MENA Equity Research "MENA high frequency recovery indicators" Peace

Research evidence excerpt

MENA Equity Research "MENA high frequency recovery indicators" Peace

Powered by Lab Global11 JuneResearch2026ab Evidence UBS YES

MENA Equity Research Equities

EMEA EmergingMENA high frequency recovery indicators

Financial

Jon Peace

We consolidate a heat map of MENA market activity Analyst

In this note, we use UBS Evidence Lab data to track a number of high frequency metrics jon.peace@ubs.com

in the MENA region. By following weekly data such as real estate transactions, shipping +44-20-7567 0638

and airline flow, hotel occupancy rates, traffic volume and certain app usage (such as Luis Schmidt

home delivery, e-commerce and payments), we can potentially gauge the speed of Associate Analyst

recovery from disruption in the underlying economy which has weighed quite heavily on luis.schmidt@ubs.com

certain sectors (such as Real Estate companies). +44-20-7567 0847

Alexander Estefanous, CFA

Latest data shows a rebound of real estate transactions after the holidays Analyst

Latest data shows Dubai real estate back to levels seen before the Eid holiday, with traffic alex.estefanous@ubs.com

+44-20-7567 0508

congestion slowly recovering. Hotel occupancy and international arrivals surged over the

holiday period and stabilized afterwards, but alongside air capacity have followed an Ulyana Lenvalskaya

upward trend overall after the early days of the conflict. Vessel traffic and Hormuz Associate

crossings have not improved materially. Saudi remains less disrupted than MENA peers. ulyana.lenvalskaya@ubs.com

+971-443-64776

Dubai real estate: sale and rental transactions at -20% and -9% (vs -93% and - Anna Kishmariya

74% prior Eid holiday week) in the 7-day average to 10 June, versus the Feb 2026 Analyst

average; anna.kishmariya@ubs.com

+44-20-7568 7999