Selected European Holdcos and DLCs: March ‘22 Report

290 Views05 Apr 2022 00:30
Discounts to NAV of covered European holdcos have generally tightened during March. Recommended trades: GBL vs. listed assets, Porsche vs. VW (long 1 PAH3 GR/short 0.5136 VOW GR), Rio Tinto.
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