Liquid Universe of European Ordinary and Preferred Shares: November‘23 Report
Since mid-October, spreads have generally widened across our European liquid universe of ordinary and preferred shares (8 have tightened, 10...
421 Views
Selected European HoldCos and DLC: October’23 Report
Discounts to NAV of covered holdcos in October showed no clear trend. Interesting aspects include holding trades, Investor B vs. listed assets,...
211 Views
Liquid Universe of European Ordinary and Preferred Shares: October‘23 Report
Since mid-September, spreads have generally tightened across our European liquid universe of ordinary (voting) and preferred (non-voting) shares...
277 Views
Selected European HoldCos and DLC: September’23 Report
The discounts to NAV of covered holdcos have generally tightened during September. What seems interesting: holding trades, Investor B vs. listed...
347 Views
Liquid Universe of European Ordinary and Preferred Shares: September‘23 Report
Since mid-August, spreads have not followed a clear pattern across the European liquid universe of ordinary and preferred shares (10 have...
332 Views