• Strategy | Short carbs, long protein
• ETEL | Helios Investments binding offer to acquire a majority stake in RDH confirms deleveraging path and reinforces our positive outlook going forward
• SKPC | Price cut to hit margin, yet higher volumes may offset

• Strategy | What are corporate CEOs doing to trigger the next leg up? 
• EGAL | MoU with Alba marks step toward vertical integration and margin stability 

In today's Pre-Session Views:

• Strategy | Alert to unsuspecting retail investors: Do not buy into the small cap frenzy
• ETEL’s inflection year | Peak capex behind and deleveraging ahead; position for a structural rebound in FCF
• ABUK | Valuation dislocation versus peers and replacement economics
• PHDC | Does PHDC generate positive operating cash flows?
• ISPH | Distributor model best positioned amid pharma price reform++6322

In today's Views: 

• Strategy | Another "pump and dump" trade is sweeping "flour milling firms" and another crash is imminent.
• DSCW | Volumes ramping up, margin recovery in sight
• CLHO | Delivering growth; accumulate the stock

In today's views

• Strategy | A burst of the "land reclamation bubble" should not impact fundamentally-solid stocks
• POUL | Broiler prices remain low for the second months in a row but that does not alter our positive view on POUL
• MCRO | Early turnaround signs, waiting for 3Q catalyst
• ISPH | UPA dues unlock FCF; Overweight your positions
• ABUK | 10% dividend yield on resilient FY24/25