Thinking About the Royal Dutch Shell "Unification"
Royal Dutch Shell has announced a planned "Unification" to be decided by shareholder vote on 10 December. The goal is to unify the A and B lines to...
444 Views
Royal Dutch Shell Share Structure Unification
The spread is too tight to set up a convergence trade, therefore I recommend monitoring the spread in case any of the lines trades at a higher...
195 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...
101 Views
Selected European Holdcos and DLCs: September Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during September. Interesting situations are Kinnevik and BHP.
218 Views
Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
342 Views