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.

Al Ahly Pharos

Egypt


    • Oct 27, 2025 LATEST EPISODE
    • daily NEW EPISODES
    • 3m AVG DURATION
    • 1,945 EPISODES


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    Latest episodes from Al Ahly Pharos

    Pre-Session Views

    Play Episode Listen Later Oct 27, 2025 7:26


    In today's viewsStrategy | Exports push ISMQ stock price to a record high and US-China deal may sustain the momentum in 2026EFIH | GEM's opening and Egypt's tourism-fiscal themes can't be ignored — we add EFIH to our high-conviction listISPH | 3Q25 expectations: steady progress toward a breakout year in 2026OLFI | 3Q25 expectations, resilient quarter, catalyst ahead

    Technical Analysis 27 October 2025

    Play Episode Listen Later Oct 27, 2025 8:36


    Pre-Session Views

    Play Episode Listen Later Oct 26, 2025 5:06


    Strategy | ISMQ is a potential exposure to China recovery but no verdict until we meet with managementSAUD | Leveraging NBFI growth and strong fundamentals EGCH | Land sale further signals clear focus on deleveragingDSCW | Textile relocation wave positions DSCW as a key beneficiary in 2026

    Technical Analysis 26 October 2025

    Play Episode Listen Later Oct 26, 2025 6:58


    Pre-Session Views

    Play Episode Listen Later Oct 23, 2025 8:56


    Strategy | We are buyers of every dip in Memphis PharmaWe are buyers of every dip in Memphis PharmaRAYA/RACC | RAYA/RACC acquisition is now most likely to go through at RAYA's revised price of EGP9.0/share, exactly at the midpoint of our previously communicated price rangePHAR | EIPICO III delay extends visibility gap, rotation toward MPCI and RMDAAMOC | Shareholder rotation reflects profitability headwindsEGAL | Riding the aluminum wave

    Technical Analysis 23 October 2025

    Play Episode Listen Later Oct 23, 2025 7:40


    Pre-Session Views

    Play Episode Listen Later Oct 22, 2025 2:02


    In today's Pre-Session Views:Strategy | IRON share price reflects a 50:50 chance of monetizing 8 million sqm of land within the coming 12 monthsDSCW | Appoints IFA to value Helwan land ahead of expansion plan

    Technical Analysis 22 October 2025

    Play Episode Listen Later Oct 22, 2025 7:15


    Pre-Session Views

    Play Episode Listen Later Oct 21, 2025 6:49


    In today's Pre-Session Views:Strategy | RACC will like trade within EGP8.5 to EGP9.5/share until RAYA announces the next moveDSCW | Textile modernization and FDI inflows bolster DSCW's strategic positioning should overshadow the stock's illiquidity discountP-fertilizers | Foreign capital reinforces Egypt's strategic role in phosphate fertilizersPharma | MPCI leads Egypt's pharma rally with further upside potentialMCQE | 3Q25 cement sales figures confirm MCQE as our top pick

    Technical Analysis 21 October 2025

    Play Episode Listen Later Oct 21, 2025 4:56


    Pre-Session Views

    Play Episode Listen Later Oct 20, 2025 3:47


    In today's viewsStrategy | EGP17.5/l diesel sends an all-clear signal to MPC beyond 2025 ETRS | We are bullish on Egytrans/NOSCO mergerWe are bullish on Egytrans/NOSCO merger

    Technical Analysis 20 October 2025

    Play Episode Listen Later Oct 20, 2025 6:19


    Pre-Session Views

    Play Episode Listen Later Oct 19, 2025 6:53


    Strategy | Four deleveraging stories that will likely outperform in 2026 Macro/CSAG | USD/EGP at 45 and CSAG above its 52W high by early 2026 if Suez Canal traffic returns to normalLCSW | Turning windfall gains into momentumSKPC | 3Q25 results signal modest operating recoveryEGBE, SAUD | set for their turn amid the rerating wave of banking stocks

    Technical Analysis 19 October 2025

    Play Episode Listen Later Oct 19, 2025 7:18


    Pre-Session Views

    Play Episode Listen Later Oct 16, 2025 3:49


    Strategy | PHDC stock will likely re-rate to EGP10/share before end March 2026 ETEL | Tower monetization catalyst positions ETEL for the next leg upORHD (coastal), TMGH (inland), and EFIH (infrastructure) | EGX's clearest bets on tourism tailwinds

    Technical Analysis 16 October 2025

    Play Episode Listen Later Oct 16, 2025 8:03


    Pre-Session Views

    Play Episode Listen Later Oct 15, 2025 2:43


    In today's viewsStrategy | Using replacement cost as a valuation metric flags ABUK, MCQE, BONY and AMIA as outliers ORAS | A rare case of low risk/high returnCement Sector | New licenses signal long-term confidence, but short-term price impact remains limited

    Technical Analysis 15 October 2025

    Play Episode Listen Later Oct 15, 2025 7:45


    Pre-Session Views

    Play Episode Listen Later Oct 14, 2025 2:45


    In today's viewsStrategy | ELEC is an illiquid stock but one that you cannot afford to miss at this stage of the cycle and at current valuations BONY | Portfolio skewed towards tier-1 office space to narrow NAV discountJUFO | Bearish on concentrates, bullish on JUFOEKHO | Executing on capital recycling strategy 

    Technical Analysis 14 October 2025

    Play Episode Listen Later Oct 14, 2025 6:48


    Technical Analysis 13 October 2025

    Play Episode Listen Later Oct 13, 2025 6:23


    Pre-Session Views

    Play Episode Listen Later Oct 12, 2025 5:54


    In today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefire and new incentives reshape supply-demand outlookF&B | Sector rotation time for F&B players; Overweight

    Technical Analysis 12 October 2025

    Play Episode Listen Later Oct 12, 2025 5:58


    Pre-Session Views

    Play Episode Listen Later Oct 8, 2025 5:15


    Strategy| A simple methodology to assess whether CCAP is cheap or notQNBE| Solid fundamentals and potential for increased payouts should overshadow the stock's illiquidity discountGBCO| 4Q25 securitization gains ignite GBCO's growth trajectory 

    Technical Analysis 08 October 2025

    Play Episode Listen Later Oct 8, 2025 6:35


    Pre-Session Views

    Play Episode Listen Later Oct 7, 2025 3:10


    In today's Pre-Session Views:Strategy | Alumina - aluminum spread soars to USD2,400/ton to form a perfect start to EGAL fiscal yearCement Sector | Local sales record strongest rally in over a decade

    Technical Analysis 07 October 2025

    Play Episode Listen Later Oct 7, 2025 6:47


    Pre-Session Views

    Play Episode Listen Later Oct 6, 2025 3:21


    In today's viewsStrategy | OPEC+ is seemingly pulling Brent below USD60/bbl and EGP assets are standing out as outright winners SAUD's MTO on ATLC | Synergy-driven value creation at the doors, with AMIA as a key beneficiary    

    Technical Analysis 06 October 2025

    Play Episode Listen Later Oct 6, 2025 7:16


    Pre-Session Views

    Play Episode Listen Later Oct 5, 2025 4:28


    Strategy | The pricing of listed F&B companies in Egypt reveals POU, feta plays and JUFO should outperform until mid 2026.EFIC | Strategic JV with state miners reinforces long-term growth and sector recoveryISPH | Poised to surpass management guidance; Overweight 

    Technical Analysis 05 October 2025

    Play Episode Listen Later Oct 5, 2025 8:06


    Pre-Session Views

    Play Episode Listen Later Oct 2, 2025 3:56


    In today's viewsStrategy | ORAS stuck around the AED35/share mark and this price level is far from randomMACRO | Absence of major inflation shocks during September and an unusually high real rate provide ample room for another 1-2% rate cut todayEFID | MCAP rose by EGP6 billion during a single month to EGP28 billion. Even a GCC listing does not justify this valuationBONY | The story behind the numbers: from CFO to FCFE

    Technical Analysis 02 October 2025

    Play Episode Listen Later Oct 2, 2025 6:38


    Pre-Session Views

    Play Episode Listen Later Oct 1, 2025 3:29


    In today's Pre-Session Views:Strategy | ISPH crosses the EGP11/share mark as investors eye three near-term catalystsFertilizer Sector | P-fertilizers lead, N-fertilizers catch up: Policy shifts and cyclical upside ahead

    Technical Analysis 01 October 2025

    Play Episode Listen Later Oct 1, 2025 9:53


    Pre-Session Views

    Play Episode Listen Later Sep 30, 2025 7:25


    Strategy | CSAG may retest its 52W high of EGP36/share if Gaza peace plan is executed as planned. AMIA | Clean, clear and cheap ETEL| Trading at 52W high; hold your positions for a structural reboundBONY| Management's reassuring tone should build confidence, yet unlocking full value could be contingent on one of three catalystsBuilding Materials | Gaza reconstruction to ignite multi-material demand

    Technical Analysis 30 September 2025

    Play Episode Listen Later Sep 30, 2025 8:39


    Pre-Session Views

    Play Episode Listen Later Sep 29, 2025 2:22


    In today's viewsStrategy | At EGP3.7/share, BONY is worth a second look.CIEB | A room for a 50% gain just to close an obvious dividend arbitrageCOMI | Bonus shares and payout talks to boost price performanceAMOC | Reliable high yield with cyclical margin catalyst aheadCSAG | Dividend yield strong, valuation anomaly persists

    Technical Analysis 29 September 2025

    Play Episode Listen Later Sep 29, 2025 8:30


    Pre-Session Views

    Play Episode Listen Later Sep 28, 2025 6:13


    In today's Pre-Session Views:Strategy | OPEC+ output hikes will likely support CCAP rally in 2026ORAS | OCI merger economics hinge on cash versus swap ratioABUK | EGP6/share dividend cements top-pick status amid sector re-rating

    Technical Analysis 28 September 2025

    Play Episode Listen Later Sep 28, 2025 7:08


    Pre-Session Views

    Play Episode Listen Later Sep 25, 2025 4:41


    Strategy | Three reasons why time is ripe to stretch COMI OW position to its maxF&B | Stocks rally on DOMT-Arla deal hopesTAQA | Ambitious expansion drive across power, water, and gasMBSC | Treasury share cancellation signals management conviction

    Technical Analysis 25 September 2025

    Play Episode Listen Later Sep 25, 2025 7:50


    Pre-Session Views

    Play Episode Listen Later Sep 24, 2025 4:52


    Strategy | ABUK versus ALCN. Which one will likely outperform until year-end? ABUK, MFPC, EGCH, EKHO | Direct subsidy and lower quota unlock pricing upside; ABUK remains top piEFIH | Overweight a direct exposure to key 2H25 and 2026 themesMTIE| How much is MTIE's Basata ePayments at a 25% discount to FWRY?

    Technical Analysis 24 September 2025

    Play Episode Listen Later Sep 24, 2025 4:57


    Pre-Session Views

    Play Episode Listen Later Sep 23, 2025 5:06


    In today's Pre-Session Views:Strategy | The second stage of CCAP capital increase ends today and the wait-and-see game has just startedPharma Distribution | Webinar takeaways from Pharma OverseasETRS | NOSCO merger implies deeper value unlock

    Technical Analysis 23 September 2025

    Play Episode Listen Later Sep 23, 2025 8:13


    Pre-Session Views

    Play Episode Listen Later Sep 22, 2025 4:35


    Strategy | DSCW is back to where it was almost 3 months ago and it is an unjustified pullbackORAS | Merge with OCI could set stage for Sawiris asset rotationDSCW, ORWE | Rebate rollout begins, earnings support visible in 2H25

    Technical Analysis 22 September 2025

    Play Episode Listen Later Sep 22, 2025 5:55


    Technical Analysis 21 September 2025

    Play Episode Listen Later Sep 21, 2025 6:51


    Pre-Session Views

    Play Episode Listen Later Sep 21, 2025 2:15


    Strategy | EGAL will likely find a solid valuation benchmark post Emirates Global Aluminum IPO. JUFO | Ex-Egypt strategy to double revenues; AccumulateABUK, MFPC, EGCH, EKHO | Government adjusts quotas and gas prices in a mixed policy shiftLCSW | Natural gas tariff hike looms, impact largely anticipated

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