2014年新兴EMEA研究团队：房地产，第2号：Abdelrali El Jattari＆Team

从赛跑者到第二名的跳跃 - 它最近在2011年首次亮相举行的职位 - 是美国银行Merrill Lynch。迪拜为基础Abdelrali El Jattari.和伦敦10个区域房地产公司的同事报告，并相信阿拉伯联合酋长国的Emaar属性是一个突出的佼佼者。全球房地产开发商长期以来一直是中东和北非，El Jattari报告的顶级选择，这是一个很棒的电话。迄今为止，Emaar的股票将迄今为止迄今为止突破50.4％，并在2013年飙升103.8％之后，将同龄人升至10.45迪拉姆，并将同龄人达到42.9％。The analysts credit the company’s “continued strong retail growth, sustained profitability from Dubai hotels — reaching an all-time high gross margin level,” he explains, “and accelerating project launches and developments in Dubai, which should lead to improving free cash flow.” In Turkey their favorite name this year has been Emlak Konut Gayrimenkul Yatirim Ortaklig, a residential property developer than outperformed the sector by 20.1 percentage points this year through May, climbing 27.6 percent, to 2.68 lira. “We expect the stock’s positive momentum to continue on forthcoming catalysts, says El Jattari, “including upcoming project launches and potential land acquisitions and tenders, combined with an attractive valuation.” Their 12-month price objective for Emlak is 3.40 lira.