Pre-Session Views

An episode of the Al Ahly Pharos podcast, hosted by Al Ahly Pharos, titled "Pre-Session Views" was published on November 2, 2025 and runs 9 minutes.

November 2, 2025 ·9m · Al Ahly Pharos

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Summary

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...

Episode Description

Strategy | KSA-based Tabby recent secondary share sale casts in stone GBCO status as 2026 top pick
FWRY | A high-conviction exposure to signals of renewed foreign flows in EGX
VALU | A top pick leveraging consumer segment exposure
MTIE | MTIE’s Edge/Basata agreement| Our view: replicating FWRY’s MSME model could unlock hidden value in Basata Microfinance
TMGH | 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 momentum
ORWE | Management lowers 2025 guidance amid softer 2H recovery
CCAP | ERC margin contraction and Dina Farms losses drive consolidated net loss
EFIC | Standalone revenue up 21%, but sulfur costs hit profits
ABUK | Solid margins sustain earnings; 2H guidance points to recovery