Episode Details

In today's views

• Strategy | EFID versus ADIB. A valuation anomaly that deserves attention
• MACRO | August inflation print is perfectly in line with expectations, maintaining our bias towards further easing till year-end
• OLFI | More than just another feta company
   FERC | Trading opens at IFA FV of EGP45.6/share, but pre session bids are pushing the stock towards our FV estimate of EGP72/share
• EFIC | Initiation of coverage: EFIC for value, ICFC for arbitrage