Porsche Automobil Holding

Porsche Automobil Holding (PAH3 GR)

Consumer DiscretionaryGermany
Porsche Automobil Holding SE is a holding company. The Company, through its subsidiaries, offers development, production, and sale of automobiles along with financial services. Porsche operates worldwide.
bullishPorsche Automobil Holding 22 Aug 2023 09:10

Porsche Automobile Holding: H1 SOTP and Discount to NAV

My updated SOTP shows that the shares of Porsche SE are trading at a still massive 44.9% discount to NAV. The discount has come down from 50.8% on...

bullishPorsche Automobil Holding 24 Mar 2023 22:37

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,...

bullishPorsche Automobil Holding 20 Dec 2022 23:52

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...

bullishVolkswagen 17 Jan 2022 08:27

Liquid Universe of European Ordinary and Preferred Shares: January '22 Report

This report contains a table with a selection of European companies with non-voting shares and ordinary shares. Spreads have generally...

bearishRio Tinto Ltd02 Aug 2023 04:57

Selected European HoldCos and DLC: July’23 Report

Discounts to NAV of covered holdcos have generally widened during July. Interesting situations, in my view: Heineken Holding/Heineken, Porsche SE...