bearish
Selected European Holdcos and DLCs: January Report
259 Views01 Feb 2021 07:20
Discounts to NAV for our selected European holdcos have widened in January, in line with equity markets drifting lower. General recommendation: wait for discounts to widen before setting up positions.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Jesus Rodriguez Aguilar
European Event-Driven Analyst
- Selected European Holdcos and DLCs: April Report03 May 2021
- Selected European Holdcos and DLCs: March Report06 Apr 2021
- Selected European Holdcos and DLCs: February Report02 Mar 2021
- Selected European Holdcos and DLCs: January Report01 Feb 2021
- IFM Investors to Launch a Partial Hostile Tender Offer for Naturgy27 Jan 2021
- Selected European Holdcos and DLCs: December Report04 Jan 2021
- Selected European Holdcos and DLCs: November Report02 Dec 2020
x