Pre-Session Views

In today's Views: Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners. PHDC | The market has already priced in NUCA’s fees, Jirian net cashflows partially offsets the liabilityPHAR | 1H25 preliminary results, strong earnings growth; EIPICO 3 catalyst awaitedGBCO | 1H25 Earnings beat estimates, upside still aheadHRHO | Volatility priced in, growth engines running; we reiterate our FVBINV | Hold – Cash position and expansion support long-term valueLCSW | Pressured 2Q25 results amidst headwinds, volume rebound is keyEFIC | SSP-sulfur squeeze hits 1H25 standalone earnings, recovery aheadECAP | Losses extend into 2Q25 as demand recovery lagsISPH | Earnings call confirms positive outlook, reaffirm BUY (FV: EGP17.1/share)