พอดคาสท์ Al Ahly Pharos ชั้นนำ (2025)

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Technical Analysis 2:32

5h ago2:32

2:32

- Market Overview - EMFD - HRHO - ADIB - CIEB - FWRY Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Session Views 10:15

3d ago10:15

10:15

*Key fundamental views for today* Strategy| Long EGAL on rebound in Aluminum prices Macro| FY25/26 budget is out and it foresees a plunge in average treasury yields to 16% Macro| Maersk might transit the SC soon - Positive for USD. Macro |Global commodity prices imply more stability on the fuel front - Positive for inflation, interest rates. EFIH o…

1
Technical Analysis 2:00

3d ago2:00

2:00

- Market Overview - COMI - EMFD - PHDC - RMDA - ISPH - prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Session Views 3:06

4d ago3:06

3:06

Strategy| Banks are relating on COE compression hopes - keep an eye on SUGR Macro| Tourism on fire in Q1 2025 - Positive for USD SUGR| SUGR is on track for a strong year BTFH 1Q profit is 41% of 2024 record breaking results - A strong BUY ORHD at EGP23.40/share? Is it still a BUY?โดย Al Ahly Pharos

1
Technical Analysis 1:06

4d ago1:06

1:06

Market Overview Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Session Views 6:15

5d ago6:15

6:15

*Key fundamental views for today* Strategy| Macro noise is bullish EGP and step in CSAG + EGAL on Red Sea traffic recovery and aluminum price rally. Macro| Remittances go the extra mile in Feb- positive for USD COMI 1Q25| on track to meet full year estimates, supported by controlled operating expenses and reduction in provisions. ETEL| starts 2025 …

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Technical Analysis 2:25

5d ago2:25

2:25

- Market Overview - ABUK - EFIH - EGAL - FWRY - ALCN - prepared by; Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Session Views 8:21

6d ago8:21

8:21

*Key fundamental views for today* Strategy| FWRY and EGAL offer value post yesterday's sell-off Macro| Core Inflation up in April, no threat to expected easing path Macro| Restoring normal traffic to the Suez canal might take months Macro| The Government will tap international financial markets before mid-2025 JUFO| ST performance may remain under …

1
Technical Analysis 1:30

6d ago1:30

1:30

Market Overview prepared by : Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Session Views 6:57

7d ago6:57

6:57

*Key fundamental views for today* STRATEGY| EGX30 should find support in potential US-China trade deal/India-Pakistan ceasefire/EG sovereign CDS compression MACRO| There is room for 100-200 bps policy rate cut on 22 May post April inflation print MACRO| USD/EGP 2025 outlook remains stable at 51-53 amid strong signs of commitment to IMF program ARCC…

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Technical Analysis 2:56

7d ago2:56

2:56

- Market Overview - BTFH - PRCL - OIH - CLHO - prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 4:30

10d ago4:30

4:30

Prime Minister Mostafa Madbouly stated that the fifth review of the IMF loan program will start within few days, according to local press. Egypt is committed to paying USD725 million to the IMF during the current month of May, and USD962 million in June, after paying USD1.56 billion during 4M2025. The Madbouly government expects to raise USD4-5 bn …

1
Technical Analysis 1:35

10d ago1:35

1:35

- Market Overview - Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 3:29

11d ago3:29

3:29

*Key news articles for today* Net International Reserves inched up to USD48.14 billion at the end of April, up from USD47.76 billion in March. The ascent is driven by a USD1 billion increase in the value of gold component of reserves, driving the reserves up, despite the lower value of foreign currencies which recorded USD34.32 billion down from US…

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Technical Analysis 2:58

11d ago2:58

2:58

- Market Overview - BTFH - FWRY - ORAS - TAQA - ELEC - prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 5:39

12d ago5:39

5:39

The CBE has released the Balance of Payment (BoP)'s performance report for 1HFY2024/25. Key points are: 1) The overall BoP recorded a deficit of USD503 million in 1HFY2024/25, and 2) The current account (CA) deficit has surged by 15% YoY to c. USD11.1 billion. A team from the International Monetary Fund will begin the fifth review of the Extended F…

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Pre-Trading Thoughts 4:46

13d ago4:46

4:46

*Key news articles for today* Abu Dhabi wealth fund ADQ-owned AD Ports Group has inked a 50-year renewable usufruct agreement with the Suez Canal Economic Zone (SCZone) to develop and operate an industrial and logistics zone spanning 20 sqkm in East Port Said. Net foreign assets in Egypt’s banking sector increased for the third consecutive month to…

1
Technical Analysis 2:33

13d ago2:33

2:33

- Market Overview - HELI - BTFH - PHDC - APSW - ETEL - Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 3:00

14d ago3:00

3:00

Tourist arrivals rose 25% y/y in 1Q25 to 3.9 million. Tourism minister expects the 5% y/y increase in 2024 to be followed by an 8% y/y increase in 2025. The House of Representatives will start discussing amendments to the Old Rent Law today. The IMF said in its latest Regional Economic Outlook that “economic activity is expected to pick up but rema…

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Pre-Trading Thoughts 2:54

18d ago2:54

2:54

*Key news articles for today* Egypt is having to increasingly look to debt to bridge the budget deficit and repay its debt obligations, with the government financing gap in the next fiscal year’s draft budget up by over 25% to EGP 3.6 tn. The widening shortfall is attributed to a fall in non-tax revenues coupled with increased social spending. The …

1
Technical Analysis 1:25

18d ago1:25

1:25

Market Overview Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 6:09

19d ago6:09

6:09

China’s Wu’an Xin Feng has kicked off construction on its planned USD1.7 bn integrated industrial complex in Ain Sokhna’s Industrial Zone, the Suez Canal Economic Zone (SCZone) said in a statement. The two-phase complex being built by the company’s Egyptian arm Xin Feng Egypt Steel will be completed over a five-year period and create 8k direct jobs…

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Technical Analysis 3:04

19d ago3:04

3:04

- Market Overview - HRHO - MASR - RMDA - MFPC - TAQA - Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 3:24

20d ago3:24

3:24

We published this morning our earnings expectations sheet for companies under coverage in 1Q25/FY25, with the following key conclusions: In FY25, aggregated net profit is expected to increase 10% YoY Stocks that are expected to witness a shift from net loss to net profit YoY in 1Q25: ORHD and EGCH Stocks that are expected to witness a spike (>80%) …

1
Technical Analysis 2:19

20d ago2:19

2:19

- Market Overview - COMI - ALCN - PHDC - EFIH - ORAS - ORHD - Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 3:45

21d ago3:45

3:45

The World Bank sees the Egyptian economy growing at a 3.8% y/y clip during the fiscal year 2024-2025, raising its outlook 0.3 percentage points from its 3.5% forecast in October. The Finance Ministry is considering exempting imported auto parts used in manufacturing from the 3% state development fee, to instead collect the fees upon commercial sale…

1
Technical Analysis 2:42

21d ago2:42

2:42

- Market Overview - COMI - HRHO - FWRY - EFIH - AMOC - PHDC - prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 3:40

25d ago3:40

3:40

*Key news articles for today* The IMF raised Egypt’s economic growth to 3.8% YoY this fiscal year, up 0.2pps from its January forecast. Its projection for the coming fiscal year was also up, likewise coming in 0.2pps higher from its previous projection to 4.3% YoY. The IMF also sees inflation continuing to dip this fiscal year to a monthly average …

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Technical Analysis 2:40

25d ago2:40

2:40

- Market Overview - BTFH - EMFD - EHDR - FWRY - ELSH - Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 3:38

26d ago3:38

3:38

The Monetary Policy Committee decided on Thursday to cut policy rates by 225 basis points to 25% and 26% for overnight deposit and overnight lending rates respectively. The government is planning to replace many of the various fees charged by different entities with a single unified additional tax on net income, which aims to streamline the tax sys…

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Technical Analysis 3:11

26d ago3:11

3:11

- Market Overview - TMGH - ORHD - MENA - ELSH - ELKA - Prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 6:36

1M ago6:36

6:36

The MPC is scheduled to meet later today to decide on interest rates. We believe the CBE has the room to ease by up to 200 bps in its meeting today. The Finance Ministry has more than doubled its target for international debt issuances in the draft budget for the next fiscal year, coming in at a total of EGP400 billion (USD8 billion), up from EGP15…

1
Technical Analysis 1:14

1M ago1:14

1:14

- Market Overview - prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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بودكاست - توقعات الاهلي فاروس لسعر الفائدة 7:05

1M ago7:05

7:05

โดย Al Ahly Pharos

1
Technical Analysis 3:17

1M ago3:17

3:17

- Market Overview - PHDC - TMGH - EFIH - EKHOA - FWRY -.prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

1
Pre-Trading Thoughts 3:43

1M ago3:43

3:43

Saudi players have been signaling interest in possibly expanding their investment footprint in Egypt. Saudi companies could raise their investments in Egypt by as much as USD15 billion over the next four years to USD50 billion. Batterjee Holding has earmarked USD200 million to invest in Egyptian real estate and industry. Batterjee mentioned the pha…

1
Technical Analysis 5:21

1M ago5:21

5:21

- Market Overview - prepared by: Mohamed Othman - CETA, CFTeโดย Al Ahly Pharos

1
Pre-Trading Thoughts 3:35

1M ago3:35

3:35

Monthly urban headline CPI inflation recorded 1.6% in March 2025 compared to 1.4% in February. On an annual basis, urban inflation recorded 13.6% compared to 12.8% in February. Egypt’s Fuel Automatic Pricing Committee raised on Friday prices of gasoline and diesel by EGP2, but kept diesel fuel supplied to electricity, food industries, and vehicle g…

1
Technical Analysis 4:52

1M ago4:52

4:52

- Market Overview - Prepared by: Mohamed Othman - CETA, CFTeโดย Al Ahly Pharos

1
Pre-Trading Thoughts 3:52

1M ago3:52

3:52

*Key news articles for today* The EGP rallied against the greenback yesterday, snapping a four-day slide as one USD changed hands for around 51.33 at both public and private banks, as a handful of foreign portfolio investors cautiously bought back into Egyptian debt. Tariff relief could be on its way, with the US considering easing its recently imp…

1
Technical Analysis 3:01

1M ago3:01

3:01

- Market Overview - COMI - CIEB - EAST - MASR - SKPC - KRDI - prepared by: Mayada Amin- CETA, CFTeโดย Al Ahly Pharos

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Pre-Trading Thoughts 5:19

1M ago5:19

5:19

Egypt will continue to rely on a flexible exchange rate regime as a first line of defense against global shocks, central bank Deputy Governor Ramy Aboul Naga said. Aboul Naga signaled that the central bank will cut interest rates when it’s convinced inflation won’t pick up again. The EGP continued to weaken against the USD in trading yesterday, sli…

1
Technical Analysis 6:02

1M ago6:02

6:02

- Market Overview - Prepared by: Mohamed Othman- CETA, CFTeโดย Al Ahly Pharos

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