Selected European Holdcos and DLCs: September ‘22 Report
Discounts to NAV of covered holdcos have mainly widened during September as a result of the bear market. Spreads tend to widen in bear markets but...
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Selected European Holdcos and DLCs: August ‘22 Report
Discounts to NAV of covered holdcos have mainly widened or stayed at the same level during August/beginning of September, in line with the loses in...
322 Views
Selected European Holdcos and DLCs: July ‘22 Report
Discounts to NAV of covered holdcos haven't shown a clear trend during July/beg. of August. Investors have favored Swedish hodlcos, disliked GBL's...
283 Views
Selected European Holdcos and DLCs: June ‘22 Report
Discounts to NAV of covered holdcos have either remained within same levels or widened during June. Spreads tend to widen in bear markets, it pays...
263 Views
Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
433 Views