Best Al Ahly Pharos Podcasts (2025)

1
Pre-Session Views 6:27

Play Pause

2d ago6:27

6:27

In today's Pre-Session Views: Strategy | AMIA is on a tear and ATLC will likely catch up before end of 1Q26 CIEB| Despite sluggish performance, stock offers 15% dividend yield AMOC | Revenue grows, but margins contract in 1QFY25/26 MBSC | 3Q25 volumes modestly rebound; 2025e net profit of EGP2 billion hinges on 4Q25 performance OLFI | Management re…

1
Technical Analysis 30 October 2025 6:28

2d ago6:28

6:28

By Al Ahly Pharos

1
Pre-Session Views 5:30

3d ago5:30

5:30

In today's Pre-Session Views: Strategy | An easy-to-use valuation metric shows that ORAS path to the EGP600/share level is fairly smooth BTFH | CBE penalty on FAB-MISR can pull BTFH stock down by 10% at least AMOC | MIDOR deal aims to mitigate domestic pricing pressure SUGR | Weak quarter amid oversupply; limited catalysts ahead JUFO | 3Q25 steady;…

1
Technical Analysis 29 October 2025 8:35

3d ago8:35

8:35

By Al Ahly Pharos

1
Pre-Session Views 4:19

4d ago4:19

4:19

In today's views Strategy | Exposure to New Cairo office space puts ACTF and BONY on the radar screen until year-end EGAL | 1Q25/26 results miss estimates on margin squeeze despite resilient pricing backdrop AMOC, CCAP | Refining margins get a boost as Diesel-HSFO spread widensBy Al Ahly Pharos

1
Technical Analysis 28 October 2025 9:47

5d ago9:47

9:47

By Al Ahly Pharos

1
Pre-Session Views 7:26

6d ago7:26

7:26

In today's views Strategy | Exports push ISMQ stock price to a record high and US-China deal may sustain the momentum in 2026 EFIH | GEM’s opening and Egypt’s tourism-fiscal themes can’t be ignored — we add EFIH to our high-conviction list ISPH | 3Q25 expectations: steady progress toward a breakout year in 2026 OLFI | 3Q25 expectations, resilient q…

1
Technical Analysis 27 October 2025 8:36

6d ago8:36

8:36

By Al Ahly Pharos

1
Technical Analysis 26 October 2025 6:58

7d ago6:58

6:58

By Al Ahly Pharos

1
Pre-Session Views 5:06

7d ago5:06

5:06

Strategy | ISMQ is a potential exposure to China recovery but no verdict until we meet with management SAUD | Leveraging NBFI growth and strong fundamentals EGCH | Land sale further signals clear focus on deleveraging DSCW | Textile relocation wave positions DSCW as a key beneficiary in 2026By Al Ahly Pharos

1
Pre-Session Views 8:56

10d ago8:56

8:56

Strategy | We are buyers of every dip in Memphis PharmaWe are buyers of every dip in Memphis Pharma RAYA/RACC | RAYA/RACC acquisition is now most likely to go through at RAYA’s revised price of EGP9.0/share, exactly at the midpoint of our previously communicated price range PHAR | EIPICO III delay extends visibility gap, rotation toward MPCI and RM…

1
Technical Analysis 23 October 2025 7:40

10d ago7:40

7:40

By Al Ahly Pharos

1
Pre-Session Views 2:02

11d ago2:02

2:02

In today's Pre-Session Views: Strategy | IRON share price reflects a 50:50 chance of monetizing 8 million sqm of land within the coming 12 months DSCW | Appoints IFA to value Helwan land ahead of expansion planBy Al Ahly Pharos

1
Technical Analysis 22 October 2025 7:15

11d ago7:15

7:15

By Al Ahly Pharos

1
Pre-Session Views 6:49

12d ago6:49

6:49

In today's Pre-Session Views: Strategy | RACC will like trade within EGP8.5 to EGP9.5/share until RAYA announces the next move DSCW | Textile modernization and FDI inflows bolster DSCW’s strategic positioning should overshadow the stock's illiquidity discount P-fertilizers | Foreign capital reinforces Egypt’s strategic role in phosphate fertilizers…

1
Technical Analysis 21 October 2025 4:56

12d ago4:56

4:56

By Al Ahly Pharos

1
Pre-Session Views 3:47

13d ago3:47

3:47

In today's views Strategy | EGP17.5/l diesel sends an all-clear signal to MPC beyond 2025 ETRS | We are bullish on Egytrans/NOSCO mergerWe are bullish on Egytrans/NOSCO mergerBy Al Ahly Pharos

1
Technical Analysis 20 October 2025 6:19

13d ago6:19

6:19

By Al Ahly Pharos

1
Pre-Session Views 6:53

14d ago6:53

6:53

Strategy | Four deleveraging stories that will likely outperform in 2026 Macro/CSAG | USD/EGP at 45 and CSAG above its 52W high by early 2026 if Suez Canal traffic returns to normal LCSW | Turning windfall gains into momentum SKPC | 3Q25 results signal modest operating recovery EGBE, SAUD | set for their turn amid the rerating wave of banking stock…

1
Technical Analysis 19 October 2025 7:18

14d ago7:18

7:18

By Al Ahly Pharos

1
Pre-Session Views 3:49

17d ago3:49

3:49

Strategy | PHDC stock will likely re-rate to EGP10/share before end March 2026 ETEL | Tower monetization catalyst positions ETEL for the next leg up ORHD (coastal), TMGH (inland), and EFIH (infrastructure) | EGX’s clearest bets on tourism tailwindsBy Al Ahly Pharos

1
Technical Analysis 16 October 2025 8:03

17d ago8:03

8:03

By Al Ahly Pharos

1
Pre-Session Views 2:43

18d ago2:43

2:43

In today's views Strategy | Using replacement cost as a valuation metric flags ABUK, MCQE, BONY and AMIA as outliers ORAS | A rare case of low risk/high return Cement Sector | New licenses signal long-term confidence, but short-term price impact remains limitedBy Al Ahly Pharos

1
Technical Analysis 15 October 2025 7:45

18d ago7:45

7:45

By Al Ahly Pharos

1
Pre-Session Views 2:45

19d ago2:45

2:45

In today's views Strategy | ELEC is an illiquid stock but one that you cannot afford to miss at this stage of the cycle and at current valuations BONY | Portfolio skewed towards tier-1 office space to narrow NAV discount JUFO | Bearish on concentrates, bullish on JUFO EKHO | Executing on capital recycling strategy…

1
Technical Analysis 14 October 2025 6:48

19d ago6:48

6:48

By Al Ahly Pharos

1
Technical Analysis 13 October 2025 6:23

20d ago6:23

6:23

By Al Ahly Pharos

1
Pre-Session Views 5:54

21d ago5:54

5:54

In today's Pre-Session Views: Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El Mandab Cement Sector | Gaza ceasefire and new incentives reshape supply-demand outlook F&B | Sector rotation time for F&B players; Overweight…

1
Technical Analysis 12 October 2025 5:58

21d ago5:58

5:58

By Al Ahly Pharos

1
Pre-Session Views 5:15

25d ago5:15

5:15

Strategy| A simple methodology to assess whether CCAP is cheap or not QNBE| Solid fundamentals and potential for increased payouts should overshadow the stock's illiquidity discount GBCO| 4Q25 securitization gains ignite GBCO’s growth trajectoryBy Al Ahly Pharos

1
Technical Analysis 08 October 2025 6:35

25d ago6:35

6:35

By Al Ahly Pharos

1
Pre-Session Views 3:10

26d ago3:10

3:10

By Al Ahly Pharos

1
Technical Analysis 07 October 2025 6:47

26d ago6:47

6:47

By Al Ahly Pharos

1
Pre-Session Views 3:21

27d ago3:21

3:21

In today's views Strategy | OPEC+ is seemingly pulling Brent below USD60/bbl and EGP assets are standing out as outright winners SAUD’s MTO on ATLC | Synergy-driven value creation at the doors, with AMIA as a key beneficiary

1
Technical Analysis 06 October 2025 7:16

27d ago7:16

7:16

By Al Ahly Pharos

1
Pre-Session Views 4:28

28d ago4:28

4:28

Strategy | The pricing of listed F&B companies in Egypt reveals POU, feta plays and JUFO should outperform until mid 2026. EFIC | Strategic JV with state miners reinforces long-term growth and sector recovery ISPH | Poised to surpass management guidance; OverweightBy Al Ahly Pharos

1
Technical Analysis 05 October 2025 8:06

28d ago8:06

8:06

By Al Ahly Pharos

1
Pre-Session Views 3:56

1M ago3:56

3:56

In today's views Strategy | ORAS stuck around the AED35/share mark and this price level is far from random MACRO | Absence of major inflation shocks during September and an unusually high real rate provide ample room for another 1-2% rate cut today EFID | MCAP rose by EGP6 billion during a single month to EGP28 billion. Even a GCC listing does not …

1
Technical Analysis 02 October 2025 6:38

1M ago6:38

6:38

By Al Ahly Pharos

1
Pre-Session Views 3:29

1M ago3:29

3:29

In today's Pre-Session Views: Strategy | ISPH crosses the EGP11/share mark as investors eye three near-term catalysts Fertilizer Sector | P-fertilizers lead, N-fertilizers catch up: Policy shifts and cyclical upside aheadBy Al Ahly Pharos

1
Technical Analysis 01 October 2025 9:53

1M ago9:53

9:53

By Al Ahly Pharos

1
Pre-Session Views 7:25

1M ago7:25

7:25

Strategy | CSAG may retest its 52W high of EGP36/share if Gaza peace plan is executed as planned. AMIA | Clean, clear and cheap ETEL| Trading at 52W high; hold your positions for a structural rebound BONY| Management’s reassuring tone should build confidence, yet unlocking full value could be contingent on one of three catalysts Building Materials …

1
Technical Analysis 30 September 2025 8:39

1M ago8:39

8:39

By Al Ahly Pharos

1
Pre-Session Views 2:22

1M ago2:22

2:22

In today's views Strategy | At EGP3.7/share, BONY is worth a second look. CIEB | A room for a 50% gain just to close an obvious dividend arbitrage COMI | Bonus shares and payout talks to boost price performance AMOC | Reliable high yield with cyclical margin catalyst ahead CSAG | Dividend yield strong, valuation anomaly persists…

1
Technical Analysis 29 September 2025 8:30

1M ago8:30

8:30

By Al Ahly Pharos

1
Pre-Session Views 6:13

1M ago6:13

6:13

In today's Pre-Session Views: Strategy | OPEC+ output hikes will likely support CCAP rally in 2026 ORAS | OCI merger economics hinge on cash versus swap ratio ABUK | EGP6/share dividend cements top-pick status amid sector re-ratingBy Al Ahly Pharos

1
Technical Analysis 28 September 2025 7:08

1M ago7:08

7:08

By Al Ahly Pharos

1
Technical Analysis 25 September 2025 7:50

1M ago7:50

7:50

By Al Ahly Pharos

1
Pre-Session Views 4:41

1M ago4:41

4:41

Strategy | Three reasons why time is ripe to stretch COMI OW position to its max F&B | Stocks rally on DOMT-Arla deal hopes TAQA | Ambitious expansion drive across power, water, and gas MBSC | Treasury share cancellation signals management convictionBy Al Ahly Pharos

1
Pre-Session Views 4:52

1M ago4:52

4:52

Strategy | ABUK versus ALCN. Which one will likely outperform until year-end? ABUK, MFPC, EGCH, EKHO | Direct subsidy and lower quota unlock pricing upside; ABUK remains top pi EFIH | Overweight a direct exposure to key 2H25 and 2026 themes MTIE| How much is MTIE’s Basata ePayments at a 25% discount to FWRY?…