Investment Companies Roundup Review - September 2020
Investment Companies Sector Roundup
As part of our commitment to providing free investment research, we have just published our regular monthly update on the listed Investment Companies sector.
· Performance - Scottish Mortgage's NAV received a major boost on the news that the Chinese payments company, Ant Group, was planning to IPO at a targeted valuation of up to $300bn.
· Discounts/premiums - The presence of VietNam Holding and AVI Japan Opportunity reflects an increase in COVID-19 cases in two countries that had hitherto largely insulated themselves.
· Money in and out - Scottish Mortgage and Pershing Square continued to demonstrate their commitment to buybacks. Elsewhere, we also had share repurchase activity from Witan, JPMorgan American, and Templeton Emerging Markets.
· Major news stories - We discussed Triple Point Energy Efficiency, a potential new issue
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