Liquid Universe of European Ordinary and Preferred Shares: August‘23 Report
Since mid-July, spreads have not followed a clear pattern across the European liquid universe of ordinary and preferred shares (9 have tightened, 9...
266 Views
Selected European HoldCos and DLC: July’23 Report
Discounts to NAV of covered holdcos have generally widened during July. Interesting situations, in my view: Heineken Holding/Heineken, Porsche SE...
241 Views
Volkswagen’s China Joint Venture to Develop Plug-In Hybrids for Local Market
The joint venture (JV) between state-owned SAIC Motor Corp. Ltd. and Volkswagen AG will start developing its own plug-in hybrid models, a source...
360 Views
[XPeng(XPEV US, BUY, TP US$24.3)TP Change]: Potential of Tech Licensing and EV Sales Lifts Valuation
VW’s long-term software dilemma caused delays of new EV model launch. Thus, leveraging established software capability of Xpeng could help VW catch...
289 Views
CX Daily: Wang Yi Replaces Qin Gang as Foreign Minister
Funds: China’s new rules for private funds are just the beginning; Personnel: Wang Yi replaces Qin Gang as foreign minister
245 Views