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
1868 episodes
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
Pre-Session Views
Strategy | Five market moving events will likely drive the index towards the 40k mark by end 2025/early 2026ORAS | Another solid quarter, backlog growth supports outlookEFIC | 1H25 results show signif...
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6:52
Pre-Session Views
In today's Views: Strategy| PHDC to join the list of winners if the CBE opts for a 2% plus rate cut on 28 August.ISPH | Arrears inflow to ease working capital; reiterate top pick
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3:38
Pre-Session Views
In today's Pre-Session Views:Strategy | KPIs show that EGAL 4Q NPM compression was driven by a one-off expense/loss. NBFI’s | Clear structural winners as Egypt eases monetary policyMTIE | Pos...
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5:05
Pre-Session Views
Strategy | A strong EUR triggers aluminum price rally - reiterate long EGAL positionHealthcare & pharma | Beneficiaries of a potential policy rate cutCICH | Earnings momentum builds; Market mispri...
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4:29
Pre-Session Views
Strategy | A strong EUR triggers aluminum price rally - reiterate long EGAL positionHealthcare & pharma | Beneficiaries of a potential policy rate cutCICH | Earnings momentum builds; Market mispri...
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4:29
Pre-Session Views
Strategy| Post call with management and our analysis, ACTF should be held by retail investors seeking access to active managementEgypt fertilizers| Strong 2H25 tailwinds from urea rally and stable gas supply; ABUK be...
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4:56
Pre-Session Views
Strategy| AMIA is up 6% on higher than usual turnover and there is room for another rally if ATLC catches up Cement Sector| Elevated prices drive significant upside in scenario analysisFWRY managemen...
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5:25
Pre-Session Views
In today's Pre-Session Views:Strategy | CIEB is mispriced and the magnitude of mispricing will be corrected when the greenshoots of loan growth emerge. JUFO | Earnings call highlights, gradually bu...
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5:55
Pre-Session Views
In today's Pre-Session Views:Strategy | A quick thought on ETEL post the impressive August to date rally. Our telecoms/fintech team will publish a full valuation update on ETEL soon. EKHO| 1H25 results: Strong e...
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5:23
Pre-Session Views
In today's Views: Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners. PHDC | The market has already priced in ...
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12:12