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Strategy| Post call with management and our analysis, ACTF should be held by retail investors seeking access to active managementEgypt fertilizers| Strong 2H25 tailwinds from urea rally and stable ga…
Published on 1 week ago
Technical Analysis 21 August 2025
Published on 1 week ago
Pre-Session Views
Strategy| AMIA is up 6% on higher than usual turnover and there is room for another rally if ATLC catches up Cement Sector| Elevated prices drive significant upside in scenario analysisFWRY managemen…
Published on 1 week, 1 day ago
Technical Analysis 20 August 2025
Published on 1 week, 1 day ago
Pre-Session Views
In today's Pre-Session Views:
Strategy | CIEB is mispriced and the magnitude of mispricing will be corrected when the greenshoots of loan growth emerge. JUFO | Earnings call highlights, gradually buil…Published on 1 week, 2 days ago
Technical Analysis 19 August 2025
Published on 1 week, 2 days ago
Pre-Session Views
In today's Pre-Session Views:
Strategy | A quick thought on ETEL post the impressive August to date rally. Our telecoms/fintech team will publish a full valuation update on ETEL soon. EKHO| 1H25 resul…Published on 1 week, 3 days ago
Technical Analysis 18 August 2025
Published on 1 week, 3 days ago
Pre-Session Views
In today's Views:
Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners. PHDC | The market has already pri…Published on 1 week, 4 days ago
Technical Analysis 17 August 2025
Published on 1 week, 4 days ago