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.
Al Ahly Pharos
Pre-Session Views
•
Al Ahly Pharos
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 objective
- MACRO| Yield compression on track but our bullish view on COMI remains intact
- DSCW| Settlement of delayed export rebates could offer timely boost to DSCW’s bottom line
- VALU| Neutral impact on VALU post-FRA adjustment as focus shifts from cash to credit financing
- Cement Market | Bagged cement prices post first decline in 2025 amid normalization