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Capital Structure - 30 Sep 25

Fundamentals - 30 Sep 25

Valuation - 30 Sep 25

Recap - 30 Sep 25

Investment Discussion - 30 Sep 25

 

Presentation

 
SARRIA News -INTU
Wolfgang Felix
Adler Pelzer, Antolin, Pasubio, Standard Profil - comment
Wolfgang Felix

The EU is reportedly considering proposals to ease the planned 2035 ban on combustion engines. The objective is to support European OEMs and

Wolfgang Felix
Pasubio - Not yet - Model Update
Tomás Mannion
Pasubio - Not yet - Model Update
Tomás Mannion

Please find our analysis on Pasubio post Q3 numbers here.

Following a successful trade in Pasubio’s bonds earlier this year, we continue to monitor the credit. This month’s results were

Tomás Mannion
Pasubio - comment
Tomás Mannion
Pasubio - comment
Tomás Mannion

Pausubio are holding its Q3 conference call at 11 UK time, but initial reaction to numbers are broadly in line with our

Tomás Mannion
Pasubio Client Call and Presentation are now available on the website
Martha Felix
Pasubio Client Call and Presentation are now available on the website
Martha Felix

Pasubio Client Call is now available on Pasubio’s page.

Martha Felix
Pasubio - Movement - Positioning
Tomás Mannion
Pasubio - Movement - Positioning
Tomás Mannion

Please find our analysis from earlier this week here. 

The bond movement today has prompted us to re-examine the situation and ultimately cover our short position in

Tomás Mannion
Pasubio - Seeking diversification - Initiation | Positioning
Tomás Mannion
Pasubio - Seeking diversification - Initiation | Positioning
Tomás Mannion

Please find our initiation on Pasubio here.

Pasubio’s recent trading levels have prompted us to take a closer assessment of the company. As PAI seeks to shift its strategic focus away

Tomás Mannion
Tomás Mannion
Pasubio - comment
Tomás Mannion

The repercussions of the recent cyber attack on Jaguar Land Rover continue to persist. Production at JLR has been suspended for the past

Tomás Mannion