About this episode
- Strategy| AMIA/ATLC arbitrage under watch
- Macro/commodities| OPEC+ output hike + Trump bias to black energy is outright positive to Egypt macro
- FWRY| Ignore interest rate and keep an eye on electricity prices’ impact on throughput
- Ceramics| Without a take-private deal, ECAP looks fully valued; Prefer LCSW
- OLFI| OLFI confirms new price increase to support FY25 GPM target
- ABUK, EGCH, MFPC| Futures still on the rise yet correction imminent
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