Selected European HoldCos and DLC: Novemberâ23 Report
âDiscounts to NAV of covered holdcos tightened in November. Interesting trades, in my view, include Heineken Holding vs. Heineken, Porsche SE vs....
448 Views
Liquid Universe of European Ordinary and Preferred Shares: Novemberâ23 Report
Since mid-October, spreads have generally widened across our European liquid universe of ordinary and preferred shares (8 have tightened, 10...
529 Views
Selected European HoldCos and DLC: Octoberâ23 Report
âDiscounts to NAV of covered holdcos in October showed no clear trend. Interesting aspects include holding trades, Investor B vs. listed assets,...
350 Views
Liquid Universe of European Ordinary and Preferred Shares: Octoberâ23 Report
Since mid-September, spreads have generally tightened across our European liquid universe of ordinary (voting) and preferred (non-voting) shares...
389 Views
Selected European HoldCos and DLC: Septemberâ23 Report
The discounts to NAV of covered holdcos have generally tightened during September. What seems interesting: holding trades, Investor B vs. listed...
457 Views