F yield, 6.5x EBITDA) • Samba (4.4% Yield) :$22bn market cap, $Smn ADTV (Best play on US rate hikes, 10% ROE, 0.9x P/B) MSCI Saudi Provision Index (MISAP) on swap (3mL+80, std comms apply) or warrant (Lux-listed, std comms apply). A 32-name index that trades $110m/ day that will rebalance into the full