Selected European HoldCos and DLC: June’23 Report
The discounts to Net Asset Value of covered holding companies in the European liquid universe have generally widened during June.
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Liquid Universe of European Ordinary and Preferred Shares: June‘23 Report
Since mid-May, spreads have generally tightened across our liquid universe (13 have tightened, 6 widened). Some spreads are relatively large, such...
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Selected European HoldCos and DLC: May’23 Report
Discounts to NAV of covered holdcos have generally tightened during May. The discount to NAV of GBL has reached a very high level, in my view. That...
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Liquid Universe of European Ordinary and Preferred Shares: May‘23 Report
Since mid-April, spreads have generally widened across our European liquid universe of ordinary and preferred (12 spreads have widened, whilst 7...
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Selected European HoldCos and DLC: April’23 Report
Discounts to Net Asset Value of covered holdcos generally tightened during April, although some remained at the same levels. Rio DLC tightened.
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