Bedste Al Ahly Pharos-podcasts (2025)

1
Pre-Trading Thoughts 3:44

8h ago3:44

3:44

IMF boss confirmed that the Fund will continue to support the Egyptian economy as it carries out reforms. The government will pay out USD1 billion of arrears owed to foreign energy companies early next month. The Emirati company Dana Gas will resume its drilling activities in Egypt starting next March, after receiving part of its overdue dues from …

1
Technical Analysis 3:36

9h ago3:36

3:36

- Market Overview - ABUK - ORHD - ETEL - ADIB - ORAS - Prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 5:30

1d ago5:30

5:30

Cypriot President Nikos Christodoulides reconfirmed that he will sign “the first agreements for the commercialization of natural gas from deposits in the Republic of Cyprus” tomorrow. Egypt’s unemployment rate fell to 6.4% in 4Q 2024, down 0.3 percentage points from the previous quarter, according to data from state statistics agency Capmas. Effort…

1
Technical Analysis 3:39

1d ago3:39

3:39

- Market Overview - COMI - HRHO - CIEB - ETEL - EMFD - PHAR prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 5:58

4d ago5:58

5:58

The government is currently working on preparing the budget for FY 2025-26, all while preparing a comprehensive three-year budget with a financial ceiling that can only be exceeded in exceptional cases, one of the sources said. Government entities will also submit another budget covering FY 2026-27 to FY 2029-30. Ministries will be given cabinet-ap…

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Technical Analysis 2:33

4d ago2:33

2:33

- Market Overview - ETEL - CIEB - ISPH - RMDA - HRHO - prepared by: Mayada Amin- CETA, CFTAf Al Ahly Pharos

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Pre-Trading Thoughts 2:54

5d ago2:54

2:54

*Key news articles for today* Egypt plans to “present a comprehensive vision for the reconstruction of the Gaza Strip in a manner that ensures the Palestinian people remain in their homeland and aligns with their legitimate and legal rights. Two consortiums of international energy players are set to invest a total of USD130 million over the next fi…

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Technical Analysis 1:20

5d ago1:20

1:20

- Market OverviewAf Al Ahly Pharos

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Pre-Trading Thoughts 4:05

6d ago4:05

4:05

Annual urban inflation recorded 24.0% in January 2025 compared with 24.1% in December 2024. Annual core inflation, computed by the CBE, recorded 22.6% in January 2025 compared with 23.2% in December 2024. Spanish hospitality group Barceló is in negotiations to acquire and participate in several projects in Egypt, CEO Raúl González said in a meeting…

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Technical Analysis 2:44

6d ago2:44

2:44

- Market Overview - TAQA - CCAP - OIH - HRHO - ELKA - prepared by : Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 5:25

7d ago5:25

5:25

The National Wages Council decided to raise the minimum wage for private sector workers to EGP7k a month, up from EGP6k, starting March. The Council also set the value of the bonus granted to employees at no less than 3% of their social insurance wage with a floor of EGP250 per month. Hong Kong-listed United Energy Group (UEG) inked a sale and purc…

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Technical Analysis 2:25

7d ago2:25

2:25

- Market Overview - ABUK - EAST - JUFO - HRHO - ADIB - prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 4:47

8d ago4:47

4:47

The IMF’s Executive Board is to sign off on Egypt’s fourth review “in the coming weeks,” IMF Communications Director Julie Kozack said in a briefing to the press. The meeting will also see the board look into a set of fresh funds under the IMF’s Resilience and Sustainability Facility. BP’s recent discovery at its King Mariout offshore concession co…

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Technical Analysis 2:18

8d ago2:18

2:18

- Market Overview - SKPC - COMI - OCDI - JUFO - ETEL -prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 7:03

11d ago7:03

7:03

The new social protection package will be announced “within days,” Prime Minister said. The package of minimum wage hikes and pension increases will come into effect starting the next fiscal year. Net foreign reserves inched up to USD47.3 billion at the end of January 2025, marking a USD156 million increase from December. Net foreign assets in Egyp…

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Technical Analysis 2:15

11d ago2:15

2:15

Market Overview COMI HRHO ELKA ELSH prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 3:52

12d ago3:52

3:52

Egypt's PMI recorded 50.7 in January, up from 48.1 in December, signaling a renewed improvement in the health of the Egyptian non-oil economy at the beginning of the year, on growth in output and sales as well as falling cost pressures to eight-month low. The government will lease a Turkish floating storage regasification unit starting June and for…

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Technical Analysis 1:10

12d ago1:10

1:10

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

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Pre-Trading Thoughts 4:24

13d ago4:24

4:24

Kuwait’s Ali Alghanim & Sons Group is looking into setting up an insulin factory in Egypt in partnership with foreign companies as part of its expansion in Egypt. The group is also exploring the development of a tourist resort overlooking the Red Sea. The government holding intensive discussions to resolve the issue of the long-awaited capital gain…

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Technical Analysis 2:00

13d ago2:00

2:00

- Market Overview - COMI - ADIB - ORAS - BTFH - prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 5:05

14d ago5:05

5:05

Kuwait’s Bukhamseen Group is looking into establishing a USD125 million hotel in Egypt as part of its plan to expand its presence in the Egyptian market. The Kuwaiti Jazeera Airways is interested in expanding its presence in the local market, boosting investments in airport development and mulling a mass transit project. Aref Investment Group is lo…

1
Technical Analysis 2:03

14d ago2:03

2:03

- Market Overview - SKPC - ORAS - ADIB - RMDA - Prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

1
Pre-Trading Thoughts 5:42

15d ago5:42

5:42

Kuwait’s Bukhamseen Group is planning to acquire one of Egypt’s largest tourism and hospitality investment companies in a USD4.9 billion transaction, Al Mal reports without disclosing the identity of the sought after company. The government is in talks to temporarily use Cyprus’ floating storage and regasification unit Etyfa Prometheus, according t…

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Technical Analysis 3:01

15d ago3:01

3:01

- Market Overview - ADIB - CCAP - MASR - ABUK - BTFH - Prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 4:59

18d ago4:59

4:59

Who’s in and who’s out of the EGX30? In: Orascom Development, Rameda, EgyptAlum, Ibn Sina Pharma, Qalaa Holdings, and Eipico Out: Ezz Steel, B Investments, Faisal Islamic Bank of Egypt, Cleopatra Hospitals, Elsewedy Electric, and Heliopolis Housing The Prime Minister said that the government is working the social protection package including increa…

1
Technical Analysis 1:48

18d ago1:48

1:48

- Market Overview - ABUK - ALCN - CIEB - CLHO - MFPC - prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 2:59

19d ago2:59

2:59

*Key news articles for today* Egypt has officially returned to international debt markets with its first USD bond issuance in nearly two years, issuing USD 2 bn in 5- and 8-year bonds. Global outsourcing giant Concentrix will invest USD 1 bn over the next four years to expand its operations in Egypt under an MoU inked with the Information Technolog…

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Pre-Trading Thoughts 4:14

20d ago4:14

4:14

The newly formed private sector advisory committees will hold their first meeting with Prime Minister Moustafa Madbouly today, set from now on to be at least a monthly occurrence with the PM as chair, according to a cabinet statement. The House approved a EUR318 mn loan for a high-speed rail line connecting Sokhna and Marsa Matrouh from the Islamic…

1
Technical Analysis 1:29

20d ago1:29

1:29

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

1
Pre-Trading Thoughts 3:33

21d ago3:33

3:33

The House approved a new simplified tax system for SMEs that proposed that businesses with an annual turnover of up to EGP15 million will pay a simple flat tax that covers income tax, value-added tax, duty tax, and others. The Economic Committee approved a framework agreement with the African Development Bank to phase out LIBOR as a reference inter…

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Pre-Trading Thoughts 2:58

22d ago2:58

2:58

Prime Minister Madbouly announced the formation of six advisory committees that will ensure continued and deepened communication between policymakers and the private sector as the state pushes its reform drive into the new year. French energy company TotalEnergies and Italian energy giant Eni and the Madbouly government will next month ink agreemen…

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Technical Analysis 2:35

22d ago2:35

2:35

- Market Overview - POUL - EPCO - ETEL - CLHO - KRDI - Prepared by Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 4:03

25d ago4:03

4:03

Egypt plans to issue USD1-1.5 billion worth of eurobonds or green bonds in international markets as soon as next month, followed by an issuance of sovereign sukuk, to take advantage of rising investor interest in Egyptian debt, a senior government official said. The African Development Bank (AfDB) has approved a USD170 million loan to Egypt to fost…

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Technical Analysis 2:02

26d ago2:02

2:02

- Market Overview - BINV - BTFH - CLHO - PHDC - EKHOA - Prepared by: Mayada Amin, CFTE, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 5:39

27d ago5:39

5:39

Our take on Trump’s return to the White House, becoming the 47th President of the United States: One of the main channels that might affect Egypt's economy is the fact that Trump's main economic policies might cause an upward pressure on the USD globally. Trump is pro expansionary fiscal policies, and likely to try to boost businesses in the US thr…

1
Technical Analysis 2:47

27d ago2:47

2:47

- Market Overview - BINV - SWDY - ARAB - OLFI Prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

1
Pre-Trading Thoughts 3:34

28d ago3:34

3:34

The General Authority for Investment and Freezones is looking into setting up a freezone in Minya that would house textile projects from a Chinese investment alliance that is eyeing USD1.5 billion in initial investments. The Finance Ministry will launch an electronic tax system for clearing investors’ receivables and debts next month. Net foreign a…

1
Technical Analysis 2:39

28d ago2:39

2:39

- Market Overview - CCAP - ALCN - OFH - SCEM - prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

1
Pre-Trading Thoughts 7:06

29d ago7:06

7:06

The CBE has released the Balance of Payment (BoP)'s performance report for 1QFY2024/25. The overall BoP recorded a deficit of USD991.2 million 1QFY 2024/25, as opposed to a surplus of c. USD230 million in the comparable period in the previous year. The current account deficit has surged by 110.5% YoY to USD5.9 billion in 1QFY2024/25 up from a defic…

1
Pre-Trading Thoughts 2:03

1M ago2:03

2:03

Organi Group is going to increasingly focus on expanding its presence in the automotive and tourism sectors over the next five years and invest USD1 bn in the two sectors by 2030. The Egyptian National Railways (ENR) has partnered with Italian rail construction and maintenance firm Salcef Group to form a new joint venture, Salcef Track, that will o…

1
Technical Analysis 2:20

1M ago2:20

2:20

- Market Overview - ABUK - MFPC - AMOC - SKPC - Prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

1
Technical Analysis 2:53

1M ago2:53

2:53

- Market Overview - COMI - OFH - ABUK - EKHOA - ALCN prepared by: Mayada Amin- CETA, CFTeAf Al Ahly Pharos

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Pre-Trading Thoughts 6:25

1M ago6:25

6:25

The Finance Ministry is preparing to release the new public debt policy document by the end of March, which will outline its plans for public and foreign debt, including the issuance of green bonds, sukuk, and international bonds. The government is currently working on two parallel budgets, with the upcoming FY 2025-2026 budget being simultaneously…

1
Technical Analysis 1:23

1M ago1:23

1:23

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

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