Unilever: When Two Heads Are Not Better Than One. What About BHP's DLC?
Back on the 11 June, Unilever NV (UNA NA) / Unilever PLC (ULVR LN) announced it will (finally) unify its dual Anglo-Dutch corporate structure under...
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Selected European Holdcos and a DLC: July Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients. All...
545 Views
Blue Moon Group Pre-IPO - The Negatives - Flagging Offline Sales, Not Really a Primary Raising
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
685 Views
Blue Moon Group Pre-IPO - The Positives - Dominant Market Share, Strong Online Sales
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
854 Views
Selected European Holdcos and a DLC: June Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients. All...
457 Views