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
- Strategy| ISPH IH25 results draw a demarcation line between management and macro
- VALU 1H25| VALU delivers robust 1H25, international expansion in focus
- ATLC 1H25| Steady growth, outlook intact
- FWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of our top picks for 2025
- ETEL 1H25| Sound fundamentals and 2H25 catalysts should trigger price performance during 2H25
- MTIE 1H25| Higher bottom-line contribution from investments should gradually unlock value and drive share price to EGP12.4/share
- ISPH 1H25| Strong results on price and volume rebound, expectations of a stronger 2H25
- JUFO| Confirming our view, equal weight short term, overweight long term
- ACRO| Rapid growth at a bargain multiple
- PHDC| A MCAP of EGP23 billion is out of sync with PHDC record high new sales, sizable outstanding notes receivables and upcoming launch of Abu Dhabi project.