Selected European HoldCos and DLC: November’23 Report
Discounts to NAV of covered holdcos tightened in November. Interesting trades, in my view, include Heineken Holding vs. Heineken, Porsche SE vs....
277 Views
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...
413 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,...
205 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...
262 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...
341 Views