About this episode
- Strategy| GBCO - Nostalgia and fundamentals rank the name as a SUPER STRONG BUY
- Macro| Dovish CBE language suggests that an August rate cut (up to -2%) is likely
- Cement Market| Short-term pain, long-term fix; Export quota now the most likely trigger for price decline
- DSCW| News Flow Reinforces Egypt’s Rise as a Regional Hub for Ready-Made Garment Exports — DSCW Well-Positioned to Capitalize
- SKPC | Weak polyethylene prices to weigh on 1H25 results and share price catalysts are limited
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