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

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