Industrivärden's Q3: NAV Evolution, (Low) Discount, Target NAV, Replication
NAV of Industrivarden (INDUC SS) was SEK 162.8 bn (SEK 377/share) on September 30. NAV increased by 8% during first nine months of 2024. 5-Y total...
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Liquid Universe of European Ordinary and Preferred Shares: Octoberâ24 Report
Since mid-September, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have...
562 Views
Selected European HoldCos and DLC: September'24 Report
Discounts to NAV of covered holdcos mainly widened during September. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
458 Views
Liquid Universe of European Ordinary and Preferred Shares: Septemberâ24 Report
Since mid-August, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (13 have...
462 Views
Selected European HoldCos and DLC: August'24 Report
Discounts to NAV of covered holdcos did not follow a clear trend during August. What seems interesting (unchanged views): Porsche SE vs. listed...
409 Views