Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos
  • Strategy | Benign November inflation figure should unlock another 100 bps Christmas day policy rate cut.
  • ELEC | Earnings soft patch but medium-term re-rating intact
  • Urea | US LNG surge crushes European gas; urea downside risks increase
  • ABUK | McKinsey roadmap to unlock efficiency and ensure CBAM compliance