Discounts to NAV of covered holdcos didn't follow a clear trend during June. 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:
Overview of NAV Discounts in June
Corporación Financiera Alba Analysis
Groupe Bruxelles Lambert Analysis
Heineken Holding Analysis
Sector and Theme-Based Insights
SUMMARY
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