About this episode
In today's Pre-Session Views:
- Strategy| Flagging concerns over the outlook for ceramics and urea players
- LCSW| Pharos Views on LCSW Post Management Call: Another 2 quarters of soft performance before a meaningful recovery builds momentum during 4Q25
- Heads up: Market intelligence suggests a natural gas price hike is imminent and urea players will not be able to fully offset margin impact
- MCQE| What does MCQE deal tell us? Buy MCQE on EV/ton arbitrage.
- POUL| The potential for a jumbo dividend yield offers a window for a 2H25 trade
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