Retail Belgian Community
Our community narratives are driven by numbers and valuation.
Retail Belgian Investing Ideas
D’Ieteren Group: The Market Still Prices the Belgian Car Cycle, But the Value Sits Elsewhere
Most investors still treat D’Ieteren like a traditional Belgian car business, but the real value may sit in its fast-growing glass-repair leader Belron and other mobility services. If those stronger businesses keep delivering while the weak car unit stays contained, the market’s “holding company discount” could finally start to fade.Read more
