Episode Details

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