Selected European HoldCos and DLC: September'24 Report
Discounts to NAV of covered holdcos mainly widened during September. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
348 Views
Selected European HoldCos and DLC: August'24 Report
Discounts to NAV of covered holdcos did not follow a clear trend during August. What seems interesting (unchanged views): Porsche SE vs. listed...
278 Views
Selected European HoldCos and DLC: July-Aug. 9 '24 Report
Discounts to NAV of covered holdcos generally tightened during July and first week of August. What seems interesting: Porsche SE vs. listed assets...
272 Views
Selected European HoldCos and DLC: June'24 Report
Discounts to NAV of covered holdcos didn't follow a clear trend during June. What seems interesting: Porsche SE vs. listed assets and the Rio DLC...
314 Views
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.
304 Views