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Pre-Session Views

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Manage episode 497382711 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 Pre-Session Views:

  • Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positions
  • EFID| EFID exclusion from EGX30 supports short EFID call
  • TMGH| SouthMed shouldn’t be exposed to NUCA fee risk
  • ETEL| 2Q25 expectations – no surprises
  • DSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volumes; margins improve q/q but remain under pressure, foreign entrants viewed as strategic upside
  • MCQE| EGX30 inclusion adds fuel to fire as stock crawls towards our end 2025 FV of EGP67.7/share

  continue reading

1844 episodes

Artwork

Pre-Session Views

Al Ahly Pharos

published

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Manage episode 497382711 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 Pre-Session Views:

  • Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positions
  • EFID| EFID exclusion from EGX30 supports short EFID call
  • TMGH| SouthMed shouldn’t be exposed to NUCA fee risk
  • ETEL| 2Q25 expectations – no surprises
  • DSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volumes; margins improve q/q but remain under pressure, foreign entrants viewed as strategic upside
  • MCQE| EGX30 inclusion adds fuel to fire as stock crawls towards our end 2025 FV of EGP67.7/share

  continue reading

1844 episodes

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