Pre-Session Views Podcast Por  arte de portada

Pre-Session Views

Pre-Session Views

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In today's Pre-Session Views:

  • Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/share
  • ADIB | The simple math of a capital increase
  • JUFO | Export mix reweighting and positioning for 2026 volume recovery
  • EKHO | Results call highlights new UK pyrolysis project; operational resilience and capital recycling underscore upside potential
  • ORWE | Maintains 2025 guidance, discusses restructuring and dividends; we remain neutral on 2026 outlook
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