• Strategy | COMI at EGP130 and EGX30 at 37,000 are around the corner
• SUGR | Government intervention talks could ease inventory overhang, unlocking short term catalyst
• SCEM | Market rejects VICAT's offer, signaling higher FV ahead

In today's Pre-Session Views:

• Strategy | PHDC to cross EGP10/share in 2025 despite NUCA fee
• COMI | Discussions on higher dividends now underway!
• ARCC | Share buyback is meant to alter the shareholders' structure rather than deliver a valuation statement
• TMGH| A follow up on TMG’s value drivers - road to EGP65-70/share should be smooth 

• Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upside
• COMI| Strong 2Q25 performance signals potential price re-rating
• CICH| Buy one get one free
• BONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watch
• IFAP | Short IFAP, long EFIC on unjustified valuation gap

• Strategy | EGAL on track to hit the EGP200/share mark post release of AGM minutes and surge in primary aluminum price.
• Libya reconstruction to unlock growth for Egyptian contractors and industrials
• EFID | Signs of recovery gaining momentum; management confirms positive outlook
• ORWE | Nothing material yet, but potential asset sale could support FY25 earnings
• EGCH, ABUK | Normalizing gas supply is key to unlocking value