Pre-Session Views

from Al Ahly Pharos · host Al Ahly Pharos

*Key fundamental views for today*Strategy| Long EGAL on rebound in Aluminum pricesMacro| 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 ridersGBCO| Soft start to the year with weak contribution from GB capitalATLC| At 2.5x book, recovery story has been largely priced inCOMI| Earnings call highlightsLCSW| Weak volumes during 1Q and no catalysts until end 2025

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*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, reco...

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This episode was published on May 15, 2025.

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