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Manage episode 482205036 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

*Key fundamental views for today*

Strategy| FWRY and EGAL offer value post yesterday's sell-off

Macro| Core Inflation up in April, no threat to expected easing path

Macro| Restoring normal traffic to the Suez canal might take months

Macro| The Government will tap international financial markets before mid-2025

JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/w

ARCC| Two-month quota suspension casts doubt on ARCC FY25 earnings

MFPC| Stable Q for MFPC, maintain equalweight

ADIB| strong 1Q25; penalized by lack of cash dividends

Weekly Commodities Update

  continue reading

1765 episodes

Artwork
iconShare
 
Manage episode 482205036 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

*Key fundamental views for today*

Strategy| FWRY and EGAL offer value post yesterday's sell-off

Macro| Core Inflation up in April, no threat to expected easing path

Macro| Restoring normal traffic to the Suez canal might take months

Macro| The Government will tap international financial markets before mid-2025

JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/w

ARCC| Two-month quota suspension casts doubt on ARCC FY25 earnings

MFPC| Stable Q for MFPC, maintain equalweight

ADIB| strong 1Q25; penalized by lack of cash dividends

Weekly Commodities Update

  continue reading

1765 episodes

All episodes

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