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Manage episode 482490428 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.

*Key fundamental views for today*

  • Strategy| Macro noise is bullish EGP and step in CSAG + EGAL on Red Sea traffic recovery and aluminum price rally.
  • Macro| Remittances go the extra mile in Feb- positive for USD
  • COMI 1Q25| on track to meet full year estimates, supported by controlled operating expenses and reduction in provisions.
  • ETEL| starts 2025 robustly despite debt burden, price performance lacks catalyst despite upside potential of 45% from current levels.

  • RMDA| A strong volume growth and portfolio repricing set RMDA on solid FY25 path
  • CCAP| capital increase postponed till year end

  • ECAP’s 4Q| impacted by rising cost and competition
  • POUL| Record revenues and strong margins on seasonal demand
  continue reading

1739 episodes

Artwork
iconShare
 
Manage episode 482490428 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.

*Key fundamental views for today*

  • Strategy| Macro noise is bullish EGP and step in CSAG + EGAL on Red Sea traffic recovery and aluminum price rally.
  • Macro| Remittances go the extra mile in Feb- positive for USD
  • COMI 1Q25| on track to meet full year estimates, supported by controlled operating expenses and reduction in provisions.
  • ETEL| starts 2025 robustly despite debt burden, price performance lacks catalyst despite upside potential of 45% from current levels.

  • RMDA| A strong volume growth and portfolio repricing set RMDA on solid FY25 path
  • CCAP| capital increase postponed till year end

  • ECAP’s 4Q| impacted by rising cost and competition
  • POUL| Record revenues and strong margins on seasonal demand
  continue reading

1739 episodes

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