EPISODE · May 29, 2025 · 4 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
In today's Pre-Session Views: Strategy| HRHO at EGP31/share is closer to a SELLATLC| ATLC is a rare cash cow within the universe of bank and NBFIs but its valuation largely reflects its story. ISPH| Management call reinforces our positive view JUFO| Expanding concentrates capacity remains value accretive but materially lower juice prices makes us less excited on the stock at the current price level
What this episode covers
In today's Pre-Session Views: Strategy| HRHO at EGP31/share is closer to a SELLATLC| ATLC is a rare cash cow within the universe of bank and NBFIs but its valuation largely reflects its story. ISPH| Management call reinforces our positive view JUFO| Expanding concentrates capacity remains value accretive but materially lower juice prices makes us less excited on the stock at the current price level
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Pre-Session Views
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