Selected European HoldCos and DLC: Mayâ23 Report
Discounts to NAV of covered holdcos have generally tightened during May. The discount to NAV of GBL has reached a very high level, in my view. That...
486 Views
Amman Mineral International IPO - Promising Assets with Decent Prospects
Amman Mineral Internasional (1416286D IJ) is looking to raise around US$880m in its Indonesian IPO. The company operates an open pit copper and...
613 Views
Selected European HoldCos and DLC: Aprilâ23 Report
Discounts to Net Asset Value of covered holdcos generally tightened during April, although some remained at the same levels. Rio DLC tightened.
515 Views
Selected European HoldCos and DLC: March'23 Report
Discounts to NAV of covered holdcos have shown mixed performance during March, with spreads sharply widening until short after the UBS/CS deal, now...
542 Views
Selected European Holdcos and DLC: Februaryâ23 Report
Discounts to NAV of covered holdcos have generally tightened during February. Recommended trades are: GBL, Heineken Holding, Porsche Automobile...
348 Views