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
1776 episodes
Pre-Session Views
In today's Pre-Session Views:Strategy| COMI behavior during a sell-off suggests EGP80/share is a sold floorADIB| Growth-oriented with capital preservation in mind; Ready to mitigate rate pressures<...
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6:45
Technical Analysis
- Market Overview - ADIB- PHDC- TMGH- ORAS- FWRY - Prepared by: Mayada Amin- CETA, CFTe
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2:42
Pre-Session Views
In today's Pre-Session Views:Strategy| ISPH sell-off is categorically unjustifiedEGAL| We remain buyers of EGAL as aluminum prices hit a 3-month high
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2:13
Pre-Session Views
In today's Pre-Session Views:Strategy| Gauges of macro risk are not raising red flags yetDSCW| What did Management tell us ? MCQE| valuation update
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3:31
Pre-Session Views
Strategy| DSCW stock showcases the strength of its embedded hedges in Black SundayGBCO management call| Adding the stock as the 11th opportunityABUK| Cheap on a status quo basis, but the "status quo" ...
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5:08
Pre-Session Views
Strategy| If India-Pakistan 4-day war is any guide, the market sell-off should be short-livedCOMI| Post call with management, CIB is poised to rally once geopolitical risk subsidesEKHO, ABUK, MFPC| If...
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4:31
Technical Analysis
- Market Overview - HRHO- GBCO- EMFD- EGAL- DSCW- Prepared by: Mayada Amin- CETA, CFTe
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2:36
Pre-Session Views
Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting startedCSAG| CSAG crosses our FV target and time is ripe for a trimVALU| VALU’s fair value based on fundamentals but d...
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6:00
Technical Analysis
- Market Overview - GBCO- EGAL- ORAS- ORWE- ORHD- Prepared by: Mayada Amin- CETA. CFTe
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2:54
Pre-Session Views
In today's Pre-Session Views:Strategy| CIB could be poised for a super rally if management signals a higher dividend payout ratioBTFH| ACTF acquisition of a 5% stake in BTFH lends solid support to our i...
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4:11
Technical Analysis
- Market Overview - ALCN- EMFD- MFPC- ISPH- ORWE- Prepared by: Mayada Amin- CETA, CFTe
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2:39
Pre-Session Views
In today's Pre-Session Views:Strategy| Loading up on DSCW as market intelligence confirms extraordinarily high demand for Egyptian ready made garmentsRising Thai poultry exports post-Brazil outbreak to pressure poult...
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5:55
Technical Analysis
- Market Overview - COMI- CCAP- GBCO- EFIH- ABUK- JUFOprepared by: Mayada Amin- CETA, CFTe
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2:32
Pre-Session Views
In today’s view:Strategy| Tailwind is building up for DSCWBINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair tradeETEL| Unlocking full value is contingent on an option tha...
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5:02
Technical Analysis
- Market Overview - MPRC- ZMID- AFDI- JUFO- CIRA - prepared by: Mayada Amin- CETA, CFTe
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3:16
Pre-Session Views
In today's Pre-Session Views: Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimalMacro| May 2025 inflation to hover around 15% on base effectCSAG vs ALCN| Post calling ma...
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8:53
Technical Analysis
- Market Overview - ADIB- EGAL- ETEL- ORAS- Prepared by: Mayada Amin- CETA, CFTe
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2:46
Pre-Session Views
In today's Pre-Session Views: Strategy| Jirian impact on PHDC is contingent on deal metricsETEL| Vodafone Egypt - MNOs cashflows giant remains a key value driver for ETELCSAG management call| AD ports a...
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5:22
Technical Analysis
- Market Overview - GBCO- TMGH- CCAP- CIEBprepared by: Mayada Amin- CETA, CFTe
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2:09