About this episode
In today's Pre-Session Views:
- Strategy| Market intelligence confirms Jirian contribution to PHDC value is minimal
- Macro| May 2025 inflation to hover around 15% on base effect
- CSAG vs ALCN| Post calling management of both firms, we continue to favor CSAG over ALCN
- RMDA| Strong FY25 ahead for RMDA, with growth momentum, molecule acquisition, and benefit from rate cuts
- TMGH conference call| Potential subsidiary listing on other markets could unlock value
- EGAL| Dividend powerhouse with structural tailwinds – Maintain positive view
- ARCC and Egypt Cement| Neutral but opportunities exist in smaller peers
- ECAP's 1Q25| Pressures mount as weak demand and cost concerns persist
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