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In today's views
Strategy| KIMA outshines peers - ABUK may followCOMI| Riding YTD 11% growth ahead of 2Q25 results10 months, 1 week ago
Pre-Session Views
Strategy| At an EV/sqm of EGP94k, BONY is valued at a discount to peersEFIH| Tourism momentum will flow through the numbers ABUK| Catalysts surface t…
10 months, 1 week ago
Pre-Session Views
Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUYMacro| Dovish CBE language suggests that an August rate cut (up to -2%…
10 months, 1 week ago
Pre-Session Views
Strategy | Regardless of today's MPC outcome, odds are in favor of cumulative 4-5% rate cuts during 2H25BONY | A follow-up on BONY. What we like and …
10 months, 2 weeks ago
Pre-Session Views
Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuationsRMDA| Acquisition of high-margin…
10 months, 2 weeks ago