About this episode
- Strategy| ISPH IH25 results draw a demarcation line between management and macro
- VALU 1H25| VALU delivers robust 1H25, international expansion in focus
- ATLC 1H25| Steady growth, outlook intact
- FWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of our top picks for 2025
- ETEL 1H25| Sound fundamentals and 2H25 catalysts should trigger price performance during 2H25
- MTIE 1H25| Higher bottom-line contribution from investments should gradually unlock value and drive share price to EGP12.4/share
- ISPH 1H25| Strong results on price and volume rebound, expectations of a stronger 2H25
- JUFO| Confirming our view, equal weight short term, overweight long term
- ACRO| Rapid growth at a bargain multiple
- PHDC| A MCAP of EGP23 billion is out of sync with PHDC record high new sales, sizable outstanding notes receivables and upcoming launch of Abu Dhabi project.
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