Arqaam Capital Egypt Investors Conference 2018

The Vineyard Hotel, Cape Town, South Africa, 22nd - 23rd January

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Arqaam Capital is pleased to invite you to its Egypt Investor Conference held at the Vineyard Hotel in Cape Town on the 22nd & 23rd of January 2018 where we will host senior management from c.20 listed Egyptian companies. This is an excellent opportunity for investors to meet with C-level management in both 1x1 and small group meetings.

A year has now passed since the Egyptian government decided to float its exchange rate, easing foreign investor repatriation concerns and unlocking tremendous value in the Egyptian stock market. However this came at a cost, with inflation spiking to highs of 30% this past July and interest rates rose sharply. Even though the index jumped 65% in local currencies, many stocks are well below their dollar market caps pre-devaluation.

Higher interest rates allowed Egyptian banks to report record profits over the last year, aided by further de-dollarization, while debt costs for non-financials skyrocketed. However, one year on from the IMF deal and with the worst of the inflation cycle now behind us, we expect to see significant interest rate cuts to commence in H1 18e, which should crystallize new opportunities for various sectors.

The government privatization program is yet to commence but we expect a healthy IPO pipeline across sectors in 2018, which will increase the diversity of Egyptian investment universe while injecting significant liquidity into its market. This should help increase Egypt’s footprint across international indexes by adding more constituents, after MSCI had to enact index continuity rules to maintain the minimum three stocks.

We are excited to play the opportunities in Egypt, and we hope that you will join the Arqaam sales and research team and benefit from what is set to be a highly productive conference.

Radi El HelwHead of Egypt

Wafic NsouliHead Equities

How to register for the conference

Online registration is now open. Kindly submit your full registration details by clicking on "My Registration". For enquiries, please contact events@arqaamconference.com

Conference location

The Vineyard Hotel
Cape Town, South Africa

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One-on-One / Small group meetings

We recognise that a key factor in your participation at our conference is the opportunity to meet with senior members of company management.

We will endeavour to arrange your preferred meetings where possible. Please indicate your meeting requests on this website.

We will update you on new Corporate registrations as they are received.

If you have any concerns, please contact us

Conference Schedule

Attending Companies

Company Name Sector Attendee(s)
Amer Group Ola Tayel, Riad Refaat
Arabian Cement Karim Naguib, Allan Hestbech
Cairo Poultry Haitham El Shaarawy
CIB Yasmine Hemeda, Nelly El Zeneiny, Hussein Abaza, Sherif Khalil
Company Name Sector Attendee(s)
Eastern Tobacco Osama Fouad, Aly Saad El Deen
EFG Hermes Mohamed Abdelkhadir, Hanzada Nessim
EK Holding Medhat Bonna, Sherif El Zayat, Haitham Moneim
ElSewedy Electric Sherif El Zeiny, Tarek Yehia
Ezz Steel Hassan Nouh, Paul Chekeiban, Kamel Galal, Ahmed Saad
Company Name Sector Attendee(s)
HDB Mohamed Hamzawy
Ibnsina Pharma Omar Abdel Gawad, Mahmoud Abdel Gawad, Mohamed Shawky
IDH Sherif El Ghamrawi
Company Name Sector Attendee(s)
Juhayna Food Industries Karim Sheir, Seif El-Din Thabet
Company Name Sector Attendee(s)
Madinet Nasr Housing Salah Katamish, Ahmed El Hitamy , Mohamed Abdel Salam
MTI Ashraf El Ghannam , Khaled Mahmoud
Orascom Construction Limited Hesham El Halaby
Company Name Sector Attendee(s)
Palm Hills Developments Mamdouh Abdel Wahab, Radwa Abu El Naga, Tarek Abdel Rahman
Company Name Sector Attendee(s)
SODIC Mahmoud Badran
Telecom Egypt Wael Hanafy, Sarah Shabayek
Transglobe Energy Ross Clarkson, Randy Neely
Company Name Sector Attendee(s)
None confirmed

Accommodation

“We look forward to hosting you at our conference”

Need help - Contact our event manager

+971-55-576-4905

events@arqaamconference.com