EPISODE · Sep 14, 2025 · 10 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
Strategy | Longterm investors cannot afford to be UW JUFO and OLFINIPH | Small cap with potential large growth aheadORAS | ADX listing supports rerating; Egypt pricing gap likely to narrowORWE | Discounts and rebates set to support 2H25 earningsAMIC | Diversified portfolio, strong cash flows with growth optionality ETRS | NOSCO merger expands fleet, multiples set to compress
What this episode covers
Strategy | Longterm investors cannot afford to be UW JUFO and OLFINIPH | Small cap with potential large growth aheadORAS | ADX listing supports rerating; Egypt pricing gap likely to narrowORWE | Discounts and rebates set to support 2H25 earningsAMIC | Diversified portfolio, strong cash flows with growth optionality ETRS | NOSCO merger expands fleet, multiples set to compress
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Pre-Session Views
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