Selected European Holdcos and DLC: January‘23 Report
Discounts to NAV of covered holdcos have generally tightened since New Year. Spreads tend to widen in bear markets but short-term recoveries...
321 Views
Selected European Holdcos and DLC: New Year‘23 Report
Discounts to NAV of covered holdcos have generally widened since mid-December. Spreads tend to widen in bear markets but short-term recoveries...
530 Views
Selected European Holdcos and DLC: November/Mid-December‘22 Report
Discounts to NAV of covered holdcos have showed a mixed performance during November and the first half of December, with the same number of spreads...
461 Views
Naturgy Split Remains Frozen
Project Gemini seems to have been put on ice for at least twelve months, which is unsurprising given the volatility in energy markets and...
261 Views
Selected European Holdcos and DLC: October ‘22 Report
Discounts to NAV of covered holdcos have mainly tightened during October as a result of market recovery. Short-term recoveries provide...
173 Views