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
1927 episodes
Pre-Session Views
In today's viewsStrategy | ELEC is an illiquid stock but one that you cannot afford to miss at this stage of the cycle and at current valuations BONY | Portfolio skewed towards tier-1 office space to narr...
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2:45
Pre-Session Views
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 MandabCement Sector | Gaza ceasefi...
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5:54
Pre-Session Views
Strategy| A simple methodology to assess whether CCAP is cheap or notQNBE| Solid fundamentals and potential for increased payouts should overshadow the stock's illiquidity discountGBCO| 4Q25 securitization gai...
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5:15
Pre-Session Views
In today's Pre-Session Views:Strategy | Alumina - aluminum spread soars to USD2,400/ton to form a perfect start to EGAL fiscal yearCement Sector | Local sales record strongest rally in over a decade
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3:10
Pre-Session Views
In today's viewsStrategy | OPEC+ is seemingly pulling Brent below USD60/bbl and EGP assets are standing out as outright winners SAUD’s MTO on ATLC | Synergy-driven value creation at the doors, with AMIA a...
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3:21
Pre-Session Views
Strategy | The pricing of listed F&B companies in Egypt reveals POU, feta plays and JUFO should outperform until mid 2026.EFIC | Strategic JV with state miners reinforces long-term growth and sector recovery...
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4:28
Pre-Session Views
In today's viewsStrategy | ORAS stuck around the AED35/share mark and this price level is far from randomMACRO | Absence of major inflation shocks during September and an unusually high real rate provide ample...
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3:56
Pre-Session Views
In today's Pre-Session Views:Strategy | ISPH crosses the EGP11/share mark as investors eye three near-term catalystsFertilizer Sector | P-fertilizers lead, N-fertilizers catch up: Policy shifts and cycl...
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3:29
Pre-Session Views
Strategy | CSAG may retest its 52W high of EGP36/share if Gaza peace plan is executed as planned. AMIA | Clean, clear and cheap ETEL| Trading at 52W high; hold your positions for a structura...
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7:25
Pre-Session Views
In today's viewsStrategy | At EGP3.7/share, BONY is worth a second look.CIEB | A room for a 50% gain just to close an obvious dividend arbitrageCOMI | Bonus shares and payout talks to boost pri...
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2:22
Pre-Session Views
In today's Pre-Session Views:Strategy | OPEC+ output hikes will likely support CCAP rally in 2026ORAS | OCI merger economics hinge on cash versus swap ratioABUK | EGP6/share dividend cem...
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6:13