
About this episode
In today's Pre-Session Views:
- Strategy | KPIs show that EGAL 4Q NPM compression was driven by a one-off expense/loss.
NBFI’s | Clear structural winners as Egypt eases monetary policy - MTIE | Positive developments reaffirm our FV of EGP12.4/share by end-2025; Tata’s manufacturing plans to shape the story thereafter
- DSCW | Volumes drive 2Q25 growth, margins temporarily capped by expansion; but growth outlook intact
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