Selected European HoldCos and DLC: January 2025 Report
Discounts to NAV of covered holdcos mainly tightened during January 2025. What seems interesting (unchanged views): Porsche SE vs. listed assets...
392 Views
Liquid Universe of European Ordinary and Preferred Shares: January'25 Report
Since mid-December, share-price spreads have generally tightened across European liquid universe of ordinary and preferred shares (8 have widened,...
392 Views
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