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- Strategy| ISPH IH25 results draw a demarcation line between management and macro VALU 1H25| VALU delivers robust 1H25, international expansion in focusATLC 1H25| Steady growth, outlook intactFWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of our top picks for 2025ETEL 1H25| Sound fundamentals and 2H25 catalysts should trigger price performance during 2H25MTIE 1H25| Higher bottom-line contribution from investments should gradually unlock value and drive share price to EGP12.4/shareISPH 1H25| Strong results on price and volume rebound, expectations of a stronger 2H25JUFO| Confirming our view, equal weight short term, overweight long termACRO| Rapid growth at a bargain multiplePHDC| A MCAP of EGP23 billion is out of sync with PHDC record high new sales, sizable outstanding notes receivables and upcoming launch of Abu Dhabi project.