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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 16
VOW
LONG Louise Moon
Reporter, Wall Street Journal
VW plans to cut costs by 20% by the end of 2028. The market has punished VW for EV demand slowdowns and Chinese competition. A 20% cost reduction directly improves the bottom line and signals management is finally addressing bloat. LONG on restructuring thesis. Unions block cuts or Chinese market share continues to erode. Bloomberg Markets
'Shared Values' discussed in Munich; RAM Conc...
Feb 14
VOW
SHORT @business Volkswagen has been ordered to face a criminal trial in France related to the diesel-emission scandal that erupted more than a decade ago. https://t.co/RM9bLCtOPD @business
Volkswagen has been ordered to face a crimina...