Al Ahly Pharos
Welcome to our daily podcast featuring the day's top news commentary and technical recommendations delivered to you before the opening bells of the Egyptian Stock Exchange (EGX).Alongside our morning podcasts, we will be publishing a collection of episodes presenting indepth analysis and insights on EGX's equities, all brought to you by Al Ahly Pharos.
Episodes
1792 episodes
Pre-Session Views
Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacit...
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6:02
Pre-Session Views
In today's Pre-Session Views:Strategy| If you are after total returns of 30-40% over the coming 12 months, ORWE is unlikely to meet your objectiveMACRO| Yield compression on track but our bullish view o...
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5:27
Pre-Session Views
Strategy| PHAR may be poised for a catch-up rallyPOUL| Poultry prices hit YTD low; market dynamics set to drive price recoveryWeekly Commodities Update | | Last Price | WoW Chan...
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4:30
Pre-Session Views
Despite YTD rally, PHDC is still materially cheap. Copper/aluminum price ratio should provide solid support to EGAL.ORAS| Core business is trading for freeMCQE| Time to change our call from BUY to NEUTRAL
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5:45
Technical Analysis
- Market Overview - COMI- ETEL- ADIB- EMFD- ISPH- prepared by: Mayada Amin- CETA, CFTe
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2:38
Pre-Session Views
In today's Pre-Session Views:Strategy| POUL will likely find support in bottoming Brazilian chicken pricesDSCW Helwan facility visit| Expansion milestones validate robust growthRAYA| Ost...
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6:46
Technical Analysis
- Market Overview - JUFO- ORWE- TMGH- ORHD- ORAS-,Prepared by: Mayada Amin- CETA, CFTe
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2:36
Pre-Session Views
Strategy| COMI can easily jump 5% just to recoup June-to-date losses and this could be the start of a 12M gain of 50%VALU| Investor-fueled rally may overrun fundamentalsATLC| Expanding opportunities i...
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5:22
Technical Analysis
- Market Overview - ORAS- ORWE- FWRY- PHDC- JUFO- Prepared by: Mayada Amin, CETA, CFTe
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2:41
Pre-Trading Thoughts
Strategy| CICH will likely be the next NBFI to re-rate in 2H25HRHO| Amazon's bet on VALU is a win for HRHO shareholdersBTFH| BTFH secured USD funding — Is a USD-based target acquisition in sight?MTIE management m...
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7:55
Technical Analysis
- Market Overview - ADIB- BTFH - PHDC- TMGH- EFIH- Prepared by: Mayada Amin, CETA, CFTe
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2:14
Pre-Session Views
Strategy| Betting on listed crude oil-related stocks is betting against the supply response of OPEC+ and US shale producersDSCW| valuation updateORAS | Private sector entry to water projects a tailwind for local contracto...
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4:28
Pre-Session Views
In today's Pre-Session Views:Strategy| COMI behavior during a sell-off suggests EGP80/share is a sold floorADIB| Growth-oriented with capital preservation in mind; Ready to mitigate rate pressures<...
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6:45
Technical Analysis
- Market Overview - ADIB- PHDC- TMGH- ORAS- FWRY - Prepared by: Mayada Amin- CETA, CFTe
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2:42
Pre-Session Views
In today's Pre-Session Views:Strategy| ISPH sell-off is categorically unjustifiedEGAL| We remain buyers of EGAL as aluminum prices hit a 3-month high
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2:13
Pre-Session Views
In today's Pre-Session Views:Strategy| Gauges of macro risk are not raising red flags yetDSCW| What did Management tell us ? MCQE| valuation update
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3:31