Selected European HoldCos and DLC: August’23 Report
Discounts to NAV of covered holdcos have generally tightened during August. Interesting situations are Investor AB vs. assets, Porsche SE/vs....
274 Views
Selected European HoldCos and DLC: July’23 Report
Discounts to NAV of covered holdcos have generally widened during July. Interesting situations, in my view: Heineken Holding/Heineken, Porsche SE...
230 Views
Selected European HoldCos and DLC: June’23 Report
The discounts to Net Asset Value of covered holding companies in the European liquid universe have generally widened during June.
339 Views
Amman Mineral International IPO - Peer Comparison & Thoughts on Valuation
Amman Mineral Internasional (1416286D IJ) is looking to raise up to US$868m in its Indonesian IPO. In this note, we undertake a quick peer...
529 Views
Selected European HoldCos and DLC: May’23 Report
Discounts to NAV of covered holdcos have generally tightened during May. The discount to NAV of GBL has reached a very high level, in my view. That...
322 Views