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Manage episode 495811236 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 | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upside
  • COMI| Strong 2Q25 performance signals potential price re-rating
  • CICH| Buy one get one free
  • BONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watch
  • IFAP | Short IFAP, long EFIC on unjustified valuation gap

  continue reading

1859 episodes

Artwork
iconShare
 
Manage episode 495811236 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 | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upside
  • COMI| Strong 2Q25 performance signals potential price re-rating
  • CICH| Buy one get one free
  • BONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watch
  • IFAP | Short IFAP, long EFIC on unjustified valuation gap

  continue reading

1859 episodes

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