Depa cancels 'undervalued' shares



Depa, the interiors company fitting out the world's tallest tower, cancelled more than 12 million shares yesterday that it had repurchased after saying the stock was undervalued. The move represents another setback for NASDAQ Dubai, where the company lists its shares, as the exchange struggles to overcome low trading volumes. The UAE interiors contractor, which is fitting out Burj Dubai, said in a statement on the NASDAQ Dubai website that it believed its shares were significantly undervalued. "A key issue is low trading volumes," said Roy Cherry, a vice president of research at Shuaa Capital in Dubai. "Improving the performance of NASDAQ Dubai might do the stock a bigger favour than buying back shares. The real and most obvious alternative is Dubai Financial Market. Management have also said they would consider taking Depa private again and delisting." Depa plans to cancel subsequent repurchased shares on a quarterly basis, the company said in the statement. The cancellation means Depa's free float has fallen by 2.6 per cent, from just over 454 million shares to just over 442 million shares. Depa's shares have fallen 51.8 per cent in the past 12 months, and were at US$0.598 each yesterday. NASDAQ Dubai, formerly known as the Dubai International Financial Exchange, is striving to position itself as the pre-eminent financial marketplace in the Gulf after its launch in September 2005, when it became the region's first exchange to be opened to investors and issuers from all over the world. It was hoped that the listing of DP World, the Middle East's largest port operator, in November 2007 would help increase its international visibility. But Depa's share cancellation has added to the challenge facing the NASDAQ Dubai chief executive Jeff Singer as he tries to boost daily trading activity. The DP World chairman, Sultan Ahmed bin Sulayem, said on March 25 that the company would "evaluate all available options" to address its declining market value. In May, Dubai World said it was in talks to sell a stake in DP World, NASDAQ Dubai's biggest stock by far. The chief executive of Depa, Mohannad Sweid, told Bloomberg last month that the company was considering ways of halting a decline in its share price and increasing the trading volume. NASDAQ Dubai declined to comment and nobody was available to comment at Depa yesterday beyond its statement to the exchange. "Things are not going as well as they would like and they are probably trying to devise a solution, and a successful resolution would be important for existing companies and for attracting new companies, as the present experience is not very encouraging," Mr Cherry said. Depa repurchased its shares between November 27 last year and June 30 after shareholder approval of a repurchase programme at the company's general meeting on November 5. It announced on November 26 that the repurchase programme would last for a period of 12 months. Depa had a backlog of Dh3.2 billion (US$871 million) in projects from the first quarter of this year, according to an estimate in a research note published by Morgan Stanley in June. business@thenational.ae

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Price, base / as tested Dh57,000

Engine 1,170cc air/oil-cooled flat twin four-stroke engine

Transmission Six-speed gearbox

Power 110hp) @ 7,750rpm

Torque 116Nm @ 6,000rpm

Fuel economy, combined 5.3L / 100km

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Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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Skewed figures

In the village of Mevagissey in southwest England the housing stock has doubled in the last century while the number of residents is half the historic high. The village's Neighbourhood Development Plan states that 26% of homes are holiday retreats. Prices are high, averaging around £300,000, £50,000 more than the Cornish average of £250,000. The local average wage is £15,458. 

UPI facts

More than 2.2 million Indian tourists arrived in UAE in 2023
More than 3.5 million Indians reside in UAE
Indian tourists can make purchases in UAE using rupee accounts in India through QR-code-based UPI real-time payment systems
Indian residents in UAE can use their non-resident NRO and NRE accounts held in Indian banks linked to a UAE mobile number for UPI transactions

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