Selected European HoldCos and DLC: 2024 Report
Discounts to NAV of covered holdcos mainly tightened during 2024. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
406 Views
Liquid Universe of European Ordinary and Preferred Shares: December‘24 Report
Since mid-November, share-price spreads have generally widened across European liquid universe of ordinary and preferred shares with few changes in...
428 Views
Selected European HoldCos and DLC: November'24 Report
Discounts to NAV of covered European holdcos mainly widened during November. What seems interesting (unchanged views): Porsche SE vs. listed assets...
528 Views
Liquid Universe of European Ordinary and Preferred Shares: November‘24 Report
Since mid-October, share-price spreads have generally tightened across European liquid universe of ordinary and preferred shares (10 have...
309 Views
Selected European HoldCos and DLC: October'24 Report
Discounts to NAV of covered holdcos mainly widened during October. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
356 Views