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Al Ahly Pharos

Al Ahly Pharos

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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.
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In today's Pre-Session Views: Strategy| Within banks, we now rank COMI as our most trusted alpha generator in 2025 TMGH, ORHD 1H25| Hospitality and recurring revenues lead growth and explains share price performance skewness towards pricing the most evident and visible segments only EGBE 2Q25| Retail lending and CASA drive strong margins, but inves…
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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 way BTFH | First glance at BTFH earnings ADIB | Exceeding net profi…
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Strategy| Egypt secures the bulk of its natural gas deficit until 2040 at an estimated price of USD7.6/mmbtu ABUK, MFPC, EGCH, EKHO| Long-term gas deal poised to bring stability to fertilizer sector EGAL| Gas deal secures power costs, supports double-digit dividend yield LCSW| New natural gas deal hedges key risk, preliminary fair value reaffirmed …
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In today's views Strategy| Ismailia/Misr for Poultry (ISMA) yesterday's rally is difficult to justify ORAS| Ex-dividend resilience signals stronger underlying support TMGH, ORHD, and EFIH| A play on tourism hike in 4Q25 and the Grand Egyptian Museum opening MTIE| A direct exposure to a potential home appliances’ price reduction RMDA| 2Q25 expectati…
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Strategy| Egypt is projected to host a record high number of tourists in 2025 and ORHD stands out as a compelling exppsure to this theme EFID| Valuation stretched after 40% rally, time to reduce exposure MBSC| Treasury share termination drives price, raises strategic questions BTFH| A high-risk, high reward bet with regional expansion…
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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 dips JUFO | Trim JUFO to EW and add OLFI POUL | Initiation of coverage ranks stock a BUY (FV: EGP25.8/share) A…
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Strategy | ACTF strategic partner is not BTFH but it is still a BUY Macro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cut ABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUK LCSW | Natural gas price h…
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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 yield RAYA| RACC MTO and Ostool divestment signal ongoing portfolio streamlining EKHO, …
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In today's Pre-Session Views: Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positions EFID| EFID exclusion from EGX30 supports short EFID call TMGH| SouthMed shouldn’t be exposed to NUCA fee risk ETEL| 2Q25 expectations – no surprises DSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volu…
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Strategy| GBCO next leg up hinges on a single figure in 2Q25 results - "income from associates" and Tabby-related noise. ORAS| Eyes deeper market liquidity with ADX listing shift; Dividend yield confirms our EGP500/share valuation range Cement| Syria's cement boom opens door to cross-border partnerships with Egyptian producers DSCW| Bonus share div…
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In today's Pre-Session Views: Strategy | PHDC to cross EGP10/share in 2025 despite NUCA fee COMI | Discussions on higher dividends now underway! ARCC | Share buyback is meant to alter the shareholders' structure rather than deliver a valuation statement TMGH| A follow up on TMG’s value drivers - road to EGP65-70/share should be smooth…
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Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upside COMI| Strong 2Q25 performance signals potential price re-rating CICH| Buy one get one free BONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watch IFAP | Short IFAP, long EFIC on unjustified valuation gap…
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Strategy | EGAL on track to hit the EGP200/share mark post release of AGM minutes and surge in primary aluminum price. Libya reconstruction to unlock growth for Egyptian contractors and industrials EFID | Signs of recovery gaining momentum; management confirms positive outlook ORWE | Nothing material yet, but potential asset sale could support FY25…
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Strategy| Excluding EFIC and ABUK, valuations of n and p-based exposures seem frothy TMGH| Understanding the business model - segmenting the story ECAP vs. LCSW| Another violation of the Law of One Price JUFO| Price surge in orange concentrates fuels stock performance, yet impact on earnings may be delayed MCQE| MBSC's move signals strategic play, …
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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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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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Strategy| Placing KIMA under watch DSCW| Decline in Turkey’s apparel exports highlights shift to Egypt, reinforcing our bullish outlook on DSCW DGTZ| A Nilex-born telecom contractor, riding on a concentrated c.EGP500 mn contract Weekly Commodities Update | | Last Price | WoW Change, % | Brent, USD/bbl | 68.3 | 0.8% | Diesel-HSFO Spread, USD/ton | 3…
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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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