About this episode
- Strategy | Five market moving events will likely drive the index towards the 40k mark by end 2025/early 2026
- ORAS | Another solid quarter, backlog growth supports outlook
- EFIC | 1H25 results show significant margin pressure, 3Q25 outlook remains challenging
- CSAG | FY24/25 results resilient; discount to ALCN offers upside opportunity; DCCC revaluation adds further upside
- ACRO | Voluntary delisting: exit price screens modest versus fundamentals
- EKHO | Delta insurance exit gains ECA approval, unlocking c. EGP2.5 billion
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