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.
Episodes
1888 episodes
Pre-Session Views
Strategy| CCAP is likely approaching its medium-term bottom.ABUK, MFPC, EGCH, EKHO| Urea price correction reflects supply normalizationEGAL| Provisions weigh on 4Q earnings, 5.2% dividend yield propos...
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4:59
Pre-Session Views
Strategy | Longterm investors cannot afford to be UW JUFO and OLFINIPH | Small cap with potential large growth aheadORAS | ADX listing supports rerating; Egypt pricing gap likely to narrow...
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10:02
Pre-Session Views
In today's Views: Strategy | September inflation rate may dip to c. 10% and the likelihood of 2-3% cumulative rate cuts until year-end is now close to 90%MTIE| No Basata Abu Dahbi transaction in 20...
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8:33
Pre-Session Views
In today's viewsStrategy | EFID versus ADIB. A valuation anomaly that deserves attentionMACRO | August inflation print is perfectly in line with expectations, maintaining our bias towards further easing till y...
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9:13
Pre-Session Views
In today's Pre-Session Views:Strategy | OIH stock is on fire and it is not another "pump and dump" trade. It is a quasi SPACCPME| Insights from Our Roundtable with CPMEEGCH | OGM to disc...
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6:56
Pre-Session Views
Strategy | Short carbs, long proteinETEL | Helios Investments binding offer to acquire a majority stake in RDH confirms deleveraging path and reinforces our positive outlook going forwardSKPC | Price ...
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5:46
Pre-Session Views
Strategy | What are corporate CEOs doing to trigger the next leg up? EGAL | MoU with Alba marks step toward vertical integration and margin stability
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4:01
Pre-Session Views
In today's Pre-Session Views:Strategy | Alert to unsuspecting retail investors: Do not buy into the small cap frenzyETEL’s inflection year | Peak capex behind and deleveraging ahead; position for a stru...
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5:08
Pre-Session Views
In today's Views: Strategy | Another "pump and dump" trade is sweeping "flour milling firms" and another crash is imminent.DSCW | Volumes ramping up, margin recovery in sightCLHO | ...
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7:42
Pre-Session Views
In today's viewsStrategy | A burst of the "land reclamation bubble" should not impact fundamentally-solid stocksPOUL | Broiler prices remain low for the second months in a row but that does not alter our posit...
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7:26
Pre-Session Views
Strategy | Five inflation prints and three MPC meetings left until end of 2025. What to expect? ELEC | 2Q25 weak as expected; growth projects and lower rates underpin outlookABUK | Sector catalys...
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6:00
Pre-Session Views
In today's viewsStrategy | TALM may be amongst the top performers within defensives over the coming 16 monthsEGCH | FY24/25 results: strong core performance, but valuation stretchedMCRO | Reco...
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6:33