🔔 Good morning, and welcome to Telda Lens — your daily pulse on Egypt’s markets.

Happy new year, everyone. Today: Orascom Investment plans on going to China & reported its earnings + updates from GB Corp, Arabia Investments, Domty, and Abu Kir.

🔔 EGX30 ended +0.33% by market close at 41,828 points, the EGX70 fell 0.14% to 13,125 points, and the EGX100 rose 0.18%  to reach 17,425 points.

💸 The number of transactions reached 145,506 spread across 2,862,295,078 stocks leading to a turnover of EGP 6.7 billion.

🏷️ International investors were the only net sellers.

📈Top gainers across the broader market Prime Holding (+16.06%), Electro Cable Egypt (+9.12%), and M.B Engineering (+8.60%).

📉 Top losers: Extracted Oils (-7%,) Gulf Canadian Real Estate Investment Co. (-6.74%), and Grand Investment Capital (-6.38%.)

⬆️ Top gainers for EGX30 included Misr Cement (+8.0%), Egypt Aluminum (+3.8%), and Raya Holding (+3.3%).

⬇️ Top losers included: Beltone Holding (-3.1%), Oriental Weavers (-1.7%), and Credit Agricole (-0.8%).

Other Important Stats: 

🧈 24K Gold reached EGP 6,706 per gram, up 0.15% day-on-day and up 3.96% month-on-month.

💲 The USD reached EGP 47.65 at the National Bank of Egypt.

✅ Orascom Investment Holding (OIH) has approved the establishment of a wholly owned subsidiary in China, subject to regulatory approvals there. Senior executives were authorized to complete all legal and administrative steps, including determining the company’s capital and structure. In other news: the company reported a 4.94% year-on-year decline in consolidated net losses , reaching EGP 804.7 million in the first nine months of 2025, compared with EGP 846.6 million a year earlier. Operating revenues rose to EGP 441.4 million from EGP 215.1 million.

💸GB Corp (GBCO) car finance arm Drive Finance has closed the sixth issuance of securitized bonds worth EGP 2.4 billion. The company said yesterday that this issuance is the first under Capital Securitization’s sixteenth program, with a total value of EGP 25 billion.

💰The board of Arabia Investments Holding (AIHC) approved an EGP 700 million increase in paid-up capital, raising it to EGP 996.044 million, to inject liquidity into its subsidiaries.. The capital boost aims to strengthen its financial structure, expand non-banking financial services, and create returns for shareholders, with potential cash distributions starting from 2030 profits.

🐮 Domty’s (DOMT) board approved plans for a demerger, with plans to split the company into two separate entities based on its book value at the end of 2024. Following the demerger, Domty will continue as a company with a capital of EGP 113 million, while a new entity, Dairy Products Euro Arabian for Food Industries, will be established with an issued and paid-in capital of EGP 438 million. The company said the plan is aimed at improving share liquidity and attracting investors focused on each business.

💵 Abu Kir Fertilizers (ABUK) approved its budget for 2026, targeting a pre-tax profit of EGP 8.83 billion. The company expects total revenues of EGP 26.16 billion. Remember, late last month the firm appointed McKinsey & Company to develop a strategic plan aimed at boosting productivity, cutting energy use, reducing carbon emissions, and exploring new profitable products.

📈 Egypt’s trade performance in the first ten months of 2025 hit a ten-year high, with the trade deficit shrinking 16% from the same period in 2024 and non-oil exports rising 19% to 40.7 billion dollars. Total trade reached 107.6 billion dollars, supported by higher exports and slightly lower imports, while most imports focused on production inputs and strategic goods. Investment Minister Hassan El-Khatib highlighted that investment growth, better use of production capacity, and free trade agreements with over 100 countries are key drivers behind the improved trade balance and export growth.

💰Egypt aims to attract USD 2-3 billion in investments through the redevelopment of Ministries Square, a senior government official told EnterpriseAM. The government plans to launch the tender in the first quarter of 2026, covering 12 buildings including the former Finance Ministry, with projects structured as public-private partnerships or long-term usufructs rather than outright sales. According to the source, investors from the Arab world and abroad are already submitting proposals to transform the buildings into corporate headquarters, luxury hotels, and serviced apartments.

Stay curious, stay invested — we’ll see you tomorrow.

Your daily market lens, signing off.