In today's Pre-Session Views:

• Strategy| Banque Du Caire peer trade will likely trigger another 10-20% rally in COMI, CIEB and ADIB during 3Q25.
• ABUK undervalued despite sector headwinds; MFPC justifies premium

In today's views

• Strategy| KIMA outshines peers - ABUK may follow
• COMI| Riding YTD 11% growth ahead of 2Q25 results

• Strategy| At an EV/sqm of EGP94k, BONY is valued at a discount to peers
• EFIH| Tourism momentum will flow through the numbers 
• ABUK| Catalysts surface to potentially unlock Egypt's forgotten fertilizer beast
• ATLC| Fair value anchored by solid capital base and expanding product mix 

• Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUY
• Macro| Dovish CBE language suggests that an August rate cut (up to -2%) is likely
• Cement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price decline
• DSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment Exports — DSCW Well-Positioned to Capitalize
• SKPC | Weak polyethylene prices to weigh on 1H25 results and share price catalysts are limited

• Strategy | Regardless of today's MPC outcome, odds are in favor of cumulative 4-5% rate cuts during 2H25
• BONY | A follow-up on BONY. What we like and do not like
• QNBE | Took the deepest dive, down 12% YTD, despite solid results