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Manage episode 482888956 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

*Key fundamental views for today*

Strategy| Long EGAL on rebound in Aluminum prices

Macro| FY25/26 budget is out and it foresees a plunge in average treasury yields to 16%

Macro| Maersk might transit the SC soon - Positive for USD.

Macro |Global commodity prices imply more stability on the fuel front - Positive for inflation, interest rates.

EFIH or FWRY? Long both - own the rails and the riders

GBCO| Soft start to the year with weak contribution from GB capital

ATLC| At 2.5x book, recovery story has been largely priced in

COMI| Earnings call highlights

LCSW| Weak volumes during 1Q and no catalysts until end 2025

  continue reading

1796 episodes

Artwork
iconShare
 
Manage episode 482888956 series 2987212
Content provided by Al Ahly Pharos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Al Ahly Pharos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

*Key fundamental views for today*

Strategy| Long EGAL on rebound in Aluminum prices

Macro| FY25/26 budget is out and it foresees a plunge in average treasury yields to 16%

Macro| Maersk might transit the SC soon - Positive for USD.

Macro |Global commodity prices imply more stability on the fuel front - Positive for inflation, interest rates.

EFIH or FWRY? Long both - own the rails and the riders

GBCO| Soft start to the year with weak contribution from GB capital

ATLC| At 2.5x book, recovery story has been largely priced in

COMI| Earnings call highlights

LCSW| Weak volumes during 1Q and no catalysts until end 2025

  continue reading

1796 episodes

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