Liquid Universe of European Ordinary and Preferred Shares: January '22 Report
This report contains a table with a selection of European companies with non-voting shares and ordinary shares. Spreads have generally...
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Selected European HoldCos and DLC: October'24 Report
Discounts to NAV of covered holdcos mainly widened during October. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
150 Views
Horizon Robotics IPO - Peers Are Down a Lot, Its Valuation Isn’t
Horizon Robotics is looking to raise up to US$696m in its Hong Kong IPO. We have looked at the company's past performance in our earlier notes, in...
529 Views
Selected European HoldCos and DLC: September'24 Report
Discounts to NAV of covered holdcos mainly widened during September. What seems interesting (unchanged views): Porsche SE vs. listed assets and the...
291 Views
UK, EU Squirm As Chinese Tire Exports To The Continent Go Up
Europe is writhing under the impact of Chinese exports to the continent, with UK Trade Remedies Authorities recommending to the UK Government...
19 Views