<ul><li>Strategy| ELEC is well positioned to re-rate in 2026</li><li>ORAS| ICC ruling on Sidra dispute significantly lower than expected</li><li>JUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entry</li><li>ISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upside</li><li>Cement Market | Government steps in; Reinforces our USD60/ton target. </li></ul>

Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entryISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upsideCement Market | Government steps in; Reinforces our USD60/ton target.

<ul><li>Strategy| ELEC is well positioned to re-rate in 2026</li><li>ORAS| ICC ruling on Sidra dispute significantly lower than expected</li><li>JUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entry</li><li>ISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upside</li><li>Cement Market | Government steps in; Reinforces our USD60/ton target.&nbsp;</li></ul>

Pre-Session Views

Welcome to our daily podcast featuring the day's top news commentary and technical recommendations delivered to you before the opening bells of the Egyptian Stock Exchange (EGX).Alongside our morning podcasts, we will be publishing a collection of episodes presenting indepth analysis and insights on EGX's equities, all brought to you by Al Ahly Pharos.

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