Royal Dutch Shell Share Structure Unification
The spread is too tight to set up a convergence trade, therefore I recommend monitoring the spread in case any of the lines trades at a higher...
260 Views
Shell Plc - No Longer Royal Post Simplification
Royal Dutch Shell is simplifying its share structure by merging its Class A and Class B shares and changing its name to Shell plc. The...
394 Views
Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
176 Views
Selected European Holdcos and DLCs: September Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during September. Interesting situations are Kinnevik and BHP.
288 Views
Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
439 Views