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Published 8 months, 3 weeks ago
Description
- Strategy| ELEC is well positioned to re-rate in 2026
- ORAS| ICC ruling on Sidra dispute significantly lower than expected
- JUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entry
- ISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upside
- Cement Market | Government steps in; Reinforces our USD60/ton target.