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from Al Ahly Pharos · host Al Ahly Pharos

*Key fundamental views for today*STRATEGY| EGX30 should find support in potential US-China trade deal/India-Pakistan ceasefire/EG sovereign CDS compressionMACRO| There is room for 100-200 bps policy rate cut on 22 May post April inflation printMACRO| USD/EGP 2025 outlook remains stable at 51-53 amid strong signs of commitment to IMF programARCC| Coal and sales mix to drive GPM expansion in 2025SKPC| 1Q-25 results are almost flat y/y and 2Q results will likely remain so on flat HDPE. Time to accumulate as stock trades at low end of historic multiple

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*Key fundamental views for today* STRATEGY| EGX30 should find support in potential US-China trade deal/India-Pakistan ceasefire/EG sovereign CDS compression MACRO| There is room for 100-200 bps policy rate cut on 22 May post April inflation print MACRO| USD/EGP 2025 outlook remains stable at 51-53 amid strong signs of commitment to IMF program ARCC| Coal and sales mix to drive GPM expansion in 2025 SKPC| 1Q-25 results are almost flat y/y and 2Q results will likely remain so on flat HDPE. Time...

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This episode is 6 minutes long.

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This episode was published on May 11, 2025.

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