Liquid Universe of European Ordinary and Preferred Shares: June‘24 Report
Since mid-May, share-price spreads have not shown a clear trend across our European liquid universe of ordinary and preferred shares (9 have...
145 Views
Selected European HoldCos and DLC: May'24 Report
The Discounts to NAV of covered holdcos did not follow a clear trend during May. Half of them widened while the other half tightened.
295 Views
Liquid Universe of European Ordinary and Preferred Shares: May‘24 Report
Since mid-April, spreads have generally tightened across our European liquid universe of ordinary and preferred shares (12 have tightened, 7...
277 Views
Selected European HoldCos and DLC: April'24 Report
The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO...
286 Views
Liquid Universe of European Ordinary and Preferred Shares: April‘24 Report
Since mid-March, spreads have generally widened across our European liquid universe of ordinary and preferred shares (5 have tightened, 12 widened,...
298 Views