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Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses

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Resumo:This thesis explores a fundamental pairs trade strategy of adidas and PUMA. Macroeconomic and industry analyses highlight regional economic trends, inflation, and demographic shifts impacting both companies. The expanding global sportswear market, driven by Emerging Markets, athleisure demand, and sustainability trends, faces external and sector specific challenges, requiring strategic adaptation to maintain competitiveness. The valuation emphasizes PUMA’s undervaluation and growth potential versus adidas’ overvaluation and higher risk. The long PUMA, short adidas strategy proves robust, offering investors a promising opportunity for risk reduction and relative returns.
Autores principais:Kreitz, Laura
Assunto:Fundamental Pairs Trade Adidas PUMA Global economy Macroeconomic indicators Global sporting goods industry Market drivers and trends Competition Product segmentation Athleisure Company valuation Discounted cash flow Scenario analysis Risk management Investment proposition
Ano:2025
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
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author Kreitz, Laura
author_facet Kreitz, Laura
author_role author
contributor_name_str_mv Anjos, Fernando
RUN
country_str PT
creators_json_txt [{\"Person.name\":\"Kreitz, Laura\"}]
datacite.contributors.contributor.contributorName.fl_str_mv Anjos, Fernando
RUN
datacite.creators.creator.creatorName.fl_str_mv Kreitz, Laura
datacite.date.Accepted.fl_str_mv 2025-01-13T00:00:00Z
datacite.date.available.fl_str_mv 2025-08-11T10:47:10Z
datacite.date.embargoed.fl_str_mv 2025-08-11T10:47:10Z
datacite.rights.fl_str_mv http://purl.org/coar/access_right/c_abf2
datacite.subjects.subject.fl_str_mv Fundamental Pairs Trade
Adidas
PUMA
Global economy
Macroeconomic indicators
Global sporting goods industry
Market drivers and trends
Competition
Product segmentation
Athleisure
Company valuation
Discounted cash flow
Scenario analysis
Risk management
Investment proposition
datacite.titles.title.fl_str_mv Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
dc.contributor.none.fl_str_mv Anjos, Fernando
RUN
dc.creator.none.fl_str_mv Kreitz, Laura
dc.date.Accepted.fl_str_mv 2025-01-13T00:00:00Z
dc.date.available.fl_str_mv 2025-08-11T10:47:10Z
dc.date.embargoed.fl_str_mv 2025-08-11T10:47:10Z
dc.format.none.fl_str_mv application/pdf
dc.identifier.none.fl_str_mv http://hdl.handle.net/10362/186291
dc.language.none.fl_str_mv eng
dc.rights.none.fl_str_mv http://purl.org/coar/access_right/c_abf2
dc.subject.none.fl_str_mv Fundamental Pairs Trade
Adidas
PUMA
Global economy
Macroeconomic indicators
Global sporting goods industry
Market drivers and trends
Competition
Product segmentation
Athleisure
Company valuation
Discounted cash flow
Scenario analysis
Risk management
Investment proposition
dc.title.fl_str_mv Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
dc.type.none.fl_str_mv http://purl.org/coar/resource_type/c_bdcc
description This thesis explores a fundamental pairs trade strategy of adidas and PUMA. Macroeconomic and industry analyses highlight regional economic trends, inflation, and demographic shifts impacting both companies. The expanding global sportswear market, driven by Emerging Markets, athleisure demand, and sustainability trends, faces external and sector specific challenges, requiring strategic adaptation to maintain competitiveness. The valuation emphasizes PUMA’s undervaluation and growth potential versus adidas’ overvaluation and higher risk. The long PUMA, short adidas strategy proves robust, offering investors a promising opportunity for risk reduction and relative returns.
dirty 0
eu_rights_str_mv openAccess
format masterThesis
fulltext.url.fl_str_mv https://run.unl.pt/bitstreams/d362bfd5-1398-4785-a4de-5af4cbbc367d/download
id run_3c393641ed6fe7bf9dfd5bd3dd383dfa
identifier.url.fl_str_mv http://hdl.handle.net/10362/186291
inst_facet_str urn:organizationAcronym:unl{{{_:::_}}}Universidade Nova de Lisboa
instacron_str unl
institution Universidade Nova de Lisboa
instname_str Universidade Nova de Lisboa
language eng
network_acronym_str run
network_name_str Repositório Institucional da UNL
oai_identifier_str oai:run.unl.pt:10362/186291
organization_str_mv urn:organizationAcronym:unl
person_str_mv Kreitz, Laura
publishDate 2025
repo_facet_str urn:repositoryAcronym:run{{{_:::_}}}Repositório Institucional da UNL
reponame_str Repositório Institucional da UNL
repository_id_str urn:repositoryAcronym:run
service_str_mv urn:repositoryAcronym:run
spelling engpt_PTThis thesis explores a fundamental pairs trade strategy of adidas and PUMA. Macroeconomic and industry analyses highlight regional economic trends, inflation, and demographic shifts impacting both companies. The expanding global sportswear market, driven by Emerging Markets, athleisure demand, and sustainability trends, faces external and sector specific challenges, requiring strategic adaptation to maintain competitiveness. The valuation emphasizes PUMA’s undervaluation and growth potential versus adidas’ overvaluation and higher risk. The long PUMA, short adidas strategy proves robust, offering investors a promising opportunity for risk reduction and relative returns.application/pdfpt_PTFundamental pairs trade of Adidas and Puma - macroeconomic and industry analysesKreitz, LauraAnjos, FernandoHostingInstitutionOrganizationalRUNe-mailmailto:run@unl.ptrun@unl.ptURNurn:tid:2039616922025-08-11T10:47:10Z2025-01-132025-01-132025-01-13T00:00:00ZHandlehttp://hdl.handle.net/10362/186291http://purl.org/coar/access_right/c_abf2open accessFundamental Pairs TradeAdidasPUMAGlobal economyMacroeconomic indicatorsGlobal sporting goods industryMarket drivers and trendsCompetitionProduct segmentationAthleisureCompany valuationDiscounted cash flowScenario analysisRisk managementInvestment proposition2279801 bytesliteraturehttp://purl.org/coar/resource_type/c_bdccmaster thesishttp://purl.org/coar/access_right/c_abf2application/pdffulltexthttps://run.unl.pt/bitstreams/d362bfd5-1398-4785-a4de-5af4cbbc367d/download
spellingShingle Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
Kreitz, Laura
Fundamental Pairs Trade
Adidas
PUMA
Global economy
Macroeconomic indicators
Global sporting goods industry
Market drivers and trends
Competition
Product segmentation
Athleisure
Company valuation
Discounted cash flow
Scenario analysis
Risk management
Investment proposition
status SINGLETON
subject.fl_str_mv Fundamental Pairs Trade
Adidas
PUMA
Global economy
Macroeconomic indicators
Global sporting goods industry
Market drivers and trends
Competition
Product segmentation
Athleisure
Company valuation
Discounted cash flow
Scenario analysis
Risk management
Investment proposition
title Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
title_full Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
title_fullStr Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
title_full_unstemmed Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
title_short Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
title_sort Fundamental pairs trade of Adidas and Puma - macroeconomic and industry analyses
topic Fundamental Pairs Trade
Adidas
PUMA
Global economy
Macroeconomic indicators
Global sporting goods industry
Market drivers and trends
Competition
Product segmentation
Athleisure
Company valuation
Discounted cash flow
Scenario analysis
Risk management
Investment proposition
topic_facet Fundamental Pairs Trade
Adidas
PUMA
Global economy
Macroeconomic indicators
Global sporting goods industry
Market drivers and trends
Competition
Product segmentation
Athleisure
Company valuation
Discounted cash flow
Scenario analysis
Risk management
Investment proposition
url http://hdl.handle.net/10362/186291
visible 1