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PODCAST

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.

business investing

All Episodes

6:59

Technical Analysis 14 August 2025

Al Ahly Pharos ·

2025/08/14

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8:56

Pre-Session Views

Al Ahly Pharos ·

2025/08/13

In today's Views: Strategy| BONY’s GLV rises to a record high EGP17.4 billion and rental income jumps 35% y/y, but transient macro dynamics underpin bottom line contractionGBCO| Strong results ahead with focus on MNT HalanPOUL| 2Q25 results in line, outlook remains bullishRMDA| Solid 2Q25, growth momentum holdsSUGR| Inventory build-up pressures cash flows, 2H25 revenues likely flatORWE| Soft 2Q25, but guidance intact

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4:39

Technical Analysis 13 August 2025

Al Ahly Pharos ·

2025/08/13

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6:31

Pre-Session Views

Al Ahly Pharos ·

2025/08/12

In today's Pre-Session Views: Strategy| Within banks, we now rank COMI as our most trusted alpha generator in 2025TMGH, ORHD 1H25| Hospitality and recurring revenues lead growth and explains share price performance skewness towards pricing the most evident and visible segments onlyEGBE 2Q25| Retail lending and CASA drive strong margins, but investor sentiment weighs on stockEFID| 2Q25 consistent with bottom line guidance of EGP1.9 billion on new size offerings and price risesOLFI| Margin...

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4:35

Technical Analysis 12 August 2025

Al Ahly Pharos ·

2025/08/12

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6:52

Pre-Session Views

Al Ahly Pharos ·

2025/08/11

In today's Pre-Session Views: Strategy | Tailwind is building up for BONY but a share price rally is contingent on expedited monetization of WOC. Macro | The probability of a 2% rate cut on 28 August is close to 100% and the probability of a 3% cut is 50%. OLFI | New factory on the wayBTFH | First glance at BTFH earnings ADIB | Exceeding net profit estimates amid lending volumes revival, but capital increase challenges cash dividendsBINV | BINV scales up high-marginplatforms&n...

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5:12

Technical Analysis 11 August 2025

Al Ahly Pharos ·

2025/08/11

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6:58

Pre-Session Views

Al Ahly Pharos ·

2025/08/10

Strategy| Egypt secures the bulk of its natural gas deficit until 2040 at an estimated price of USD7.6/mmbtuABUK, MFPC, EGCH, EKHO| Long-term gas deal poised to bring stability to fertilizer sectorEGAL| Gas deal secures power costs, supports double-digit dividend yieldLCSW| New natural gas deal hedges key risk, preliminary fair value reaffirmedSUGR| Demand trails record-high sugar output

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5:03

Technical Analysis 10 August 2025

Al Ahly Pharos ·

2025/08/10

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6:04

Pre-Session Views

Al Ahly Pharos ·

2025/08/07

In today's views Strategy| Ismailia/Misr for Poultry (ISMA) yesterday's rally is difficult to justifyORAS| Ex-dividend resilience signals stronger underlying supportTMGH, ORHD, and EFIH| A play on tourism hike in 4Q25 and the Grand Egyptian Museum openingMTIE| A direct exposure to a potential home appliances’ price reductionRMDA| 2Q25 expectations & what to watch for

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2:16

Technical Analysis 07 August 2025

Al Ahly Pharos ·

2025/08/07

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4:45

Pre-Session Views

Al Ahly Pharos ·

2025/08/06

Strategy| Egypt is projected to host a record high number of tourists in 2025 and ORHD stands out as a compelling exppsure to this themeEFID| Valuation stretched after 40% rally, time to reduce exposureMBSC| Treasury share termination drives price, raises strategic questionsBTFH| A high-risk, high reward bet with regional expansion

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6:02

Technical Analysis 06 August 2025

Al Ahly Pharos ·

2025/08/06

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6:55

Pre-Session Views

Al Ahly Pharos ·

2025/08/05

Strategy | It may be ISPH month if the CBE slashes policy rates by 200 bpsFERC, IFAP, ICFC | Promising first half for the new entity despite margin headwindsJUFO | Equalweight short term, Overweight long term

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8:34

Technical Analysis 05 August 2025

Al Ahly Pharos ·

2025/08/05

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8:05

Pre-Session Views

Al Ahly Pharos ·

2025/08/04

Strategy | The ABCs of equity valuation suggest that OLFI offers an upside potential of around 30%. AMIA | Buy 68.4% of ATLC and literally get three 3 prime assets for free. PHDC | Follow the footsteps of PHDC chairman and BUY the stock on dipsJUFO | Trim JUFO to EW and add OLFIPOUL | Initiation of coverage ranks stock a BUY (FV: EGP25.8/share)ABUK | Gas cost pricing formula clarified, top pick status reaffirmed ATLC | We Initiate Coverage on ATLC with a STRONG BUY at FV of EGP...

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6:28

Technical Analysis 04 August 2025

Al Ahly Pharos ·

2025/08/03

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8:37

Pre-Session Views

Al Ahly Pharos ·

2025/08/03

Strategy | ACTF strategic partner is not BTFH but it is still a BUYMacro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cutABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUKLCSW | Natural gas price hike largely priced in, but downside risk remainsCement Market | BMIC counteroffer adds more fuel to M&A fire, recalibrating sector valuations

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4:53

Technical Analysis 03 August 2025

Al Ahly Pharos ·

2025/07/31

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8:14

Pre-Session Views

Al Ahly Pharos ·

2025/07/31

In today's Pre-Session Views: Strategy| Our analysis suggests that ACTF and BTFH may be forging an alliance to create a rival to Thndr. Growth option is not priced in ACTF market price. CIEB| Cautious growth strategy limits profits, but stock offers 17% dividend yieldRAYA| RACC MTO and Ostool divestment signal ongoing portfolio streamliningEKHO, SVCE| M&A momentum builds in Egypt’s cement sector as ATI secures ECA approval for BMIC acquisitionSUGR| Strong 2Q25 results likely to push ...

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2,025 results

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