PAR3/VOW3/Potential Porsche IPO
The valuation of Porsche OpCo could reach €100 billion, vs. a market capitalization of c. €109.4 billion of VW. This is a feasible range...
184 Views
Pegasus Asia – Tikehau Capital & Financière Agache-backed SPAC – Lists on SGX
Pegasus Asia, backed by experienced sponsors (Tikehau Capital, Financière Agache, Diego De Giorgi and Jean-Pierre Mustier), seeks to search for...
1.3k Views
U.S. Equity Strategy: Major Indexes Testing Critical Supports; Buying Consumer Discretionary Stocks
Market dynamics have deteriorated along with the major averages, and many are testing critical supports; as long as supports hold we expect more...
226 Views
Buying Global Financials & Autos/Auto Parts
Global automobile stocks display bullish price and RS inflections with many breaking out to new highs. Financials are attractive globally, ranging...
107 Views
Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
263 Views