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Industrivarden AB (INDUA SS)
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81
Analysis
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
•
Telefonaktiebolaget Lm Ericsso
•
16 Feb 2021 08:12
Liquid Universe of European Ordinary and Preferred Shares: February Report
Spreads have generally widened across the European liquid universe. Interesting long/short situations are: Carlsberg, BMW, Fuchs Petrolub, Henkel,...
Jesus Rodriguez Aguilar
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187 Views
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bearish
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Heineken NV
•
01 Feb 2021 07:20
Selected European Holdcos and DLCs: January Report
Discounts to NAV for our selected European holdcos have widened in January, in line with equity markets drifting lower. General recommendation:...
Jesus Rodriguez Aguilar
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267 Views
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bullish
•
BHP Group Ltd
•
04 Jan 2021 16:03
Selected European Holdcos and DLCs: December Report
Interesting long/short situations are: premium of BHP AU vs. BLT LN is 24.6% , HEIO NA relative HEIA NA, 15.5% discount, Investor (13.5% discount...
Jesus Rodriguez Aguilar
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275 Views
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bullish
•
Schroders PLC
•
15 Oct 2020 06:03
Liquid Universe of European Ordinary and Preferred Shares: October Report
No clear trend over the last three months regarding discounts. Some ords/prefs trades/situations to watch: BMW, Fuchs Petrolub, Henkel, Volkswagen,...
Jesus Rodriguez Aguilar
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352 Views
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bullish
•
Unilever NV
•
30 Sep 2020 22:35
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.
Jesus Rodriguez Aguilar
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641 Views
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