Industrivärden Q1 2024, NAV Evolution and Discount
Industrivärden's NAV increased by 11% in Q1 due to decreased leverage, with C shares trading at a 5.5% discount. My target NAV is SEK 173,116...
264 Views
Liquid Universe of European Ordinary and Preferred Shares: March‘24 Report
Since mid-February, spreads have not followed a clear pattern across our European liquid universe of ordinary and preferred shares (9 have...
207 Views
Quiddity Leaderboard SE600 Mar 24: 12 Changes Possible in the Next Few Days
LXI REIT's intra-review deletion and the replacement name could be confirmed over the next few days. Separately, I see 11 ADDs/DELs during the...
255 Views
Liquid Universe of European Ordinary and Preferred Shares: February‘24 Report
Since mid-January, spreads have tightened, same as in December, across our European liquid universe of ordinary and preferred shares (13 have...
185 Views
Industrivärden FY 2023, NAV Evolution and Discount
FY2023 was another year of value creation: 19% increase of NAV. Discount/NAV of C shares is 4.3%, below both the "usual" 15% conglomerate discount,...
199 Views