Selected European Holdcos and DLCs: November Report
Premiums of selected DLC's have generally tightened during November whilst discounts to NAV for selected European have generally widened.
209 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...
109 Views
IFM/Naturgy: Tender Results & Ibex-35 Index Implications
IFM achieves 10.8%. Sell on strength on less potential for meaningful gains at current prices, lower liquidity and weight in the Ibex-35 will be...
398 Views
Selected European Holdcos and DLCs: September Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened during September. Interesting situations are Kinnevik and BHP.
231 Views
IFM/Naturgy: Board Opinion And Bid Scenarios
It could potentially be interesting to stay up to 2 October, in case there is an improvement in IFM's offer and sell upon the news, unless one...
288 Views