EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Emaar Properties (EMAAR UH) United Arab Emirates

Real Estate

AlphaMena

EMAAR surfs a 10-year high - Real Estate is seen as a refuge for investors through oil and commodity price volatility. Recent results saw the company's Real Estate revenues fall 18.5%, but this was partly offset by a revival of the other segments with Leasing and retail revenue increasing by 10.6% and Hospitality revenue up 9.7%. Growth was driven by the steady recovery in the tourism industry and strong domestic spending. Margins are also doing well thanks to better operating and financial cost management, while the balance sheet is strong. Finally, AlphaMena flags the recent Credit Ratings upgrade by S&P, Moody’s and Fitch as further proof that the hard times are behind EMAAR.

Edition: 171

- 13 October, 2023