
About this episode
In today's views
- Strategy | Exports push ISMQ stock price to a record high and US-China deal may sustain the momentum in 2026
- EFIH | GEM’s opening and Egypt’s tourism-fiscal themes can’t be ignored — we add EFIH to our high-conviction list
- ISPH | 3Q25 expectations: steady progress toward a breakout year in 2026
- OLFI | 3Q25 expectations, resilient quarter, catalyst ahead
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