The Point for CEEMEA

Citi's daily update highlights Uber's increased stake in Delivery Hero and a likely delay in CD Projekt's Witcher 4 release to 2028. It also notes a shift back toward risk-taking among global asset allocators focusing on AI and US/EM equities.

Key Takeaways

• 1.Uber has reportedly increased its voting rights in Delivery Hero to 36.83%, though technical settlement types for 11.84% of these rights may avoid a mandatory takeover threshold.
• 2.CD Projekt's announcement of a third Witcher 3 expansion for 2027 suggests a likely delay for The Witcher 4 into 2028, causing a 6.5% drop in stock price.
• 3.Global asset allocators are increasing risk exposure in US and Emerging Market equities, specifically targeting AI growth themes and corporate fundamentals.

Table of Contents

• MENA
• Emerging Europe
• Must Read
• Sector
• Strategy & Economics
• CEEMEA – Forthcoming Corporate Access
• Key Rating and Target Price Changes

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