Quiddity Leaderboard-DAX Sep 23: No More Catalyst for the Short Sartorius - LONG Merck Trade
I do not expect Sartorius to get deleted from DAX in Sep 23. Despite the fundamentals still supporting the Short Sartorius - LONG Merck trade, I do...
870 Views
DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Porsche AG IPO Makes Things Interesting
Porsche AG's IPO of preferred shares is expected to start trading shortly and there could be interesting index implications for this stock in the...
428 Views
2021 High Conviction: ZOZO – Good Times Are Zo Far Away
ZOZO is already down 20% from early October, however, we believe a further correction is required to justify ZOZO’s single-digit growth in the...
690 Views
Kinnevik’s (KINVB SS) Hard Discount
Investment Ab Kinnevik (KINVB SS) (Kinnevik) is a Swedish conglomerate with investments in listed and unlisted companies, and new ventures....
480 Views
Mercari: Valuation and Some Observations
As Mercari Inc (4385 JP) prepares to raise about JPY49bn in capital through its IPO we take a look at the implied valuations. The peer group is...
674 Views