Video Summary - البورصة المصرية - حلقة مميزة جدا من برنامج البورصة النهاردة و عرض أهم الأسهم المرشحة للصعود:26-08-18

Market snapshot & flows (EGX / indices)

Trading volume: 14.523 billion (currency not specified in subtitles)
- Institutions: 18%
- Individuals: 82%

Net buying/selling by investor type

Egyptian individuals: net buyers ~207.875 million
Egyptian institutions: net buyers ~27 million
Arab institutions: net sellers ~76.700 million
Foreign institutions: net sellers ~92.258 million

Index levels mentioned

“Latin American index” (likely an EGX30-related proxy)

Opened: 55,415
High: 55,59x (subtitles show 5559, likely a transcription issue)
Low: ~55,000
Closed: 55,276 (-138 points)
Technical commentary:
- “Price gap around 55,000” was closed
- Recovery began afterward

EGX70

Opened: 21,771
High: 21,946
Low: ~21,000 (subtitles show 21000 (1613); likely formatting noise)
Closed: 21,670
- Subtitles include inconsistent close values (e.g., 2167 / “down 104 points”), likely due to transcription issues.

Technical view

Resistance: 21,700–22,000 area
- Failed attempts to break above 21,700
Support / downside targets:
- If 21,500 breaks → 21,200 → 21,000
- Further downside discussion referenced toward 20,000, then 20,700 / 20,500 (exact mapping unclear from subtitles)

Macro / event catalysts & timing

Central Bank interest rate announcement
- Meeting on Thursday
- Expected behavior: week before the meeting often brings index fluctuations
Index rebalancing
- “Stocks removed and added” in indices
- Expected impact: funds tracking indices may exit removed stocks / enter added stocks, increasing volatility
Outlook for tomorrow / near term
- Guests expected a rebound tomorrow
- A retest was mentioned around 55,000 after ~1.5 hours into the session
- End-of-month effects: typical profit-taking and margin/credit adjustments
  - Not expected to break major supports severely
- Trading calendar: next week has only four trading days (as stated)

Portfolio / trading framework & methodology

Support/resistance “buy zones”
- Wait for pullbacks to support
- Treat breaks as potentially false breakouts if key levels hold
Trend vs speculation split (portfolio construction)
- Investment component: medium-to-long term positions (linked to index trends; “institutional/classic” stocks)
- Speculative component: trades expected to play out in 1–2 weeks
Risk management
- Stop-loss levels were explicitly referenced for Telecom Egypt (see stock section)

Explicit stock/sector recommendations & key levels

EGX30 / “leading” / “lagging” calls

CIB (Commercial International Bank)

Framed as most lagging, but currently in accumulation zones
Resistance: 143–145
- Targets if broken: 150, then 160
- Subtitles mentioned a target near 170, later caveated as unlikely (“it won’t reach 170”)

Critical support condition

Must remain above 138
Mentioned specifically: closing price must be above 138 to keep the view intact

Alternative buying levels (Ahmed)

Attractive zones: 138 and 133
133 noted with high volume (buyers entering)
Structure note: if a pullback causes a break below 188, it could still be a false break
Additional reference (transcription noise): maintaining support levels around 138, and “not gaining at 138” (meaning inferred as support retention)

Telecom Egypt

Stop-loss: 92 EGP
Fair value (analysis/management): around 144 EGP
Current action/levels:
- Consolidating after ~125 EGP
- Buying zones: 115–116 EGP

Talaat Moustafa (Talaat Moustafa Holding)

Mentioned among the most lagging
View: accumulation and potential upward movement
No precise targets given in the strongest sections (generally “upward”)

Construction stock (name not fully specified)

Strong level: 735 EGP (described as “vital/extremely important”)
Reference: previously reached ~800 EGP, but stronger targets still expected

Egypt Aluminum

Positive view after reaching ~3558
Entry/consolidation: 335–340

Qalaa (Qalaa Holdings)

Short-term targets: 570, then 620

Breakout framework

Resistance 65
If breaks 65–75 zone → breakout thesis
If exactly 75 breaks → target 6.6
Additional path:
- Stable above 75 → push to 780
- If breaks → test previous peak 800

Beltone

Targets:
- 320 (subtitles show “3-20”)
Condition: must break through to continue rise
315 described as extremely important and lagging vs the index

iFinance

“Doesn’t break support levels”
Maintaining above 24
Close at 24
Attempt 25 as resistance
- If breaks → 25–26

El-Sewedy (Elsewedy)

Re-entry zone: 120–122
Targets: 135 and 140

Poultry stocks

General conditional: only while key support holds (no break)

Egyptian Poultry
- Support: 11.5 and 17.5 (subtitles show “11.5 and 175”; likely 17.5)
- Close: above 12.25 (previous peak broken)
- Thesis: pullback to 12.25 as a bottom test; higher targets expected
- Higher-than discussion around 13.65 (subtitles show 1365/13.65)

EGX70 segment: bearish/neutral bias on the index + stock setups

EGX70 index outlook

Bias: slight pullback likely
- ~51,000 mentioned as a target region (numeric mismatch vs EGX70 scale, but direction is clear: pullback)
Key resistance: failed attempts around 21,700
- Close below 21,700 suggests weakness

Supports

21,500 → 21,200 → 21,000
Breaking 21,000 framed as negative, with further declines toward 20,000 and lower levels

Positive stock picks mentioned with resistance/support targets

Al-Aboul Real Estate Investment
- Resistance: 35
- Targets if broken: 37, 39–40
Ismailia Poultry
- Close above 35
- Resistance: 36
- Targets: 37 then 40
Binyan
- Resistance: 84
- If breaks: breakout from sideways; target ~5.25 (subtitles: “5 and 25”)
Samou
- Support: 11.5 and 11.70
- If breaks through: target 12
Nahr El Kheir
- Positive: reached 49 piasters, closed at 48
- Resistance test: 49
- Targets: 52, then 55 piasters
OBI Financial
- Resistance: 92 piasters
- If breaks → around 1 EGP, then 10 (subtitles include confusion between “1.0” and “10 piasters”)
Education Systems
- Strong level: 74 piasters
- If breaks: target 80 piasters
- Noted: high trading volumes and sideways consolidation
Lecico
- Rebounded; resistance: 35
- If breaks: targets 37–38
Al-Ramas (ceramics)
- Lagging but holding support
- Support: 25 and 30 EGP
- Sideways range: 25–36 EGP (speculative within range)

Ceramics sector caution

Smaller ceramics (e.g., Rimas / Al-Ramas) described as weak/least likely to rise
Al-Ramas still seen as maintaining support

Other “institutional/classic stocks” and key levels

Fawry / Heliopolis / Nasr City

Framed as institutional/classic trend stocks (not speculative)
Fawry and others: sideways with upward bias

Fawry levels

Strong support: 18.70
Working zone: starts reaching 18.80–19
If surpass 19.70 → strong upward move
Further targets: 20.5, then 21

Petrochemicals (sector view + stock ranking & level entries)

Sector timing view

Petrochemicals may be entering another rise before end of year (timing: before year-end)

Named petrochemical-linked stocks (mentioned)

Mobco
Abu Air
Kima
Sidi Kerir
Also mentioned: K&P (ticker/company unclear)

Kima (Keema/Kima) — detailed levels

Support entry to confidently enter: 13.95
Thesis note: unlikely to revisit 13.95; more likely rebound toward 15.37
Resistance / “pain point”: 14.5 (tested twice and bounced)
- If breaks 14.5 → path opens toward 15.5–15.30 (subtitles contain “15 and 15 30”)

Petrochemical strength ranking (strongest → weakest)

Abu Air
Almore (spelling unclear)
Kima
Sidi Kerir
Moko (Mobco/Moko)

(Repeated as personal opinion in subtitles.)

Mobco (Moko)

Mentioned behavior:
- Initial rise to ~1
- Then crash to ~41
- Stabilizing/accumulating again
Expected: another rise after calming/stabilizing

Company/events mentioned (non-price finance items)

Alexandria Medical Center
- Mentioned level around 106 as a support/stop-loss area for investors who bought around 106
Arab Energy
- Linked to Al-Aqlaa / Al Qalaa
- Context: oil/refining; expected to work in coming period

Named stocks / instruments list (as extracted)

CIB
Telecom Egypt
Talaat Moustafa
Qalaa
Beltone
iFinance
El-Sewedy
Egyptian Poultry (and other poultry references)
Al-Aboul Real Estate Investment
Ismailia Poultry
Binyan
Samou
Nahr El Kheir
OBI Financial
Education Systems
Lecico
Al-Ramas / ceramics (Rimas mentioned)
Fawry
Heliopolis
Nasr City
Petrochemicals: Mobco, Abu Air, Kima, Sidi Kerir, K&P (unclear)

Disclosures / disclaimers

No explicit “not financial advice” disclaimer appears in the subtitles.
Speakers repeatedly frame views as opinions and use conditional technical rules (support/resistance, false breakouts, medium-to-long term vs speculation).

Presenters / sources mentioned

Ms. Marwa Abu El-Nasr
Mr. Ahmed Shawky
Professor Khaled (referenced/interacted as a guest; later “This was Khaled Sayed Al Salam.”)
Professor Amr Saber (past source; referenced “classic stocks” framing)
Professor Maroud (mentioned in relation to Fawry’s trend)
Faisal Company representative (operational visit mentioned; not a studio presenter)

البورصة المصرية - حلقة مميزة جدا من برنامج البورصة النهاردة و عرض أهم الأسهم المرشحة للصعود:26-08-18

Key takeaways