About this episode
- Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuations
- RMDA| Acquisition of high-margin chronic disease molecule reinforces strategic outlook and FY25 targets
- BONY| Discounted entry and an above average rent yield — but dividend void and cashflow thinness limit appeal
- ETEL| 12M rally = cost of equity
- GBCO| Another management call confirms our positive view on the stock; Margins hold firm amid regional challenges, GB Capital beats, incentives to boost 2H25 earnings
- EGAL| Hold EGAL to EGP200/share
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