Selected European Holdcos and DLCs: April â22 Report
Discounts to NAV of holdcos have generally widened during April in line with the market volatility. The insight incorporates some Q1 results.
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Selected European Holdcos and DLCs: March â22 Report
Discounts to NAV of covered European holdcos have generally tightened during March. Recommended trades: GBL vs. listed assets, Porsche vs. VW (long...
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Carlsberg: A Challenging Year Ahead
The recent decline in Carlsberg's share price do not seem to fully reflect the upcoming decline in Return on Capital's results. The company...
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Selected European Holdcos and DLCs: February â22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
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Heineken: What To Expect In 2022 And How I Am Positioning Myself
Following the pandemic lockdowns of 2020 and 2021, Heineken is now faced with rising commodity prices. Although 2022 will most likely be yet...
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