Since Reuters today reported that Hochtief is tomorrow sending out the prospectus for the listing of its concessions infrastructure unit, with investor roadshows set to begin on Friday, we revisited the case of the Hochtief ex-Leighton Holdings strub trade, which is highly undervalued with the very clear catalyst in play now to realize the value mismatch. For full analysis of the situation, please access the Panta Client Section.
Panta Capital's Idea Sample Blog is designed to share a limited sample of what Panta Capital considers as attractive event driven and special situation investment ideas & insights. Please contact us to gain access to the PANTA CLIENT SECTION, where you will gain full access to all attractive European and North-American situations and analyses.
Panta Capital's Idea Sample Blog is designed to share a limited sample of what Panta Capital considers as attractive event driven and special situation investment ideas & insights. Please contact us to gain access to the PANTA CLIENT SECTION, where you will gain full access to all attractive European and North-American situations and analyses.
