Selected European Holdcos and a DLC: May Report
With this report, I begin a monthly series on some of the main European holding companies that I deem interesting to long/short clients. The...
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Unilever's DLC Structure
Unilever has a dual-listing structure in which the operating assets (group subsidiaries) are separately owned by either Unilever NV (UNIA NA) or...
773 Views
Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
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Hindustan And GSK In The Pursuit of Happiness
On December 3rd, the boards of both Hindustan Unilever (HUVR IN) ("HUL") and Glaxosmithkline Consumer Healthcare (SKB IN) ("GSKCH") approved a...
564 Views
Renault/Nissan/Mitsubishi - Moving Quickly? Maybe Not.
Just after midnight Tokyo time this morning, a headline popped across CNBC saying "Renault-Nissan's Ghosn has proposed a Dutch foundation to manage...
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