Selected European Holdcos and DLC: New Yearâ23 Report
Discounts to NAV of covered holdcos have generally widened since mid-December. Spreads tend to widen in bear markets but short-term recoveries...
745 Views
Selected European Holdcos and DLC: November/Mid-Decemberâ22 Report
Discounts to NAV of covered holdcos have showed a mixed performance during November and the first half of December, with the same number of spreads...
651 Views
Naturgy Split Remains Frozen
Project Gemini seems to have been put on ice for at least twelve months, which is unsurprising given the volatility in energy markets and...
442 Views
Selected European Holdcos and DLC: October â22 Report
Discounts to NAV of covered holdcos have mainly tightened during October as a result of market recovery. Short-term recoveries provide...
337 Views
Selected European Holdcos and DLCs: September â22 Report
Discounts to NAV of covered holdcos have mainly widened during September as a result of the bear market. Spreads tend to widen in bear markets but...
384 Views