Al Ahly Pharos
Welcome to our daily podcast featuring the day's top news commentary and technical recommendations delivered to you before the opening bells of the Egyptian Stock Exchange (EGX).Alongside our morning podcasts, we will be publishing a collection of episodes presenting indepth analysis and insights on EGX's equities, all brought to you by Al Ahly Pharos.
Episodes
1978 episodes
Pre-Session Views
In today's Pre-Session Views:Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/shareADIB | The simple math of a capital increaseJUFO ...
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3:49
Pre-Session Views
In today's viewsStrategy | DOMT, OLFI, JUFO and AMIA under the microscope as Arla deal is recalled to lifePHDC | Management confirms Abu Dhabi project to be launched during 1Q26ETEL | Share price...
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3:04
Pre-Session Views
In today's viewsStrategy | Nile Pharma (NIPH) is closing in on Rameda and this may trigger arbitrage opportunitiesISPH | The decline in ISPH stock price yesterday confirms that 3Q25 results are strong.<...
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4:26
Pre-Session Views
In today's viewsStrategy | TAQA Arabia is a cash-generating utility company that is dressed up as a growth companyTAQA | On track to post a bottom line in excess of EGP1 billion in 2025 but valuation multiples...
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9:59
Pre-Session Views
In today's viewsStrategy | The most hated EGX30 constituent is due for a 10% reboundISPH | The company should consider the release of bad news if good news is value destructivePOUL | It is not...
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10:48
Pre-Session Views
In today's Pre-Session Views:Strategy | COMI is not rallying in a vacuum. It tracks GCC peers EFID | 3Q25 results are strong but valuation is slightly stretched versus peersJUFO | M...
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5:14
Pre-Session Views
In today's viewsStrategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and JordanMACRO | October inflation print is milder than expected...
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2:48
Pre-Session Views
Strategy | Three stocks have tied the knot and they will all look at Tabby and MNT-Halan IPOs for clues. ADIB | Growth first, payouts secondETEL | Global cable investments are doubling and red se...
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9:42
Pre-Session Views
In today's viewsStrategy | October 2025 inflation print will likely keep policy rates unchanged on 20 November 2025 but the likelihood of a December rate cut has increased ISPH | Market diversific...
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4:25
Pre-Session Views
In today's Pre-Session Views:Strategy | Eyeing three imminent stock-moving corporate actions ETEL | Chasing its legacy multiples: What could push towards 8-9x and EGP85/share? Lessons from regiona...
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6:56
Pre-Session Views
In today's viewsStrategy | POUL will likely hit the EGP30/share mark on parent chick prices in 3Q25, feed prices in 4Q25 and potentially exceptional dividends in 1Q26. COMI | Strong performance dri...
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5:31