Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
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Selected European Holdcos and DLCs: September Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during September. Interesting situations are Kinnevik and BHP.
240 Views
IFM/Naturgy: Board Opinion And Bid Scenarios
It could potentially be interesting to stay up to 2 October, in case there is an improvement in IFM's offer and sell upon the news, unless one...
303 Views
MásMóvil/Euskaltel: Deal Progress
Interloper risk seems almost non-existing. The aim of Masmovil is to delist Euskaltel if it reaches over 90% acceptances. Deal should close by mid...
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Selected European Holdcos and DLCs: June Report
Discounts to NAV for our selected European holdcos and DLCs have not shown a clear trend in June. Kinnevik seems a bit overvalued, while Alba and...
360 Views