Archive for October 2013

  • Premium Content
    The Petrochemical play

    On October 28, we updated on the Saudi Petrochemical sector saying that more upside was visible in the sector despite [...]

  • Premium Content
    An oversold play?

    We have all seen the Saudi consumer stocks take a big hit in recent days on the back of disappointing Q3 results. This [...]

  • Premium Content
    Same pattern, different stocks

    You can practically pick almost any stock Dubai (and Abu Dhabi for that matter) and you will see the same [...]

  • Premium Content
    Yesterday’s rally: a game changer?

    Needless to say, the jump was news-driven and it took place after news over the exchange’s submitting a proposal [...]

  • Better safe than sorry

    When the UAE markets re-opened after the Eid break, we said that the high volume rally that day was short-term [...]

  • Analyzing Emaar and the UAE markets – CNBC Arabia

    We talk with Lubna Bouza from CNBC Arabia about Emaar’s stock reaction in light of the results and share our views on the UAE stock markets in general. We also discuss Saudi highlighting the petrochemical theme along with the impact global markets could potentially have on GCC equities.

  • Qatar: still a no-play

    We have not issued a single trade idea in Qatar since mid-September and looking back at the past six weeks, we were [...]

  • Premium Content
    Now what?

    We had turned outright bullish on Emaar (EMAR) on October 1 after seeing an interesting rotation back into the stock advising [...]

  • Premium Content
    Slowly but surely

    On October 3, we said that our target of 2.70 in Arabtec (ARTC) was attained and we looked for further upside in [...]

  • Premium Content
    On The Saudi Petrochemicals

    We had shifted our attention to the Saudi petrochemical space back in August as we looked for a rotation into that [...]