البورصة المصرية - البورصة النهاردة يحلل الجلسة والسوق والمؤشرات وأهم الأسهم المرشحة للصعود :26-07-27

Market / session recap (EGX)

• Rebound session with higher trading volumes than yesterday, but price action still faced resistance around 54,000.
• Macro / context mentioned:
  • The market reportedly absorbed geopolitical events without a negative impact.
  • It managed the USD move and changes in US bond prices.

Key market levels & indicators

EGX 30 (Latin index)

• Open: 53,417 (near the session low)
• High: 53,912
• Close: 53,633 (+216 points)

Commentary / behavior

• Market described as sideways / consolidating.
• It repeatedly failed to reach 54,000.

Key levels

• Support: 53,300 (described as strong / respectable)
• Resistance / targets:
  • 54,200 (first)
  • Zone around 54,975
  • Expectation to push toward 55,000

Resistance “process” (framework)

• Test resistance
• Pull back to retest support
• Attempt again higher

EGX 70

• Stronger / trending compared with EGX30 (not “going sideways”).
• Close context: 18,124 (described as at the highs; “up 269 points” for week context).

Risk note

• Potential slowing if it breaks certain levels (levels detailed below in the EGX70 section).

Investor flow / liquidity

• Total market volume: 11,277 million EGP
• Institutional vs retail:
  • Institutions: 19.5%
  • Individuals: 80.5%

Net flows (net buy / sell)

• Egyptian individuals: net buyers ~ 11.435 million
• Egyptian institutions: net sellers ~ 90 million (2nd consecutive session)
  • Selling pace said to be decreasing vs yesterday
• Arab institutions: net sellers ~ 15 million (2nd consecutive)
• Foreign institutions: net buyers (2nd consecutive), with figure mentioned as 128 million
  • (Some subtitle formatting noise present, but net buying is clear.)

---

Methodology / framework used (trading approach)

• Consolidation logic

  • If price fails at resistance (e.g., 54,000), expect pullbacks to support (e.g., 53,300) before another attempt higher.

• Risk management via technical levels

  • Many stocks include Support / Resistance.
  • Implied discipline: use support as protection and sell/trim into resistance.

• Avoid reactive investing

  • Explicit caution that many losses come from:
    • buying after price rises, or
    • selling without understanding valuation or technical drivers.

• Accumulation / distribution zones

  • Advanced analysis can identify accumulation/distribution to avoid entering after moves are already exhausted.

• Time horizon note

  • Forecast horizon linked to the last month of July, with three trading sessions (3, 4, 5) for near-term sideways range.

---

Stock ideas (EGX30 focus) — key levels & directional calls

Bulls / “liquidity attracting” names mentioned

Commercial International Bank (CIB)

• Breakout focus: breakout above 141
• Resistance / zone: 142–145 (mapped to “55,000 area”)
• Near resistance / progression target: 144–145

Talaat Moustafa Group

• Zone to test: 101–104
• Next resistance: around 106, then 109
• Process / caution: expects a pause at resistance and possible retest (e.g., 103 / 103.83-ish) before continuation.

Abu Dhabi Islamic Bank

• Recent price context: around 46–48.60
• Requirement: stay above 48.60 for first target (~52)
• Resistance / targets:
  • Break 50 and 52
  • If breaks 52 EGP → target around 56 EGP

Telecom Egypt

• Described as maintaining strength and attracting buyers, supportive for EGX30.

Grouped index-supporting names (repeated)

• Masraf / CIB / Telecom / Talaat / Construction

Construction sector / Construction Egypt (EGX30/large-cap discussed)

Construction Egypt

• Key pivot / stop-loss emphasis: 720–725
• Upside levels mentioned: 730, 740, 760
• Reference to higher level near 800 EGP (noted as a drop from earlier)
• Earlier episode reference: possible stop-loss at 680 EGP (now said to be holding)

Egypt Aluminum

• Attempted breakout above 300–301, then closed below
• Trading plan:
  • Stop-loss / protection: above 290
  • Quick-exit targets: 312, 315, 330
  • Near condition cited: staying above 296

Additional EGX30 / other names mentioned briefly

• Ibn Sina and Abu Za(…)/Abu Eh: noted as lagging
• Pharmaceutical sector: not breaking resistance yet; could matter once EGX30 breaks 55,000
• iFinance and GB Corp: consolidation / retest logic
• Elsewedy / FADCO / Ajwaa: appear more in other EGX discussion but still part of “stock ideas”

---

EGX70 (stock ideas, sectors, and risk notes)

Index view (EGX70)

• EGX70 said to be moving strongly (trend-following), surpassing 18,000.
• Potential slowdown: if it breaks 17,500
• Then 17,000 becomes a target area.
• Correction logic: if it corrects, it should be toward 16,500.

EGX70 stock mentions (with technical levels)

Amer Group

• Support: 4.27
• Resistance: 4.65
• Next resistance around 10 / “1000” (subtitle noise noted)

Egyptian Poultry

• Resistance: 12.25 (if broken → major repricing)
• Earlier discussion: accumulation and support respect around 8.7 → 11

Mansoura

• “Won’t move” unless it breaks 2.20

Digitize for Investment and Purification (Digitize)

• Pre-breakout range: 2.40–2.74
• Break above 2.74
• Trading stats cited:
  • Volume ~ 6 million shares
  • Turnover ~ 18 million EGP
  • Up about 43%
• Resistance ladder: 3.00, 3.15, 3.75, 4.17

Nasr Civil Works

• Resistance: 6.72 then 7.37
• Close context: 6.88; ~5 million shares; value ~34 million EGP
• Target if breaks: “different numbers” (civil works)

Al Baraka Bank

• Must hold stability above 22 EGP
• Targets: 23, 25

Qatar National Bank

• Must hold above 56 EGP
• Targets: 58, 61

Export Development Bank / Housing & Development Bank

• Subtitle naming appears mixed/inconsistent
• Targets included 21, then levels 84 and 87 after holding a 77 range
  • (Mapping unclear, but these numbers recur in the plan)

Elsewedy

• Holding 94 EGP range
• Short-term targets: 98, 100

FADCO

• Mentioned issue at 108
• Strong close above 106.80
• Targets: 110 and 112

EIPICO (Ibgco/Ibico naming noise)

• News reference: “factory opening”
• Entry ideas: 92–93
• Stop discipline around 91–92
• Support/resistance planning: gap/retest logic around 97–100

Egyptian Poultry (short-term warning / dissenting view)

• Caution: despite earlier bullishness, today showed sell-off shadow and closed lower than prior close → warning that sellers may be controlling short-term.
• Profit-protection levels:
  • Warn level around 11.5 / 11.75
  • Emphasis on respecting 10 EGP / 90 “profit protection” (subtitles inconsistent; takeaway is a hard protection zone)

---

Explicit “watchlist” sheet at end (Support/Resistance)

• Integrated Group: Support 55 piasters | Resistance 59 piasters
• Farcom: Support 76.5 | Resistance 80
• Financial & Industrial: Support 181 | Resistance 196
• EIPICO: Support 92 piasters | Resistance 92 piasters | Resistance 98 (duplicate line suggests subtitle error)
• Speed Medical: Support 43 piasters | Resistance 46 piasters
• Palm Hills: Support 14 | Resistance 15
• Cairo Oils & Soaps: Support 67 EGP | Resistance 75 EGP
• Cairo Housing: Support 95 EGP | Resistance 2.10 EGP (likely subtitle mismatch)
• Dice: Support 92 EGP | Resistance 2.00 EGP (likely subtitle mismatch)
• Obour Land: Support 23.20 EGP | Resistance 24
• Abu Eid Fertilizers: Support 71 EGP | Resistance 75 EGP
• Moko: Support 36 EGP | Resistance 38 EGP

---

Disclosures / disclaimers

• No explicit “not financial advice” disclaimer appears in the subtitles provided.

Presenters / sources

• Mr. Ahmed Saleh
• Mr. Ahmed Shawky (referred to repeatedly; includes “Professor Ahmed Shawky” in the transcript)