EPISODE · May 12, 2025 · 8 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
*Key fundamental views for today* Strategy| FWRY and EGAL offer value post yesterday's sell-offMacro| Core Inflation up in April, no threat to expected easing pathMacro| Restoring normal traffic to the Suez canal might take monthsMacro| The Government will tap international financial markets before mid-2025JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/wARCC| Two-month quota suspension casts doubt on ARCC FY25 earningsMFPC| Stable Q for MFPC, maintain equalweightADIB| strong 1Q25; penalized by lack of cash dividends Weekly Commodities Update
What this episode covers
*Key fundamental views for today* Strategy| FWRY and EGAL offer value post yesterday's sell-off Macro| Core Inflation up in April, no threat to expected easing path Macro| Restoring normal traffic to the Suez canal might take months Macro| The Government will tap international financial markets before mid-2025 JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/w ARCC| Two-month quota suspension casts doubt on ARCC FY25 earnings MFPC| Sta...
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