Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
735 Views
Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
590 Views
Nexteer (1316): AES to the Rescue
Having increased its global market share from fifth to second in 2018 thanks to the technological advantages, the company's share price has...
557 Views
Nissan: FCA Pulls Out as Nissan Demurs and Renault Vacillates
While initial reports suggested that Renault SA (RNO FP) was nearing an agreement with Fiat Chrysler Automobiles NV (FCA IM) on its proposed...
876 Views
Fiat-Chrysler Proposes Merger with Renault - Lotsa Moving Parts But RNO Too Cheap
Over what was to be a long holiday weekend in the US and the UK, numerous media sources noted that Fiat Chrysler Automobiles Nv (FCAU US) was set...
897 Views