Heineken: What To Expect In 2022 And How I Am Positioning Myself
Following the pandemic lockdowns of 2020 and 2021, Heineken is now faced with rising commodity prices. Although 2022 will most likely be yet...
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Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
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Selected European Holdcos and DLCs: December '21 Report
Premiums of selected DLC's have generally tightened during December. Discount to NAV of holdcos have shown mixed trends.
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Selected European Holdcos and DLCs: November Report
Premiums of selected DLC's have generally tightened during November whilst discounts to NAV for selected European have generally widened.
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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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