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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IFM/Naturgy: Surprising Offer Epilogue
Buying pressure from both IFM and La Caixa and maybe some shorts closing on a reduced free float could extend Naturgy's highs. IFM wanted initially...
688 Views
Selected European Holdcos and DLCs: November Report
Premiums of selected DLC's have generally tightened during November whilst discounts to NAV for selected European have generally widened.
338 Views
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...
273 Views
IFM/Naturgy: Tender Results & Ibex-35 Index Implications
IFM achieves 10.8%. Sell on strength on less potential for meaningful gains at current prices, lower liquidity and weight in the Ibex-35 will be...
598 Views