Episode Details

In today's Pre-Session Views: 

• Strategy| HRHO at EGP31/share is closer to a SELL
• ATLC| ATLC is a rare cash cow within the universe of bank and NBFIs but its valuation largely reflects its story. 
• ISPH| Management call reinforces our positive view 
• JUFO| Expanding concentrates capacity remains value accretive but materially lower juice prices makes us less excited on the stock at the current price level