Episode Details

Strategy| Corridor at 20% by end 2025 favors the likes of ISPH

Macro| CBE tone is categorically dovish

ISPH| 3.25% policy rate cut YTD boosts pre-tax income by EGP100 million during 2H25

EFIH and FWRY| At circa 40% of net income, interest income under watch post CBE second policy rate cut