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.
Episodes
1937 episodes
Pre-Session Views
In today's Pre-Session Views:Strategy | RACC will like trade within EGP8.5 to EGP9.5/share until RAYA announces the next moveDSCW | Textile modernization and FDI inflows bolster DSCW’s strategic positio...
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6:49
Pre-Session Views
In today's viewsStrategy | EGP17.5/l diesel sends an all-clear signal to MPC beyond 2025 ETRS | We are bullish on Egytrans/NOSCO mergerWe are bullish on Egytrans/NOSCO merger
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3:47
Pre-Session Views
Strategy | Four deleveraging stories that will likely outperform in 2026 Macro/CSAG | USD/EGP at 45 and CSAG above its 52W high by early 2026 if Suez Canal traffic returns to normalLCSW | Turning...
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6:53
Pre-Session Views
Strategy | PHDC stock will likely re-rate to EGP10/share before end March 2026 ETEL | Tower monetization catalyst positions ETEL for the next leg upORHD (coastal), TMGH (inland), and EF...
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3:49
Pre-Session Views
In today's viewsStrategy | Using replacement cost as a valuation metric flags ABUK, MCQE, BONY and AMIA as outliers ORAS | A rare case of low risk/high returnCement Sector | New licenses s...
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2:43
Pre-Session Views
In today's viewsStrategy | ELEC is an illiquid stock but one that you cannot afford to miss at this stage of the cycle and at current valuations BONY | Portfolio skewed towards tier-1 office space to narr...
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2:45
Pre-Session Views
In today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefi...
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5:54
Pre-Session Views
Strategy| A simple methodology to assess whether CCAP is cheap or notQNBE| Solid fundamentals and potential for increased payouts should overshadow the stock's illiquidity discountGBCO| 4Q25 securitization gai...
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5:15
Pre-Session Views
In today's Pre-Session Views:Strategy | Alumina - aluminum spread soars to USD2,400/ton to form a perfect start to EGAL fiscal yearCement Sector | Local sales record strongest rally in over a decade
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3:10
Pre-Session Views
In today's viewsStrategy | OPEC+ is seemingly pulling Brent below USD60/bbl and EGP assets are standing out as outright winners SAUD’s MTO on ATLC | Synergy-driven value creation at the doors, with AMIA a...
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3:21
Pre-Session Views
Strategy | The pricing of listed F&B companies in Egypt reveals POU, feta plays and JUFO should outperform until mid 2026.EFIC | Strategic JV with state miners reinforces long-term growth and sector recovery...
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4:28