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...
217 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,...
216 Views
Selected European HoldCos and DLC: July-Aug. 9 '24 Report
Discounts to NAV of covered holdcos generally tightened during July and first week of August. What seems interesting: Porsche SE vs. listed assets...
198 Views
Liquid Universe of European Ordinary and Preferred Shares: July‘24 Report
Since mid-June, share-price spreads have generally tightened across our European liquid universe of ordinary and preferred shares (13 have...
242 Views
Selected European HoldCos and DLC: June'24 Report
Discounts to NAV of covered holdcos didn't follow a clear trend during June. What seems interesting: Porsche SE vs. listed assets and the Rio DLC...
223 Views