Zeekr IPO Early Look - Possibly US$0 to US$7bn Revenue in Under Three Years
Zeekr, a premium EV brand by Geely, publicly filed for a US IPO overnight. The company had earlier planned to raise over US$1bn.
1.2k Views
Selected European HoldCos and DLC: October’23 Report
​Discounts to NAV of covered holdcos in October showed no clear trend. Interesting aspects include holding trades, Investor B vs. listed assets,...
414 Views
Selected European HoldCos and DLC: September’23 Report
The discounts to NAV of covered holdcos have generally tightened during September. What seems interesting: holding trades, Investor B vs. listed...
505 Views
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...
881 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...
393 Views