Selected European HoldCos and DLC: Aprilâ23 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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Liquid Universe of European Ordinary and Preferred Shares:Â April â23 Report
Since mid-March, spreads have generally tightened across our liquid universe (6 have widened, 12 tightened, 1 at same level).
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Selected European HoldCos and DLC: March'23 Report
Discounts to NAV of covered holdcos have shown mixed performance during March, with spreads sharply widening until short after the UBS/CS deal, now...
542 Views
Liquid Universe of European Ordinary and Preferred Shares:Â March â23 Report
Since mid-February, spreads have generally tightened across our liquid universe (9 have widened, 10 tightened, 0 at same level).
457 Views
Selected European Holdcos and DLC: Februaryâ23 Report
Discounts to NAV of covered holdcos have generally tightened during February. Recommended trades are: GBL, Heineken Holding, Porsche Automobile...
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