Pargesa (PARG SW) & Groupe Bruxelles Lambert (GBLB BB): A Tale of Two Discounts
Groupe Bruxelles Lambert Sa (GBLB BB) (GBL) is an investment holding company with a market cap of EUR 11.360bn. GBL takes an opportunistic approach...
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Pargesa/GBL’s Attractive Spread
On 11 March 2020, the Frere and Desmarais families, the majority owners of Pargesa Holding Sa (PARG SW), announced a plan to delist Pargesa....
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Aston Martin: A Closer Look at the New Consortium of Investors Coming In
Aston Martin (AML LN) has been a trainwreck since its IPO in 2018. The Italian and Middle-Eastern private-equity owners cashed out some of their...
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MSCI ACWI Ex-U.S. Breaking Topside Its Downtrend: Europe & The UK Look Attractive
The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements...
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The Potential for National Financial Default
High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...
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