In today's views

• Strategy | POUL will likely hit the EGP30/share mark on parent chick prices in 3Q25, feed prices in 4Q25 and potentially exceptional dividends in 1Q26. 
• COMI | Strong performance driven by reversed provisions paves the way for higher dividend payout
• EFIH | Surge in 1QFY25/26 tax revenue continues to support EFIH rerating story
• OLFI | OLFI is on track to deliver a full year net profit of EGP0.9 - 1.0 billion and we continue to expect a 30% rally in the stock price before mid 2026

In today's views

• Strategy | PHDC should launch Abu Dhabi project if recent underperformance is to be reversed
• EKHO | Capital recycling strategy commences as deal finalized
• RMDA | Earnings miss likely in 2025; valuation leaves little room for upside

• Strategy | KSA-based Tabby recent secondary share sale casts in stone GBCO status as 2026 top pick
• FWRY | A high-conviction exposure to signals of renewed foreign flows in EGX
• VALU | A top pick leveraging consumer segment exposure
• MTIE | MTIE’s Edge/Basata agreement| Our view: replicating FWRY’s MSME model could unlock hidden value in Basata Microfinance
• TMGH | GEM’s opening raises Cairo and Giza hotels’ occupancy to 100% and room rates by 400%
• DSCW | Egypt’s textile exports up 24% during 9M25; DSCW maintains strong export momentum
• ORWE | Management lowers 2025 guidance amid softer 2H recovery
• CCAP | ERC margin contraction and Dina Farms losses drive consolidated net loss
• EFIC | Standalone revenue up 21%, but sulfur costs hit profits
• ABUK | Solid margins sustain earnings; 2H guidance points to recovery

In today's Pre-Session Views:

• Strategy | AMIA is on a tear and ATLC will likely catch up before end of 1Q26
• CIEB| Despite sluggish performance, stock offers 15% dividend yield
• AMOC | Revenue grows, but margins contract in 1QFY25/26
• MBSC | 3Q25 volumes modestly rebound; 2025e net profit of EGP2 billion hinges on 4Q25 performance
• OLFI | Management reaffirms growth plans; BUY rating maintained

In today's Pre-Session Views:

• Strategy | An easy-to-use valuation metric shows that ORAS path to the EGP600/share level is fairly smooth
• BTFH | CBE penalty on FAB-MISR can pull BTFH stock down by 10% at least
• AMOC | MIDOR deal aims to mitigate domestic pricing pressure
• SUGR | Weak quarter amid oversupply; limited catalysts ahead
• JUFO | 3Q25 steady; 4Q to lead earnings recovery as repricing flows through