Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos

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