About this episode
In today's views
- Strategy | EFID versus ADIB. A valuation anomaly that deserves attention
- MACRO | August inflation print is perfectly in line with expectations, maintaining our bias towards further easing till year-end
- OLFI | More than just another feta company
FERC | Trading opens at IFA FV of EGP45.6/share, but pre session bids are pushing the stock towards our FV estimate of EGP72/share - EFIC | Initiation of coverage: EFIC for value, ICFC for arbitrage
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