Selected European HoldCos and DLC: April’23 Report
Discounts to Net Asset Value of covered holdcos generally tightened during April, although some remained at the same levels. Rio DLC tightened.
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Liquid Universe of European Ordinary and Preferred Shares: April ‘23 Report
Since mid-March, spreads have generally tightened across our liquid universe (6 have widened, 12 tightened, 1 at same level).
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Selected European HoldCos and DLC: March'23 Report
Discounts to NAV of covered holdcos have shown mixed performance during March, with spreads sharply widening until short after the UBS/CS deal, now...
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Quiddity Leaderboard ES50 Sep 23: Eurozone’s Annual Big Impact Rebal Trades; US$1.1bn+ for ADDs
Vonovia SE (VNA GR) is a high-conviction DEL and Wolters Kluwer Nv (WKL NA) but Ferrari NV (RACE IM) are leading the race to take Vonovia's slot in...
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CX Daily: Chinese Auto Makers Rev Up Price War in Race for Market Dominance
Cover Story: Chinese automakers rev up price war in race for market dominance. China will do more to open its markets, vice premier says
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