About this episode
In today's Pre-Session Views:
- Strategy| If you are after total returns of 30-40% over the coming 12 months, ORWE is unlikely to meet your objective
- MACRO| Yield compression on track but our bullish view on COMI remains intact
- DSCW| Settlement of delayed export rebates could offer timely boost to DSCW’s bottom line
- VALU| Neutral impact on VALU post-FRA adjustment as focus shifts from cash to credit financing
- Cement Market | Bagged cement prices post first decline in 2025 amid normalization
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