Unilever's DLC Unwinding
Unilever NV (UNA NA)announced today “plans to unify its Group legal structure under a single parent company, Unilever PLC (ULVR LN) , creating a...
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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...
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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...
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