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.
Al Ahly Pharos
Pre-Session Views
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Al Ahly Pharos
*Key fundamental views for today*
Strategy| FWRY and EGAL offer value post yesterday's sell-off
Macro| Core Inflation up in April, no threat to expected easing path
Macro| Restoring normal traffic to the Suez canal might take months
Macro| The Government will tap international financial markets before mid-2025
JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/w
ARCC| Two-month quota suspension casts doubt on ARCC FY25 earnings
MFPC| Stable Q for MFPC, maintain equalweight
ADIB| strong 1Q25; penalized by lack of cash dividends
Weekly Commodities Update