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...
438 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...
335 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...
332 Views
Selected European HoldCos and DLC: August'24 Report
Discounts to NAV of covered holdcos did not follow a clear trend during August. What seems interesting (unchanged views): Porsche SE vs. listed...
266 Views
Liquid Universe of European Ordinary and Preferred Shares: August‘24 Report
Since mid-July, share-price spreads have generally widened across our European liquid universe of ordinary and preferred shares (9 have tightened,...
306 Views