In today's Pre-Session Views: Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/shareADIB | The simple math of a capital increaseJUFO | Export mix reweighting and positioning for 2026 volume recoveryEKHO | Results call highlights new UK pyrolysis project; operational resilience and capital recycling underscore upside potentialORWE | Maintains 2025 guidance, discusses restructuring and dividends; we remain neutral on 2026 outlook

In today's views Strategy | DOMT, OLFI, JUFO and AMIA under the microscope as Arla deal is recalled to lifePHDC | Management confirms Abu Dhabi project to be launched during 1Q26ETEL | Share price is approaching our FV upper end of EGP73/share, what is incorporated and what’s not?

In today's views Strategy | Nile Pharma (NIPH) is closing in on Rameda and this may trigger arbitrage opportunitiesISPH | The decline in ISPH stock price yesterday confirms that 3Q25 results are strong.VALU | 9M25 bottom line is consistent with a full year target of EGP750 million ETEL | Share price is approaching our FV upper end of EGP73/share, what is incorporated and what’s not?MFPC | 3Q soft on volumes and FX, but gas policy shield supports premium EGCH | Resilient margi...

In today's views Strategy | TAQA Arabia is a cash-generating utility company that is dressed up as a growth companyTAQA | On track to post a bottom line in excess of EGP1 billion in 2025 but valuation multiples are a bit stretchedETEL 3Q25 | On the verge of a decisive turnaround: 1) 2025 is set to exceed expectations, 2) net debt has fallen below EGP70 billion mark, 3) capex/sales is now below 30%, and 4) Helios Towers has shown in ETEL's towers, maintain BUYFWRY 3Q25 | Profits of EGP839 mill...

In today's viewsStrategy | The most hated EGX30 constituent is due for a 10% reboundISPH | The company should consider the release of bad news if good news is value destructivePOUL | It is not chicken that investors are after. It is the net cash balanceEgyptian Banks | Imminent rerating of banking stocksSUGR | Sugar import ban to ease inventory pressure, limited price impact expected; maintain Underweight positionRMDA | Low base recovery in 3Q, but FY25 target looks challenging; reiterate Und...

In today's Pre-Session Views: Strategy | COMI is not rallying in a vacuum. It tracks GCC peers EFID | 3Q25 results are strong but valuation is slightly stretched versus peersJUFO | Milking the coreEFIH | Management sets upbeat tone and outlines three strategic pillars: private sector penetration, growing government-related verticals, and offshore expansion

In today's views Strategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and JordanMACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cutCSAG | Re-rating underway; scope for further upside versus ALCNEGCH | Resilient margins supported by pricing; operational recovery yet to showORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026Fertilizers | P-fertilizers spread...

Strategy | Three stocks have tied the knot and they will all look at Tabby and MNT-Halan IPOs for clues. ADIB | Growth first, payouts secondETEL | Global cable investments are doubling and red sea tensions eased. Another catalyst joins three game-changers pushing ETEL to EGP85/share over 12 monthsEFIH 3Q25 expectations | Profits of EGP700 million will lock in targets and push share price to EGP21 over 12 months– catalysts are crystal clearMFPC | Weak quarter expected amid gas cuts, but v...

In today's views Strategy | October 2025 inflation print will likely keep policy rates unchanged on 20 November 2025 but the likelihood of a December rate cut has increased ISPH | Market diversification and rate sensitivity drive robust 2026 earnings outlookDSCW | Helwan expansion gaining traction with latest land acquisitionCement Sector | New capacity approvals highlight long-term confidence, short-term price impact remains limited ORAS | MSCI inclusion reinforces ADX re-rating t...

In today's Pre-Session Views: Strategy | Eyeing three imminent stock-moving corporate actions ETEL | Chasing its legacy multiples: What could push towards 8-9x and EGP85/share? Lessons from regional peers: P/E vs capex/sales, D/E, and capex/CFEFIH | Four momentums in a week drove 35% of the YTD performance – an exposure worth keeping for 2026CCAP | ERC debt will stand at c.USD800 million by 2Q26; clearing the path for potential dividendsORAS | Completion of ADGM re-domiciling reinforces...