About this episode
- Strategy | Four deleveraging stories that will likely outperform in 2026
- Macro/CSAG | USD/EGP at 45 and CSAG above its 52W high by early 2026 if Suez Canal traffic returns to normal
- LCSW | Turning windfall gains into momentum
- SKPC | 3Q25 results signal modest operating recovery
- EGBE, SAUD | set for their turn amid the rerating wave of banking stocks
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