Selected European Holdcos and DLCs: September ‘22 Report
Discounts to NAV of covered holdcos have mainly widened during September as a result of the bear market. Spreads tend to widen in bear markets but...
219 Views
Atlas Arteria Placement - How to Lose Friends and Alienate Your Largest Shareholder
Atlas Arteria (ALX) aims to raise around US$2bn (A$3bn) via a non-renounceable entitlement offer to fund the purchase of its majority interest in...
387 Views
Selected European Holdcos and DLCs: August ‘22 Report
Discounts to NAV of covered holdcos have mainly widened or stayed at the same level during August/beginning of September, in line with the loses in...
334 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...
297 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...
278 Views