Showing 9 of 78
  • UAE Flag
    SECTOR NOTE
    17 Oct 2025
    Consumer Sector

    UAE Equity Research - Consumer Sector 3Q25 - Preview Note

    We highlight Emirates Driving Company as our top pick within the UAE Consumer sector, given its strong earnings visibility, dominant market position, and consistent operational performance.

  • UAE Flag
    SECTOR NOTE
    16 Oct 2025
    Properties

    UAE Equity Research - Real Estate Sector 3Q25 - Preview Note

    The UAE’s economy expanded 3.9% YOY in 1Q25, supported by healthy growth in the non-oil sector, which rose by 5.3% over the period. The contribution of non-oil stood at 77.3% in 1Q25, while the oil sector accounted for the balance share.

  • UAE Flag
    SECTOR NOTE
    15 Oct 2025
    Energy

    UAE Equity Research - Energy Sector 3Q25 - Preview Note

    ADNOC Distribution remains our preferred choice over ADNOC Drilling, ADNOC Gas, and Dana Gas, backed by its strong operational excellence and customer-focused innovation strategy.

  • UAE Flag
    SECTOR NOTE
    08 Oct 2025
    Banks

    UAE Equity Research - Banking Sector 3Q25 - Preview Note

    The UAE economy expanded 3.9% YOY in 1Q25, supported by a strong 5.3% YOY growth in non-hydrocarbon GDP. The non-oil sector’s performance was led by manufacturing, financial services, construction, and real estate. Reflecting this momentum, the Central Bank of the UAE (CBUAE) revised its 2025 GDP gr...

  • UAE Flag
    SECTOR NOTE
    30 Sep 2025
    Transportation

    UAE Equity Research - Transportation Sector 3Q25 - Preview Note

    We maintain a positive outlook on the UAE transportation sector, supported by strong tourism inflows and resilient macroeconomic conditions. Our stance on DTC remains favourable, underpinned by its steady expansion and solid fundamentals.

  • UAE Flag
    SECTOR NOTE
    29 Sep 2025
    Telecom

    MENA Equity Research - Telecom Sector 3Q25 - Preview Note

    The UAE’s telecom sector is strengthening its 5G network capabilities while expanding revenue streams through innovative product offerings and entry into new technology domains. At the same time, telecom operators are broadening their international footprint to capture new growth opportunities and b...

  • Saudi Flag
    SECTOR NOTE
    23 Sep 2025
    Banks

    Saudi Equity Research - Banking Sector 3Q25 - Preview Note

    We maintain our MARKET WEIGHT rating on the Saudi banking sector. Saudi banks are anticipated to issue Tier-2 USD bonds to meet rising capital and funding needs, especially as interest rates fall and liquidity remains tight.

  • UAE Flag
    SECTOR NOTE
    04 Sep 2025
    Sector Note

    UAE Equity Research - Decoding Interest Rate Cuts and Sectoral Implications - Sector Note

    The recent interest rate cuts in the UAE, in line with the US Federal Reserve, are expected to have broad implications across the economy. Lower borrowing costs will stimulate credit growth, improve consumer affordability, and support corporate investment. However, they may also compress banking mar...

  • 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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