Best Al Ahly Pharos Podcasts (2025)

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Pre-Session Views 8:37

Play Pause

2d ago8:37

8:37

Strategy| EFIH, FWRY, and GBCO violate the Law of One Price ELEC, GDWA| A holding discount opportunity ECAP| At EGP37/share, is it too late to join ECAP rally?By Al Ahly Pharos

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Technical Analysis 17 July 2025 3:05

2d ago3:05

3:05

By Al Ahly Pharos

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Pre-Session Views 2:56

3d ago2:56

2:56

In today's Pre-Session Views: Strategy| Banque Du Caire peer trade will likely trigger another 10-20% rally in COMI, CIEB and ADIB during 3Q25. ABUK undervalued despite sector headwinds; MFPC justifies premiumBy Al Ahly Pharos

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Technical Analysis 16 July 2025 6:22

3d ago6:22

6:22

By Al Ahly Pharos

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Pre-Trading Thoughts 2:06

4d ago2:06

2:06

In today's views Strategy| KIMA outshines peers - ABUK may follow COMI| Riding YTD 11% growth ahead of 2Q25 resultsBy Al Ahly Pharos

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Technical Analysis 15 July 2025 7:01

4d ago7:01

7:01

By Al Ahly Pharos

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Pre-Session Views 6:18

5d ago6:18

6:18

Strategy| At an EV/sqm of EGP94k, BONY is valued at a discount to peers EFIH| Tourism momentum will flow through the numbers ABUK| Catalysts surface to potentially unlock Egypt's forgotten fertilizer beast ATLC| Fair value anchored by solid capital base and expanding product mixBy Al Ahly Pharos

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Technical Analysis 14 July 2025 1:51

5d ago1:51

1:51

By Al Ahly Pharos

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Pre-Session Views 6:48

6d ago6:48

6:48

Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUY Macro| Dovish CBE language suggests that an August rate cut (up to -2%) is likely Cement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price decline DSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment E…

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Technical Analysis 13 July 2025 5:42

6d ago5:42

5:42

By Al Ahly Pharos

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Pre-Session Views 6:58

9d ago6:58

6:58

Strategy | Regardless of today's MPC outcome, odds are in favor of cumulative 4-5% rate cuts during 2H25 BONY | A follow-up on BONY. What we like and do not like QNBE | Took the deepest dive, down 12% YTD, despite solid resultsBy Al Ahly Pharos

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Technical Analysis 10 July 2025 5:44

9d ago5:44

5:44

By Al Ahly Pharos

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Pre-Session Views 8:08

10d ago8:08

8:08

Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuations RMDA| Acquisition of high-margin chronic disease molecule reinforces strategic outlook and FY25 targets BONY| Discounted entry and an above average rent yield — but dividend void and cashflow thinness limit appeal ETEL| 12M rally = …

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Pre-Session Views 6:36

12d ago6:36

6:36

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Technical Analysis - 06 July 2025 3:05

12d ago3:05

3:05

EGX30, MTIE.CA, CICH.CABy Al Ahly Pharos

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Technical Analysis 07 July 2025 2:45

12d ago2:45

2:45

EGX30, EFIH, EGAL, FWRY, ISPH, AMIA, BINV, CICH, COSGBy Al Ahly Pharos

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Pre-Session Views 8:17

13d ago8:17

8:17

Strategy| AMIA/ATLC arbitrage under watch Macro/commodities| OPEC+ output hike + Trump bias to black energy is outright positive to Egypt macro FWRY| Ignore interest rate and keep an eye on electricity prices’ impact on throughput Ceramics| Without a take-private deal, ECAP looks fully valued; Prefer LCSW OLFI| OLFI confirms new price increase to s…

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Pre-Session Views 6:02

17d ago6:02

6:02

Strategy| ELEC is well positioned to re-rate in 2026 ORAS| ICC ruling on Sidra dispute significantly lower than expected JUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entry ISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upside …

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Technical Analysis - 02 July 2025 4:12

18d ago4:12

4:12

By Al Ahly Pharos

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Pre-Session Views 5:27

18d ago5:27

5:27

In today's Pre-Session Views: Strategy| If you are after total returns of 30-40% over the coming 12 months, ORWE is unlikely to meet your objective MACRO| Yield compression on track but our bullish view on COMI remains intact DSCW| Settlement of delayed export rebates could offer timely boost to DSCW’s bottom line VALU| Neutral impact on VALU post-…

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Technical Analysis 1:10

18d ago1:10

1:10

- Market Overview - Prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

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Pre-Session Views 4:30

19d ago4:30

4:30

Strategy| PHAR may be poised for a catch-up rally POUL| Poultry prices hit YTD low; market dynamics set to drive price recovery Weekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 67.8 | -12.0% | Diesel-HSFO Spread, USD/ton | 250.6 | -24.1% | Egypt Urea, USD/ton | 401.0 | 0.0% | Polyethylene, USD/ton | 920.0 | 0.0% | Polypro…

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Technical Analysis 1:42

19d ago1:42

1:42

- Market Overview - COMI - prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

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Pre-Session Views 5:45

20d ago5:45

5:45

Despite YTD rally, PHDC is still materially cheap. Copper/aluminum price ratio should provide solid support to EGAL. ORAS| Core business is trading for free MCQE| Time to change our call from BUY to NEUTRAL ABUK,MFPC, EGCH| Urea prices surge on gas shortage, but regional ceasefire signals relief. MTIE| Bosch’s factory inauguration reinforces applia…

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Technical Analysis 2:38

20d ago2:38

2:38

- Market Overview - COMI - ETEL - ADIB - EMFD - ISPH - prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

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Pre-Session Views 6:46

24d ago6:46

6:46

In today's Pre-Session Views: Strategy| POUL will likely find support in bottoming Brazilian chicken prices DSCW Helwan facility visit| Expansion milestones validate robust growth RAYA| Ostool's exit could mark RAYA’s strategic shift to core asset-light verticals EGAL| Electricity price reduction reversal; Valuation remains intact JUFO| Merger acco…

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Technical Analysis 2:36

24d ago2:36

2:36

- Market Overview - JUFO - ORWE - TMGH - ORHD - ORAS -,Prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

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Pre-Session Views 5:22

25d ago5:22

5:22

Strategy| COMI can easily jump 5% just to recoup June-to-date losses and this could be the start of a 12M gain of 50% VALU| Investor-fueled rally may overrun fundamentals ATLC| Expanding opportunities in factoring and mortgage amidst leasing maturity OLFI| Management reaffirms growth plans and strong FY25 outlook ORWE management call | Near-term he…

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Technical Analysis 2:41

25d ago2:41

2:41

- Market Overview - ORAS - ORWE - FWRY - PHDC - JUFO - Prepared by: Mayada Amin, CETA, CFTeBy Al Ahly Pharos

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Pre-Trading Thoughts 7:55

26d ago7:55

7:55

Strategy| CICH will likely be the next NBFI to re-rate in 2H25 HRHO| Amazon's bet on VALU is a win for HRHO shareholders BTFH| BTFH secured USD funding — Is a USD-based target acquisition in sight? MTIE management meeting takeaways| An exclusive distribution and local production plans signal growth acceleration AMOC, CCAP| Wider Diesel-HFO spread s…

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Technical Analysis 2:14

26d ago2:14

2:14

- Market Overview - ADIB - BTFH - PHDC - TMGH - EFIH - Prepared by: Mayada Amin, CETA, CFTeBy Al Ahly Pharos

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Pre-Session Views 4:28

27d ago4:28

4:28

Strategy| Betting on listed crude oil-related stocks is betting against the supply response of OPEC+ and US shale producers DSCW| valuation update ORAS | Private sector entry to water projects a tailwind for local contractors MTIE| Contribution to Basata Holding’s capital increase underscores commitment to microfinance growth…

1
Technical Analysis 1:35

27d ago1:35

1:35

- Market Overview - Prepared by: Mayada Amin, CFTE, CFTeBy Al Ahly Pharos

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Pre-Session Views 6:45

1M ago6:45

6:45

In today's Pre-Session Views: Strategy| COMI behavior during a sell-off suggests EGP80/share is a sold floor ADIB| Growth-oriented with capital preservation in mind; Ready to mitigate rate pressures HRHO| HRHO Dips Below EGP 25/Share—Time to load up JUFO| The margin tailwind fades as concentrates catalyst wears off ISPH| Earnings and cosmeceuticals…

1
Technical Analysis 2:42

1M ago2:42

2:42

- Market Overview - ADIB - PHDC - TMGH - ORAS - FWRY - Prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

1
Pre-Session Views 2:13

1M ago2:13

2:13

In today's Pre-Session Views: Strategy| ISPH sell-off is categorically unjustified EGAL| We remain buyers of EGAL as aluminum prices hit a 3-month highBy Al Ahly Pharos

1
Technical Analysis 1:11

1M ago1:11

1:11

Market Overview prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

1
Pre-Session Views 3:31

1M ago3:31

3:31

In today's Pre-Session Views: Strategy| Gauges of macro risk are not raising red flags yet DSCW| What did Management tell us ? MCQE| valuation updateBy Al Ahly Pharos

1
Technical Analysis 1:41

1M ago1:41

1:41

Market Overview Prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

1
Pre-Session Views 5:08

1M ago5:08

5:08

Strategy| DSCW stock showcases the strength of its embedded hedges in Black Sunday GBCO management call| Adding the stock as the 11th opportunity ABUK| Cheap on a status quo basis, but the "status quo" itself is being challenged HRHO| HRHO sheds more than just dividends: Accumulate below EGP25/shareBy Al Ahly Pharos

1
Technical Analysis 4:56

1M ago4:56

4:56

Market Overview prepared by: Mohamed Othman- CETA, CFTeBy Al Ahly Pharos

1
ايه حكاية الاسمنت ! 10:32

1M ago10:32

10:32

By Al Ahly Pharos

1
Pre-Session Views 4:31

1M ago4:31

4:31

Strategy| If India-Pakistan 4-day war is any guide, the market sell-off should be short-lived COMI| Post call with management, CIB is poised to rally once geopolitical risk subsides EKHO, ABUK, MFPC| If sustained, crude oil surge could fuel a urea price rally, benefiting EKHO, ABUK, and MFPC CSAG| Suez Canal Recovery Derails Amid Escalating Tension…

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Pre-Session Views 6:00

1M ago6:00

6:00

Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting started CSAG| CSAG crosses our FV target and time is ripe for a trim VALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for more EKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesi…

1
Technical Analysis 2:54

1M ago2:54

2:54

- Market Overview - GBCO - EGAL - ORAS - ORWE - ORHD - Prepared by: Mayada Amin- CETA. CFTeBy Al Ahly Pharos

1
Pre-Session Views 4:11

1M ago4:11

4:11

In today's Pre-Session Views: Strategy| CIB could be poised for a super rally if management signals a higher dividend payout ratio BTFH| ACTF acquisition of a 5% stake in BTFH lends solid support to our initial take on the nameBy Al Ahly Pharos

1
Technical Analysis 2:39

1M ago2:39

2:39

- Market Overview - ALCN - EMFD - MFPC - ISPH - ORWE - Prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos

1
Pre-Session Views 5:55

1M ago5:55

5:55

In today's Pre-Session Views: Strategy| Loading up on DSCW as market intelligence confirms extraordinarily high demand for Egyptian ready made garments Rising Thai poultry exports post-Brazil outbreak to pressure poultry prices, though temporary import ban could support POUL revenues Chemical & Fertilizer Sector| Gas price exemption may shield marg…

1
Technical Analysis 2:32

1M ago2:32

2:32

- Market Overview - COMI - CCAP - GBCO - EFIH - ABUK - JUFO prepared by: Mayada Amin- CETA, CFTeBy Al Ahly Pharos