Selected European HoldCos and DLC: February 2025 Report
​February 2025 saw varying discounts to NAV for covered holdcos, with some tightening and others widening, highlighting opportunities in Porsche SE...
379 Views
Liquid Universe of European Ordinary and Preferred Shares: February'25 Report
Since mid-January, share-price spreads have generally widened across European liquid universe of ordinary and preferred shares (11 have widened, 3...
277 Views
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...
308 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,...
339 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...
314 Views