bullish

Heineken NV

Selected European HoldCos and DLC: November’23 Report

285 Views04 Dec 2023 07:26
​Discounts to NAV of covered holdcos tightened in November. Interesting trades, in my view, include Heineken Holding vs. Heineken, Porsche SE vs. listed assets, Rio DLC.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 12-minute read)
Discussions
(Paid Plans Only)
chart-bar
x