Al Ahly Pharos

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*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 robustly despite debt burden, price performance lacks catalyst despite upside potential of 45% from current levels.


  • RMDA| A strong volume growth and portfolio repricing set RMDA on solid FY25 path 
  • CCAP| capital increase postponed till year end 


  • ECAP’s 4Q| impacted by rising cost and competition
  • POUL| Record revenues and strong margins on seasonal demand
...more
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Al Ahly PharosBy Al Ahly Pharos


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