Liquid Universe of European Ordinary and Preferred Shares: October‘24 Report
Since mid-September, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have...
361 Views
Volkswagen’s China JV Weighs Shuttering Car Plant as It Accelerates Shift to EVs
Volkswagen AG’s China joint venture (JV) with state-owned SAIC Motor Corp. Ltd. (600104.SH +2.57%) is considering shutting down a combustion...
233 Views
Why Volkswagen hit the skids
Volkswagen's iconic image and workforce face uncertainty as potential factory closures and financial troubles threaten the company's future and...
506 Views
Selected European HoldCos and DLC: October'24 Report
Discounts to NAV of covered holdcos mainly widened during October. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
112 Views
Liquid Universe of European Ordinary and Preferred Shares: December‘23 Report
Since mid-November, spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened, 10...
357 Views