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
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Al Ahly Pharos
- Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUY
- Macro| Dovish CBE language suggests that an August rate cut (up to -2%) is likely
- Cement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price decline
- DSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment Exports — DSCW Well-Positioned to Capitalize
- SKPC | Weak polyethylene prices to weigh on 1H25 results and share price catalysts are limited