Al Ahly Pharos

- Market Overview  - COMI - TMGH - AMOC - FWRY  - VLMR - VLMRA - MEPA - RMDA - KRDI - ABUK - EGAS - ZEOT - QNBE - CLHO - MTIE - ECAP  - Prepared by: Mayada Amin- CETA, CFTe 

- Market Overview  -  COMI - HRHO - CCAP - BTFH - TMGH - ORHD - RMDA - ETRS - UEGC - EGAS - ORWE - ABUK - SDTI - SUGR - MEPA - EFID - Prepared by: Mayada Amin- CETA, CFTe 

- Market Overview  - COMI - CIEB - ORWE - MPRC - ACGC - TAQA - VLMRA - SUGR - ISMQ - ATLC - EMFD - HELI - JUFO - MASR - EFID - SDTI - Prepared by: Mayada Amin CETA, CFTe

- Market Overview  - prepared by: Mayada Amin- CETA, CFTE 

- Market Overview  - COMI - GBCO  - HELI - ZMID - ACGC - OLFI - CLHO - JUFO - SDTI - SPMD - CNFN - EFID - Prepared by: Mayada Amin - CETA, CFTe 

- Market Overview  - COMI - EGAL - KRDI - OLFI - HELI - ASPI - OCDI - EXPA - PHAR - EMFD - ACGC - JUFO - EGTS - Prepared by: Mayada Amin- CETA, CFTe

- Market Overview  - Prepared by: Mayada Amin- CETA, CFTe 

- Market Overview  - prepared by: Mayada Amin, CFTE, CFTe

Market Overview  - Prepared by: Mayada Amin- CETA, CFTe

Strategy | Benign November inflation figure should unlock another 100 bps Christmas day policy rate cut. ELEC | Earnings soft patch but medium-term re-rating intact Urea | US LNG surge crushes European gas; urea downside risks increase ABUK | McKinsey roadmap to unlock efficiency and ensure CBAM compliance 

Market Overview  -prepared by: Mayada Amin- CETA, CFTe

Market Overview  -EGX30 -EGX70 prepared by: Mayada Amin- CETA, CFTe

In today's views Strategy | Cracks are appearing in "ancient economy" flour milling stocks and investors are advised to exercise caution ETEL | 2025 multiples are now on par with the historical TTM; 1Q26 data centers’ sale completion marks a step toward 7-9x BINV | A story of corporate actions and value creation reinforced by 9M25 performance

In today's views Strategy | Reiterating small-cap pharma call: Nile Pharma bubble crashed and Memphis Pharma will likely outperform in 2026 MFPC roundtable takeaways | Structural export advantage reinforced, limited CBAM risk, and clear investment path ahead ​CICH | 9M25 resilience underscores our EGP13/share fair value TWSA | Preliminary indicators show promising growth in factoring

In today's views Strategy | MCRO 19% share price rally has pushed 2026 earnings multiples to sector average. Time to exercise caution.  MFPC | Urea prices likely to decline as cost curve shifts

*Key Views for today* Strategy | Tuk Tuk replacement program is outright "Qute" for GB Auto, GB Capital and financial inclusion. ISPH | Government arrears clearance eases working-capital pressure; valuation remains attractive MPRC | Eyeing a potential land monetization story as Egypt announces a new media city near the pyramids. ALCN | ADP’s move goes beyond a stake; Strategic control, p...

In today's Pre-Session Views: Strategy | Spinney's Egypt deal and the simple math of value show that ISPH should be trading at EGP15/share ADIB | The simple math of a capital increase JUFO | Export mix reweighting and positioning for 2026 volume recovery EKHO | Results call highlights new UK pyrolysis project; operational resilience and capital recycling underscore upside potential ORWE...

In today's views Strategy | DOMT, OLFI, JUFO and AMIA under the microscope as Arla deal is recalled to life PHDC | Management confirms Abu Dhabi project to be launched during 1Q26 ETEL | Share price is approaching our FV upper end of EGP73/share, what is incorporated and what’s not?