MENA Equity Research "MENA high frequency recovery indicators" Peace

研报英文原文证据摘录

MENA Equity Research "MENA high frequency recovery indicators" Peace

Powered by Lab Global24 JulyResearch2026ab 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, we can Luis Schmidt

potentially gauge the speed of recovery from disruption in the underlying economy. Analyst

Data is generally compared with prior year monthly average to allow for seasonality. luis.schmidt@ubs.com

+44-20-7567 0847

Latest data shows Dubai real estate, land and sea traffic lower Alexander Estefanous, CFA

Latest data shows Dubai real estate, traffic congestion, vessel traffic and Hormuz Analyst

crossings lower than last week, however higher than at the peak of the conflict. Air alex.estefanous@ubs.com

+44-20-7567 0508

capacity and cargo arrivals remain stable, while Saudi remains less disrupted overall than

MENA peers. Ulyana Lenvalskaya

Analyst

Dubai real estate: sale and rental transactions at -28% and -13% (vs -18% and ulyana.lenvalskaya@ubs.com

-10% the prior week) in the 7-day average to 23 July, versus the Feb 2026 average; +971-443-64776

Air capacity: from Europe at -6% (vs -7% the prior week) as of 20 July, versus the Anna Kishmariya

July 2025 average; Analyst

anna.kishmariya@ubs.com

Air cargo: arrivals at -10% (vs -7% the prior week) in the week to 19 July; +44-20-7568 7999

Henri Patricot, CFA Vessels: entering or exiting ports at -29% to -93%(vs -33% to -65% the prior