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2020 Institutional Investor Poll
If you have appreciated our service over the past year, please vote for us here. The poll runs until 17 April.
The Year Ahead - 2020: Focus on growth in late-cycle markets
Our 2020 Year Ahead book highlights the key country and stock picks in our coverage across 22 countries and 287 stocks. The book includes overviews of all major sectors and updated outlooks for macro and strategy.
We cover stocks and economies in 11 countries in MENA as well as leading frontier markets such as Pakistan and Vietnam. We firmly believe in an on-the-ground analyst presence, which we believe differentiates ourselves from our peers
RESEARCH LIBRARY – RESEARCH ON ONE PAGE
All our research can be found in the Research Library and the "My EFG" page saves all your downloads and search history for ease of access
OUR RESEARCH... YOUR WAY!
Saudi Arabia Financials
4Q19: Tawuniya’s rebound drives sector earnings
EFG Hermes 1Q20 earnings preview
EFG Hermes Research
EFG Hermes MENA Dashboard: March 2020 Issue
EFG Hermes Weekly Frontier Monitor – 05 April 2020
Yousef Mourad, CFA
Honda Atlas Cars
To abandon ship or stay on board?
Fahad Shaikh, CFA
MENA Markets Weekly Stats - 02 April 2020
Yousef Mourad, CFA
Still overly reliant on Nigeria
Central banks – responses to COVID-19
Ronak Gadhia, CFA
Egypt - Foreign reserves drop USD5.4bn in March
ADES 2H19 First Glance: EBITDA up 66% Y-o-Y; ADES set for a strong 2020, despite weak oil prices
Kuwait banks disclose lending exposure to NMC: small as a % of pre-provisions profit for NBK, material for KIB and Warba Bank
Egypt’s Ministry of Health enforces export restrictions on pharma producers – negative for EIPICO
FBNH Holding FY19 earnings review - after five years (and NGN847bn in provisions), is it time to celebrate? Don't count them yet
Pakistan Cement: Construction package unveiled, “amnesty-alike” doesn’t turn the tables much
Lafarge Africa. (Buy: WAPCO NL); Gains on disposal camouflage weak earnings recovery
Eastern Bank (EBL BD; Buy) FY19 First Glance: 4Q19 earnings up (+67% Y-o-Y) though the roof
17 March 2020
Dubai Property Chartbook – March Issue
/ Shaza Shaker
11 March 2020
MENA Chemicals Monthly - March Issue
/ Salma El-Feqy
06 March 2020
Corona news and global risk to direct market; MPC to hold this month
Jawad Shamim, CFA
/ Haris Imtiaz
09 January 2020
MENA Banks 4Q19 preview
Elena Sanchez-Cabezudo, CFA
THE CHALLENGE OF THE RESEARCH RESPONSIBILITY
We are pleased to announce the launch of our new Research portal. In addition to the new design and layout, functionality has been greatly enhanced to ensure smoother and user-friendly browsing experience that allows you to navigate our award-winning Research reports via an optimised navigation structure.
Leading Research Capabilities
Our research effort brings together the perspectives of a diverse range of expert analysts—from fundamental and quantitative to economic and strategy. Their common focus is identifying opportunities and delivering better investment solutions and results for our clients.
Our analysts have in-depth sector experience, thanks to a wealth of corporate and industry-specific experience. We believe this enables our analysts to offer our clients ‘real views’ on the industry and gives our clients value-added investment ideas and research.
Our quantitative models are highly sophisticated, and while they are exceptionally in-depth, we have made them concise and easy to understand for our clients. We believe our quantitative models are one of the main reasons we consistently outperform, in terms of client expectations.
Our award-winning macroeconomics team will bring you the latest economic news from around the region and highlight the impact from regional, sectoral, and company perspectives. The team focuses on adding fresh insights, complemented by our on-the-ground presence.
MENA & Frontier Strategies
Our strategy team is focused on a top-down view of MENA and Frontier strategies, targeting investment ideas and trades that we believe will help our clients outperform. Our MENA top 20 list has consistently outperformed the market since inception.
View our people report
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