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
Pre-Session Views
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Al Ahly Pharos
In today's Pre-Session Views:
- Strategy | Tailwind is building up for BONY but a share price rally is contingent on expedited monetization of WOC.
- Macro | The probability of a 2% rate cut on 28 August is close to 100% and the probability of a 3% cut is 50%.
- OLFI | New factory on the way
- BTFH | First glance at BTFH earnings
- ADIB | Exceeding net profit estimates amid lending volumes revival, but capital increase challenges cash dividends
- BINV | BINV scales up high-marginplatforms
- HRHO | Capitalizing on market discrepancies within HRHO and VALU
- EFIH management meeting | A prime beneficiary of fiscal consolidation
- CSAG | COMI acquires pre-listing stake in DCCC at attractive valuation; CSAG poised for asset revaluation
- ISPH | Government to settle EGP50bn in pharma arrears over three year