Porsche Automobile Holding: FY 22 Results and Discount
The attractiveness of Porsche SE shares has been reduced as a result of the acquisition of the Porsche AG stake, still the discount is massive,...
691 Views
Selected European Holdcos and DLC: February‘23 Report
Discounts to NAV of covered holdcos have generally tightened during February. Recommended trades are: GBL, Heineken Holding, Porsche Automobile...
348 Views
Selected European Holdcos and DLC: November/Mid-December‘22 Report
Discounts to NAV of covered holdcos have showed a mixed performance during November and the first half of December, with the same number of spreads...
651 Views
DAX, MDAX, SDAX Dec 2022 Rebal: DAX Inclusion for Porsche Is Positive News
Porsche AG (P911 GR)'s DAX addition is a positive surprise. I have previously discussed this possibility in my DAX Leaderboard insight. All the...
575 Views
STOXX Europe 600 Dec 22 Rebal: Final Changes and Historical Performance Analysis
Historically, the ADDs have failed to outperform the index from the Announcement Date to the Inclusion Event. However, the DELs have clearly...
594 Views