Egypt
IN SIGHT
WHAT HAPPENED TODAY?!
Sunday, August 02, 2026
Year To Date
27.7636%
Month To Date
5.8514%
OF THE EGX30 INDEX ABOVE THE 30DAYS MOVING AVERAGE
60.00%
EGX30
53442.20
Year To Date
37.93%
Month To Date
13.69%
OF THE EGX100 EWI INDEX ABOVE THE 30DAYS MOVING AVERAGE
72.00%
EGX100 EWI
24035.88

TURNOVER

EGP 11908.61 M

Signals an alert if the volumes of EGX100 EWI stocks traded last session exceed the 10-day average, with a minimum turnover of EGP5 million.
Heat Map
Qalaa Holdings
3.86 %
EGP 5.37
EIPICO
20.00 %
EGP 124.80
AMOC
7.51 %
EGP 9.58
Arab Valves
5.26 %
EGP 15.79
SODIC
4.85 %
EGP 29.39
Zahraa Maadi
0.41 %
EGP 7.20
Rameda
5.68 %
EGP 5.58
Beltone Holding
1.63 %
EGP 3.11
Kima
6.20 %
EGP 13.70
Heliopolis Housing
2.68 %
EGP 8.42
Telecom Egypt
9.17 %
EGP 113.11
Macro Group
0.67 %
EGP 1.50
Talaat Moustafa
1.33 %
EGP 98.60
Egypt Gas
13.70 %
EGP 60.00
Nozha International Hospital
14.95 %
EGP 24.60
Sinai Cement
-3.12 %
EGP 77.60
CIB
0.35 %
EGP 141.50
Creast mark for Contracting
3.14 %
EGP 1.97
Cleopatra Hospital
9.03 %
EGP 18.10
ASCOM
6.36 %
EGP 66.01
Top 20 traded stocks listed by turnover.
Investor Types

BY TYPE

Buyers
13.71%
EGP 230.78M

Net Buyers


Sellers
86.29%
EGP -252.53M

Net Sellers


BY Nationality

Buyers
95.94%
EGP 80.97M

Net Buyers
1.12%
EGP 21.75M

Net Buyers
Sellers
2.93%
EGP -102.71M

Net Sellers


Buyers vs. Sellers

SELLERS

BUYERS

54.81% BUYERS
The figure shows the average of the EGX100 EWI stocks, indicating how much of the market was lifted by buyers from sellers or hit from sellers to buyers. It also reflects the relative strength of buyers versus sellers.

MOST ACTIVE SELLERS HITTING BIDS

Zahraa Maadi
Nile Pharmaceuticals
Macro Group Pharmaceuticals

MOST ACTIVE BUYERS LIFTING OFFERS

Qalaa Holdings
EIPICO
Alexandria Flour Mills
This shows the top three Bullish stocks and the top three Bearish stocks within the EGX100 EWI.
Arbitrage Monitor

OFFICIAL FX

USD 50.83
EUR 58.96
GBP 68.96
CHF 63.34

Buy Local
Sell Foreign

Sell Local
Buy Foreign

Implies the spread between both listings, including an approximate cost for the trades.
NEXT SESSION'S OUTLOOK
Daily Sentiment Monitor

Expected Market Direction

Optimism: Buying inflows, average volumes and volatility

Watch Out For...

  • The IMF approved the seventh review of Egypt’s $8bn reform program and the second review under the Resilience and Sustainability Facility

  • The government is reviewing around 4,200 state-owned assets to settle outstanding debts between public entities through asset swaps instead of cash

  • A stamp tax on EGX transactions has officially come into force and is expected to generate around EGP3bn in its first year

  • Egypt’s Drug Authority (EDA) denied media reports claiming it had decided to abolish drug price labeling, stressing that no such decision has been issued and that the reports are false

  • Israel has increased natural gas exports to Egypt by c. 50 mcf/d to 1.25 bcf/d, reaching the maximum pipeline capacity from the Leviathan and Tamar fields

  • Egypt plans to increase mazut imports by more than 80% in August to c. 28k tpd,

  • Egypt raised residential electricity tariffs by an average of 12%, effective immediately

  • The Ministry of Investment and Foreign Trade has reportedly scrapped the export levy on nitrogen fertilizers, effective 1 August 2026

  • The Oil Ministry plans to drill 160 oil and gas wells in FY26/27, backed by at least $7.2bn in foreign partner investments

  • ABUK EY announced the completion of the ammonia reactor upgrade at Abu Qir 1

  • HELI EY management targets net profit of over EGP10bn by 2028 (vs. EGP2.71bn in 2025)

  • MOIL EY board of directors will meet on 4 August to discuss the non-binding offer from the Arab Energy Fund to acquire a 20% stake in MOIL.

  • ABUK EY reported a 2.8x YoY increase in its 2Q26 unaudited net profit to EGP4.38bn, which is broadly in line with our forecast of EGP4.36bn, including an estimated EGP1.5bn in FX losses

  • SKPC EY released its unaudited 2Q26 KPIs on Thursday, reporting a c. 27% YoY decline in net profit to EGP324mn, well below our estimate of EGP1.40bn, primarily driven by a weaker-than-expected operating performance

  • AMOC EY reported a 3.4x YoY increase in 2Q26 unaudited net profit to EGP1.15bn, which is c. 20% lower than our forecast on what appears to be some below-the-line items (possibly a combination of provision and FX losses).

  • MPCI EY reported FY25/26 results, with revenue rising 13% YoY to EGP170.6mn. Net profit came in broadly flat YoY to EGP483.9mn

  • ZMID EY reported 1H26 net profit of EGP485.1mn, up 35.5% YoY. Revenue surged 72.5% YoY to EGP706.6mn

Technical Trades
12%

ATQA.CA
9.89

  • Target: 10.50
  • Buy at: 9.40
  • Stop Loss: 9.10
Trading Range
9.40 10.50
Buy
8%

PHDC.CA
14.48

  • Target: 15.75
  • Buy at: 14.60
  • Stop Loss: 14.10
Trading Range
14.10 14.60
Sideways Range
9%

SVCE.CA
9.24

  • Target: 10.40
  • Buy at: 9.50
  • Stop Loss: 9.08
Trading Range
9.08 9.50
Sideways Range
9%

CIEB.CA
24.05

  • Target: 25.70
  • Buy at: 23.66
  • Stop Loss: 23.10
Trading Range
23.66 25.70
Buy
7%

ORAS.CA
714.00

  • Target: 730.00
  • Buy at: 685.00
  • Stop Loss: 669.00
Trading Range
685.00 730.00
Buy
8%

SAUD.CA
21.77

  • Target: 23.25
  • Buy at: 21.60
  • Stop Loss: 20.99
Trading Range
21.60 23.25
Buy
9%

MENA.CA
7.04

  • Target: 7.65
  • Buy at: 7.05
  • Stop Loss: 6.88
Trading Range
6.88 7.05
Sideways Range
9%

RMDA.CA
5.58

  • Target: 5.40
  • Buy at: 4.95
  • Stop Loss: 4.79
Trading Range
4.95 5.40
Target Realized
Target and stop loss prices have a tolerance of 0.5%
The Weekly Calendar
WEEK 02 AUG - 06 AUG

Sunday

Aspire Capital - Shareholder Meeting
Aspire Capital – Extraordinary Shareholder Meeting
Ajwa - Shareholder Meeting

Monday

Tuesday

Maridive - Board of Directors Meeting

Wednesday

Nasr Co for Civil Works - Record date for bonus shares eligibility
October Pharma - Record date for bonus shares eligibility
Juhayna - Record date for bonus shares eligibility

Thursday

Nasr Co for Civil Works - Distribution of bonus shares
October Pharma - Distribution of bonus shares
Juhayna - Distribution of bonus shares
Insider Trading

Atlas for Investment & Food Industries

Related Group to an Insider Buy 12,000,000 Shares

Atlas for Investment & Food Industries

Related Group to an Insider Sell 12,000,000 Shares

Industrial & Engineering Projects

Insider Buy 1,900,000 Shares

Industrial & Engineering Projects

Related Group to an Insider Buy 4,400,000

Golden Tex Wool

Related Group to an Insider Buy 5,000 Shares

Oriental Weavers

Related Group to an Insider Sell 100,000 Shares

Sabaa International Company for Pharmaceuticals & Chemical Industries

Main Shareholder Sell 25,000 Shares

Arab Company for Asset Management and Development

Insider Buy 100,000 Shares

Ibnsina Pharma

Insider Buy 10,000 Shares

Ibnsina Pharma

Insider Sell 100,000 Shares

Commercial International Bank - Egypt (CIB)

Insider Sell 2,000 Shares

Commercial International Bank - Egypt (CIB)

Insider Sell 2,000 Shares

Commercial International Bank - Egypt (CIB)

Insider Sell 10,000 Shares

Suez Canal Bank

Insider Sell 159 Shares

El Obour Real Estate Investment

Insider Buy 1,700 Shares

Heliopolis Company for Housing and Development

Insider Buy 123,000 Shares

Palm Hills Developments

Insider Sell 365,000 Shares

Arabia Investments Holding

Related Group to a Main Shareholder Buy 2,000,000 Shares

Arabia Investments Holding

Main Shareholder Sell 31,263,271 Shares

GB Corp

Insider Sell 3,355 Shares

Raya Holding for Financial Investments

Related Group to an Insider Buy 238 Shares

EGX 30 INDEX ETF

Main Shareholder Buy 4,541 Shares

Egyptian Company for Modern Education Systems

Insider Sell 5,444,869 Shares

Go Green for Agricultural Investment and Development

Insider Sell 4,000,000 Shares
All trades from the previous session.

Beltone Trading, Beltone Holding, Office Building 1, SODIC Eastown Road 90 South, 11865 New Cairo, Egypt

beltonetrading@beltoneholding.com

https://www.beltoneholding.com

Tel: +20 (0)2 2461 6300 | Fax: +20 (0)2 2461 9850

Important Notice and Disclosures

1. Author, Regulator and Responsibility

This document has been issued by Beltone Securities Brokerage S.A.E (“BSB”) a joint stock company incorporated under the laws of Arab Republic of Egypt (“Egypt”) and authorized and regulated by the Financial Regulatory Authority (“FRA”) to carry on financial services through the Egyptian Exchange (“EGX”).

Beltone Holding or any of its subsidiaries or officers (other than the Author(s) of this report) may have a financial interest in one or any of the securities that are the subject of this report. Funds managed by Beltone Holding and its subsidiaries (together and separately, “Beltone”) for third parties may own the securities that are the subject of this report. Beltone may own shares in one or more of the aforementioned funds, or in funds managed by third parties. The Author(s) of this report may own shares in funds open to the public that invest in the securities mentioned in this report as part of a diversified portfolio, over which the author(s) has/have no discretion. The Investment Banking division of Beltone may be in the process of soliciting or executing fee-earning mandates for companies (or affiliates of companies) that are either the subject of this report or are mentioned in this report. Research reports issued by BSB are prepared and issued in accordance with the requirements of the local exchange conduct of business rules, where the stock is primarily listed.

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5. Accuracy of Information

The information contained in this document is based on current trade, statistical and other public information we consider reliable. Any statements that are not historical facts are forward-looking statements. Forward-looking statements are based on current expectations, estimates and projections, and rely on beliefs and assumptions. They are not guarantees of future performance and involve certain risks, uncertainties and assumptions which are difficult to predict. Therefore, actual outcomes and returns may differ materially from what is expressed or forecasted in such forward-looking statements. Any pricing is indicative and does not, and is not intended to, constitute an offer to buy or sell or a representation that a purchase or sale can be executed at that price. Past performance is not indicative of future results. Any mention of market rumors has been derived from the markets and is not purported to be fact or reflect our opinions. BSB has no obligation to update, modify or amend this document or to otherwise notify a recipient thereof in the event that any opinion, forecast or estimate set forth herein, changes or subsequently becomes inaccurate. BSB does not represent or warrant that such information is accurate or complete and it should not be relied upon as such.

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All opinions and estimates included in this report constitute our judgment as of the date hereof and are subject to change without prior notice. Readers should understand that fair values, financial projections, all value and price estimates, and statements regarding future prospects may not be realized throughout the three-month validity of this issuance. BSB has no obligation to update, modify, or amend this report or to otherwise notify a recipient thereof if any opinion, forecast, or estimate contained herein changes or subsequently becomes inaccurate. Coverage and the frequency of changes in market conditions and in both general and company specific economic prospects make it difficult to update research at defined intervals. Updates are at the sole discretion of BSB and as such the majority of reports are published at irregular intervals.

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Any foreign collective investment funds (as stipulated in Beltone’s rules) mentioned herein is not subject to any form of regulation or approval by the FRA. The FRA has no responsibility for reviewing or verifying any document or other documents in connection with FCIFs. Accordingly, the FRA has not approved any information about FCIFs or any other associated documents nor taken any steps to verify the information set out in this document, and has no responsibility for it. Any FCIFs mentioned herein may be illiquid and/or subject to restrictions on their resale. Prospective purchasers of any FCIF units, mentioned in this document, should conduct their own due diligence on the FCIF.

9. Risk Warnings

Any prices, valuations or forecasts are indicative and are not intended to predict actual results, which may differ substantially from those reflected. The value of an investment may go up as well as down. The value of and income from any investment may fluctuate from day to day as a result of changes in relevant economic markets (including, without limitation, foreseeable or unforeseeable changes in interest rates, foreign exchange rates, default rates, prepayment rates, political or financial conditions, etc.). Past performance is not indicative of future results. Any opinions, estimates, valuations or projections (target prices and ratings in particular) are inherently imprecise and a matter of judgement. They are statements of opinion and not of fact, based on current expectations, estimates and projections, and rely on beliefs and assumptions. Actual outcomes and returns may differ materially from what is expressed or forecasted. There are no guarantees of future performance. Certain transactions, including those involving futures, options, and other derivatives, give rise to substantial risk and are not suitable for all investors. This document does not propose to identify or to suggest all of the risks (direct or indirect) which may be associated with the investments and strategies referred to herein.

10. Conflicts Interest

Beltone, or any of its subsidiaries, does and seeks to do business with companies mentioned in its research reports or any of their affiliates. As a result, investors should be aware that the firm, or any of its subsidiaries, may have a material conflict of interest that could affect the objectivity of this report. Beltone provides non-banking financial services and its directors, officers and employees, may take positions which conflict with the views expressed in this document. Our salespeople, traders, and other professionals may provide oral or written market commentary or trading strategies to Beltone Clients and our proprietary trading desks that reflect opinions that are contrary to the opinions expressed in this document.

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15. Contacts

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