Cele mai bune Al Ahly Pharos podcast-uri (2025)

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Pre-Trading Thoughts 6:08

acum 3 ore6:08

6:08

Monthly urban headline CPI inflation recorded 1.4% in February 2025 compared with 11.4% in February 2024 and 1.5% in January 2025. On an annual basis, urban headline CPI inflation recorded 12.8% in February 2025 compared with 24.0% in January 2025. Monthly core CPI inflation, computed by the CBE, recorded 1.6% in February 2025 compared with 13.2% i…

1
Technical Analysis 2:12

acum 4 ore2:12

2:12

- Market Overview - TMGH - MTIE - FWRY - prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 3:10

acum o zi3:10

3:10

Egypt has reportedly set a pricing and payment mechanism for securing LNG supply agreements for the summer months. Chinese firm Di Seta has begun construction work on a USD40 million ready-made garments factory in the Qantara West Industrial Zone. Egypt's merchandise exports reached USD4.3 billion during January 2025, compared to USD3.3 billion in …

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Technical Analysis 2:22

acum o zi2:22

2:22

- Market Overview - COMI - PHDC - MFPC - MASR - Prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 2:13

acum 2 zile2:13

2:13

The IMF is set to sign off on Egypt’s fourth review of its USD8 billion loan program when the Fund’s Executive Board meets tomorrow, giving the final greenlight for a USD1.2 billion tranche. A further USD1.3 billion could also be on the table, with the Fund set to discuss approving the funds under the Resilience and Sustainability Facility. France,…

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Technical Analysis 2:37

acum 2 zile2:37

2:37

- Market Overview - ADIB - CIEB - TMGH - ABUK - ORWE - prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 5:02

acum 5 zile5:02

5:02

The Prime Minister announced that an oil and gas field was discovered in the King Mariout area, called Fayoum 5. Egypt’s liquefied in facilities will start receiving 400 million cubic feet per day (mcf/d) from Cyprus’ Cronos gas field starting mid-2027 and another 500 mcf\d of gas from the country’s Aphrodite field by 2030, a senior government offi…

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Technical Analysis 3:19

acum 5 zile3:19

3:19

- Market Overview - ADIB - CIEB - EGAL - ORWE - ETEL - Prepared by: Mayada Amin-CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 2:48

acum 6 zile2:48

2:48

*Key news articles for today* Arab leaders endorsed Egypt’s USD53 bn reconstruction plan for Gaza during yesterday’s emergency Arab League summit held in Cairo. Net foreign reserves rose to USD47.4 bn at the end of February 2025, marking a USD129 mn increase from January. Chinese companies are expected to invest USD2-3 bn in moving production to Eg…

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Pre-Trading Thoughts 5:15

acum 7 zile5:15

5:15

Egypt's Purchasing Managers’ Index (PMI) recorded 50.1 in February declining from a 50-month high of 50.7 in January. The first phase of the Sovereign Fund of Egypt’s (SFE) plan to take over all public enterprises will target some 370 profitable firms, over half of the total 709 companies owned by the state Cairo and Baghdad discuss transferring Ir…

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Technical Analysis 2:48

acum 7 zile2:48

2:48

- Market Overview - ISPH - ABUK - GBCO - MASR Prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 2:42

acum 8 zile2:42

2:42

The General Authority for Investment and Freezones is pitching a USD17 billion investment to build the world’s largest green hydrogen plant in South Sinai. Egypt and Greece are set to begin implementing their 3 GW electricity interconnector (Gregy) before the end of 2H25, with the project set to receive a grant and concessional financing totaling E…

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Technical Analysis 2:55

acum 8 zile2:55

2:55

- Market Overview - ALCN - ORAS - SKPC - AMOC - EMFD - prepared: Mayada Amin-CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 9:39

acum 9 zile9:39

9:39

The IMF is set to sign off on Egypt’s fourth review of its USD8 billion loan program when the Fund’s Executive Board meets on Monday, March 10. Indian plastic packaging manufacturer Flex PET opened its polyethylene terephthalate resin manufacturing plant with investments of USD175 million. Chinese textile manufacturer Zhejiang Cady Industry inaugur…

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Technical Analysis 2:52

acum 9 zile2:52

2:52

- Market Overview - BTFH - ABUK - CCAP - ETEL - prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 6:54

acum 12 zile6:54

6:54

The Madbouly government is aiming to transfer the administration of all state-owned companies to the Sovereign Fund of Egypt (SFE) in order to boost their returns, Investment Minister Hassan El Khatib said. Finance Minister Ahmed Kouchouk shared the details of the government’s social protection package of wage and pension hikes and support to Egypt…

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Pre-Trading Thoughts 4:05

acum 13 zile4:05

4:05

*Key news articles for today* The Finance Ministry is set to reduce penalties for late tax payments by up to 90% as part of its larger tax relief package, in a move that aims to resolve thousands of disputes resulting from delayed tax return submissions or filing returns without paying the due tax. The countdown to the Grand Egyptian Museum’s offic…

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Technical Analysis 3:11

acum 13 zile3:11

3:11

- Market Overview - BTFH - ADIB - EFID - SKPC - prepared by Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 2:12

acum 14 zile2:12

2:12

Remittances from Egyptians abroad jumped 51.3% y-o-y in 2024, reaching USD29.6 bn. Home appliance maker Electrolux has decided to stay in the Egyptian market, scrapping plans to sell its local operations after a final review. Chinese appliance manufacturer Haier plans to inject USD500 mn over the next five years to expand its industrial complex in …

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Technical Analysis 3:13

acum 14 zile3:13

3:13

- Market Overview - ADIB - ETEL - ORAS - SKPC - PHAR - Prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 7:38

acum 15 zile7:38

7:38

The Finance Ministry is gearing up to complete its first sovereign sukuk issuance of the year within the next month, with the issuance set to be around EGP2-3 billion. The Cabinet approved the launch of a EGP30 billion financing initiative to support and finance priority industrial sectors. UAE’s AMEA Power signed an agreement with the Egyptian Ele…

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Technical Analysis 2:56

acum 15 zile2:56

2:56

- Market Overview - GBCO - OCDI - COMI - ACGC Prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 2:10

acum 16 zile2:10

2:10

The MPC acted conservatively, deciding to keep rates unchanged at 27.25% for overnight deposit and 28.25% for overnight lending rate, citing global uncertainties and a slower pace of inflation deceleration throughout 2H2024 with increased upside risk to the outlook. Local gas production dipped to an eight-year low of 4.87 billion cubic feet per day…

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Technical Analysis 3:00

acum 16 zile3:00

3:00

- Market Overview - TMGH - ORWE - OCDI - AMOC - prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 6:03

acum 19 zile6:03

6:03

The MPC is scheduled to meet today to decide on policy rates. We believe the CBE might prefer to cut rates by 100-150 bps in its meeting today. Moody’s kept Egypt’s outlook positive and affirmed its Caa1 rating. UK-based Shard Capital and Saudi Arabia-based Alqahtani Holding inked a framework agreement for a USD7 billion petrochemical production co…

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Technical Analysis 3:17

acum 19 zile3:17

3:17

- Market Overview - ABUK - FWRY - MFPC - ORHD - Prepared by: Mayada Amin- CETA, CFTEDe către Al Ahly Pharos

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Pre-Trading Thoughts 2:35

acum 20 zile2:35

2:35

The government is working on a number of ways of facilitating customs including electronically linking data with the Egyptian Tax Authority to expedite data verifications, improving issues related to duty drawback, temporary admission, and pre-release procedures for shipments. Adnoc Distribution plans to expand its aviation fuel services in Egypt b…

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Technical Analysis 3:43

acum 20 zile3:43

3:43

- Market Overview - CCAP - BTFH - ETEL - AMOC - EKHOA - prepared by: Mayada Amin-CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 4:34

acum 21 zile4:34

4:34

The Oil Ministry yesterday inked two agreements with Cyprus to liquify and re-export Cypriot natural gas. Saudi renewables giant Acwa Power is setting up a 2 GW wind farm in South Hurghada with investments of SAR8.6 bn (c. USD2.3 bn). Italian leading hospital group San Donato Group wants to set up a USD100 mn hospital and an international medicine-…

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Technical Analysis 3:25

acum 21 zile3:25

3:25

- Market Overview - COMI - ADIB - BTFH - OIH - GBCO - prepared by: Mayada Amin- CETA, CFTeDe către Al Ahly Pharos

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Pre-Trading Thoughts 3:44

acum 22 zile3:44

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 …

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Technical Analysis 3:36

acum 22 zile3:36

3:36

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

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Pre-Trading Thoughts 5:30

acum 23 zile5:30

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…

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Technical Analysis 3:39

acum 23 zile3:39

3:39

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

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Pre-Trading Thoughts 5:58

acum 26 zile5:58

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

acum 26 zile2:33

2:33

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

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Pre-Trading Thoughts 2:54

acum 27 zile2:54

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

acum 27 zile1:20

1:20

- Market OverviewDe către Al Ahly Pharos

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Technical Analysis 2:44

acum 28 zile2:44

2:44

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

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Pre-Trading Thoughts 5:25

acum 29 zile5:25

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

acum 29 zile2:25

2:25

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

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Pre-Trading Thoughts 4:47

acum un an4:47

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

acum un an2:18

2:18

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

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Pre-Trading Thoughts 7:03

acum un an7:03

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

acum un an2:15

2:15

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

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Pre-Trading Thoughts 3:52

acum un an3:52

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…

1
Technical Analysis 1:10

acum un an1:10

1:10

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

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