Selected European Holdcos and a DLC: July Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients. All...
382 Views
Blue Moon Group Pre-IPO - The Negatives - Flagging Offline Sales, Not Really a Primary Raising
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
562 Views
Blue Moon Group Pre-IPO - The Positives - Dominant Market Share, Strong Online Sales
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
650 Views
Selected European Holdcos and a DLC: June Report
With this report, I continue the monthly series on some of the main European holding companies that I deem interesting to long/short clients. All...
321 Views
Unilever's DLC Unwinding
Unilever NV (UNA NA)announced today “plans to unify its Group legal structure under a single parent company, Unilever PLC (ULVR LN) , creating a...
464 Views