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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| S…
7 months, 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 sig…
7 months, 1 week 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 emerg…7 months, 1 week 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 fu…7 months, 1 week 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 t…7 months, 1 week ago