Best Al Ahly Pharos Podcasts (2025)

1
Pre-Session Views 5:23

21h ago5:23

5:23

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 earnings recovery, AlexFert driving outperformance;, 2H looks promising ARCC | Strong 2Q25 results; outlook balanced by emerging risks MBSC…

1
Technical Analysis 18 August 2025 5:02

22h ago5:02

5:02

By Al Ahly Pharos

1
Pre-Session Views 12:12

2d ago12:12

12:12

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 NUCA’s fees, Jirian net cashflows partially offsets the liability PHAR | 1H25 preliminary results, strong earnings growth; EIPICO 3 catalyst awa…

1
Technical Analysis 17 August 2025 5:42

2d ago5:42

5:42

By Al Ahly Pharos

1
Pre-Session Views 12:47

5d ago12:47

12:47

Strategy| ISPH IH25 results draw a demarcation line between management and macro VALU 1H25| VALU delivers robust 1H25, international expansion in focus ATLC 1H25| Steady growth, outlook intact FWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of…

1
Technical Analysis 14 August 2025 6:59

5d ago6:59

6:59

By Al Ahly Pharos

1
Pre-Session Views 8:56

6d ago8:56

8:56

In today's Views: Strategy| BONY’s GLV rises to a record high EGP17.4 billion and rental income jumps 35% y/y, but transient macro dynamics underpin bottom line contraction GBCO| Strong results ahead with focus on MNT Halan POUL| 2Q25 results in line, outlook remains bullish RMDA| Solid 2Q25, growth momentum holds SUGR| Inventory build-up pressures…

1
Technical Analysis 13 August 2025 4:39

6d ago4:39

4:39

By Al Ahly Pharos

1
Pre-Session Views 6:31

7d ago6:31

6:31

In today's Pre-Session Views: Strategy| Within banks, we now rank COMI as our most trusted alpha generator in 2025 TMGH, ORHD 1H25| Hospitality and recurring revenues lead growth and explains share price performance skewness towards pricing the most evident and visible segments only EGBE 2Q25| Retail lending and CASA drive strong margins, but inves…

1
Technical Analysis 12 August 2025 4:35

7d ago4:35

4:35

By Al Ahly Pharos

1
Pre-Session Views 6:52

8d ago6:52

6:52

In today's Pre-Session Views: Strategy | Tailwind is building up for BONY but a share price rally is contingent on expedited monetization of WOC. Macro | The probability of a 2% rate cut on 28 August is close to 100% and the probability of a 3% cut is 50%. OLFI | New factory on the way BTFH | First glance at BTFH earnings ADIB | Exceeding net profi…

1
Technical Analysis 11 August 2025 5:12

8d ago5:12

5:12

By Al Ahly Pharos

1
Pre-Session Views 6:58

9d ago6:58

6:58

Strategy| Egypt secures the bulk of its natural gas deficit until 2040 at an estimated price of USD7.6/mmbtu ABUK, MFPC, EGCH, EKHO| Long-term gas deal poised to bring stability to fertilizer sector EGAL| Gas deal secures power costs, supports double-digit dividend yield LCSW| New natural gas deal hedges key risk, preliminary fair value reaffirmed …

1
Technical Analysis 10 August 2025 5:03

9d ago5:03

5:03

By Al Ahly Pharos

1
Pre-Session Views 6:04

12d ago6:04

6:04

In today's views Strategy| Ismailia/Misr for Poultry (ISMA) yesterday's rally is difficult to justify ORAS| Ex-dividend resilience signals stronger underlying support TMGH, ORHD, and EFIH| A play on tourism hike in 4Q25 and the Grand Egyptian Museum opening MTIE| A direct exposure to a potential home appliances’ price reduction RMDA| 2Q25 expectati…

1
Technical Analysis 07 August 2025 2:16

12d ago2:16

2:16

By Al Ahly Pharos

1
Pre-Session Views 4:45

13d ago4:45

4:45

Strategy| Egypt is projected to host a record high number of tourists in 2025 and ORHD stands out as a compelling exppsure to this theme EFID| Valuation stretched after 40% rally, time to reduce exposure MBSC| Treasury share termination drives price, raises strategic questions BTFH| A high-risk, high reward bet with regional expansion…

1
Technical Analysis 06 August 2025 6:02

13d ago6:02

6:02

By Al Ahly Pharos

1
Pre-Session Views 6:55

14d ago6:55

6:55

Strategy | It may be ISPH month if the CBE slashes policy rates by 200 bps FERC, IFAP, ICFC | Promising first half for the new entity despite margin headwinds JUFO | Equalweight short term, Overweight long termBy Al Ahly Pharos

1
Technical Analysis 05 August 2025 8:34

14d ago8:34

8:34

By Al Ahly Pharos

1
Pre-Session Views 8:05

15d ago8:05

8:05

Strategy | The ABCs of equity valuation suggest that OLFI offers an upside potential of around 30%. AMIA | Buy 68.4% of ATLC and literally get three 3 prime assets for free. PHDC | Follow the footsteps of PHDC chairman and BUY the stock on dips JUFO | Trim JUFO to EW and add OLFI POUL | Initiation of coverage ranks stock a BUY (FV: EGP25.8/share) A…

1
Technical Analysis 04 August 2025 6:28

16d ago6:28

6:28

By Al Ahly Pharos

1
Pre-Session Views 8:37

16d ago8:37

8:37

Strategy | ACTF strategic partner is not BTFH but it is still a BUY Macro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cut ABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUK LCSW | Natural gas price h…

1
Technical Analysis 03 August 2025 4:53

19d ago4:53

4:53

By Al Ahly Pharos

1
Pre-Session Views 8:14

19d ago8:14

8:14

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, …

1
Technical Analysis 31 July 2025 4:44

19d ago4:44

4:44

By Al Ahly Pharos

1
Pre-Session Views 7:34

20d ago7:34

7:34

In today's Pre-Session Views: Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positions EFID| EFID exclusion from EGX30 supports short EFID call TMGH| SouthMed shouldn’t be exposed to NUCA fee risk ETEL| 2Q25 expectations – no surprises DSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volu…

1
Technical Analysis 30 July 2025 4:34

20d ago4:34

4:34

By Al Ahly Pharos

1
Pre-Session Views 5:59

21d ago5:59

5:59

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/share valuation range Cement| Syria's cement boom opens door to cross-border partnerships with Egyptian producers DSCW| Bonus share div…

1
Technical Analysis 29 July 2025 7:49

21d ago7:49

7:49

By Al Ahly Pharos

1
Pre-Session Views 4:01

22d ago4:01

4:01

Strategy | COMI at EGP130 and EGX30 at 37,000 are around the corner SUGR | Government intervention talks could ease inventory overhang, unlocking short term catalyst SCEM | Market rejects VICAT's offer, signaling higher FV aheadBy Al Ahly Pharos

1
Technical Analysis 28 July 2025 5:21

22d ago5:21

5:21

By Al Ahly Pharos

1
Technical Analysis 27 July 2025 4:35

23d ago4:35

4:35

By Al Ahly Pharos

1
Pre-Session Views 6:32

27d ago6:32

6:32

In today's Pre-Session Views: Strategy | PHDC to cross EGP10/share in 2025 despite NUCA fee COMI | Discussions on higher dividends now underway! ARCC | Share buyback is meant to alter the shareholders' structure rather than deliver a valuation statement TMGH| A follow up on TMG’s value drivers - road to EGP65-70/share should be smooth…

1
Technical Analysis 23 July 2025 4:59

27d ago4:59

4:59

By Al Ahly Pharos

1
Pre-Session Views 8:25

28d ago8:25

8:25

Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upside COMI| Strong 2Q25 performance signals potential price re-rating CICH| Buy one get one free BONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watch IFAP | Short IFAP, long EFIC on unjustified valuation gap…

1
Technical Analysis 22 July 2025 3:26

28d ago3:26

3:26

By Al Ahly Pharos

1
Pre-Trading Thoughts 5:33

29d ago5:33

5:33

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 industrials EFID | Signs of recovery gaining momentum; management confirms positive outlook ORWE | Nothing material yet, but potential asset sale could support FY25…

1
Technical Analysis 21 July 2025 3:17

29d ago3:17

3:17

By Al Ahly Pharos

1
Pre-Session Views 8:11

30d ago8:11

8:11

Strategy| Excluding EFIC and ABUK, valuations of n and p-based exposures seem frothy TMGH| Understanding the business model - segmenting the story ECAP vs. LCSW| Another violation of the Law of One Price JUFO| Price surge in orange concentrates fuels stock performance, yet impact on earnings may be delayed MCQE| MBSC's move signals strategic play, …

1
Technical Analysis 20 July 2025 4:04

30d ago4:04

4:04

By Al Ahly Pharos

1
Technical Analysis 17 July 2025 3:05

1M ago3:05

3:05

By Al Ahly Pharos

1
Pre-Session Views 2:56

1M ago2:56

2:56

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 premiumBy Al Ahly Pharos

1
Technical Analysis 16 July 2025 6:22

1M ago6:22

6:22

By Al Ahly Pharos

1
Pre-Trading Thoughts 2:06

1M ago2:06

2:06

In today's views Strategy| KIMA outshines peers - ABUK may follow COMI| Riding YTD 11% growth ahead of 2Q25 resultsBy Al Ahly Pharos

1
Technical Analysis 15 July 2025 7:01

1M ago7:01

7:01

By Al Ahly Pharos

1
Pre-Session Views 6:18

1M ago6:18

6:18

Strategy| At an EV/sqm of EGP94k, BONY is valued at a discount to peers EFIH| Tourism momentum will flow through the numbers ABUK| Catalysts surface to potentially unlock Egypt's forgotten fertilizer beast ATLC| Fair value anchored by solid capital base and expanding product mixBy Al Ahly Pharos

1
Technical Analysis 14 July 2025 1:51

1M ago1:51

1:51

By Al Ahly Pharos

1
Pre-Session Views 6:48

1M ago6:48

6:48

Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUY Macro| Dovish CBE language suggests that an August rate cut (up to -2%) is likely Cement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price decline DSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment E…

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Al Ahly Pharos Podcasts

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