Selected European HoldCos and DLC: February 2025 Report
​February 2025 saw varying discounts to NAV for covered holdcos, with some tightening and others widening, highlighting opportunities in Porsche SE...
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Tech Supply Chain Tracker (26-Feb-2025): Huawei Ascend 910C hits high yield, aims for 60% profit.
Huawei Ascend 910C hits 40% yield, profitable with goal for 60%, Semco leaves smartphone HDI market, Japan seeks tariff exemption for Rapidus 2nm...
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Liquid Universe of European Ordinary and Preferred Shares: February'25 Report
Since mid-January, share-price spreads have generally widened across European liquid universe of ordinary and preferred shares (11 have widened, 3...
277 Views
Selected European HoldCos and DLC: January 2025 Report
Discounts to NAV of covered holdcos mainly tightened during January 2025. What seems interesting (unchanged views): Porsche SE vs. listed assets...
308 Views
Liquid Universe of European Ordinary and Preferred Shares: January'25 Report
Since mid-December, share-price spreads have generally tightened across European liquid universe of ordinary and preferred shares (8 have widened,...
339 Views