Al Ahly Pharos

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In today’s view:

  • Strategy| Tailwind is building up for DSCW
  • BINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair trade
  • ETEL| Unlocking full value is contingent on an option that is unlikely to materialize over the short term
  • Sector Focus: Fertilizers and Petrochemicals| LNG allocation supportive but margin risk remains
...more
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Al Ahly PharosBy Al Ahly Pharos


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