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17 handpicked stocks

Unlocking Value: The Finance Arm Spinoff

Harley-Davidson is negotiating the sale of a stake in its financing arm, a strategic move to raise significant capital. This theme focuses on other manufacturers with large, valuable financing units that could be prime candidates for similar spin-offs or sales to unlock value.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 29

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

F

Ford Motor Co.

F

Current price

$11.44

COF

Capital One Financial Corporation

COF

Current price

$215.43

SYF

Synchrony Financial

SYF

Current price

$71.49

About This Group of Stocks

1

Our Expert Thinking

Harley-Davidson's $5 billion financing arm deal with PIMCO and KKR signals a broader trend where manufacturers monetize their captive finance units. This strategic move generates significant liquidity while allowing companies to refocus on core operations, creating a compelling investment opportunity for similar businesses.

2

What You Need to Know

This group includes companies with substantial in-house financing operations like automakers and equipment producers. These businesses provide loans and leases directly to customers, creating valuable financial divisions that could be spun off or sold to unlock shareholder value.

3

Why These Stocks

Each company was handpicked by professional analysts for having significant financing arms that could follow Harley's playbook. The selection includes both potential spinoff candidates and financial institutions positioned to be acquirers in this evolving landscape.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+10.83%

Group Performance Snapshot

10.83%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 10.83% over the next year.

12 of 17

Stocks Rated Buy by Analysts

12 of 17 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔓

Value Unlock Catalyst

These companies could follow Harley's playbook, spinning off valuable financing arms to generate billions in capital and boost stock prices through strategic value creation.

💰

Hidden Financial Goldmines

Many manufacturers sit on undervalued financing divisions worth billions. Smart investors are positioning early before these hidden assets get monetized.

Market-Moving Momentum

The positive investor reaction to Harley's deal shows the market rewards these strategic moves. Companies in this space could see similar stock price surges when they announce spinoffs.

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