EPISODE · Jun 19, 2025 · 6 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
In today's Pre-Session Views:Strategy| COMI behavior during a sell-off suggests EGP80/share is a sold floorADIB| Growth-oriented with capital preservation in mind; Ready to mitigate rate pressuresHRHO| HRHO Dips Below EGP 25/Share—Time to load upJUFO| The margin tailwind fades as concentrates catalyst wears offISPH| Earnings and cosmeceuticals growth on track; potential deleveraging adds further upsideLCSW| Merger fuels efficiency; 2H25 rebound may support EGP600 million earnings guidance barring gas price shocksMCQE| YTD sales volumes reaffirm robust 2025 outlook
What this episode covers
In today's Pre-Session Views: Strategy| COMI behavior during a sell-off suggests EGP80/share is a sold floorADIB| Growth-oriented with capital preservation in mind; Ready to mitigate rate pressuresHRHO| HRHO Dips Below EGP 25/Share—Time to load upJUFO| The margin tailwind fades as concentrates catalyst wears offISPH| Earnings and cosmeceuticals growth on track; potential deleveraging adds further upsideLCSW| Merger fuels efficiency; 2H25 rebound may support EGP600 million earnings guidance ba...
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Pre-Session Views
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