Selected European HoldCos and DLC: June’23 Report
The discounts to Net Asset Value of covered holding companies in the European liquid universe have generally widened during June.
341 Views
Liquid Universe of European Ordinary and Preferred Shares: June‘23 Report
Since mid-May, spreads have generally tightened across our liquid universe (13 have tightened, 6 widened). Some spreads are relatively large, such...
409 Views
Selected European HoldCos and DLC: May’23 Report
Discounts to NAV of covered holdcos have generally tightened during May. The discount to NAV of GBL has reached a very high level, in my view. That...
326 Views
Liquid Universe of European Ordinary and Preferred Shares: May‘23 Report
Since mid-April, spreads have generally widened across our European liquid universe of ordinary and preferred (12 spreads have widened, whilst 7...
230 Views
Selected European HoldCos and DLC: April’23 Report
Discounts to Net Asset Value of covered holdcos generally tightened during April, although some remained at the same levels. Rio DLC tightened.
268 Views