EPISODE · May 19, 2025 · 7 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
Strategy| HRHO rally opens gate for arbitrage opportunitiesMacro| Active interbank is a telltale of foreign inflows - Positive for USDMTIE 1Q25| On track to meet full-year estimates, exceeding estimates is contingent on Saudi and auto sales performanceTMGH| Another mispriced stock whose MCAP overlooks more than just land bankORWE| Revenues stall and margins tighten, signaling a tough FY25 performanceEKHO| 1Q earnings in line with guidance, cautious outlook for the year
What this episode covers
Strategy| HRHO rally opens gate for arbitrage opportunities Macro| Active interbank is a telltale of foreign inflows - Positive for USD MTIE 1Q25| On track to meet full-year estimates, exceeding estimates is contingent on Saudi and auto sales performance TMGH| Another mispriced stock whose MCAP overlooks more than just land bank ORWE| Revenues stall and margins tighten, signaling a tough FY25 performance EKHO| 1Q earnings in line with guidance, cautious outlook for the year
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Pre-Session Views
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