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.
Al Ahly Pharos
Pre-Session Views
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Al Ahly Pharos
In today's Pre-Session Views:
- Strategy| Our analysis suggests that ACTF and BTFH may be forging an alliance to create a rival to Thndr. Growth option is not priced in ACTF market price.
- CIEB| Cautious growth strategy limits profits, but stock offers 17% dividend yield
- RAYA| RACC MTO and Ostool divestment signal ongoing portfolio streamlining
- EKHO, SVCE| M&A momentum builds in Egypt’s cement sector as ATI secures ECA approval for BMIC acquisition
- SUGR| Strong 2Q25 results likely to push FY25 earnings above forecasts
- ACTF| ST play on EGX recovery; LT alpha in mobile trading platform “Wilzy”
- MCQE| Re-rating progresses, 2Q25 pivotal, watch for regulatory pressure