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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

2:06

Pre-Trading Thoughts

Al Ahly Pharos ·

2025/07/15

In today's views Strategy| KIMA outshines peers - ABUK may followCOMI| Riding YTD 11% growth ahead of 2Q25 results

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7:01

Technical Analysis 15 July 2025

Al Ahly Pharos ·

2025/07/15

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6:18

Pre-Session Views

Al Ahly Pharos ·

2025/07/14

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

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1:51

Technical Analysis 14 July 2025

Al Ahly Pharos ·

2025/07/14

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6:48

Pre-Session Views

Al Ahly Pharos ·

2025/07/13

Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUYMacro| Dovish CBE language suggests that an August rate cut (up to -2%) is likelyCement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price declineDSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment Exports — DSCW Well-Positioned to CapitalizeSKPC | Weak polyethylene prices to weigh on 1H25 results and share price catalysts are limited

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5:42

Technical Analysis 13 July 2025

Al Ahly Pharos ·

2025/07/13

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6:58

Pre-Session Views

Al Ahly Pharos ·

2025/07/10

Strategy | Regardless of today's MPC outcome, odds are in favor of cumulative 4-5% rate cuts during 2H25BONY | A follow-up on BONY. What we like and do not likeQNBE | Took the deepest dive, down 12% YTD, despite solid results

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5:44

Technical Analysis 10 July 2025

Al Ahly Pharos ·

2025/07/10

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8:08

Pre-Session Views

Al Ahly Pharos ·

2025/07/09

Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuationsRMDA| Acquisition of high-margin chronic disease molecule reinforces strategic outlook and FY25 targetsBONY| Discounted entry and an above average rent yield — but dividend void and cashflow thinness limit appealETEL| 12M rally = cost of equityGBCO| Another management call confirms our positive view on the stock; Margins hold firm amid regional challenges, GB Capital beats, inc...

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6:36

Pre-Session Views

Al Ahly Pharos ·

2025/07/07

Strategy| Placing KIMA under watchDSCW| Decline in Turkey’s apparel exports highlights shift to Egypt, reinforcing our bullish outlook on DSCWDGTZ| A Nilex-born telecom contractor, riding on a concentrated c.EGP500 mn contractWeekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 68.3 | 0.8% | Diesel-HSFO Spread, USD/ton | 336.6 | 34.3% | Egypt Urea, USD/ton | 455.0 | 0.0% | Polyethylene, USD/ton | 930.0 | 1.1% | Polypropylene, USD/ton | 970.0 | 0.5% | ...

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3:05

Technical Analysis - 06 July 2025

Al Ahly Pharos ·

2025/07/07

EGX30, MTIE.CA, CICH.CA

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2:45

Technical Analysis 07 July 2025

Al Ahly Pharos ·

2025/07/07

EGX30, EFIH, EGAL, FWRY, ISPH, AMIA, BINV, CICH, COSG

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8:17

Pre-Session Views

Al Ahly Pharos ·

2025/07/06

Strategy| AMIA/ATLC arbitrage under watchMacro/commodities| OPEC+ output hike + Trump bias to black energy is outright positive to Egypt macroFWRY| Ignore interest rate and keep an eye on electricity prices’ impact on throughputCeramics| Without a take-private deal, ECAP looks fully valued; Prefer LCSWOLFI| OLFI confirms new price increase to support FY25 GPM targetABUK, EGCH, MFPC| Futures still on the rise yet correction imminent

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6:02

Pre-Session Views

Al Ahly Pharos ·

2025/07/02

Strategy| ELEC is well positioned to re-rate in 2026ORAS| ICC ruling on Sidra dispute significantly lower than expectedJUFO post management meeting| JUFO’s growth strategy lies in concentrates capacity expansion, backward integration, and regional market entryISPH| ISPH to offload Al Haram lease, driving further deleveraging and earnings upsideCement Market | Government steps in; Reinforces our USD60/ton target.

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4:12

Technical Analysis - 02 July 2025

Al Ahly Pharos ·

2025/07/01

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5:27

Pre-Session Views

Al Ahly Pharos ·

2025/07/01

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 objectiveMACRO| 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 lineVALU| Neutral impact on VALU post-FRA adjustment as focus shifts from cash to credit financingCement Market | Bagged cement prices post first decline in 2025 amid normalization

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1:10

Technical Analysis

Al Ahly Pharos ·

2025/07/01

- Market Overview - Prepared by: Mayada Amin- CETA, CFTe

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4:30

Pre-Session Views

Al Ahly Pharos ·

2025/06/30

Strategy| PHAR may be poised for a catch-up rallyPOUL| Poultry prices hit YTD low; market dynamics set to drive price recoveryWeekly 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% | Polypropylene, USD/ton | 965.0 | 0.5% | Iron Ore 65%, USD/ton | 111.4 | -1.1% | Steel/Iron Ore Spreads, USD/ton | 372.9 | 0.0% | LME Al...

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1:42

Technical Analysis

Al Ahly Pharos ·

2025/06/30

- Market Overview - COMI - prepared by: Mayada Amin- CETA, CFTe

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5:45

Pre-Session Views

Al Ahly Pharos ·

2025/06/29

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

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2,025 results

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