Egypt
IN SIGHT
WHAT HAPPENED TODAY?!
Tuesday, July 01, 2025
Year To Date
9.9751%
Month To Date
-0.4577%
OF THE EGX30 INDEX ABOVE THE 30DAYS MOVING AVERAGE
50.00%
EGX30
32707.22
Year To Date
18.99%
Month To Date
-0.96%
OF THE EGX100 EWI INDEX ABOVE THE 30DAYS MOVING AVERAGE
58.00%
EGX100 EWI
13348.18

TURNOVER

EGP 5159.34 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
Eastern Tobacco
3.29 %
EGP 30.99
U Consumer Finance
-1.95 %
EGP 8.53
Orascom Finanical
6.49 %
EGP 0.62
Beltone Holding
-6.72 %
EGP 3.47
Dice
5.55 %
EGP 3.04
Raya
1.58 %
EGP 3.20
Orascom Construction
2.71 %
EGP 340.00
Zahraa Maadi
2.01 %
EGP 3.55
BPE Holding
-20.00 %
EGP 32.00
Alex Cont
-1.20 %
EGP 23.71
Arabia Investments Holding
5.37 %
EGP 0.66
Palm Hills
-2.22 %
EGP 8.80
South Valley
0.15 %
EGP 6.37
Orascom Investment
6.18 %
EGP 1.03
Talaat Moustafa
-0.99 %
EGP 55.00
Media Production
1.98 %
EGP 31.31
Ibnsina Pharma
-0.54 %
EGP 9.09
CIB
0.78 %
EGP 84.96
Ataqa
-0.09 %
EGP 10.05
EFG Holding
-1.75 %
EGP 25.75
Top 20 traded stocks listed by turnover.
Investor Types

BY TYPE

Buyers
69.25%
EGP 666.58M

Net Buyers


Sellers
30.75%
EGP -214.04M

Net Sellers


BY Nationality

Buyers
81.27%
EGP 409.27M

Net Buyers
3.38%
EGP 43.28M

Net Buyers
Sellers
15.34%
EGP -452.54M

Net Sellers


Buyers vs. Sellers

SELLERS

BUYERS

52.46% SELLERS
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

U Consumer Finance
Beltone Holding
B Investment Holding

MOST ACTIVE BUYERS LIFTING OFFERS

Orascom Financial Holding
Dice
Raya
This shows the top three Bullish stocks and the top three Bearish stocks within the EGX100 EWI.
Arbitrage Monitor

OFFICIAL FX

USD 49.45
EUR 58.45
GBP 68.04
CHF 62.73

Buy Local
Sell Foreign

-6.89%
CIB
-3.85%
-15.28%
Orascom Construction
-9.88%

Sell Local
Buy Foreign

-3.46%
CIB
-0.75%
8.57%
Orascom Construction
13.9%
Implies the spread between both listings, including an approximate cost for the trades.
NEXT SESSION'S OUTLOOK
Daily Sentiment Monitor

Expected Market Direction

Bottom Fishing: Upward correction, average volumes

Watch Out For...

  • The Egyptian economy grew 4.8% in 3Q24/25, up from 2.2% a year earlier

  • Private investments rose c. 24% YoY in 3Q24/25, outpacing public investments and accounting for c. 63% of total spending

  • Discussions with the IMF regarding the fifth review of Egypt’s $8bn program are ongoing and expected to be complete by the end of July

  • EGX listed companies focusing on exports or import substitution (with at least 20% of the shares being listed) could qualify for benefits under the new “investment act”

  • Saudi investor Naif Al Rajhi acquired a 12.1% stake in Raya Holding (RAYA EY) in a EGP1.5bn transaction, purchasing 516.7mn shares at an average of EGP2.89/share

  • The FRA issued five licenses for companies to begin offering non-banking financial services

  • Chinese textile manufacturer Zhejiang Holding and Jiangsu Haite Fashion and planning $50mn and $20mn garment factories in Egypt

  • Al Safy group, Xiaomi’s main local distributor, is setting up an $80mn factory for the prduction of television units and smartphones

  • Auto sales grew c. 16% MoM in May to 14.3k units in May

The Weekly Calendar
WEEK 29 JUN - 03 JUL

Sunday

Al Khair River for Development Agricultural Investment - Extraordinary Shareholder Meeting
Al Khair River for Development Agricultural Investment - Shareholder Meeting
Unirab - Legal Disputes Relevant to the Company
Al Moasher - Shareholder Meeting
Wadi Kom Ombo - Shareholder Meeting

Monday

Reacap - Extraordinary Shareholder Meeting
Grand Investment Capital - Shareholder Meeting

Tuesday

Egyptian Resorts - Legal Disputes Relevant to the Company
El Shams Housing - Record date for dividend eligibility
Orascom Investment Holding - Shareholder Meeting

Wednesday

Delta Insurance - Record date for bonus shares eligibility

Thursday

Delta Insurance - Distribution of bonus shares
ICMI - Legal Disputes Relevant to the Company
Insider Trading

International Agricultural Products

insider sold 5000 Shares

Lotus For Agricultural Investments And Development

insider sold 1060793 Shares

Zahraa Maadi Investment & Development

insider sold 25000 Shares

Sharkia National Food

insider sold 4236 Shares

Juhayna Food Industries

insider buy 5500 Shares

Alexandria Spinning & Weaving (SPINALEX)

insider sold 10000000 Shares

Eastern Tobacco

insider buy 6570 Shares

Alexandria Mineral Oils Company

insider sold 34458 Shares

Arab Valves Company

insider sold 2190447 Shares

Arab Valves Company

insider sold 125000 Shares

Palm Hills Development Company

insider buy 280000 Shares

Nozha International Hospital

main shareholder sold 20000 Shares

Arab Co. for Asset Management And Development

insider sold 2000000 Shares

El Ezz Porcelain (Gemma)

insider sold 34080023 Shares

Integrated Engineering Group S.A.E

main shareholder sold 606751 Shares

International company For Medical Industries -ICMI

insider buy 100000 Shares

Union Pharmacist Company For Medical Services and Investment

insider buy 4258 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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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.

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15. Contacts

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