3 characters minimum required
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!
We doubt the central bank can save the market; macro context needs to...
Kazi Raquib, CFA
Qassim Cement Company
Trading on a Blue Sky scenario despite growth constraints; downgrade...
BK Group Plc
Constructive on continued capital deployment
Good fiscal performance sustained in 2Q as expenditure picks up
Mohamed Abu Basha
Time to downgrade to Neutral on GIDC reduction
EFG Hermes Weekly Frontier Monitor – 16 February 2020
Yousef Mourad, CFA
Fauji Cement Co
Lacking oomph factor - reiterate Sell
Jawad Shamim, CFA
1H19/20 budget outturn: Fiscal targets on track as budget continues...
Mohamed Abu Basha
Mostafa El Bakly
Doha Bank reports net loss in 4Q19; no dividend for 2019
Catering 4Q19 First Glance: headline earnings +33% Y-o-Y from a low base; slightly ahead
ADIB-Egypt FY19/4Q19 detailed results: Further improvement in ROE and ROA; loan growth ahead of the sector
Engro Fertilizers (Neutral; EFERT PA); Higher urea volumes and better fertilizer prices keeps 4Q19 earnings elevated
Credit Agricole Egypt detailed 4Q19 results: Pickup in corporate loan growth; DPS up Y-o-Y (div yield at 10.6%)
DP World is going private – a cash offer is on the table for USD16.75/share
Sampath 4Q19 results First Glance - Earnings rise 84% Y-o-Y ; beat estimates
HBL - NY branch closure and legacy issues at UAE branch
11 February 2020
MENA Chemicals Monthly - February Issue
/ Salma El-Feqy
03 February 2020
Results take centre stage, but inflation risk will weigh on market
Jawad Shamim, CFA
/ Haris Imtiaz
13 January 2020
Dubai Property Chartbook – January Issue
/ Shaza Shaker
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
Follow us on
Copyright © 2020 EFG Hermes Holding SAE and/or its affiliates. All rights reserved.
Terms and Conditions