Archive for November 2013

  • Premium Content
    To buy or not to buy?

    Yesterday, we issued a note discussing the recent conflicting signals in the UAE market. One thing we stressed was the [...]

  • Eying a reversal

    Saudi Paper (2300) has been a major underperformer in the last two months losing close to 25% since mid-September [...]

  • Premium Content
    On the Saudi Cements

    In recent days, we have seen a rotation into some of the Saudi Cement stocks. The move led to major [...]

  • Premium Content
    Target hit, still bullish?

    On November 11, we said that Qatar Gas Transport (QGTS) was able to clear a down trendline and that it seemed to [...]

  • UAE: What does the rebound mean?

    So what happened that tilted the balance to the buy side yesterday? Well, our view is that in the absence of a catalyst and [...]

  • Premium Content
    Update: Saudi Banks

    On November 4, we expressed our positive view on the Saudi banking sector and we said that although the sector [...]

  • UAE Equities: Where do we stand?

    Yesterday, we witnessed the same pattern we saw last week in the market and the intraday volatility continued to [...]

  • Premium Content
    Time to catch-up?

    Saudi’s National Medical (4005) has been a clear underperformer especially in the last few months. As evidenced by [...]

  • Premium Content
    A turnaround or a general market move?

    There is no question that Qatar’s National Leasing (NLCS) has been a major underperformer since the beginning [...]

  • A major underperformer that…

    Saudi’s Maadaniyah (2220) has been a major underperformer in the market to the extent that while the Saudi Index (TASI) [...]