Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos
  • Strategy| Post call with management and our analysis, ACTF should be held by retail investors seeking access to active management
  • Egypt fertilizers| Strong 2H25 tailwinds from urea rally and stable gas supply; ABUK best positioned
  • EKHO| Deciphering a peculiarly priced instrument and how to play it