Abu Dhabi Islamic Bank, Dubai Islamic Bank Favored, Al Ramz Capital Says

The video discusses various stock calls, focusing on Arabtec's performance and the banking sector's role in the UAE market. It highlights Arabtec's strong performance due to its focus on oil and gas and the construction boom. The banking sector is seen as a catalyst for market growth, with specific attention to bank stocks like ADB and Emirates NBD. The discussion includes risks such as non-performing loans and the impact of indices inclusion on stock inflows.

What is the main reason for Arabtec's healthy margins?

• Expansion into new markets

• Increase in stock prices

• Reduction in workforce

• Focus on oil and gas

How is the banking sector expected to influence the UAE market?

• By increasing loan defaults

• By leading the market and attracting yields

• By reducing interest rates

• By focusing on international expansion

What is a significant factor contributing to the growth of ADB and Emirates NBD?

• Inclusion in major indices

• Reduction in interest income

• Decrease in customer base

• High loan default rates

What is the expected trend for the cost of risk for Emirates NBD?

• Decrease to zero

• Move back towards normalized levels

• Remain the same

• Increase significantly

What is the impact of lower provisioning on the banks discussed?

• It decreases their market share

• It increases their net interest income

• It reduces their profitability

• It leads to higher loan defaults