
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
1801 episodes
Pre-Session Views
Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUYMacro| Dovish CBE language suggests that an August rate cut (up to -2%) is likelyCement Market| Short-term pain, long-term fix; Export quota n...
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6:48

Pre-Session Views
Strategy | Regardless of today's MPC outcome, odds are in favor of cumulative 4-5% rate cuts during 2H25BONY | A follow-up on BONY. What we like and do not likeQNBE | Took the deepest dive, down 12% YTD, despite solid res...
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6:58

Pre-Session Views
Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuationsRMDA| Acquisition of high-margin chronic disease molecule reinforces strategic outlook and FY25 tar...
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8:08

Pre-Session Views
Strategy| Placing KIMA under watchDSCW| Decline in Turkey’s apparel exports highlights shift to Egypt, reinforcing our bullish outlook on DSCWDGTZ| A Nilex-born telecom contractor, riding on a concentrated c.EGP500 mn con...
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6:36

Pre-Session Views
Strategy| AMIA/ATLC arbitrage under watchMacro/commodities| OPEC+ output hike + Trump bias to black energy is outright positive to Egypt macroFWRY| Ignore interest rate and keep an eye on electricity prices’ impact on thr...
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8:17

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
