Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

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Equity Bottom-Up

<ul><li>Instone Real Estate Group SE is a German residential-development company listed on Deutsche Börse’s Xetra market (ticker INS)</li><li>Acquiring land and developing multi-family and mixed-use residential projects across major German cities — Frankfurt, Hamburg, Leipzig and the wider Rhine-Main region</li><li>Then selling completed units to retail buyers and institutional investors alike.</li></ul>

Instone Real Estate Group SE is a German residential-development company listed on Deutsche Börse’s Xetra market (ticker INS)Acquiring land and developing multi-family and mixed-use residential projects across major German cities — Frankfurt, Hamburg, Leipzig and the wider Rhine-Main regionThen selling completed units to retail buyers and institutional investors alike.

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The December 2022 index changes for DAX, MDAX, and SDAX were announced late last night (5th December 2022).</li>
<li>
<a href="https://www.smartkarma.com/entities/dr-ing-h-c-f-porsche-aktiengesellschaft" target="_blank" data-smartkarma-citation="entities:36343:1" rel="noopener">Porsche AG (P911 GR)</a>'s addition to the DAX Index is the main talking point. There are more changes for the MDAX and the SDAX indices. </li>
<li>In this insight, we take a closer look at our expectations for index flows and potential trading ideas.</li>
</ul>


The December 2022 index changes for DAX, MDAX, and SDAX were announced late last night (5th December 2022).

Porsche AG (P911 GR)'s addition to the DAX Index is the main talking point. There are more changes for the MDAX and the SDAX indices. 
In this insight, we take a closer look at our expectations for index flows and potential trading ideas.


DAX, MDAX, SDAX Dec 2022 Rebal: DAX Inclusion for Porsche Is Positive News

Germany

Instone Real Estate Group SE provides real estate development services. The Company constructs apartment, buildings, and residential homes. Instone Real Estate Group serves customers in Germany.

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Instone Real Estate (INS GR)

Monday Delight: 28/09/2026

Instone Real Estate Group SE is a German residential-development company listed on Deutsche Börse’s Xetra market (ticker INS) Acquiring land and...

Contrarian Cashflows

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...

Janaghan Jeyakumar, CFA

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