Key Points We expect Q4’25 EPS to come in ~28% below consensus on average 2026 estimates moving lower as recovery pushed out For 2026, Overweight-rated SABIC is our top pick, as we believe...
Key Points Forecasting Q3'25 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q3’25; we are meaningfully below Q3’25...
Key Points Forecasting Q2'25 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q2’25; we are meaningfully below Q2’25...
Key Points Forecasting Q1'25 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q1’25; we are meaningfully below Q1’25...
Key Points Forecasting relatively flat q-o-q margins in Q3’24 for the MENA group; we anticipate mostly inline to below consensus EPS in the quarter Overall, we believe consensus may be demanding for...
Key Points Forecasting relatively flat q-o-q margins in Q2’24 for the MENA group; we anticipate mostly in line to below consensus EPS in the quarter Overall, we believe consensus may be demanding...