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Porsche Automobile Holding: H1 SOTP and Discount to NAV
My updated SOTP shows that the shares of Porsche SE are trading at a still massive 44.9% discount to NAV. The discount has come down from 50.8% on...
Jesus Rodriguez Aguilar
475 Views
Porsche Automobile Holding: FY 22 Results and Discount
The attractiveness of Porsche SE shares has been reduced as a result of the acquisition of the Porsche AG stake, still the discount is massive,...
Jesus Rodriguez Aguilar
442 Views
Selected European Holdcos and DLC: November/Mid-December‘22 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...
Jesus Rodriguez Aguilar
445 Views
Liquid Universe of European Ordinary and Preferred Shares: January '22 Report
This report contains a table with a selection of European companies with non-voting shares and ordinary shares. Spreads have generally...
Jesus Rodriguez Aguilar
299 Views
Selected European HoldCos and DLC: July’23 Report
Discounts to NAV of covered holdcos have generally widened during July. Interesting situations, in my view: Heineken Holding/Heineken, Porsche SE...
Jesus Rodriguez Aguilar
209 Views