Unilever on the Verge of Unification, So... What About Royal Dutch Shell?
RDSB ADR is trading at a 5% discount to RDSA ADR, well above the 10-year average. I regard that discount level as attractive. Trade: Long RDSB ADR ...
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Blue Moon Group Pre-IPO - Valuation Updates
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
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Selected European Holdcos and DLCs: October Report
The most compelling situations in this report are GBL and Investor AB. The spread in Unilever is less than okay, but safe. It should close in a...
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Unilever Unification - Index Impact
With the Unilever unification of the PLC and NV lines approved by the Dutch and British shareholders, we take a look at the spread between the two...
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Unilever's DLC Unwinding: Shareholder Approval, Timetable, Listing Considerations.
Unification is expected to become effective on 29 November 2020, with dealings in new Unilever PLC shares commencing on 30 November 2020. Long UNA...
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