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 Views:
- Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name the list winners.
- PHDC | The market has already priced in NUCA’s fees, Jirian net cashflows partially offsets the liability
- PHAR | 1H25 preliminary results, strong earnings growth; EIPICO 3 catalyst awaited
- GBCO | 1H25 Earnings beat estimates, upside still ahead
- HRHO | Volatility priced in, growth engines running; we reiterate our FV
- BINV | Hold – Cash position and expansion support long-term value
- LCSW | Pressured 2Q25 results amidst headwinds, volume rebound is key
- EFIC | SSP-sulfur squeeze hits 1H25 standalone earnings, recovery ahead
- ECAP | Losses extend into 2Q25 as demand recovery lags
- ISPH | Earnings call confirms positive outlook, reaffirm BUY (FV: EGP17.1/share)