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In today's views

  • Strategy | Cracks are appearing in "ancient economy" flour milling stocks and investors are advised to exercise caution
  • ETEL | 2025 multiples are now on par with the historical TTM; 1Q26 data centers’ sale completion marks a step toward 7-9x
  • BINV | A story of corporate actions and value creation reinforced by 9M25 performance
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