Primer: Vivendi SE (VIV FP) - Aug 2026
Vivendi has transformed into an investment holding company following the spin-off of its major assets, including Canal+, Havas, and Lagardère,...
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Vivendi SE (VIV FP): Synthetic Expert Call Transcript (04 Aug 2026)
Tax Leakage as a Major Friction Point: The December 2024 Vivendi demerger was legally structured as a "partial demerger" (scission partielle)...
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Selected European HoldCos and DLC: July 2026 Report
European holding company discounts remain highly dispersed. Vivendi loses its legal catalyst, GBL continues its strategic re-rating, while Nordic...
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Weekly Update (MRP, WDC, HON, LGFA)
Honeywell International (HON)Â announced its plan to spin off its Advanced Materials business on October 8, 2024. Subsequently, on February 6, 2025,...
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Weekly Update (SNRE, HHH, ANGI, MRP)
This week, IAC Inc (IAC) provided an update on its Angi Inc (ANGI) spin-off plans. Previously, IAC had suggested that it would spin off ANGI but...
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