Al Ahly Pharos

Pre-Session Views

Al Ahly Pharos
  • Strategy| If India-Pakistan 4-day war is any guide, the market sell-off should be short-lived
  • COMI| Post call with management, CIB is poised to rally once geopolitical risk subsides
  • EKHO, ABUK, MFPC| If sustained, crude oil surge could fuel a urea price rally, benefiting EKHO, ABUK, and MFPC
  • CSAG| Suez Canal Recovery Derails Amid Escalating Tensions: keep cautious of CSAG 
  • HRHO| HRHO Goes Ex-Div — ValU Carve-Out Creates Potential Buy-the-Dip Opportunity