bullish

Rio Tinto PLC

Selected European HoldCos and DLC: July-Aug. 9 '24 Report

Jesus has highlighted this Insight as a Top Pick
198 Views12 Aug 2024 22:16
Discounts to NAV of covered holdcos generally tightened during July and first week of August. 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
  • Groupe Bruxelles Lambert
  • Heineken Holding
  • Industrivärden
  • Investor AB
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