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Industrivarden AB (INDUA SS)
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83
Analysis
Financials
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Sweden
Industrivarden AB is an investment company. The Company's holdings consists of a portfolio of listed Nordic industrial companies.
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bullish
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Volkswagen (Pref)
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17 Apr 2023 05:51
Liquid Universe of European Ordinary and Preferred Shares: April ‘23 Report
Since mid-March, spreads have generally tightened across our liquid universe (6 have widened, 12 tightened, 1 at same level).
Jesus Rodriguez Aguilar
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208 Views
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bullish
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Industrivarden AB
•
06 Apr 2023 15:51
Industrivärden: Q1 Results and Discount to NAV
I think the relative share price potential is strong across the cycle, especially in difficult market conditions; overall, an appealing investment....
Jesus Rodriguez Aguilar
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546 Views
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bullish
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Rio Tinto Ltd
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03 Apr 2023 22:43
Selected European HoldCos and DLC: March'23 Report
Discounts to NAV of covered holdcos have shown mixed performance during March, with spreads sharply widening until short after the UBS/CS deal, now...
Jesus Rodriguez Aguilar
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309 Views
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bullish
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Volkswagen (Pref)
•
15 Mar 2023 18:54
Liquid Universe of European Ordinary and Preferred Shares: March ‘23 Report
Since mid-February, spreads have generally tightened across our liquid universe (9 have widened, 10 tightened, 0 at same level).
Jesus Rodriguez Aguilar
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288 Views
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bullish
•
EURO STOXX 50 Price EUR
•
04 Mar 2023 04:44
Remain Overweight Europe/UK & Non-US Equities; Pullback Over?; Buys in Industrials and Financials
Remain overweight Europe/UK and non-US equities; we are buyers on pullbacks as long as the FTSE 100 is above 7700, the STOXX Europe 50 is above...
Vermilion Research
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339 Views
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