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Pre-Session Views

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Manage episode 486573908 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.

In today's Pre-Session Views:

  • Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimal
  • Macro| May 2025 inflation to hover around 15% on base effect
  • CSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCN
  • RMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cuts
  • TMGH conference call| Potential subsidiary listing on other markets could unlock value
  • EGAL| Dividend powerhouse with structural tailwinds – Maintain positive view
  • ARCC and Egypt Cement| Neutral but opportunities exist in smaller peers
  • ECAP's 1Q25| Pressures mount as weak demand and cost concerns persist
  continue reading

1759 episodes

Artwork
iconShare
 
Manage episode 486573908 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.

In today's Pre-Session Views:

  • Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimal
  • Macro| May 2025 inflation to hover around 15% on base effect
  • CSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCN
  • RMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cuts
  • TMGH conference call| Potential subsidiary listing on other markets could unlock value
  • EGAL| Dividend powerhouse with structural tailwinds – Maintain positive view
  • ARCC and Egypt Cement| Neutral but opportunities exist in smaller peers
  • ECAP's 1Q25| Pressures mount as weak demand and cost concerns persist
  continue reading

1759 episodes

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