Selected European Holdcos and DLC: Februaryâ23 Report
Discounts to NAV of covered holdcos have generally tightened during February. Recommended trades are: GBL, Heineken Holding, Porsche Automobile...
348 Views
Selected European Holdcos and DLC: Januaryâ23 Report
Discounts to NAV of covered holdcos have generally tightened since New Year. Spreads tend to widen in bear markets but short-term recoveries...
481 Views
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
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