Best Al Ahly Pharos Podcasts (2025)

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

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Pre-Session Views 4:52

Play Pause

11h 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?…

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Technical Analysis 24 September 2025 4:57

8h ago4:57

4:57

By Al Ahly Pharos

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Pre-Session Views 5:06

1d ago5:06

5:06

In today's Pre-Session Views: Strategy | The second stage of CCAP capital increase ends today and the wait-and-see game has just started Pharma Distribution | Webinar takeaways from Pharma Overseas ETRS | NOSCO merger implies deeper value unlockBy Al Ahly Pharos

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Technical Analysis 23 September 2025 8:13

1d ago8:13

8:13

By Al Ahly Pharos

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Pre-Session Views 4:35

2d ago4:35

4:35

Strategy | DSCW is back to where it was almost 3 months ago and it is an unjustified pullback ORAS | Merge with OCI could set stage for Sawiris asset rotation DSCW, ORWE | Rebate rollout begins, earnings support visible in 2H25By Al Ahly Pharos

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Technical Analysis 22 September 2025 5:55

2d ago5:55

5:55

By Al Ahly Pharos

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Technical Analysis 21 September 2025 6:51

3d ago6:51

6:51

By Al Ahly Pharos

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Pre-Session Views 2:15

3d ago2:15

2:15

Strategy | EGAL will likely find a solid valuation benchmark post Emirates Global Aluminum IPO. JUFO | Ex-Egypt strategy to double revenues; Accumulate ABUK, MFPC, EGCH, EKHO | Government adjusts quotas and gas prices in a mixed policy shift LCSW | Natural gas tariff hike looms, impact largely anticipated…

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Pre-Session Views 4:58

6d ago4:58

4:58

Strategy | Fed rate outlook raises odds of 2-3% cumulative rate cuts in Egypt until end 2025 EKHO | Sprea Misr factory visit highlights integration and scale DSCW | Site visit highlights Helwan progress and 3Q tailwindsBy Al Ahly Pharos

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Technical Analysis 18 September 2025 5:08

6d ago5:08

5:08

By Al Ahly Pharos

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Pre-session views 4:15

7d ago4:15

4:15

In today's views Strategy | Aluminum prices are surging on a global supply squeeze and EGAL remains an obvious winner MFPC | Management reaffirms operational stability and dividend-focused policy VALU | VALU signals opportunity amid market volatilityBy Al Ahly Pharos

1
Technical Analysis 17 September 2025 8:01

7d ago8:01

8:01

By Al Ahly Pharos

1
Pre-Session Views 3:11

8d ago3:11

3:11

Strategy | OLFI will likely enjoy another tailwind in addition to a long list of tailwinds in 2026 DOMT | Spin-off sets stage for Arla to acquire DOMT; sector rerating to follow Market Intelligence | Alameda deal affirms CLHO undervaluationBy Al Ahly Pharos

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Technical Analysis 16 September 2025 8:36

8d ago8:36

8:36

By Al Ahly Pharos

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Pre-Session Views 4:59

9d ago4:59

4:59

Strategy| CCAP is likely approaching its medium-term bottom. ABUK, MFPC, EGCH, EKHO| Urea price correction reflects supply normalization EGAL| Provisions weigh on 4Q earnings, 5.2% dividend yield proposedBy Al Ahly Pharos

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Technical Analysis 15 September 2025 6:54

9d ago6:54

6:54

By Al Ahly Pharos

1
Pre-Session Views 10:02

10d ago10:02

10:02

Strategy | Longterm investors cannot afford to be UW JUFO and OLFI NIPH | Small cap with potential large growth ahead ORAS | ADX listing supports rerating; Egypt pricing gap likely to narrow ORWE | Discounts and rebates set to support 2H25 earnings AMIC | Diversified portfolio, strong cash flows with growth optionality ETRS | NOSCO merger expands f…

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Technical Analysis 14 September 2025 8:12

10d ago8:12

8:12

By Al Ahly Pharos

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Pre-Session Views 8:33

13d ago8:33

8:33

In today's Views: Strategy | September inflation rate may dip to c. 10% and the likelihood of 2-3% cumulative rate cuts until year-end is now close to 90% MTIE| No Basata Abu Dahbi transaction in 2025; investments remain a 2026 story FERC | Strong debut, hits limit up as expected MCRO | Capital increase to fuel growth and deleveraging ISPH | Divide…

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Technical Analysis 11 September 2025 9:28

13d ago9:28

9:28

By Al Ahly Pharos

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Pre-Session Views 9:13

14d ago9:13

9:13

In today's views Strategy | EFID versus ADIB. A valuation anomaly that deserves attention MACRO | August inflation print is perfectly in line with expectations, maintaining our bias towards further easing till year-end OLFI | More than just another feta company FERC | Trading opens at IFA FV of EGP45.6/share, but pre session bids are pushing the st…

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Technical Analysis 10 September 2025 4:54

14d ago4:54

4:54

By Al Ahly Pharos

1
Pre-Session Views 6:56

15d ago6:56

6:56

In today's Pre-Session Views: Strategy | OIH stock is on fire and it is not another "pump and dump" trade. It is a quasi SPAC CPME| Insights from Our Roundtable with CPME EGCH | OGM to discuss potential sale of ABUK stake ORAS | Modon’s Ras El Hekma tender, an opportunity for Egyptian contractorsBy Al Ahly Pharos

1
Technical Analysis 9 September 2025 9:24

15d ago9:24

9:24

By Al Ahly Pharos

1
Pre-Session Views 5:46

16d ago5:46

5:46

Strategy | Short carbs, long protein ETEL | Helios Investments binding offer to acquire a majority stake in RDH confirms deleveraging path and reinforces our positive outlook going forward SKPC | Price cut to hit margin, yet higher volumes may offsetBy Al Ahly Pharos

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Technical Analysis 8 September 2025 5:50

16d ago5:50

5:50

By Al Ahly Pharos

1
Pre-Session Views 4:01

20d ago4:01

4:01

Strategy | What are corporate CEOs doing to trigger the next leg up? EGAL | MoU with Alba marks step toward vertical integration and margin stabilityBy Al Ahly Pharos

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Technical Analysis 7 September 2025 6:00

17d ago6:00

6:00

By Al Ahly Pharos

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Pre-Session Views 5:08

21d ago5:08

5:08

In today's Pre-Session Views: Strategy | Alert to unsuspecting retail investors: Do not buy into the small cap frenzy ETEL’s inflection year | Peak capex behind and deleveraging ahead; position for a structural rebound in FCF ABUK | Valuation dislocation versus peers and replacement economics PHDC | Does PHDC generate positive operating cash flows?…

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Technical Analysis 3 September 2025 10:08

21d ago10:08

10:08

By Al Ahly Pharos

1
Pre-Session Views 7:42

22d ago7:42

7:42

In today's Views: Strategy | Another "pump and dump" trade is sweeping "flour milling firms" and another crash is imminent. DSCW | Volumes ramping up, margin recovery in sight CLHO | Delivering growth; accumulate the stockBy Al Ahly Pharos

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Technical Analysis 2 September 2025 7:20

22d ago7:20

7:20

By Al Ahly Pharos

1
Pre-Session Views 7:26

23d ago7:26

7:26

In today's views Strategy | A burst of the "land reclamation bubble" should not impact fundamentally-solid stocks POUL | Broiler prices remain low for the second months in a row but that does not alter our positive view on POUL MCRO | Early turnaround signs, waiting for 3Q catalyst ISPH | UPA dues unlock FCF; Overweight your positions ABUK | 10% di…

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Technical Analysis 1 September 2025 7:12

23d ago7:12

7:12

By Al Ahly Pharos

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Pre-Session Views 6:00

24d ago6:00

6:00

Strategy | Five inflation prints and three MPC meetings left until end of 2025. What to expect? ELEC | 2Q25 weak as expected; growth projects and lower rates underpin outlook ABUK | Sector catalyst: potential shift to cash subsidies BMIC | El Ashry raises offer, valuation in line with peersBy Al Ahly Pharos

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Technical Analysis 31 August 2025 6:59

24d ago6:59

6:59

By Al Ahly Pharos

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Pre-Session Views 6:33

27d ago6:33

6:33

In today's views Strategy | TALM may be amongst the top performers within defensives over the coming 16 months EGCH | FY24/25 results: strong core performance, but valuation stretched MCRO | Recovery story with strategic optionality

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Pre-Session Views 6:52

28d ago6:52

6:52

Strategy | Five market moving events will likely drive the index towards the 40k mark by end 2025/early 2026 ORAS | Another solid quarter, backlog growth supports outlook EFIC | 1H25 results show significant margin pressure, 3Q25 outlook remains challenging CSAG | FY24/25 results resilient; discount to ALCN offers upside opportunity; DCCC revaluati…

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Technical Analysis 27 August 2025 9:56

28d ago9:56

9:56

By Al Ahly Pharos

1
Pre-Session Views 3:38

29d ago3:38

3:38

In today's Views: Strategy| PHDC to join the list of winners if the CBE opts for a 2% plus rate cut on 28 August. ISPH | Arrears inflow to ease working capital; reiterate top pickBy Al Ahly Pharos

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Technical Analysis 26 August 2025 7:37

29d ago7:37

7:37

By Al Ahly Pharos

1
Pre-Session Views 5:05

1M ago5:05

5:05

In today's Pre-Session Views: Strategy | KPIs show that EGAL 4Q NPM compression was driven by a one-off expense/loss. NBFI’s | Clear structural winners as Egypt eases monetary policy MTIE | Positive developments reaffirm our FV of EGP12.4/share by end-2025; Tata’s manufacturing plans to shape the story thereafter DSCW | Volumes drive 2Q25 growth, m…

1
Technical Analysis 25 August 2025 5:34

1M ago5:34

5:34

By Al Ahly Pharos

1
Pre-Session Views 4:29

1M ago4:29

4:29

Strategy | A strong EUR triggers aluminum price rally - reiterate long EGAL position Healthcare & pharma | Beneficiaries of a potential policy rate cut CICH | Earnings momentum builds; Market mispricing persistsBy Al Ahly Pharos

1
Technical Analysis 24 August 2025 7:19

1M ago7:19

7:19

By Al Ahly Pharos

1
Pre-Session Views 4:56

1M ago4:56

4:56

Strategy| Post call with management and our analysis, ACTF should be held by retail investors seeking access to active management Egypt fertilizers| Strong 2H25 tailwinds from urea rally and stable gas supply; ABUK best positioned EKHO| Deciphering a peculiarly priced instrument and how to play itBy Al Ahly Pharos

1
Technical Analysis 21 August 2025 6:30

1M ago6:30

6:30

By Al Ahly Pharos