Selected European Holdcos and DLC: October ‘22 Report
Discounts to NAV of covered holdcos have mainly tightened during October as a result of market recovery. Short-term recoveries provide...
286 Views
Selected European Holdcos and DLCs: September ‘22 Report
Discounts to NAV of covered holdcos have mainly widened during September as a result of the bear market. Spreads tend to widen in bear markets but...
328 Views
Selected European Holdcos and DLCs: August ‘22 Report
Discounts to NAV of covered holdcos have mainly widened or stayed at the same level during August/beginning of September, in line with the loses in...
415 Views
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...
434 Views
FEMSA/Valora Holding: Fair Offer and Possible Counterbid
FEMSA intends to break into European convenience retail/food with a fair cash offer for Valora. A counterbid is not to be ruled out from the likes...
351 Views