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Pre-Session Views

Published 7 months, 1 week ago

Description

In today's Pre-Session Views:

Strategy | A quick thought on ETEL post the impressive August to date rally. Our telecoms/fintech team will publish a full valuation update on ETEL soon.
EKHO| 1H25 results: Strong earnings recovery, AlexFert driving outperformance;, 2H looks promising
ARCC | Strong 2Q25 results; outlook balanced by emerging risks
MBSC | 2Q25 Volumes weigh on results, 1H25 still on track

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