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Strategy Note / Saudi Arabia

2020 Saudi Equity Strategy

We expect 2020 to be a more positive year for the Saudi economy,with stronger growth driven by the non-oil sector as a result of progress on the Vision Realisation Programs (VRPs) and the domestic investment of the proceeds of the Saudi Aramco IPO. O...
NCB Capital Irfan Ellam
Irfan Ellam @ NCB Capital 20 January 2020
Strategy Note / United Arab Emirates

Dubai dichotomy: completed real estate vs Emaar off-plan

This is despite the passage of about a year since a raft of reforms on visas (10-year for highly qualified professionals, 5-year for retirees, visa on arrival for short-stay tourists) and business licences (dual on and offshore licences, 100% ownersh...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 January 2020
Equity Analysis / Vietnam

Vietnam 2020 investment strategy

Bottom-up, we assess the trends in each sector, while in our stock-by-stock analysis of our entire coverage we provide detailed forecasts, investment rationale and operating risks for the coming year. The impact on market sentiment, therefore, will n...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 31 December 2019
Company Analysis - Commissioned / Turkey

Summa Group: Kigali Arena completed in record time

Summa Group continues to deliver ambitious projects in Africaand hasreported outstanding financial results for FY 18. Inauguration of a 10,000-seater indoor stadium in Kigali, Rwanda, built by Summa in record time, came shortly after the company comp...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 15 October 2019
Company Analysis - Commissioned / Turkey

Summa: Now the sole operator of Niger’s main airport

Summa strengthens its airport concession and hospitality business. DHIA – a new source of recurring revenue. Construction of a cargo terminal unlocked airborne freight delivery, with volume increasing 3.5x yoy in H1 19. DHIA is an important milestone...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 29 July 2019
Flash Report - Fixed Income / Mexico

Mexican REIT FIBRA UNO (FUNO) issues two-tranche bond

Tranche B: US$600 million, long 30-year, launched at T + 387.5 bps. Both tranches are expected to be rated Baa2/BBB by Moody's and S&P, respectively. While FIBRA UNO's portfolio of assets is well diversified and its corporate properties are typically...
Tellimer Research Rafael Elias
Rafael Elias @ Tellimer Research 26 June 2019