About this episode
- Strategy | ACTF strategic partner is not BTFH but it is still a BUY
- Macro | US Bureau of Labor Statistics employment figures supports our bias towards a 2% August rate cut
- ABUK, EGCH, MFPC, EKHO | Gas price floor hike a net positive, signals long-awaited reform; Strong urea tailwinds support earnings for our top pick ABUK
- LCSW | Natural gas price hike largely priced in, but downside risk remains
- Cement Market | BMIC counteroffer adds more fuel to M&A fire, recalibrating sector valuations
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