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...
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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).
399 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...
292 Views
Liquid Universe of European Ordinary and Preferred Shares:Â February â23 Report
Since mid-January, spreads have generally tightened across our liquid universe (8 have widened, 10 tightened, 1 at same level).
472 Views
Selected European Holdcos and DLC: Januaryâ23 Report
Discounts to NAV of covered holdcos have generally tightened since New Year. Spreads tend to widen in bear markets but short-term recoveries...
430 Views