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
In today's Pre-Session Views:
- Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimal
- Macro| May 2025 inflation to hover around 15% on base effect
- CSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCN
- RMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cuts
- TMGH conference call| Potential subsidiary listing on other markets could unlock value
- EGAL| Dividend powerhouse with structural tailwinds – Maintain positive view
- ARCC and Egypt Cement| Neutral but opportunities exist in smaller peers
- ECAP's 1Q25| Pressures mount as weak demand and cost concerns persist