• Strategy| If India-Pakistan 4-day war is any guide, the market sell-off should be short-lived
• COMI| Post call with management, CIB is poised to rally once geopolitical risk subsides
• EKHO, ABUK, MFPC| If sustained, crude oil surge could fuel a urea price rally, benefiting EKHO, ABUK, and MFPC
• CSAG| Suez Canal Recovery Derails Amid Escalating Tensions: keep cautious of CSAG 
• HRHO| HRHO Goes Ex-Div — ValU Carve-Out Creates Potential Buy-the-Dip Opportunity 

- Market Overview 

- HRHO

- GBCO

- EMFD

- EGAL

- DSCW

- Prepared by: Mayada Amin- CETA, CFTe 

• Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting started
• CSAG| CSAG crosses our FV target and time is ripe for a trim
• VALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for more
• EKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesis
• MTIE over BINV| Long what’s ahead, hold what’s priced in 
• MCQE| Updated Fair Value Highlights Compelling Opportunity

- Market Overview 

- GBCO

- EGAL

- ORAS

- ORWE

- ORHD

- Prepared by: Mayada Amin- CETA. CFTe

In today's Pre-Session Views:

• Strategy| CIB could be poised for a super rally if management signals a higher dividend payout ratio
• BTFH| ACTF acquisition of a 5% stake in BTFH lends solid support to our initial take on the name 

- Market Overview 

- ALCN

- EMFD

- MFPC

- ISPH

- ORWE

- Prepared by: Mayada Amin- CETA, CFTe

In today's Pre-Session Views:

• Strategy| Loading up on DSCW as market intelligence confirms extraordinarily high demand for Egyptian ready made garments
• Rising Thai poultry exports post-Brazil outbreak to pressure poultry prices, though temporary import ban could support POUL revenues
• Chemical & Fertilizer Sector| Gas price exemption may shield margins
• EKHO| Alpha is contingent on value-accretive ex Egypt expansions and asset sale

- Market Overview 

- COMI

- CCAP

- GBCO

- EFIH

- ABUK

- JUFO

prepared by: Mayada Amin- CETA, CFTe

In today’s view:

• Strategy| Tailwind is building up for DSCW
• BINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair trade
• ETEL| Unlocking full value is contingent on an option that is unlikely to materialize over the short term
• Sector Focus: Fertilizers and Petrochemicals| LNG allocation supportive but margin risk remains