About this episode
- Strategy | KSA-based Tabby recent secondary share sale casts in stone GBCO status as 2026 top pick
- FWRY | A high-conviction exposure to signals of renewed foreign flows in EGX
- VALU | A top pick leveraging consumer segment exposure
- MTIE | MTIE’s Edge/Basata agreement| Our view: replicating FWRY’s MSME model could unlock hidden value in Basata Microfinance
- TMGH | GEM’s opening raises Cairo and Giza hotels’ occupancy to 100% and room rates by 400%
- DSCW | Egypt’s textile exports up 24% during 9M25; DSCW maintains strong export momentum
- ORWE | Management lowers 2025 guidance amid softer 2H recovery
- CCAP | ERC margin contraction and Dina Farms losses drive consolidated net loss
- EFIC | Standalone revenue up 21%, but sulfur costs hit profits
- ABUK | Solid margins sustain earnings; 2H guidance points to recovery
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