EPISODE · Jun 12, 2025 · 6 MIN
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from Al Ahly Pharos · host Al Ahly Pharos
Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting startedCSAG| CSAG crosses our FV target and time is ripe for a trimVALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for moreEKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesisMTIE over BINV| Long what’s ahead, hold what’s priced in MCQE| Updated Fair Value Highlights Compelling Opportunity
What this episode covers
Strategy| Trump says deal with China is "done" and we say EGAL journey to EGP200/share is just getting startedCSAG| CSAG crosses our FV target and time is ripe for a trimVALU| VALU’s fair value based on fundamentals but don’t mistake market momentum for moreEKHO| Offer for Delta Insurance at EGP 40/share acts as key catalyst for divestment thesisMTIE over BINV| Long what’s ahead, hold what’s priced in MCQE| Updated Fair Value Highlights Compelling Opportunity
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