Tesla's Demand Problems Aren't Going Away
The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts & incentives in Q4 didn't. I'm...
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Liquid Universe of European Ordinary and Preferred Shares: January ‘23 Report
Since mid-December, spreads have shown a mixed performance across our liquid universe (9 have widened, 9 tightened, 1 at same level).
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Selected European Holdcos and DLC: New Year‘23 Report
Discounts to NAV of covered holdcos have generally widened since mid-December. Spreads tend to widen in bear markets but short-term recoveries...
544 Views
Selected European Holdcos and DLC: November/Mid-December‘22 Report
Discounts to NAV of covered holdcos have showed a mixed performance during November and the first half of December, with the same number of spreads...
476 Views
Liquid Universe of European Ordinary and Preferred Shares: December ‘22 Report
Since mid-November, spreads have shown a mixed performance across our liquid universe with a slight bias towards widening (10 have widened, 9...
486 Views