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Industrivarden AB (INDUA SS)
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83
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Financials
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Sweden
Industrivarden AB is an investment company. The Company's holdings consists of a portfolio of listed Nordic industrial companies.
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bullish
•
MFE-Media for Europe NV
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23 May 2022 22:37
Liquid Universe of European Ordinary and Preferred Shares: May '22 Report
Spreads have generally tightened across our liquid universe, in line with the recent market gains. Schroders announced a share class unification.
Jesus Rodriguez Aguilar
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261 Views
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bullish
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Heineken Holding NV
•
03 May 2022 01:04
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.
Jesus Rodriguez Aguilar
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357 Views
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bullish
•
Danieli & C. Officine Meccaniche
•
20 Apr 2022 00:59
Liquid Universe of European Ordinary and Preferred Shares: April ‘22 Report
Spreads have generally tightened across our liquid universe in line with the recent market gains. Danieli, Media for Europe, Schroders and Sixt...
Jesus Rodriguez Aguilar
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288 Views
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bullish
•
Porsche Automobil Holding
•
05 Apr 2022 00:30
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...
Jesus Rodriguez Aguilar
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267 Views
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bearish
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Rio Tinto PLC
•
04 Mar 2022 21:53
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,...
Jesus Rodriguez Aguilar
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434 Views
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