Episode Details

In today’s view:

• Strategy| Tailwind is building up for DSCW
• BINV| HOLD BINV as long-term high margin investments are overlooked; OW MTIE as a pair trade
• ETEL| Unlocking full value is contingent on an option that is unlikely to materialize over the short term
• Sector Focus: Fertilizers and Petrochemicals| LNG allocation supportive but margin risk remains