EPISODE · May 13, 2025 · 6 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
*Key fundamental views for today* Strategy| Macro noise is bullish EGP and step in CSAG + EGAL on Red Sea traffic recovery and aluminum price rally. Macro| Remittances go the extra mile in Feb- positive for USDCOMI 1Q25| on track to meet full year estimates, supported by controlled operating expenses and reduction in provisions. ETEL| starts 2025 robustly despite debt burden, price performance lacks catalyst despite upside potential of 45% from current levels.RMDA| A strong volume growth and portfolio repricing set RMDA on solid FY25 path CCAP| capital increase postponed till year end ECAP’s 4Q| impacted by rising cost and competitionPOUL| Record revenues and strong margins on seasonal demand
What this episode covers
*Key fundamental views for today* Strategy| Macro noise is bullish EGP and step in CSAG + EGAL on Red Sea traffic recovery and aluminum price rally. Macro| Remittances go the extra mile in Feb- positive for USDCOMI 1Q25| on track to meet full year estimates, supported by controlled operating expenses and reduction in provisions. ETEL| starts 2025 robustly despite debt burden, price performance lacks catalyst despite upside potential of 45% from current levels. RM...
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Pre-Session Views
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