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Manage episode 488265038 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.
  • Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting started
  • CSAG| CSAG crosses our FV target and time is ripe for a trim
  • VALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for more
  • EKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesis
  • MTIE over BINV| Long what’s ahead, hold what’s priced in
  • MCQE| Updated Fair Value Highlights Compelling Opportunity

  continue reading

1770 episodes

Artwork
iconShare
 
Manage episode 488265038 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.
  • Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting started
  • CSAG| CSAG crosses our FV target and time is ripe for a trim
  • VALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for more
  • EKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesis
  • MTIE over BINV| Long what’s ahead, hold what’s priced in
  • MCQE| Updated Fair Value Highlights Compelling Opportunity

  continue reading

1770 episodes

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