Selected European HoldCos and DLC: June'24 Report
Discounts to NAV of covered holdcos didn't follow a clear trend during June. What seems interesting: Porsche SE vs. listed assets and the Rio DLC...
192 Views
Selected European HoldCos and DLC: May'24 Report
The Discounts to NAV of covered holdcos did not follow a clear trend during May. Half of them widened while the other half tightened.
209 Views
TAQA & Criteria/Naturgy: Imminent Offer
Press reports indicate that CriteriaCaixa and TAQA will imminently launch a takeover bid for Naturgy at €27 per share, with their discussions on...
223 Views
Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
196 Views
TAQA/Naturgy: Takeover Interest
TAQA has admitted considering a full takeover of Naturgy Energy Group SA (NTGY SM) and discussions with CriteriaCaixa regarding a possible...
217 Views