Selected European HoldCos and DLC: March'24 Report
Discounts to NAV of covered holdcos widened in March, with notable changes in C.F.Alba, GBL, Heineken Holding, Investor B, and Porsche Automobile...
290 Views
ASX Short Interest Weekly (Apr 12th): Rio Tinto, Computershare, NAB, Wisetech Global, South32
We analyzed ASX short interest report for the past week and highlight short interest changes in Rio Tinto, Computershare, NAB, Wisetech Global,...
156 Views
Selected European HoldCos and DLC: December’23 Report
Discounts to NAV for covered holdcos have mainloy widened during December. What seems interesting: Porsche Automobile Holding and Rio DLC.
480 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...
330 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...
225 Views