About this episode
In today's Pre-Session Views:
- Strategy| Our analysis suggests that ACTF and BTFH may be forging an alliance to create a rival to Thndr. Growth option is not priced in ACTF market price.
- CIEB| Cautious growth strategy limits profits, but stock offers 17% dividend yield
- RAYA| RACC MTO and Ostool divestment signal ongoing portfolio streamlining
- EKHO, SVCE| M&A momentum builds in Egypt’s cement sector as ATI secures ECA approval for BMIC acquisition
- SUGR| Strong 2Q25 results likely to push FY25 earnings above forecasts
- ACTF| ST play on EGX recovery; LT alpha in mobile trading platform “Wilzy”
- MCQE| Re-rating progresses, 2Q25 pivotal, watch for regulatory pressure
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