EPISODE · Jul 9, 2025 · 8 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuationsRMDA| Acquisition of high-margin chronic disease molecule reinforces strategic outlook and FY25 targetsBONY| Discounted entry and an above average rent yield — but dividend void and cashflow thinness limit appealETEL| 12M rally = cost of equityGBCO| Another management call confirms our positive view on the stock; Margins hold firm amid regional challenges, GB Capital beats, incentives to boost 2H25 earningsEGAL| Hold EGAL to EGP200/share
What this episode covers
Strategy| Market intelligence - Launch of Ras El Hekma should unlock IMF funding and inflate ORAS and ELEC valuationsRMDA| Acquisition of high-margin chronic disease molecule reinforces strategic outlook and FY25 targetsBONY| Discounted entry and an above average rent yield — but dividend void and cashflow thinness limit appealETEL| 12M rally = cost of equityGBCO| Another management call confirms our positive view on the stock; Margins hold firm amid regional challenges, GB Capital beats, inc...
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