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Manage episode 500714367 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://podcastplayer.com/legal.

In today's Views:

  • Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners.
  • PHDC | The market has already priced in NUCA’s fees, Jirian net cashflows partially offsets the liability
  • PHAR | 1H25 preliminary results, strong earnings growth; EIPICO 3 catalyst awaited
  • GBCO | 1H25 Earnings beat estimates, upside still ahead
  • HRHO | Volatility priced in, growth engines running; we reiterate our FV
  • BINV | Hold – Cash position and expansion support long-term value
  • LCSW | Pressured 2Q25 results amidst headwinds, volume rebound is key
  • EFIC | SSP-sulfur squeeze hits 1H25 standalone earnings, recovery ahead
  • ECAP | Losses extend into 2Q25 as demand recovery lags
  • ISPH | Earnings call confirms positive outlook, reaffirm BUY (FV: EGP17.1/share)
  continue reading

1866 episodes

Artwork

Pre-Session Views

Al Ahly Pharos

published

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Manage episode 500714367 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://podcastplayer.com/legal.

In today's Views:

  • Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners.
  • PHDC | The market has already priced in NUCA’s fees, Jirian net cashflows partially offsets the liability
  • PHAR | 1H25 preliminary results, strong earnings growth; EIPICO 3 catalyst awaited
  • GBCO | 1H25 Earnings beat estimates, upside still ahead
  • HRHO | Volatility priced in, growth engines running; we reiterate our FV
  • BINV | Hold – Cash position and expansion support long-term value
  • LCSW | Pressured 2Q25 results amidst headwinds, volume rebound is key
  • EFIC | SSP-sulfur squeeze hits 1H25 standalone earnings, recovery ahead
  • ECAP | Losses extend into 2Q25 as demand recovery lags
  • ISPH | Earnings call confirms positive outlook, reaffirm BUY (FV: EGP17.1/share)
  continue reading

1866 episodes

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