Selected European Holdcos and DLCs: June Report
Discounts to NAV for our selected European holdcos and DLCs have not shown a clear trend in June. Kinnevik seems a bit overvalued, while Alba and...
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Greenhouse Gas Emissions Profiles of 50 of the World's Largest Oil Companies
A quick overview of the carbon footprints and climate policies of 50 of the world's largest oil stocks (mainly Asia Pacific, Americas, and Europe...
164 Views
Engine Versus Exxon: Activist Hedge Fund's Proxy Fight Win Reverberates Through "Big Oil" Boardrooms
May 26, 2021. Black Wednesday. A day that changed Big Oil forever. From Exxon's proxy fight loss to an activist fund you've never heard of, to...
316 Views
Selected European Holdcos and DLCs: May Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened (and premiums to NAV increased) in May. Swedish holdings are...
185 Views
Selected European Holdcos and DLCs: April Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened in April. The report incorporates Q1 releases for the main...
235 Views