EPISODE · Nov 2, 2025 · 9 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
Strategy | KSA-based Tabby recent secondary share sale casts in stone GBCO status as 2026 top pickFWRY | A high-conviction exposure to signals of renewed foreign flows in EGXVALU | A top pick leveraging consumer segment exposureMTIE | MTIE’s Edge/Basata agreement| Our view: replicating FWRY’s MSME model could unlock hidden value in Basata MicrofinanceTMGH | GEM’s opening raises Cairo and Giza hotels’ occupancy to 100% and room rates by 400%DSCW | Egypt’s textile exports up 24% during 9M25; DSCW maintains strong export momentumORWE | Management lowers 2025 guidance amid softer 2H recoveryCCAP | ERC margin contraction and Dina Farms losses drive consolidated net lossEFIC | Standalone revenue up 21%, but sulfur costs hit profitsABUK | Solid margins sustain earnings; 2H guidance points to recovery
What this episode covers
Strategy | KSA-based Tabby recent secondary share sale casts in stone GBCO status as 2026 top pickFWRY | A high-conviction exposure to signals of renewed foreign flows in EGXVALU | A top pick leveraging consumer segment exposureMTIE | MTIE’s Edge/Basata agreement| Our view: replicating FWRY’s MSME model could unlock hidden value in Basata MicrofinanceTMGH | GEM’s opening raises Cairo and Giza hotels’ occupancy to 100% and room rates by 400%DSCW | Egypt’s textile exports up 24% during 9M25; DS...
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