About this episode
- Despite YTD rally, PHDC is still materially cheap.
- Copper/aluminum price ratio should provide solid support to EGAL.
- ORAS| Core business is trading for free
- MCQE| Time to change our call from BUY to NEUTRAL
- ABUK,MFPC, EGCH| Urea prices surge on gas shortage, but regional ceasefire signals relief.
- MTIE| Bosch’s factory inauguration reinforces appliances segment momentum.
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