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Al Ahly Pharos
Al Ahly Pharos
1852 episodes
5 hours ago
In today's Pre-Session Views: Strategy | CIEB is mispriced and the magnitude of mispricing will be corrected when the greenshoots of loan growth emerge. JUFO | Earnings call highlights, gradually build positionsALCN | Stable operations with normalized profitabilityEKHO | From earnings call to strategy: Near-term challenges, medium-term drivers AMOC | Proposed dividend implies double-digit yield; stronger refining margins support near-term outlook
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In today's Pre-Session Views: Strategy | CIEB is mispriced and the magnitude of mispricing will be corrected when the greenshoots of loan growth emerge. JUFO | Earnings call highlights, gradually build positionsALCN | Stable operations with normalized profitabilityEKHO | From earnings call to strategy: Near-term challenges, medium-term drivers AMOC | Proposed dividend implies double-digit yield; stronger refining margins support near-term outlook
Show more...
Investing
Business,
News,
Business News,
News Commentary
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/b0/49/bd/b049bd7a-a37f-d130-092a-06068aa29748/mza_14329464608023967446.jpg/600x600bb.jpg
Pre-Session Views
Al Ahly Pharos
6 minutes
1 month ago
Pre-Session Views
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.
Al Ahly Pharos
In today's Pre-Session Views: Strategy | CIEB is mispriced and the magnitude of mispricing will be corrected when the greenshoots of loan growth emerge. JUFO | Earnings call highlights, gradually build positionsALCN | Stable operations with normalized profitabilityEKHO | From earnings call to strategy: Near-term challenges, medium-term drivers AMOC | Proposed dividend implies double-digit yield; stronger refining margins support near-term outlook