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About this Episode
- 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
No transcript available for this episode.
