EPISODE · May 27, 2025 · 5 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
Strategy| PHDC ranked top pick as Abu Dhabi project is estimated to add around EGP15/share to FV estimateABUK, EKHO, MFPC, KIMA, LCSW, ECAP| Egypt’s planned LNG imports signals higher gas prices and challenges industrial marginsHRHO| Should we purchase HRHO at EGP30 ahead of the ValU IPO?EFID| Steady but tepid start to a year lacking momentum
What this episode covers
Strategy| PHDC ranked top pick as Abu Dhabi project is estimated to add around EGP15/share to FV estimate ABUK, EKHO, MFPC, KIMA, LCSW, ECAP| Egypt’s planned LNG imports signals higher gas prices and challenges industrial margins HRHO| Should we purchase HRHO at EGP30 ahead of the ValU IPO? EFID| Steady but tepid start to a year lacking momentum
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