• Strategy | Longterm investors cannot afford to be UW JUFO and OLFI
• NIPH | Small cap with potential large growth ahead
• ORAS | ADX listing supports rerating; Egypt pricing gap likely to narrow
• ORWE | Discounts and rebates set to support 2H25 earnings
• AMIC | Diversified portfolio, strong cash flows with growth optionality 
• ETRS | NOSCO merger expands fleet, multiples set to compress 

In today's Views: 

• Strategy | September inflation rate may dip to c. 10% and the likelihood of 2-3% cumulative rate cuts until year-end is now close to 90%
• MTIE| No Basata Abu Dahbi transaction in 2025; investments remain a 2026 story
• FERC | Strong debut, hits limit up as expected
• MCRO | Capital increase to fuel growth and deleveraging
• ISPH | Dividend signals expanding free cash flow; reiterate BUY
• GBCO | Our high-conviction call: entry point too attractive to miss

In today's views

• Strategy | EFID versus ADIB. A valuation anomaly that deserves attention
• MACRO | August inflation print is perfectly in line with expectations, maintaining our bias towards further easing till year-end
• OLFI | More than just another feta company
   FERC | Trading opens at IFA FV of EGP45.6/share, but pre session bids are pushing the stock towards our FV estimate of EGP72/share
• EFIC | Initiation of coverage: EFIC for value, ICFC for arbitrage

In today's Pre-Session Views:

• Strategy | OIH stock is on fire and it is not another "pump and dump" trade. It is a quasi SPAC
• CPME| Insights from Our Roundtable with CPME
• EGCH | OGM to discuss potential sale of ABUK stake
• ORAS | Modon’s Ras El Hekma tender, an opportunity for Egyptian contractors 

• Strategy | Short carbs, long protein
• ETEL | Helios Investments binding offer to acquire a majority stake in RDH confirms deleveraging path and reinforces our positive outlook going forward
• SKPC | Price cut to hit margin, yet higher volumes may offset