الاجتماع اليومى لشركه اسباير لتداول الاوراق الماليه والسندات جلسه يوم 11-08-2026

Finance-focused summary (Aug 11, 2026 — Spire Securities & Bonds Trading Company)

Market overview (EGX indices, sector flow)

• EGX 30: declined and failed to stabilize above ~55,000 points.
• Intraday levels mentioned for EGX 30:
  • Support: 54,000 (flat), then 52,700 (most important)
  • Retracement / key pivot: 53,600 (also referenced near ~53,700, “~20-day moving average”)
• Risk framework for EGX 30 (levels + invalidation):
  • Short-term investors: stop-loss described as below the starting low of the rise (22,700?); practically, the emphasis was to stay above ~54.xx / 53,600 / 52,700.
  • “Weakness staging”:
    • Early weakness: drop below 54,000
    • Clear seller entry / more serious breach: break below ~53,600
    • If weakness deepens: stop-loss stated at 52,700
• EGX 70: continued upward trend.
• Trading value/volume:
  • Total trading volume cited: 15 billion EGP
  • Healthcare dominated: ~one-third of value
  • Healthcare sector trading cited: ~4.259 billion EGP (described as unusually high / unprecedented)
• Healthcare top movers (value dominance):
  • Ipoco: ~1.6B EGP (breaking prior peak)
  • Glaxo: ~636M EGP
  • Nile Pharmaceuticals: ~442M EGP
  • Ibn Sina Pharma: ~400M EGP
  • Framing: “sector achieving new highs in value and volume.”

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Technical / methodology framework used by the presenter

As repeatedly described:

• Support/resistance levels (often identifying the “most important” level)
• Chart patterns, including:
  • Ascending triangles / pennants / flags / symmetrical patterns
  • Inverted head-and-shoulders
  • Falling wedges and “falling wave / wave break” concepts
• Moving averages
  • “20-day moving average” referenced as a confirmation/support area
• Stop-loss (invalidation)
  • Commonly set below a key support (or below the “base” of a pattern)
• Staged targets
  • Upside targets given in steps (e.g., target1 → target2 → target3), conditional on breakout confirmation
• Trailing stop
  • Mentioned for some setups (speaker referenced 200,000 / 20,000 as the relevant reference point)
• Core caution
  • If the stock/index breaks the critical level, the bullish scenario is invalidated.

Note: No explicit “not financial advice” was stated during the main body; a disclaimer appears at the end (see below).

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EGX / sector-linked performance and watchlist (stocks explicitly mentioned)

Banks / Financials

• CIB (Commercial International Bank) (ascending triangle)
  • Key trigger: 142.88–145
  • Upside path (if bullish): 145 → 155–170 EGP
  • Support: 138; stop-loss: 133
• Abu Dhabi Islamic Bank
  • Range/area: 57–59, then 54.5 pullback
  • Holds as long as > 50 EGP
  • Stop referenced for targets: 1558 (speaker referenced conditional trailing/stop logic)
• EFG (EFG title appears as EFG Gina / EFG)
  • “Battle” at 27–30 and 27.0 flat
  • If buyers win: above prior peak ~280, then 30 → 31.5
  • Stop: 2670 (likely “26.70” context based on phrasing)

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Telecom / Payments

• Telecom Egypt
  • Support: 107 (bottom); stop-loss: 102.5
  • Break above prior peak (Feb 2026 peak referenced): ~113 / 114.85
  • Targets (if peak broken): 122 → 135
• Fawry
  • Holding condition: above 18.43
  • Stop region: 19 and 18.43
  • Upside targets: 20.60 → 21.60 (conditional on holding above 18.43)
  • Commentary: risk of “boring” stagnation after fast gains affecting sentiment/liquidity

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Healthcare (sector leaders already highlighted)

• Ibns Sina Pharma / Ibn Sina Pharma (also referenced among healthcare leaders)
  • Short-term stop: 139
  • Additional path mentioned:
    • After reaching/then pulling back from a 161% move
    • Next target path includes 1545 as key
    • Then 17 → 18 → 19 → 20
  • Additional conditions: holding above ~27.00 / 27.80 (speaker referenced 20-day MA / prior peak logic)
  • Targets mentioned: ~32 → 35

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Real estate / construction / materials (selected)

• Mobco (symmetrical pattern)
  • Holds: above 36.5 and base 35.30
  • Resistance/confirmation: 37.80, 38.85
  • Upside targets: 41–43, then 45
• Sodic
  • Reached 2.32 EGP
  • Take-profit / staged logic suggested due to run
  • Stop-loss: 39.60
  • Target cited: 32 EGP (subtitle/naming inconsistencies noted)
• Orascom for Development
  • Hit near 43.80, testing 44 twice
  • Support condition: above 40.90 / 40 (flat stop)
  • Targets: 44.5 → 50
• Sidi Kerir
  • Retesting 200-day moving average
  • Sideways range: 1558–1677
  • If rebound and break above 1677: targets 17.00 / 18.25 / 19.00
• Egypt Cement
  • “Highest value reached at beginning of 2026” flagged around 206
  • If surpass 206: move from 218 → 235
  • Stop-loss raised to 186 if stability at 195
• South Valley Cement
  • Holds above 9
  • Positive signal: breaking 10.13
  • Targets: 10.70 → 11.40
• Orascom Construction
  • Holds above 685
  • Target zone: 733–760
  • Next: 812
  • Stop condition linked to decline range 812 → 680; “61%” used

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Industrials / consumer / retail & others

• Ataqa
  • “Breakout started”
  • Support/entry logic: above the speaker’s support levels; breakout references include 10.37 / 10.60
  • Trade value: ~250M EGP (first time in a long time since ~April 2026)
  • Targets: 10.60 → 11, then if > 11: 12.40, possibly 13.70–15
  • Stop-loss raising plan discussed from ~9.65 toward higher milestones (11 → 1180 → 1240 …)
• Elsewedy Electric
  • Holds: above 104, and above the start-of-rise 100
  • If above 104: aims for 115
  • Downside: if 104 breaks, could reach ~100 EGP
• Al-Mur Holding
  • Must hold above 29.5
  • Upside: 31.5 → 33.5 → 35
  • Add positions after breaking 31.5
• Al-Qalaa
  • Watching “loss level” around 5.0
  • If breaks below 5: test ~4.85
  • Alternative condition: if not below 5.14, considered “no problem”
• Beltone
  • Struggling near 20
  • Stop-loss: below 3
  • Breakout confirmation: above 3.26
• Lesco Egypt
  • Stop-loss pressure at 33 EGP
  • If it doesn’t break below 33: potential upside 37–39.70 → 41
  • Emphasis: psychological pressure; invalidation only on confirmed break below 33
• Zahraa El Maadi
  • Levels: stabilize above 7.53; stop-loss raised to 7.39
  • Target: 7.80, then ~8 → 3.80 (subtitle scale inconsistencies noted)
• Cotton Ginning Company
  • Holds above 1110
  • Stop-loss references: 10.5
  • Upside: 1270 after pullbacks; earlier bounce target referenced: 1170
• Alexandria Containers
  • Holds above 30.5; also referenced “overall above” 28.80 / 28.80
  • Break above 31.35 → targets 32 → 33 → 34.5
• Shipping / agency channel (unnamed)
  • Stop-loss: 37.70
  • Target: 41–45 EGP
• Ibico
  • If stabilizes above prior peak after gap failure: targets 165 → 175 → 200 EGP
  • Stop-loss approach: 5%–7% percentage-based stop
  • Example stop mentioned around 145 EGP
  • Key note: “145 is the 61% level of drop 156 → 127; stabilizing there is crucial.”
• Mansoura Poultry
  • Needs another day confirmation (timing)
  • Confirmed above 2 with close-condition logic
  • After confirmation: target cited 2.25; next move 2.15 → 2.5
• Heliopolis
  • Holds above 7.85 (stop-loss: 7.85)
  • Targets: 8.65 → 9.15 → 10
• Palm Hills
  • Holds above 15.30 (also mentions 20-day MA support at 14.95)
  • Stop-loss: 14.25
  • Targets: 15.70 → 16.40 → 17.175
• GB Corporation
  • New low referenced: 30.60 (stop-loss)
  • If strong signal breaks above 33: targets 34.25 → 36
• Modern Education Systems
  • Break/hold above 64 piasters
  • Targets: 70 → 72 piasters, then 80–85 piasters, 0.91, then 1 pound
  • (Falling wedge concept referenced; company name: Modern Education Systems.)

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Requested / “opportunities” list (explicit names)

• Al-Eiko
  • Stop-loss: 438
  • Upside path references: ~5.15 → 45 → 6 (subtitle inconsistent; treated as multi-step breakout narrative)
• Misr Beni Suef Cement
  • Targets: ~275, then 300
  • Valid while above 250
  • Stop-loss: 240
• Manfas Pharmaceuticals
  • Mentioned in opportunities list; specific levels not clearly provided
• Nile Pharmaceuticals
  • Next target: 430
  • Hourly flag logic: next target 450–500 EGP
  • Trailing stop: ~370 EGP (or loop ~362 EGP)
• Sinai Cement
  • Standstill; stop: 76–75 EGP
  • If holds: targets mentioned 92 → 96 → 106
• Nasr Civil Works
  • Mentioned; later “Nasr Al-Madina” levels appear (likely same group)
  • For “Nasr Al-Madina”:
    • Hold above 85
    • Stop below 5.5
    • Possible rebound toward ~1
• Ibn Sina Extracted Oil
  • Stop at 1220 (new bottom)
  • Bullish confirmation: exceed 13.5
  • Path from 140 → 154 (subtitle formatting issues)
  • “New stop loss is 1220”
• Domty
  • Mentioned; later “Arb Dairy” details appear (possibly same consumer/dairy bucket in subtitle)
• Qurb Dairy
  • Needs confirmation above 445 (closed at 49)
  • If breaks > 445: targets 475 → 5.15
  • Stop/level referenced: 4.15
• Ataqa and International Agricultural Crops
  • Included under opportunities (covered elsewhere)

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Disclosures / disclaimer (end of video)

“This is a clarification … valid for today only. The company is not responsible for any actions taken based on its recommendations.”

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Presenters / sources

• Ahmed Saad (from Hedof Trading) — primary presenter
• Meeting host/brand referenced: Spire Securities and Bonds Trading Company