In today's views

• Strategy | OPEC+ is seemingly pulling Brent below USD60/bbl and EGP assets are standing out as outright winners 
• SAUD’s MTO on ATLC | Synergy-driven value creation at the doors, with AMIA as a key beneficiary    

• Strategy | The pricing of listed F&B companies in Egypt reveals POU, feta plays and JUFO should outperform until mid 2026.
• EFIC | Strategic JV with state miners reinforces long-term growth and sector recovery
• ISPH | Poised to surpass management guidance; Overweight 

In today's views

• Strategy | ORAS stuck around the AED35/share mark and this price level is far from random
• MACRO | Absence of major inflation shocks during September and an unusually high real rate provide ample room for another 1-2% rate cut today
• EFID | MCAP rose by EGP6 billion during a single month to EGP28 billion. Even a GCC listing does not justify this valuation
• BONY | The story behind the numbers: from CFO to FCFE

In today's Pre-Session Views:

• Strategy | ISPH crosses the EGP11/share mark as investors eye three near-term catalysts
• Fertilizer Sector | P-fertilizers lead, N-fertilizers catch up: Policy shifts and cyclical upside ahead

• Strategy | CSAG may retest its 52W high of EGP36/share if Gaza peace plan is executed as planned. 
• AMIA | Clean, clear and cheap 
• ETEL| Trading at 52W high; hold your positions for a structural rebound
• BONY| Management’s reassuring tone should build confidence, yet unlocking full value could be contingent on one of three catalysts
• Building Materials | Gaza reconstruction to ignite multi-material demand