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  • In today's views
    • Strategy | The most hated EGX30 constituent is due for a 10% rebound
    • ISPH | The company should consider the release of bad news if good news is value destructive
    • POUL | It is not chicken that investors are after. It is the net cash balance
    • Egyptian Banks | Imminent rerating of banking stocks
    • SUGR | Sugar import ban to ease inventory pressure, limited price impact expected; maintain Underweight position
    • RMDA | Low base recovery in 3Q, but FY25 target looks challenging; reiterate Underweight recommendation
    • ETEL, FWRY, and EFIH | The government is leading the conversion story; overweight three of our top ten picks in 2026

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