Pre-Session Views

Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUYMacro| Dovish CBE language suggests that an August rate cut (up to -2%) is likelyCement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price declineDSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment Exports — DSCW Well-Positioned to CapitalizeSKPC | Weak polyethylene prices to weigh on 1H25 results and share price catalysts are limited