
About this episode
In today's views
- Strategy | Reiterating small-cap pharma call: Nile Pharma bubble crashed and Memphis Pharma will likely outperform in 2026
- MFPC roundtable takeaways | Structural export advantage reinforced, limited CBAM risk, and clear investment path ahead
- CICH | 9M25 resilience underscores our EGP13/share fair value
- TWSA | Preliminary indicators show promising growth in factoring
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