Primer: Industrivarden AB (INDUA SS) - Aug 2026
Industrivärden is a Swedish investment holding company with a long-term, active ownership strategy focused on a concentrated portfolio of...
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Industrivärden's Q1 2025: NAV Evolution, Discount, Target NAV, Replication
âIndustrivärden offers long-term exposure to Swedish industrial blue chips with potential for upside as market sentiment stabilizes and core assets...
551 Views
Liquid Universe of European Ordinary and Preferred Shares: Decemberâ23 Report
Since mid-November, spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened, 10...
603 Views
Industrivärden Q3: Trading Around NAV
Industrivärden remains around NAV despite a softer Q3. A change in tax status from 2027 adds a new question to the holdco valuation.
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Selected European HoldCos and DLC: September 2026 Report
Wide discounts, persistent premiums and shifting catalysts. We revisit Europe's main holding-company valuation gaps and where the next convergence...
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