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
- Strategy | ACTF strategic partner is not BTFH but it is still a BUY
- Macro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cut
- ABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUK
- LCSW | Natural gas price hike largely priced in, but downside risk remains
- Cement Market | BMIC counteroffer adds more fuel to M&A fire, recalibrating sector valuations