Pre-Trading Thoughts

"It is not called GB Auto; It is called GB Capital" The valuation range for GB Capital is EGP6.00-EGP7.50/share, which is c.4x the auto segment; The auto segment is worth EGP1.80, representing c.20-23% of the total stock value; The potential transaction on MNT-Halan should remind the market of such valuation and how discounted the stock is With Diesel-HFSO spreads at more than USD330, refining margins for ERC will cross the 25% mark, which will lead to massive shrinkage in losses in 1Q2022; A...