Selected European HoldCos and DLC: January’24 Report
​Discounts to NAV for covered holdcos mainly tightened in January. What seems interesting: Interesting trades: GBL vs. listed assets, Porsche SE...
449 Views
Selected European HoldCos and DLC: December’23 Report
​Discounts to NAV for covered holdcos have mainloy widened during December. What seems interesting: Porsche Automobile Holding and Rio DLC.
584 Views
Selected European HoldCos and DLC: November’23 Report
​Discounts to NAV of covered holdcos tightened in November. Interesting trades, in my view, include Heineken Holding vs. Heineken, Porsche SE vs....
447 Views
Selected European HoldCos and DLC: October’23 Report
​Discounts to NAV of covered holdcos in October showed no clear trend. Interesting aspects include holding trades, Investor B vs. listed assets,...
350 Views
Selected European HoldCos and DLC: September’23 Report
The discounts to NAV of covered holdcos have generally tightened during September. What seems interesting: holding trades, Investor B vs. listed...
457 Views