EPISODE · Jul 30, 2025 · 7 MIN
Pre-Session Views
from Al Ahly Pharos · host Al Ahly Pharos
In today's Pre-Session Views:Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positionsEFID| EFID exclusion from EGX30 supports short EFID callTMGH| SouthMed shouldn’t be exposed to NUCA fee riskETEL| 2Q25 expectations – no surprisesDSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volumes; margins improve q/q but remain under pressure, foreign entrants viewed as strategic upsideMCQE| EGX30 inclusion adds fuel to fire as stock crawls towards our end 2025 FV of EGP67.7/share
What this episode covers
In today's Pre-Session Views: Strategy| PHDC investors have already shaved off the fees imposed by NUCA from MCAP. Time to rebuild long positionsEFID| EFID exclusion from EGX30 supports short EFID callTMGH| SouthMed shouldn’t be exposed to NUCA fee riskETEL| 2Q25 expectations – no surprisesDSCW| (BUY- FV: EGP5.5/share) 2Q25 recovery led by volumes; margins improve q/q but remain under pressure, foreign entrants viewed as strategic upsideMCQE| EGX30 inclusion adds fuel to fire as stock crawls ...
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Pre-Session Views
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