Pre-Session Views

Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting startedCSAG| CSAG crosses our FV target and time is ripe for a trimVALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for moreEKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesisMTIE over BINV| Long what’s ahead, hold what’s priced in MCQE| Updated Fair Value Highlights Compelling Opportunity