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October 12, 2025Pre-Session Views5 minutesPlayIn today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefire and new incentives reshape supply-demand outlookF&B | Sector rotation time for F&B players; Overweight...moreShareView all episodesBy Al Ahly PharosOctober 12, 2025Pre-Session Views5 minutesPlayIn today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefire and new incentives reshape supply-demand outlookF&B | Sector rotation time for F&B players; Overweight...moreMore shows like Al Ahly PharosView allWe Study Billionaires - The Investor’s Podcast Network3,370 ListenersFT News Briefing647 ListenersThe World in Brief from The Economist1,078 ListenersG.Talks - The Podcast for Dreamers5 ListenersEnterpriseAM | Egypt4 Listeners
In today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefire and new incentives reshape supply-demand outlookF&B | Sector rotation time for F&B players; Overweight
October 12, 2025Pre-Session Views5 minutesPlayIn today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefire and new incentives reshape supply-demand outlookF&B | Sector rotation time for F&B players; Overweight...more
In today's Pre-Session Views:Strategy | CSAG and CCAP (post issuance of new shares) are our most favored direct exposures to a likely reopening of the Strait of Bab El MandabCement Sector | Gaza ceasefire and new incentives reshape supply-demand outlookF&B | Sector rotation time for F&B players; Overweight