Arqaam Capital's Meijer on Etisalat, Oil Prices, Qatar

The transcript discusses various financial markets, focusing on stock price evaluations, opportunities in hospitality and tourism, and insights into the oil and gas sectors. It highlights the Saudi market's performance, particularly in the banking sector, and examines developments in the Qatari market, including index changes and inflows. The analysis covers valuation concerns, potential market corrections, and sector-specific growth prospects.

What was the impact of the F well limit increase on stock inflows?

• It decreased inflows significantly.

• It triggered substantial inflows from index trackers.

• It had no impact on inflows.

• It caused a minor increase in inflows.

Which sector is considered the best play for the Expo event in the UAE?

• Real estate

• Technology

• Healthcare

• Manufacturing

What is the expected trend for oil prices towards the end of the year?

• Unpredictable fluctuations

• Relatively stable around the 70 handle

• A significant decrease

• A significant increase

Which sector is expected to show growth in the Saudi market?

• Retail

• Banking

• Petrochemicals

• Telecommunications

What is the significance of the reshuffling of the Qatar exchange index?

• It will lead to a market crash.

• It is highly significant for global markets.

• It has little relevance due to few trackers following it.

• It will cause a major economic boom.

What is the expected impact of the increased F well limits in Qatar?

• No change in investment patterns

• Negative impact on stock prices

• Substantial inflows into specific banks

• Decreased foreign investment

Which stock is highlighted as still being cheap in the Qatari market?

• Gulf International Services

• Vodafone Qatar

• Qatar Insurance

• Masraf Al Rayan