CX Daily: Zero-Carbon Fuels, Hybrids Offer Lifeline for Conventional Carmakers
ICE / In Depth: Zero-carbon fuels, hybrids offer lifeline for conventional carmakers It sounds somewhat unbelievable — the internal combustion...
194 Views
Selected European HoldCos and DLC: 2024 Report
Discounts to NAV of covered holdcos mainly tightened during 2024. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
314 Views
High Conviction 2025: Porsche's SE Discount to NAV Reduction
Porsche SE is currently trading at a 31.8% discount to NAV. The discount will continue to tighten toward approximately 20% as legal claim risks...
688 Views
Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.
XPeng and Nio switch from Nvidia Thor chip, Wistron to open new plant in Vietnam, MSI introduces Indian-made notebooks, Honda and Nissan mull...
283 Views
Liquid Universe of European Ordinary and Preferred Shares: December‘24 Report
Since mid-November, share-price spreads have generally widened across European liquid universe of ordinary and preferred shares with few changes in...
360 Views