MP1 -9.45% While MP1 reaffirmed FY25 guidance today, that was all in-line with the market, their rhetoric around FY26, whereby they said they were expecting a similar growth trajectory to this year saw the market underwhelmed, expecting a step up in growth in FY26.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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MM remains neutral towards MP1
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