Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
626 Views
SEPI to Raise Stake in Indra
The SEPI will increase its stake in Indra Sistemas Sa (IDR SM) by 9.25% up to 28%, which should have an impact on the share price. The share price...
499 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...
273 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.
378 Views
IFM/Naturgy: Board Opinion And Bid Scenarios
It could potentially be interesting to stay up to 2 October, in case there is an improvement in IFM's offer and sell upon the news, unless one...
453 Views