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Pre-Session Views

Published 9 months, 1 week ago
Description

In today's Pre-Session Views:

  • Strategy| COMI behavior during a sell-off suggests EGP80/share is a sold floor
  • ADIB| Growth-oriented with capital preservation in mind; Ready to mitigate rate pressures
  • HRHO| HRHO Dips Below EGP 25/Share—Time to load up
  • JUFO| The margin tailwind fades as concentrates catalyst wears off
  • ISPH| Earnings and cosmeceuticals growth on track; potential deleveraging adds further upside
  • LCSW| Merger fuels efficiency; 2H25 rebound may support EGP600 million earnings guidance barring gas price shocks
  • MCQE| YTD sales volumes reaffirm robust 2025 outlook
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