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
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Al Ahly Pharos
- Strategy| AMIA/ATLC arbitrage under watch
- Macro/commodities| OPEC+ output hike + Trump bias to black energy is outright positive to Egypt macro
- FWRY| Ignore interest rate and keep an eye on electricity prices’ impact on throughput
- Ceramics| Without a take-private deal, ECAP looks fully valued; Prefer LCSW
- OLFI| OLFI confirms new price increase to support FY25 GPM target
- ABUK, EGCH, MFPC| Futures still on the rise yet correction imminent