Egypt food & beverage: On the ground update
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Companies producing consumer staples and shelf-stable foods are going to benefit the most from the extended quarantine
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Companies that cater to the tourism and hospitality segments are going to be hit the most by the flight suspension
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Firms are moving towards securing 2-4 months of inventory to hedge against any future raw material or FX shortages
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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