Selected European HoldCos and DLC: May'24 Report
The Discounts to NAV of covered holdcos did not follow a clear trend during May. Half of them widened while the other half tightened.
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TAQA & Criteria/Naturgy: Imminent Offer
Press reports indicate that CriteriaCaixa and TAQA will imminently launch a takeover bid for Naturgy at €27 per share, with their discussions on...
359 Views
Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
329 Views
TAQA/Naturgy: Takeover Interest
TAQA has admitted considering a full takeover of Naturgy Energy Group SA (NTGY SM)Â and discussions with CriteriaCaixa regarding a possible...
374 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...
480 Views