Pre-Session Views
An episode of the Al Ahly Pharos podcast, hosted by Al Ahly Pharos, titled "Pre-Session Views" was published on November 19, 2025 and runs 3 minutes.
November 19, 2025 ·3m · Al Ahly Pharos
Summary
In today's Pre-Session Views: Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/shareADIB | The simple math of a capital increaseJUFO | Export mix reweighting and positioning for 2026 volume recoveryEKHO | Results call highlights new UK pyrolysis project; operational resilience and capital recycling underscore upside potentialORWE | Maintains 2025 guidance, discusses restructuring and dividends; we remain neutral on 2026 outlook
Episode Description
In today's Pre-Session Views:
- Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/share
- ADIB | The simple math of a capital increase
- JUFO | Export mix reweighting and positioning for 2026 volume recovery
- EKHO | Results call highlights new UK pyrolysis project; operational resilience and capital recycling underscore upside potential
- ORWE | Maintains 2025 guidance, discusses restructuring and dividends; we remain neutral on 2026 outlook
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