Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
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Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
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Selected European Holdcos and DLCs: December '21 Report
Premiums of selected DLC's have generally tightened during December. Discount to NAV of holdcos have shown mixed trends.
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Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
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Selected European Holdcos and DLCs: June Report
Discounts to NAV for our selected European holdcos and DLCs have not shown a clear trend in June. Kinnevik seems a bit overvalued, while Alba and...
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