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Manage episode 481993385 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| EGX30 should find support in potential US-China trade deal/India-Pakistan ceasefire/EG sovereign CDS compression

MACRO| There is room for 100-200 bps policy rate cut on 22 May post April inflation print

MACRO| USD/EGP 2025 outlook remains stable at 51-53 amid strong signs of commitment to IMF program

ARCC| Coal and sales mix to drive GPM expansion in 2025

SKPC| 1Q-25 results are almost flat y/y and 2Q results will likely remain so on flat HDPE. Time to accumulate as stock trades at low end of historic multiple

  continue reading

1725 episodes

Artwork
iconShare
 
Manage episode 481993385 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| EGX30 should find support in potential US-China trade deal/India-Pakistan ceasefire/EG sovereign CDS compression

MACRO| There is room for 100-200 bps policy rate cut on 22 May post April inflation print

MACRO| USD/EGP 2025 outlook remains stable at 51-53 amid strong signs of commitment to IMF program

ARCC| Coal and sales mix to drive GPM expansion in 2025

SKPC| 1Q-25 results are almost flat y/y and 2Q results will likely remain so on flat HDPE. Time to accumulate as stock trades at low end of historic multiple

  continue reading

1725 episodes

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