Selected European HoldCos and DLC: March'23 Report
Discounts to NAV of covered holdcos have shown mixed performance during March, with spreads sharply widening until short after the UBS/CS deal, now...
309 Views
Selected European Holdcos and DLC: February‘23 Report
Discounts to NAV of covered holdcos have generally tightened during February. Recommended trades are: GBL, Heineken Holding, Porsche Automobile...
171 Views
Rio Tinto PLC (RIO LN) - 8.2% Profit Target at 5415/5650 Achieved in 3 Weeks
30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...
250 Views
Rio Tinto PLC (RIO LN) - Prominent Topside Failure - Meaningful Correction Risk
30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...
416 Views
Selected European Holdcos and DLC: January‘23 Report
Discounts to NAV of covered holdcos have generally tightened since New Year. Spreads tend to widen in bear markets but short-term recoveries...
321 Views