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Shell (RDSA NA)
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19
Analysis
Energy
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Netherlands
Shell PLC explores and refines petroleum products. The Company produces and imports fuels, chemicals, and lubricants, as well as operates service station networks. Shell serves clients worldwide.
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bullish
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Groupe Bruxelles Lambert Sa
•
06 Apr 2021 05:02
Selected European Holdcos and DLCs: March Report
Discounts to NAV for our selected European holdcos and DLCs have generally tightened in March. The report incorporates the results for GBL, and...
Jesus Rodriguez Aguilar
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236 Views
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bullish
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Corp Financiera Alba Sa
•
02 Mar 2021 20:33
Selected European Holdcos and DLCs: February Report
Discounts to NAV for European holdcos and DLCs have generally widened in February. The report incorporates some results, as well as several SOTPs.
Jesus Rodriguez Aguilar
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255 Views
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bearish
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Heineken NV
•
01 Feb 2021 07:20
Selected European Holdcos and DLCs: January Report
Discounts to NAV for our selected European holdcos have widened in January, in line with equity markets drifting lower. General recommendation:...
Jesus Rodriguez Aguilar
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267 Views
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bullish
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BHP Group Ltd
•
04 Jan 2021 16:03
Selected European Holdcos and DLCs: December Report
Interesting long/short situations are: premium of BHP AU vs. BLT LN is 24.6% , HEIO NA relative HEIA NA, 15.5% discount, Investor (13.5% discount...
Jesus Rodriguez Aguilar
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275 Views
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bullish
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Toa Oil Co Ltd
•
16 Dec 2020 01:10
Idemitsu Launches Lowball Tender Offer for Subsidiary Toa Oil (5008)
Idemitsu is 90% of revs, 50% of the ownership of Toa Oil. The business is not conducted at an arms' length basis so value has been transferred. Now...
Travis Lundy
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594 Views
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