Saudi Flag
    SECTOR NOTE
    19 Jun 2025
    Banks

    Saudi Equity Research - Banking Sector 2Q25 - Preview Note

    We maintain our MARKET WEIGHT rating on the Saudi banking sector. Advances in the KSA Banking System are expected to moderate in 2025 from 14.4% growth in 2024, but are still expected to grow in low double digits. The banks have recorded a strong uptick in credit growth of 5.0% QOQ in 1Q25, driven b...

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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 conditi...

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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’...

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Commercial International Bank (COMI) Telecom Egypt