Archive for September 2013

  • Premium Content
    The speculative theme in play

    As mentioned many times in recent notes, the UAE markets have been very much dominated by speculators lately and whatever [...]

  • Premium Content
    A call for caution

    Ahead of Thursday’s UAE market open last week, we said that we would likely experience a bounce on the back of the [...]

  • The early exit

    On September 16, we advised taking advantage of the volatility in the market by buying on dips while using quick targets [...]

  • Premium Content
    UAE markets in light of the Fed’s decision

    Yesterday, we said that we would likely see international investors trim their positions ahead of the Fed’s decision on the Tapering and [...]

  • Premium Content
    Still with the same theme

    In the last two days, we have seen a clear outperformance by some stocks pertaining to those sectors further validating the [...]

  • Premium Content
    The big picture

    It was interesting to see the momentum trade we talked about on September 15 last one day only [...]

  • Two reasons why…

    In short, the combination between yesterday’s momentum and the lag make for…The share price remains well below [...]

  • Premium Content
    A theme play

    A very interesting theme was at play in Saudi yesterday, that is, the small and mid-cap stocks in the [...]

  • Premium Content
    Bucking the trend

    One stock that is bucking the trend in Dubai today is Drake & Scull (DSI) and for obvious reasons. The company won [...]

  • Premium Content
    The hit-and-run affair

    Remember, most of the exposure should have been taken yesterday but those who missed buying yesterday morning could [...]