In today's Pre-Session Views:

• Strategy| Our analysis suggests that ACTF and BTFH may be forging an alliance to create a rival to Thndr. Growth option is not priced in ACTF market price. 
• CIEB| Cautious growth strategy limits profits, but stock offers 17% dividend yield
• RAYA| RACC MTO and Ostool divestment signal ongoing portfolio streamlining
• EKHO, SVCE| M&A momentum builds in Egypt’s cement sector as ATI secures ECA approval for BMIC acquisition
• SUGR| Strong 2Q25 results likely to push FY25 earnings above forecasts
• ACTF| ST play on EGX recovery; LT alpha in mobile trading platform “Wilzy”
• MCQE| Re-rating progresses, 2Q25 pivotal, watch for regulatory pressure