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- Strategy| AMIA/ATLC arbitrage under watchMacro/commodities| OPEC+ output hike + Trump bias to black energy is outright positive to Egypt macroFWRY| Ignore interest rate and keep an eye on electricity prices’ impact on throughputCeramics| Without a take-private deal, ECAP looks fully valued; Prefer LCSWOLFI| OLFI confirms new price increase to support FY25 GPM targetABUK, EGCH, MFPC| Futures still on the rise yet correction imminent