Selected European HoldCos and DLC: October'24 Report
Discounts to NAV of covered holdcos mainly widened during October. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
149 Views
Industrivärden's Q3: NAV Evolution, (Low) Discount, Target NAV, Replication
NAV of Industrivarden (INDUC SS) was SEK 162.8 bn (SEK 377/share) on September 30. NAV increased by 8% during first nine months of 2024. 5-Y total...
166 Views
Liquid Universe of European Ordinary and Preferred Shares: October‘24 Report
Since mid-September, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have...
368 Views
Selected European HoldCos and DLC: September'24 Report
Discounts to NAV of covered holdcos mainly widened during September. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
291 Views
Liquid Universe of European Ordinary and Preferred Shares: September‘24 Report
Since mid-August, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (13 have...
262 Views