Episode Details

In today's Views: 

• Strategy| BONY’s GLV rises to a record high EGP17.4 billion and rental income jumps 35% y/y, but transient macro dynamics underpin bottom line contraction
• GBCO| Strong results ahead with focus on MNT Halan
• POUL| 2Q25 results in line, outlook remains bullish
• RMDA| Solid 2Q25, growth momentum holds
• SUGR| Inventory build-up pressures cash flows, 2H25 revenues likely flat
• ORWE| Soft 2Q25, but guidance intact