Quiddity Leaderboard-DAX Dec 23: Two Changes for MDAX and Two Changes for SDAX
The expected MDAX changes could have multiple days to trade while the flow expectations for the expected SDAX changes are fairly insignificant.
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Schaeffler/Vitesco: A Three-Step Merger Process
Schaeffler plants to take over Vitesco in three acts in a consolidation move. Schaeffler offers a generous premium, which should help conclude...
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The Innovation Portfolios - Week 2
We assess how the three portfolios did for the first two weeks since inception and discuss the case for inclusion of one stock each from the large,...
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
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