Selected European Holdcos and DLCs: February ‘22 Report
Holding trades are generally bull market trades, just the opposite of the current markets following the Russian attack on Ukraine. Nevertheless,...
441 Views
Selected European Holdcos and DLCs: January ‘22 Report
Discounts to NAV of selected holdings have not shown a clear trend in January. Now there is just one DLC in this report, Rio Tinto, following the...
232 Views
Selected European Holdcos and DLCs: December '21 Report
Premiums of selected DLC's have generally tightened during December. Discount to NAV of holdcos have shown mixed trends.
318 Views
Selected European Holdcos and DLCs: October Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during October. The report incorporates several SOTP...
118 Views
Selected European Holdcos and DLCs: June Report
Discounts to NAV for our selected European holdcos and DLCs have not shown a clear trend in June. Kinnevik seems a bit overvalued, while Alba and...
360 Views