Selected European Holdcos and DLCs: July ‘22 Report
Discounts to NAV of covered holdcos haven't shown a clear trend during July/beg. of August. Investors have favored Swedish hodlcos, disliked GBL's...
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DAX/MDAX/SDAX Quiddity Leaderboard Sep 2022: Some Changes for SDAX and MDAX
Hochtief AG and Hella GmbH could move from SDAX to MDAX and Grand City Properties and Uniper SE could move from MDAX to SDAX. There could be 2...
330 Views
Selected European Holdcos and DLCs: June ‘22 Report
Discounts to NAV of covered holdcos have either remained within same levels or widened during June. Spreads tend to widen in bear markets, it pays...
278 Views
Elon Suddenly Admits Massive Tesla Losses (Because Other News Out Soon Is Even Worse)
Elon Musk admitted Tesla is burning billions at Austin & Berlin plants—just as he saw Q2 becoming "super bad" as I warned cuz plunging China sales...
617 Views
Tianqi Lithium A/H Listing - Large Deal but Its Been Priced to Go
Tianqi Lithium (TL) is looking to raise up to US$1.7bn via its H-shares listing. In this note, we talk about pricing and run the deal through our...
471 Views