EPISODE · Nov 12, 2025 · 10 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
In today's viewsStrategy | The most hated EGX30 constituent is due for a 10% reboundISPH | The company should consider the release of bad news if good news is value destructivePOUL | It is not chicken that investors are after. It is the net cash balanceEgyptian Banks | Imminent rerating of banking stocksSUGR | Sugar import ban to ease inventory pressure, limited price impact expected; maintain Underweight positionRMDA | Low base recovery in 3Q, but FY25 target looks challenging; reiterate Underweight recommendationETEL, FWRY, and EFIH | The government is leading the conversion story; overweight three of our top ten picks in 2026
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In today's viewsStrategy | The most hated EGX30 constituent is due for a 10% reboundISPH | The company should consider the release of bad news if good news is value destructivePOUL | It is not chicken that investors are after. It is the net cash balanceEgyptian Banks | Imminent rerating of banking stocksSUGR | Sugar import ban to ease inventory pressure, limited price impact expected; maintain Underweight positionRMDA | Low base recovery in 3Q, but FY25 target looks challenging; reiterate Und...
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