Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much
Novelis Corporation (0620365D US)Â Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...
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Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
390 Views
Selected European HoldCos and DLC: March'24 Report
​Discounts to NAV of covered holdcos widened in March, with notable changes in C.F.Alba, GBL, Heineken Holding, Investor B, and Porsche Automobile...
539 Views
Selected European HoldCos and DLC: February’24 Report
​Discounts to NAV of covered holdcos mainly widened in February. What seems interesting: Porsche SE/vs. listed assets and the Rio DLC (long RIO LN...
485 Views
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...
504 Views