ThaiBev BeerCo Pre-IPO - Back for Another Round
Thai Beverage plans to resume BeerCo's proposed spin-off listing. This time the company is aiming to raise less than US$1bn, as per media reports.
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Selected European Holdcos and DLCs: April ‘22 Report
Discounts to NAV of holdcos have generally widened during April in line with the market volatility. The insight incorporates some Q1 results.
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Selected European Holdcos and DLCs: March ‘22 Report
Discounts to NAV of covered European holdcos have generally tightened during March. Recommended trades: GBL vs. listed assets, Porsche vs. VW (long...
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Carlsberg: A Challenging Year Ahead
The recent decline in Carlsberg's share price do not seem to fully reflect the upcoming decline in Return on Capital's results. The company...
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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,...
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