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Manage episode 498025593 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.
  • Strategy | ACTF strategic partner is not BTFH but it is still a BUY
  • Macro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cut
  • ABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUK
  • LCSW | Natural gas price hike largely priced in, but downside risk remains
  • Cement Market | BMIC counteroffer adds more fuel to M&A fire, recalibrating sector valuations

  continue reading

1836 episodes

Artwork
iconShare
 
Manage episode 498025593 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.
  • Strategy | ACTF strategic partner is not BTFH but it is still a BUY
  • Macro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cut
  • ABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUK
  • LCSW | Natural gas price hike largely priced in, but downside risk remains
  • Cement Market | BMIC counteroffer adds more fuel to M&A fire, recalibrating sector valuations

  continue reading

1836 episodes

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