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
1827 episodes
Pre-Session Views
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| Cautio...
•
8:14
Pre-Session Views
In today's Pre-Session Views:Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positionsEFID| EFID exclusion from EGX30 supports short EFID call
•
7:34
Pre-Session Views
Strategy| GBCO next leg up hinges on a single figure in 2Q25 results - "income from associates" and Tabby-related noise.ORAS| Eyes deeper market liquidity with ADX listing shift; Dividend yield confirms our EGP500/sh...
•
5:59
Pre-Session Views
Strategy | COMI at EGP130 and EGX30 at 37,000 are around the cornerSUGR | Government intervention talks could ease inventory overhang, unlocking short term catalystSCEM | Market rejects VICAT's offer,...
•
4:01
Pre-Session Views
In today's Pre-Session Views:Strategy | PHDC to cross EGP10/share in 2025 despite NUCA feeCOMI | Discussions on higher dividends now underway!ARCC | Share buyback is meant to alter the s...
•
6:32
Pre-Session Views
Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upsideCOMI| Strong 2Q25 performance signals potential price re-ratingCICH| Buy one get one freeBONY| 1Q25 doesn’t change o...
•
8:25
Pre-Trading Thoughts
Strategy | EGAL on track to hit the EGP200/share mark post release of AGM minutes and surge in primary aluminum price.Libya reconstruction to unlock growth for Egyptian contractors and industrialsEFID | Sign...
•
5:33
Pre-Session Views
Strategy| Excluding EFIC and ABUK, valuations of n and p-based exposures seem frothyTMGH| Understanding the business model - segmenting the storyECAP vs. LCSW| Another violation of the Law of One PriceJUFO| Price...
•
8:11
Pre-Session Views
Strategy| EFIH, FWRY, and GBCO violate the Law of One PriceELEC, GDWA| A holding discount opportunityECAP| At EGP37/share, is it too late to join ECAP rally?
•
8:37
Pre-Session Views
In today's Pre-Session Views:Strategy| Banque Du Caire peer trade will likely trigger another 10-20% rally in COMI, CIEB and ADIB during 3Q25.ABUK undervalued despite sector headwinds; MFPC justifies pr...
•
2:56