About this episode
- In today's views
- Strategy | The most hated EGX30 constituent is due for a 10% rebound
- ISPH | The company should consider the release of bad news if good news is value destructive
- POUL | It is not chicken that investors are after. It is the net cash balance
- Egyptian Banks | Imminent rerating of banking stocks
- SUGR | Sugar import ban to ease inventory pressure, limited price impact expected; maintain Underweight position
- RMDA | Low base recovery in 3Q, but FY25 target looks challenging; reiterate Underweight recommendation
- ETEL, FWRY, and EFIH | The government is leading the conversion story; overweight three of our top ten picks in 2026
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