Euro Stoxx 50 Quiddity Leaderboard for Sep 22: Eurozone's Annual Big Impact Rebal Trades
There are 3 ADDs/DELs based on current data but these rankings could fluctuate. There might some interesting pair trades involving the highest...
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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...
203 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.
215 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...
198 Views
Selected European HoldCos and DLC: March'24 Report
Discounts to NAV of covered holdcos widened in March, with notable changes in C.F.Alba, GBL, Heineken Holding, Investor B, and Porsche Automobile...
311 Views