Quiddity Leaderboard ES50 Sep 23: US$1.3bn Flow for Ferrari Likely; Announcement Soon
I expect Ferrari NV to be added to the ES50 index and Vonovia to be deleted from the ES50 index in September 2023.There could be 13+ days of volume...
595 Views
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...
784 Views
Liquid Universe of European Ordinary and Preferred Shares: Augustâ23 Report
Since mid-July, spreads have not followed a clear pattern across the European liquid universe of ordinary and preferred shares (9 have tightened, 9...
385 Views
Selected European HoldCos and DLC: Julyâ23 Report
Discounts to NAV of covered holdcos have generally widened during July. Interesting situations, in my view: Heineken Holding/Heineken, Porsche SE...
322 Views
Volkswagenâs China Joint Venture to Develop Plug-In Hybrids for Local Market
The joint venture (JV) between state-owned SAIC Motor Corp. Ltd. and Volkswagen AG will start developing its own plug-in hybrid models, a source...
438 Views