About this episode
- Strategy | ABUK versus ALCN. Which one will likely outperform until year-end?
- ABUK, MFPC, EGCH, EKHO | Direct subsidy and lower quota unlock pricing upside; ABUK remains top pi
- EFIH | Overweight a direct exposure to key 2H25 and 2026 themes
- MTIE| How much is MTIE’s Basata ePayments at a 25% discount to FWRY?
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