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Al Ahly Pharos
Al Ahly Pharos
1846 episodes
1 day ago
Strategy| ISPH IH25 results draw a demarcation line between management and macro VALU 1H25| VALU delivers robust 1H25, international expansion in focusATLC 1H25| Steady growth, outlook intactFWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of our top picks for 2025ETEL 1H25| Sound fundamentals and 2H25 catalysts should trigger price performance during 2H25MTIE 1H25| Higher bottom-lin...
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Strategy| ISPH IH25 results draw a demarcation line between management and macro VALU 1H25| VALU delivers robust 1H25, international expansion in focusATLC 1H25| Steady growth, outlook intactFWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of our top picks for 2025ETEL 1H25| Sound fundamentals and 2H25 catalysts should trigger price performance during 2H25MTIE 1H25| Higher bottom-lin...
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Investing
Business,
News,
Business News,
News Commentary
Episodes (20/1846)
Al Ahly Pharos
Pre-Session Views
In today’s view: Strategy| Tailwind is building up for DSCWBINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair tradeETEL| Unlocking full value is contingent on an option that is unlikely to materialize over the short termSector Focus: Fertilizers and Petrochemicals| LNG allocation supportive but margin risk remains
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2 days ago
5 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - MPRC - ZMID - AFDI - JUFO - CIRA - prepared by: Mayada Amin- CETA, CFTe
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2 days ago
3 minutes

Al Ahly Pharos
Pre-Session Views
In today's Pre-Session Views: Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimalMacro| May 2025 inflation to hover around 15% on base effectCSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCNRMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cutsTMGH conference call| Potential subsidiary listing on other markets could unlock valueEGAL| Dividend powerhouse with structura...
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3 days ago
8 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - ADIB - EGAL - ETEL - ORAS - Prepared by: Mayada Amin- CETA, CFTe
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3 days ago
2 minutes

Al Ahly Pharos
Pre-Session Views
In today's Pre-Session Views: Strategy| Jirian impact on PHDC is contingent on deal metricsETEL| Vodafone Egypt - MNOs cashflows giant remains a key value driver for ETELCSAG management call| AD ports agreement and recovery in Suez Canal traffic shall pave the way for a better performanceWeekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 63.9 | -1.4% | Diesel-HSFO Spread, USD/ton | 189.2 | -6.1% | Egypt Urea, USD/ton | 401.0 | 0.0% | Polyethylen...
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4 days ago
5 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - GBCO - TMGH - CCAP - CIEB prepared by: Mayada Amin- CETA, CFTe
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4 days ago
2 minutes

Al Ahly Pharos
Pre-Session Views
Strategy| Maintain UW commodity plays ex EGAL on gas shortage, gas price, OPEC and a strong EGP MTIE| How much is MTIE’s Basata ePayments at 20% discount to FWRY? MCQE| Factors to consider ahead of 1Q25 results POUL| Brazil’s bird flu outbreak drives short term uncertainty in Egypt’s poultry prices CICH| Hidden value in CICH obscured by illiquidity drag
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5 days ago
7 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - COMI - CIEB - TMGH - EGAL - HRHO - HELI - Prepared by: Mayada Amin- CETA, CFTe
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5 days ago
3 minutes

Al Ahly Pharos
Pre-Session Views
In today's Pre-Session Views: Strategy| HRHO at EGP31/share is closer to a SELLATLC| ATLC is a rare cash cow within the universe of bank and NBFIs but its valuation largely reflects its story. ISPH| Management call reinforces our positive view JUFO| Expanding concentrates capacity remains value accretive but materially lower juice prices makes us less excited on the stock at the current price level
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1 week ago
4 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - COMI - HRHO - ORHD - TMGH -.prepared by: Mayada Amin- CETA, CFTe
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1 week ago
2 minutes

Al Ahly Pharos
Pre-Session Views
In today's Pre-Session Views: Strategy| Property stocks to outpace banks during 2H25HRHO| Key Takeaways from EFG Hermes Group Presentation on ValUETEL| Positioned to benefit from interest rate cuts ORAS| A solid start to the year, 1Q perfectly in line with estimates
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1 week ago
4 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - COMI - TMGH - ORHD - ISPH - JUFO - prepared by: Mayada Amin- CETA, CFTe
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1 week ago
2 minutes

Al Ahly Pharos
Pre-Session Views
Strategy| PHDC ranked top pick as Abu Dhabi project is estimated to add around EGP15/share to FV estimate ABUK, EKHO, MFPC, KIMA, LCSW, ECAP| Egypt’s planned LNG imports signals higher gas prices and challenges industrial margins HRHO| Should we purchase HRHO at EGP30 ahead of the ValU IPO? EFID| Steady but tepid start to a year lacking momentum
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1 week ago
5 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - HELI - PHDC - ZMID - IFAP - SUGR - prepared by: Mayada Amin- CETA. CFTe
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1 week ago
3 minutes

Al Ahly Pharos
Pre-Session Views
In today's Pre-Session Views: Strategy| Out of all commodity and F&B plays, EGAL and SUGR continue to stand outJUFO| potential non-core asset sale to support liquidity and profitabilityMBSC| Signals Commitment to Shareholders with Robust FY24 DividendEFIH| A direct beneficiary of Egypt’s tourism boomRAYA| Keep an eye on EGX’s diversified conglomerate – another beneficiary of interest rate cutsWeekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 6...
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1 week ago
8 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - EFIH - EMFD - PHDC - ORWE - preaching by: Mayada Amin- CETA, CFTe
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1 week ago
2 minutes

Al Ahly Pharos
Pre-Session Views
Strategy| Corridor at 20% by end 2025 favors the likes of ISPH Macro| CBE tone is categorically dovish ISPH| 3.25% policy rate cut YTD boosts pre-tax income by EGP100 million during 2H25 EFIH and FWRY| At circa 40% of net income, interest income under watch post CBE second policy rate cut
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1 week ago
3 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - HRHO - EFIH - ALCN - PHAR - HELI prepared by: Mayada Amin- CETA, CFTe
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1 week ago
3 minutes

Al Ahly Pharos
Pre-Session Views
In today's Pre-Session Views: Strategy| Flagging concerns over the outlook for ceramics and urea playersLCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during 4Q25Heads up: Market intelligence suggests a natural gas price hike is imminent and urea players will not be able to fully offset margin impactMCQE| What does MCQE deal tell us? Buy MCQE on EV/ton arbitrage. POUL| The potential for a jumbo di...
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2 weeks ago
8 minutes

Al Ahly Pharos
Technical Analysis
- Market Overview - HRHO - BTFH - ALCN - EFIH - ADIB - prepared by: Mayada Amin- CETA, CFTe
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2 weeks ago
2 minutes

Al Ahly Pharos
Strategy| ISPH IH25 results draw a demarcation line between management and macro VALU 1H25| VALU delivers robust 1H25, international expansion in focusATLC 1H25| Steady growth, outlook intactFWRY 1H25| New services launch and organic growth should comfortably outpace policy rate cuts, beating our EGP2.7 bn for 2025 is in sight; maintain as one of our top picks for 2025ETEL 1H25| Sound fundamentals and 2H25 catalysts should trigger price performance during 2H25MTIE 1H25| Higher bottom-lin...