In today's views

• Strategy | Exposure to New Cairo office space puts ACTF and BONY on the radar screen until year-end
• EGAL | 1Q25/26 results miss estimates on margin squeeze despite resilient pricing backdrop
• AMOC, CCAP | Refining margins get a boost as Diesel-HSFO spread widens

In today's views

• Strategy | Exports push ISMQ stock price to a record high and US-China deal may sustain the momentum in 2026
• EFIH | GEM’s opening and Egypt’s tourism-fiscal themes can’t be ignored — we add EFIH to our high-conviction list
• ISPH | 3Q25 expectations: steady progress toward a breakout year in 2026
• OLFI | 3Q25 expectations, resilient quarter, catalyst ahead

• Strategy | ISMQ is a potential exposure to China recovery but no verdict until we meet with management
• SAUD | Leveraging NBFI growth and strong fundamentals 
• EGCH | Land sale further signals clear focus on deleveraging
• DSCW | Textile relocation wave positions DSCW as a key beneficiary in 2026

• Strategy | We are buyers of every dip in Memphis PharmaWe are buyers of every dip in Memphis Pharma
• RAYA/RACC | RAYA/RACC acquisition is now most likely to go through at RAYA’s revised price of EGP9.0/share, exactly at the midpoint of our previously communicated price range
• PHAR | EIPICO III delay extends visibility gap, rotation toward MPCI and RMDA
• AMOC | Shareholder rotation reflects profitability headwinds
• EGAL | Riding the aluminum wave

In today's Pre-Session Views:

• Strategy | IRON share price reflects a 50:50 chance of monetizing 8 million sqm of land within the coming 12 months
• DSCW | Appoints IFA to value Helwan land ahead of expansion plan