Episode Details

*Key fundamental views for today*    

Strategy| FWRY and EGAL offer value post yesterday's sell-off

Macro| Core Inflation up in April, no threat to expected easing path

Macro| Restoring normal traffic to the Suez canal might take months

Macro| The Government will tap international financial markets before mid-2025

JUFO| ST performance may remain under pressure on plunge in orange juice concentrates w/w

ARCC| Two-month quota suspension casts doubt on ARCC FY25 earnings

MFPC| Stable Q for MFPC, maintain equalweight

ADIB| strong 1Q25; penalized by lack of cash dividends

 Weekly Commodities Update