Liquid Universe of European Ordinary and Preferred Shares: August ‘22 Report
Since the mid-July report, spreads have generally tightened across our liquid universe, including those flagged in July (Investor AB, Roche and...
314 Views
Selected European Holdcos and DLCs: July ‘22 Report
Discounts to NAV of covered holdcos haven't shown a clear trend during July/beg. of August. Investors have favored Swedish hodlcos, disliked GBL's...
283 Views
Liquid Universe of European Ordinary and Preferred Shares: July ‘22 Report
There has not been a clear trend regarding premiums and discounts across our liquid universe since mid June. I highlight the widening discounts in...
275 Views
Selected European Holdcos and DLCs: June ‘22 Report
Discounts to NAV of covered holdcos have either remained within same levels or widened during June. Spreads tend to widen in bear markets, it pays...
263 Views
Liquid Universe of European Ordinary and Preferred Shares: June ‘22 Report
For the most part since mid-May, spreads were compressing, but inflation fears and rate rises have hit hard the stock markets in the last trading...
372 Views