Pre-Session Views

In today's Pre-Session Views: Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/shareADIB | The simple math of a capital increaseJUFO | Export mix reweighting and positioning for 2026 volume recoveryEKHO | Results call highlights new UK pyrolysis project; operational resilience and capital recycling underscore upside potentialORWE | Maintains 2025 guidance, discusses restructuring and dividends; we remain neutral on 2026 outlook