TAQA/Naturgy: Takeover Interest
TAQA has admitted considering a full takeover of Naturgy Energy Group SA (NTGY SM) and discussions with CriteriaCaixa regarding a possible...
189 Views
Selected European HoldCos and DLC: March'24 Report
Discounts to NAV of covered holdcos widened in March, with notable changes in C.F.Alba, GBL, Heineken Holding, Investor B, and Porsche Automobile...
293 Views
Selected European HoldCos and DLC: February’24 Report
Discounts to NAV of covered holdcos mainly widened in February. What seems interesting: Porsche SE/vs. listed assets and the Rio DLC (long RIO LN...
253 Views
Selected European HoldCos and DLC: January’24 Report
Discounts to NAV for covered holdcos mainly tightened in January. What seems interesting: Interesting trades: GBL vs. listed assets, Porsche SE...
291 Views
Selected European HoldCos and DLC: December’23 Report
Discounts to NAV for covered holdcos have mainloy widened during December. What seems interesting: Porsche Automobile Holding and Rio DLC.
483 Views