Conduit Holdings Limited
LSECRE remains one of the more puzzling disconnects on the LSE — a profitable reinsurer trading well below book value, with analysts implying 60% upside and no obvious catalyst to close the gap. The valuation story has not changed materially since the note published earlier this week, but it bears repeating because the numbers are stark. Conduit trades at 0.74x book and a trailing P/E…
Snapshot as of 15 Sept 2026
CRE remains one of the more puzzling disconnects on the LSE — a profitable reinsurer trading well below book value, with analysts implying 60% upside and no obvious catalyst to close the gap. The valuation story has…
CRE is a stock where the most striking tension is not in the lending market — it's in the gap between where the shares trade and where analysts think they should be. The valuation setup is the standout angle here.…
CRE enters the week with an unusual combination: a stock priced well below its estimated intrinsic value, a borrow market so loose it barely registers, and a recent earnings history that has consistently surprised to…
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