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

Episode metadata supplied by the publisher feed · Published Jul 30, 2025

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Pre-Session Views

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