- Advertisement -

Related

Suzuki på ny rekordnivå efter Dan Loebs intåg

- Advertisement -

Stockholm (HedgeNordic) – Suzuki Motor Corp. stängde på en ny rekordnivå på Tokyobörsen efter att Daniel Loebs hedgefond Third Point tillkännagivit att man köpt en andel i biltillverkaren. Anledningen sägs vara att Loeb ser ett positivt slut på den fleråriga tvist med Volkswagen AG som Suzuki varit indragen i.

Enligt ett brev till hedgefondens investerare daterat den 31 juli skriver Loeb att Suzukis indiska enhet Maruti Suzuki India Ltd. har “långsiktigt hållbara skalfördelar” gentemot sina konkurrenter och har “betydande utrymme” att förbättra sina vinstmarginaler.

Suzukis aktier klättrade 3,4 procent under handeln i Tokyo medan Maruti Suzuki steg 2,2 procent i Mumbai.

Bild: (C) oorka – shutterstock.com

 

 

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

HedgeNordic Editorial Team
HedgeNordic Editorial Team
This article was written, or published, by the HedgeNordic editorial team.

Latest Articles

Maybe CTA Alpha is Simpler Than You Think: Evidence from the ETF Space

By Andrew Beer, Co-Founder of DBi: Managers of CTA hedge funds and mutual funds often argue that complexity leads to higher alpha generation. After all, why...

Lynx Marches Through March Mayhem

March was defined by a sharp escalation in geopolitical tensions, particularly involving the U.S., Israel, and Iran, creating a highly challenging environment for most investment...

Mixed March for Managed Futures

A sharp escalation in geopolitical tensions set the tone for March, as the US and Israel’s attacks on Iran triggered significant cross-asset volatility. In...

Stop Making Room for Managed Futures

By Corey Hoffstein, Co-Founder, CEO and CIO at Newfound Research: The case for managed futures as a portfolio diversifier is well established. During the...

Othania Positions Trend-Following at the Core of Multi-Asset Portfolios

Not many investors in the Nordics explicitly allocate to trend-following strategies, yet those who do often regard them as an essential building block in...

Muddling Through the Mess: Managed Futures ETFs

By Alexander Mende and Per Ivarsson at RPM Risk & Portfolio Management: Traditionally, Managed Futures (MF) strategies have been limited to hedge funds known...

Allocator Interviews

In-Depth: Diversification

- Advertisement -

Voices

Request for Proposal

- Advertisement -