Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos

In today's Pre-Session Views:

  • Strategy| Loading up on DSCW as market intelligence confirms extraordinarily high demand for Egyptian ready made garments
  • Rising Thai poultry exports post-Brazil outbreak to pressure poultry prices, though temporary import ban could support POUL revenues
  • Chemical & Fertilizer Sector| Gas price exemption may shield margins
  • EKHO| Alpha is contingent on value-accretive ex Egypt expansions and asset sale