البورصة المصرية - البورصة النهاردة يحلل الجلسة والسوق والمؤشرات وأهم الأسهم المرشحة للصعود: 26-09-01

Market snapshot (EGX)

• Theme: Rebound at the start of the month after two correction sessions. The market held/closed above 55,000 with high trading volume.
• Total market volume: 16.15 billion (currency not specified)

Investor categories (share of volume)

• Institutions: 28%
• Individuals: 72%

Net flows (net sellers/buyers)

• Egyptian individuals: net sellers -674.646 million
• Egyptian institutions: net buyers +810 million
• Arab investors: net sellers -142 million
• Foreign institutions: net buyers +98 million

Key level to watch (benchmark)

• 55,000
  • Discussion goal: 56,000 and possibly beyond

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Index performance and levels

“Latin American index” (as referenced; likely an EGX index by local naming)

• Open: 54,800
• High: 55,431
• Low: 54,833
• Close: 55,431 (up 565 points)

EGX70 index

• Open: 20,893
• High: 21,373
• Close: 21,318 (up 425 points)

EGX70 framework / range

• Sideways on the hourly timeframe
  • Lower limit: ~20,500 (note: breaking below could trigger a correction)
  • Upper zone touched: around 21,812 (mentioned)
• Additional note: a gap was said to have been closed in today’s session
  • Lower limit referenced as 20,700
  • Intraday drop near 20,893, followed by a comeback

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Short-term vs long-term posture / strategy

Technical / macro framing

• Market described as an upward channel with higher highs and higher lows.
• Since early August, it has not broken the last low at ~54,000.
• Trading range behavior:
  • Sideways between ~54,500 and 55,000
  • Repeated attempts at 55,000 failed, leading to pullbacks

Presenter caution

• Guests emphasize that even with positive momentum, they are not assuming a breakout is confirmed yet.

• They remain aligned with a sideways range on shorter timeframes.

• For short-term investors: trade leading stocks between support and resistance.

• For long-term investors: buy at strong support levels (avoid chasing).

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Named stocks / instruments & actionable levels (incl. stops/targets)

Below are explicit price levels discussed in the segment.

Large-weight / index drivers (EGX main tape)

Talaat Moustafa (TMG / Talaat Mustafa)

• Mentioned consolidation: 92–104, with consolidation around ~95
• Long-term entry idea: buy around 95
• Stop loss: 92
• Upside targets: 95, then potentially 104
  • Higher zone discussed: 104–107

Commercial International Bank (CIB)

• Key areas: 135 and 138
• Stop loss: 135
• Targets: 140, 143, 145
• Also mentioned: earlier reference to ~140 during the day

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Other EGX leaders / momentum picks

Abu Dhabi Islamic Bank (ADIB)

• Positioned among top index-related names; discussed as holding
• Levels discussed were more qualitative than numerical

Amoc / AMOC (spelled “Amok”/AMOC in subtitles)

• Called out as not having risen in a long time
• Historical context: “last two years”
• Target area: “15 very soon” (exact units/currency not clarified)

Amco EFG

• Mentioned as providing impetus to the index (targets not consistently captured)

Egypt Aluminum (metals/materials exposure)

• Critical zone: 350–360 as “demand areas”
• Warning: not breaking 350 is a necessary condition for continued upside

Telecom Egypt

• Long-term buy idea: retest 113–112
• Target: 120

Construction / Egypt Aluminum Construction

• Level cited: above 812
• Targets: 850 and 890

Rascom for Development

• Stop/range note unclear, but targets given:
  • 42.5 and 44

Abu Air

• Targets: 80, then 90, 95
• A second 90 target was also discussed after an auction near 90

Heliopolis

• Labeled as lagging relative to the “Latin American index”
• Targets not clearly quantified

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Petrochemicals / sector callouts

Sidi Kerir

• Trading “above 18”; considered a candidate for increase

Kima

• Strong buy signal; “hit” around 14
• Closed above about 14.15
• Q&A levels:
  • Support: 13.70
  • Resistance: 14

“CD Kerir” (name appears to refer to Sidi Kerir / similar)

• Mentioned trading above 18
• Targets not cleanly captured

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EGX70 index (medium/small) – sector-based picks & names

Sector themes (non-exhaustive)

• Pharmaceuticals: still correcting; possibly poised to continue correction (no clear numeric trade call captured in the EGX70 portion)
• Milling: lagging; also in correction
• Cement: performing exceptionally well
• Poultry stocks: mentioned as having good chances
• Real estate: praised Cairo Housing and Zahraa Real Estate
• Arab Energy: described as a big buy signal; lagging the sector
  • Levels mentioned: ~16.60–16.70
  • Expected push toward 20 (“very close move” toward the 20-pound level)

“Near Dairy” (food sector; appears as a company)

• Support zone: 80–90
• Targets: 4.5, 4.0
• Expectation: rising above 5 (currency per share not specified; likely EGP/share based on context)

Dairy-related / food complex

• Domty, Gohona, Edita: cited as already moved
• Near Dairy: noted as lagging

Shams El-Eskan (Shams for Housing)

• Target: 17
• “Fair value” discussion:
  • Fair value 17 when the stock was at 7 (attributed to Professor Aman Marai’s analysis)
• Levels cited:
  • Above 13 for buys
  • Targets: 15 and 17
  • Possibly 22 later in one guest’s commentary

Lecico

• Recommended by a guest; exact targets not well captured (discussion included historical price behavior)

Egyptian Poultry

• Support/accumulation: 10.75–10.90
• Trigger: if breaks 11.35, then potential moves toward 12.5 and 13.75

South Valley Cement

• Broke important 11.30
• Intraday context mentioned near 12.47

Nozha Hospital

• Momentum/accumulation: 23–24
• Peak referenced around 26; expectation of upward continuation

Egyptian Chemicals

• Named among the stocks being discussed/recommended

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Q&A / support-resistance levels (additional explicit levels)

(Trading levels stated for various stocks.)

• Kima: support 13.70, resistance 14
• Gogreen: support 35, resistance 1.5 (resistance seems inconsistent; likely subtitle error)
• Fawry: support 18.70, resistance 19.20
• Bunyan: support 4.5, resistance 8.4
• Raya Services: support 49, resistance 10
• Hermes: support 25.5, resistance 26.70
• Ask for Mining: support 62, resistance 65

Ask for Mining / gold linkage

• Suggested to “follow Al-Ahly’s movement” (as per screen correlation) and be influenced by gold price dynamics (global and local).

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Performance numbers & key “fair value” reference

• Fair value framework for Shams El-Eskan:
  • Fair value cited as 17 when the stock was at 7 (from “financial analysis” by a professor)

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Explicit recommendations / cautions captured

• Do not chase blindly: breakout attempts at 55,000 have failed repeatedly; one guest says the breakout call is premature.
• Risk control: stop-loss points included multiple trades:
  • CIB stop: 135
  • Talaat Moustafa stop: 92
  • EGX70 risk: if it breaks below ~20,500, correction risk increases (index-level caution rather than a single-stock stop)
• Long-term rule: buy at strong support zones, e.g.:
  • Telecom Egypt 113–112
  • TMG ~95
  • Shams above ~13
• Short-term rule: trade between support/resistance in leading names.

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Disclosures

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

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Presenters / sources mentioned

• Mr. Ahmed Shawky
• Mr. Ahmed Mustafa
• Professor Aman Marai (referenced for a fair value analysis for Shams El-Eskan)
• Professor Marwa (referenced regarding technical analysis / Lecico discussion)
• Mentions of “Professor Ahmed” and “experts” (general; not fully identified beyond the above names)