MENA Chemicals - Expecting further outperformance in 2011
Expecting further outperformance in 2011
We believe consensus not fully recognizing divergent pricing movements in
4Q10
Expecting strong 4Q10 earnings beats from IQ and Yansab, earnings miss
from APC
Overweight IQ, SABIC, SAFCO, and SIDPEC offer best blend of fundamental
improvement and valuation support in medium to long term
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