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...
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Credit Bureau Asia – SEA’s Leading Credit & Risk Information Solutions Provider – Lists on SGX
Credit Bureau Asia, the largest provider of credit bureau services within Singapore and the sole credit bureau in Cambodia and Myanmar, made...
741 Views
Selected European Holdcos and DLCs: November Report
Holding companies have reduced their discount to NAV during November. Kinnevik is trading at a premium to NAV. Interesting trades are GBL, and in...
221 Views
Unilever on the Verge of Unification, So... What About Royal Dutch Shell?
RDSB ADR is trading at a 5% discount to RDSA ADR, well above the 10-year average. I regard that discount level as attractive. Trade: Long RDSB ADR ...
309 Views
Blue Moon Group Pre-IPO - Valuation Updates
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...
444 Views