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 | September inflation rate may dip to c. 10% and the likelihood of 2-3% cumulative rate cuts until year-end is now close to 90%
- MTIE| No Basata Abu Dahbi transaction in 2025; investments remain a 2026 story
- FERC | Strong debut, hits limit up as expected
- MCRO | Capital increase to fuel growth and deleveraging
- ISPH | Dividend signals expanding free cash flow; reiterate BUY
- GBCO | Our high-conviction call: entry point too attractive to miss