
About this episode
Strategy| HRHO rally opens gate for arbitrage opportunities
Macro| Active interbank is a telltale of foreign inflows - Positive for USD
MTIE 1Q25| On track to meet full-year estimates, exceeding estimates is contingent on Saudi and auto sales performance
TMGH| Another mispriced stock whose MCAP overlooks more than just land bank
ORWE| Revenues stall and margins tighten, signaling a tough FY25 performance
EKHO| 1Q earnings in line with guidance, cautious outlook for the year
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