Selected European HoldCos and DLC: July 2025 Report
GBL’s discount is tightening, Rio Tinto’s dual listing offers DLC convergence upside, and Vivendi’s forced bid reshapes stub trade dynamics—three...
297 Views
Liquid Universe of European Ordinary and Preferred Shares: July '25 Report
Since mid-June, share price spreads have generally widened across the European liquid universe of ordinary and preferred shares, with 6 tightening...
323 Views
Selected European HoldCos and DLC: June 2025 Report
Discounts to NAV of covered holdcos and DLC mainly tightened during June. What seems interesting (unchanged views): Heineken Holding, Porsche SE...
254 Views
Liquid Universe of European Ordinary and Preferred Shares: June '25 Report
Since mid-May, share price spreads have generally tightened across the European liquid universe of ordinary and preferred shares, with 10...
331 Views
Selected European HoldCos and DLC: May 2025 Report
Discounts to NAV of covered holdcos mainly widened during May. Coverage of CF Alba is discontinued following delisting. What seems interesting:...
344 Views