The Discounts to NAV of covered holdcos mainly widened during April. What seems interesting: Porsche SE vs. listed assets and the Rio DLC (long RIO LN/short RIO AU).
What is covered in the Full Insight:
Corporación Financiera Alba Analysis
Groupe Bruxelles Lambert Analysis
Heineken Holding Analysis
Industrivärden AB Analysis
Porsche Automobile Holding Analysis
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.