Selected European Holdcos and DLCs: November Report
Holding companies have reduced their discount to NAV during November. Kinnevik is trading at a premium to NAV. Interesting trades are GBL, and in...
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Selected European Holdcos and DLCs: October Report
The most compelling situations in this report are GBL and Investor AB. The spread in Unilever is less than okay, but safe. It should close in a...
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Selected European Holdcos and DLCs: September Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients.
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Asahi Group Placement Tracker - No Signs of a Placement Even Though Net Debt to EBITDA Is at 8.2x
Asahi Group Holdings (2502 JP) reported its 2Q20 results today. Along with its results it also provided updates on its recently completed Carlton...
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