• In today's views
  • Strategy | The most hated EGX30 constituent is due for a 10% rebound
  • ISPH | The company should consider the release of bad news if good news is value destructive
  • POUL | It is not chicken that investors are after. It is the net cash balance
  • Egyptian Banks | Imminent rerating of banking stocks
  • SUGR | Sugar import ban to ease inventory pressure, limited price impact expected; maintain Underweight position
  • RMDA | Low base recovery in 3Q, but FY25 target looks challenging; reiterate Underweight recommendation
  • ETEL, FWRY, and EFIH | The government is leading the conversion story; overweight three of our top ten picks in 2026

In today's Pre-Session Views:

• Strategy | COMI is not rallying in a vacuum. It tracks GCC peers 
• EFID | 3Q25 results are strong but valuation is slightly stretched versus peers
• JUFO | Milking the core
• EFIH | Management sets upbeat tone and outlines three strategic pillars: private sector penetration, growing government-related verticals, and offshore expansion

In today's views

• Strategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and Jordan
• MACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cut
• CSAG | Re-rating underway; scope for further upside versus ALCN
• EGCH | Resilient margins supported by pricing; operational recovery yet to show
• ORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026
• Fertilizers | P-fertilizers spread divergence highlights sector rotation potential in 2026

• Strategy | Three stocks have tied the knot and they will all look at Tabby and MNT-Halan IPOs for clues. 
• ADIB | Growth first, payouts second
• ETEL | Global cable investments are doubling and red sea tensions eased. Another catalyst joins three game-changers pushing ETEL to EGP85/share over 12 months
• EFIH 3Q25 expectations | Profits of EGP700 million will lock in targets and push share price to EGP21 over 12 months– catalysts are crystal clear
• MFPC | Weak quarter expected amid gas cuts, but valuation premium remains justified

In today's views

• Strategy | October 2025 inflation print will likely keep policy rates unchanged on 20 November 2025 but the likelihood of a December rate cut has increased  
• ISPH | Market diversification and rate sensitivity drive robust 2026 earnings outlook
• DSCW | Helwan expansion gaining traction with latest land acquisition
• Cement Sector | New capacity approvals highlight long-term confidence, short-term price impact remains limited 
• ORAS | MSCI inclusion reinforces ADX re-rating thesis

In today's Pre-Session Views:

• Strategy | Eyeing three imminent stock-moving corporate actions  
• ETEL | Chasing its legacy multiples: What could push towards 8-9x and EGP85/share? Lessons from regional peers: P/E vs capex/sales, D/E, and capex/CF
• EFIH | Four momentums in a week drove 35% of the YTD performance – an exposure worth keeping for 2026
• CCAP | ERC debt will stand at c.USD800 million by 2Q26; clearing the path for potential dividends
• ORAS | Completion of ADGM re-domiciling reinforces strategic shift after ADX listing