Liquid Universe of European Ordinary and Preferred Shares: December‘24 Report
Since mid-November, share-price spreads have generally widened across European liquid universe of ordinary and preferred shares with few changes in...
288 Views
Selected European HoldCos and DLC: November'24 Report
Discounts to NAV of covered European holdcos mainly widened during November. What seems interesting (unchanged views): Porsche SE vs. listed assets...
324 Views
Liquid Universe of European Ordinary and Preferred Shares: November‘24 Report
Since mid-October, share-price spreads have generally tightened across European liquid universe of ordinary and preferred shares (10 have...
188 Views
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...
200 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...
221 Views