Selected European Holdcos and DLCs: July ‘22 Report
Discounts to NAV of covered holdcos haven't shown a clear trend during July/beg. of August. Investors have favored Swedish hodlcos, disliked GBL's...
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Selected European Holdcos and DLCs: June ‘22 Report
Discounts to NAV of covered holdcos have either remained within same levels or widened during June. Spreads tend to widen in bear markets, it pays...
338 Views
Selected European Holdcos and DLCs: May ‘22 Report
The discounts to NAV of all holdcos covered in this monthly insight have all widened. It seems a good time to bet on tightening discounts on short...
456 Views
Selected European Holdcos and DLCs: April ‘22 Report
Discounts to NAV of holdcos have generally widened during April in line with the market volatility. The insight incorporates some Q1 results.
449 Views
Selected European Holdcos and DLCs: March ‘22 Report
Discounts to NAV of covered European holdcos have generally tightened during March. Recommended trades: GBL vs. listed assets, Porsche vs. VW (long...
368 Views