Liquid Universe of European Ordinary and Preferred Shares: November Report
Spreads have generally tightened across our liquid universe, with some notorious exceptions such as Volkswagen and Grifols.
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Liquid Universe of European Ordinary and Preferred Shares: October Report
Spreads have generally tightened since mid-September, in line with market gains. Interesting situations are the German liquid shares and Roche.
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Liquid Universe of European Ordinary and Preferred Shares: September Report
Spreads have generally widened during the last four weeks, in line with selling pressure on the markets. Interesting situations are: BMW, Fuchs,...
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Liquid Universe of European Ordinary and Preferred Shares: July Report
Discounts/Premiums have not followed a clear trend since mid-June. Interesting situations are Henkel, BMW, and SSAB, in my view.
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Liquid Universe of European Ordinary and Preferred Shares: June Report
Discounts have generally widened across the European space. The report has a summary table and highlights both premiums and discounts as well as...
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