Pre-Session Views

Al Ahly Pharos

#Trading #Business News #News Talk #Business #News #Al Ahly Pharos

1:36:55

What’s up, Tribe, and welcome back to Good Moms Bad Choices! January was amazing, but its time to turn the page on the calendar and embrace beautiful new energy as we enter ‘The Journey of Love February.’ This month is all about the heart - join Erica and Milah to catch up and discuss what’s new in the world of motherhood, marriage, and amor! In this week’s episode, the ladies offer witty and sharp perspectives about personal growth in love, supporting your kids through their friend drama, and how to honor your true needs in a partnership. Mama Bear to the Rescue! The Good Moms discuss protective parenting and helping your kids fight their battles (8:00) Bad Choice of the Week: Help! My kids saw me in my lingerie! (20:00) My Happily Ever After: Erica and Milah discuss the prospect of marriage, dreams of becoming a housewife, and the top 5 ways to be confident in love (32:00) Yoni Mapping: Releasing Trauma and Increasing Pleasure (57:00) Its OK to fuck up, but also, what do you (really) bring to the table: The Good Moms have an honest discussion about finding accountability and growth before love (1:03:00) Watch This episode & more on YouTube! Catch up with us over at Patreon and get all our Full visual episodes, bonus content & early episode releases. Join our private Facebook group! Let us help you! Submit your advice questions, anonymous secrets or vent about motherhood anonymously! Submit your questions Connect With Us: @GoodMoms_BadChoices @TheGoodVibeRetreat @Good.GoodMedia @WatchErica @Milah_Mapp Official GMBC Music: So good feat Renee, Trip and http://www.anthemmusicenterprises.com Join us this summer in paradise at the Good Vibe Rest+Vibe Retreat in Costa Rica July 31- August 5 August 8 - August 13 See omnystudio.com/listener for privacy information.…

about a year ago 8:21

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*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

1765 episodes

Pre-Session Views

Al Ahly Pharos

published about a year ago

MP3•Episode home

*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

1765 episodes

#Trading #Business News #News Talk #Business #News #Al Ahly Pharos

All episodes

Al Ahly Pharos

1
Pre-Session Views 6:00

1 day ago6:00

6:00

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…

Al Ahly Pharos

1
Technical Analysis 2:54

1 day ago2:54

2:54

- Market Overview - GBCO - EGAL - ORAS - ORWE - ORHD - Prepared by: Mayada Amin- CETA. CFTe

Al Ahly Pharos

1
Pre-Session Views 4:11

2 days ago4:11

4:11

In today's Pre-Session Views: Strategy | CIB could be poised for a super rally if management signals a higher dividend payout ratio BTFH | ACTF acquisition of a 5% stake in BTFH lends solid support to our initial take on the name

Al Ahly Pharos

1
Technical Analysis 2:39

2 days ago2:39

2:39

- Market Overview - ALCN - EMFD - MFPC - ISPH - ORWE - Prepared by: Mayada Amin- CETA, CFTe

Al Ahly Pharos

1
Pre-Session Views 5:55

3 days ago5:55

5:55

In today's Pre-Session Views: Strategy| Loading up on DSCW as market intelligence confirms extraordinarily high demand for Egyptian ready made garments Rising Thai poultry exports post-Brazil outbreak to pressure poultry prices, though temporary import ban could support POUL revenues Chemical & Fertilizer Sector| Gas price exemption may shield margins EKHO| Alpha is contingent on value-accretive ex Egypt expansions and asset sale…

Al Ahly Pharos

1
Technical Analysis 2:32

3 days ago2:32

2:32

- Market Overview - COMI - CCAP - GBCO - EFIH - ABUK - JUFO prepared by: Mayada Amin- CETA, CFTe

Al Ahly Pharos

1
Pre-Session Views 5:02

9 days ago5:02

5:02

In today’s view: Strategy| Tailwind is building up for DSCW BINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair trade ETEL| Unlocking full value is contingent on an option that is unlikely to materialize over the short term Sector Focus: Fertilizers and Petrochemicals| LNG allocation supportive but margin risk remains…

Al Ahly Pharos

1
Technical Analysis 3:16

9 days ago3:16

3:16

- Market Overview - MPRC - ZMID - AFDI - JUFO - CIRA - prepared by: Mayada Amin- CETA, CFTe

Al Ahly Pharos

1
Pre-Session Views 8:53

10 days ago8:53

8:53

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…

Al Ahly Pharos

1
Technical Analysis 2:46

10 days ago2:46

2:46

- Market Overview - ADIB - EGAL - ETEL - ORAS - Prepared by: Mayada Amin- CETA, CFTe

Al Ahly Pharos

1
Pre-Session Views 5:22

11 days ago5:22

5:22

In today's Pre-Session Views: Strategy| Jirian impact on PHDC is contingent on deal metrics ETEL| Vodafone Egypt - MNOs cashflows giant remains a key value driver for ETEL CSAG management call| AD ports agreement and recovery in Suez Canal traffic shall pave the way for a better performance Weekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 63.9 | -1.4% | Diesel-HSFO Spread, USD/ton | 189.2 | -6.1% | Egypt Urea, USD/ton | 401.0 | 0.0% | Polyethylene, USD/ton | 920.0 | 0.0% | Polypropylene, USD/ton | 965.0 | 0.0% | Iron Ore 65%, USD/ton | 115.4 | -0.6% | Steel/Iron Ore Spreads, USD/ton | 374.4 | -1.0% | LME Aluminum Cash Price, USD/ton | 2,438.3 | -0.8% | LME Copper Cash Price, USD/ton | 9,548.1 | -1.0% | Egyptian Retail Cement, EGP/ton | 3,784.0 | 1.1% | Steam Coal FOB Newcastle Australia, USD/ton | 100.8 | 0.4% | SMP, USD/MT | 2,817.0 | 0.0%…

Al Ahly Pharos

1
Technical Analysis 2:09

11 days ago2:09

2:09

- Market Overview - GBCO - TMGH - CCAP - CIEB prepared by: Mayada Amin- CETA, CFTe

Al Ahly Pharos

1
Pre-Session Views 7:40

12 days ago7:40

7:40

Strategy| Maintain UW commodity plays ex EGAL on gas shortage, gas price, OPEC and a strong EGP MTIE| How much is MTIE’s Basata ePayments at 20% discount to FWRY? MCQE| Factors to consider ahead of 1Q25 results POUL| Brazil’s bird flu outbreak drives short term uncertainty in Egypt’s poultry prices CICH| Hidden value in CICH obscured by illiquidity drag…

Al Ahly Pharos

1
Technical Analysis 3:10

12 days ago3:10

3:10

- Market Overview - COMI - CIEB - TMGH - EGAL - HRHO - HELI - Prepared by: Mayada Amin- CETA, CFTe

Al Ahly Pharos

1
Pre-Session Views 4:25

15 days ago4:25