Episode Details

*Key fundamental views for today*

STRATEGY| EGX30 should find support in potential US-China trade deal/India-Pakistan ceasefire/EG sovereign CDS compression

MACRO| There is room for 100-200 bps policy rate cut on 22 May post April inflation print

MACRO| USD/EGP 2025 outlook remains stable at 51-53 amid strong signs of commitment to IMF program

ARCC| Coal and sales mix to drive GPM expansion in 2025

SKPC| 1Q-25 results are almost flat y/y and 2Q results will likely remain so on flat HDPE. Time to accumulate as stock trades at low end of historic multiple