LongDB1Sep 2026
Deutsche Börse AG
Deutsche Börse delivered revenues and EBITDA ahead of consensus, with Securities Services supported by record assets under custody, higher settlement activity, strong debt…
DB1
2 published ideas on Deutsche Börse AG across 2 funds — 2 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Deutsche Börse: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Deutsche Börse delivered revenues and EBITDA ahead of consensus, with Securities Services supported by record assets under custody, higher settlement activity, strong debt…
Deutsche Börse benefits from higher market activity and volatility through increased trading volumes, while inflation and interest-rate uncertainty support activity in rate…