Pre-Session Views
Episode 8 min 25s

Pre-Session Views

Strategy | ISPH recent rally could be the start of a next leg up if 2Q25 surprises to the upsideCOMI| Strong 2Q25 performance signals potential price re-ratingCICH| Buy one get one freeBONY| 1Q25 doesn’t change our view: a justified discounted entry, cashflow remains under watchIFAP | Short IFAP, long EFIC on unjustified valuation gap

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