Selected European HoldCos and DLC: June 2025 Report
Discounts to NAV of covered holdcos and DLC mainly tightened during June. What seems interesting (unchanged views): Heineken Holding, Porsche SE...
254 Views
Selected European HoldCos and DLC: May 2025 Report
Discounts to NAV of covered holdcos mainly widened during May. Coverage of CF Alba is discontinued following delisting. What seems interesting:...
344 Views
Selected European HoldCos and DLC: April 2025 Report
Discounts to NAV of covered holdcos mainly widened during April. CF Alba was delisted following conclusion of the takeover acceptance period.
368 Views
Liquid Universe of European Ordinary and Preferred Shares: April '25 Report
Since mid-March, with sessions of massive volatility, share-price spreads have generally tightened across European liquid universe of ordinary and...
389 Views
Weekly Update (HAVAS, ANGI)
This week, IAC Inc (IAC) spun off Angi Inc (ANGI). The first day of trading was April 1st. Angi operates the largest digital marketplace for home...
320 Views