Primer: MFE-MediaForEurope (MFEB IM) - Aug 2026
MFE is aggressively pursuing a pan-European consolidation strategy, recently securing a majority stake in Germany's ProSiebenSat.1, to build...
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Liquid Universe of European Ordinary and Preferred Shares: December‘23 Report
Since mid-November, spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened, 10...
603 Views
Liquid Universe of European Ordinary and Preferred Shares: September '26 Report
September brought fresh dispersion: Carlsberg, Grifols and MFE widened sharply, improving convergence returns, while Ericsson's B-only buyback adds...
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Liquid Universe of European Ordinary and Preferred Shares: August '26 Report
August brought fresh dispersion across Europe's dual-class shares, creating new relative-value opportunities while corporate actions remain an...
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Liquid Universe of European Ordinary and Preferred Shares: July '26 Report
-July widened dispersion across Europe’s dual-class universe, yet selective convergence persisted beneath the surface. Structural anomalies...
120 Views