Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos

In today's Pre-Session Views:

  • Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El Mandab
  • Cement Sector | Gaza ceasefire and new incentives reshape supply-demand outlook
  • F&B | Sector rotation time for F&B players; Overweight