EPISODE · Jun 3, 2025 · 8 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
In today's Pre-Session Views: Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimalMacro| May 2025 inflation to hover around 15% on base effectCSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCNRMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cutsTMGH conference call| Potential subsidiary listing on other markets could unlock valueEGAL| Dividend powerhouse with structural tailwinds – Maintain positive viewARCC and Egypt Cement| Neutral but opportunities exist in smaller peersECAP's 1Q25| Pressures mount as weak demand and cost concerns persist
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In today's Pre-Session Views: Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimalMacro| May 2025 inflation to hover around 15% on base effectCSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCNRMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cutsTMGH conference call| Potential subsidiary listing on other markets could unlock valueEGAL| Dividend powerhouse with structura...
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Pre-Session Views
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