• Egypt to have a key role in Libyan reconstruction. SWDY and ORAS are key beneficiaries.
• SWDY to inaugurate 3 factories in Tanzania and might establish an industrial city there
• Fourth electricity connection line to be established with Saudi Arabia and SWDY might get awards
• Remittances at a record USD31 bn
• Today is MPC meeting day and rates should be maintained
• Digitization of invoicing and transportation in Egypt: e-Finance is the sole beneficiary
• EKHO trades in EGP on Sunday and 68% of shares converted to EGP from USD
• New cash flow management strategy for developers and how they might cope
• PIOH to split stock into three and our view on valuation gaps

Market Overview

TMGH
EMFD
EXPA
ATLC

Prepared by: Mayada Amin - CETA, CFTe

• Sodic MTO shows how TMGH, PHDC and ORHD are massively undervalued
• Sodic changes terms of "June" North Coast land plot
• OIH to sell TWA and VI, which creates ST stock price catalyst; MT potential questionable
• ALCN releases stable results but has challenges ahead
• EGCH/KIMA releases losses despite revenue surge
• Government to digitize tax and custom platforms and payments; e-Finance is the beneficiary

• EGX suggests changes to listing rules
• Contract signed with Siemens for second and third phase of monorail (ORAS)
• SWDY might capture 30% share of Egyptian investments in Libyan reconstruction
• FWRY to establish a microfinance company
• EKHO: Today last day to switch trading currency
• OIH records losses in 2Q21
• Moscow might raise weekly flights to red sea
• UK revising its red list of touristic destinations
• HDBK to triple capital from reserves and retained earnings
• EAST to reduce capital on treasury shares cancellation
• Tuesday's Commodity Prices Update

Market overview

ALCN

EAST

PHDC

EHDR

Prepared by: Mayada Amin – CETA, CFTe

• New FRA Min. Shares Listing Requirements
• Egypt to pump gas to Lebanon in 3 weeks
• M&A transactions quadruple in 1H2021 YoY to USD4 bn
• ORHD expects strong growth in profitability in 2021
• ZMID to auction land plots on Sept 16
• OIH secures a loan for "Sound and Light" development 

EGX30 Overview
ISPH
EXPA
ADIB
CICH

Prepared by: Mayada Amin – CETA, CFTe

• MPC meeting expectations and inflation numbers
• NIR analysis
• CCAP 2Q21 results
• EKHO deadline to switch stocks from USD to EGP
• Export subsidy program and ORWE upgrade in FV
• Egyptian contractors role in Libya's reconstruction
• Egypt to manufacture Moderna vaccine 

Market overview

COMI

ETEL

RMDA

AMIA

Prepared by: Mayada Amin – CETA, CFTe

Market Overview
FWRY
ORAS
MFPC
DOMT
JUFO