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
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Al Ahly Pharos
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In today’s view:
- Strategy| Tailwind is building up for DSCW
- BINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair trade
- ETEL| Unlocking full value is contingent on an option that is unlikely to materialize over the short term
- Sector Focus: Fertilizers and Petrochemicals| LNG allocation supportive but margin risk remains