About this episode
In today's Pre-Session Views:
- Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positions
- EFID| EFID exclusion from EGX30 supports short EFID call
- TMGH| SouthMed shouldn’t be exposed to NUCA fee risk
- ETEL| 2Q25 expectations – no surprises
- DSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volumes; margins improve q/q but remain under pressure, foreign entrants viewed as strategic upside
- MCQE| EGX30 inclusion adds fuel to fire as stock crawls towards our end 2025 FV of EGP67.7/share
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