*Key fundamental views for today*
- Strategy| Macro noise is bullish EGP and step in CSAG + EGAL on Red Sea traffic recovery and aluminum price rally.
- Macro| Remittances go the extra mile in Feb- positive for USD
- COMI 1Q25| on track to meet full year estimates, supported by controlled operating expenses and reduction in provisions.
- ETEL| starts 2025 robustly despite debt burden, price performance lacks catalyst despite upside potential of 45% from current levels.
- RMDA| A strong volume growth and portfolio repricing set RMDA on solid FY25 path
- CCAP| capital increase postponed till year end
- ECAP’s 4Q| impacted by rising cost and competition
- POUL| Record revenues and strong margins on seasonal demand