EPISODE · Jul 22, 2025 · 8 MIN
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from Al Ahly Pharos · host Al Ahly Pharos
Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upsideCOMI| Strong 2Q25 performance signals potential price re-ratingCICH| Buy one get one freeBONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watchIFAP | Short IFAP, long EFIC on unjustified valuation gap
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