About this episode
In today's views
- Strategy | A burst of the "land reclamation bubble" should not impact fundamentally-solid stocks
- POUL | Broiler prices remain low for the second months in a row but that does not alter our positive view on POUL
- MCRO | Early turnaround signs, waiting for 3Q catalyst
- ISPH | UPA dues unlock FCF; Overweight your positions
- ABUK | 10% dividend yield on resilient FY24/25
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