Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos
  • Strategy| ELEC is well positioned to re-rate in 2026
  • ORAS| ICC ruling on Sidra dispute significantly lower than expected
  • JUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entry
  • ISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upside
  • Cement Market | Government steps in; Reinforces our USD60/ton target.