Selected European Holdcos and a DLC: May Report
With this report, I begin a monthly series on some of the main European holding companies that I deem interesting to long/short clients. The...
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Unilever's DLC Structure
Unilever has a dual-listing structure in which the operating assets (group subsidiaries) are separately owned by either Unilever NV (UNIA NA) or...
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Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
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Hindustan And GSK In The Pursuit of Happiness
On December 3rd, the boards of both Hindustan Unilever (HUVR IN) ("HUL") and Glaxosmithkline Consumer Healthcare (SKB IN) ("GSKCH") approved a...
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Sector Capsule: Men's Grooming in the United Kingdom
Men’s grooming in the UK grew by 3% in 2017 to reach GBP1.8 billion. Men’s skin care was one of the principal drivers of growth, while men’s...
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