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Pre-Session Views

Published 7 months, 2 weeks ago
Description

In today's Pre-Session Views:

  • Strategy| Within banks, we now rank COMI as our most trusted alpha generator in 2025
  • TMGH, ORHD 1H25| Hospitality and recurring revenues lead growth and explains share price performance skewness towards pricing the most evident and visible segments only
  • EGBE 2Q25| Retail lending and CASA drive strong margins, but investor sentiment weighs on stock
  • EFID| 2Q25 consistent with bottom line guidance of EGP1.9 billion on new size offerings and price rises
  • OLFI| Margins under pressure, growth story intact


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