
About this episode
In today's views
- Strategy | POUL will likely hit the EGP30/share mark on parent chick prices in 3Q25, feed prices in 4Q25 and potentially exceptional dividends in 1Q26.
- COMI | Strong performance driven by reversed provisions paves the way for higher dividend payout
- EFIH | Surge in 1QFY25/26 tax revenue continues to support EFIH rerating story
- OLFI | OLFI is on track to deliver a full year net profit of EGP0.9 - 1.0 billion and we continue to expect a 30% rally in the stock price before mid 2026
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