Sula Vineyards IPO - Does Offer a Unique Exposure with Lots of Ifs and Buts
Sula Vineyards is looking to raise around US$117m in its upcoming India IPO. In this note, we talk about the recent updates and valuations.
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Selected European Holdcos and DLC: October ‘22 Report
Discounts to NAV of covered holdcos have mainly tightened during October as a result of market recovery. Short-term recoveries provide...
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Selected European Holdcos and DLCs: September ‘22 Report
Discounts to NAV of covered holdcos have mainly widened during September as a result of the bear market. Spreads tend to widen in bear markets but...
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Selected European Holdcos and DLCs: August ‘22 Report
Discounts to NAV of covered holdcos have mainly widened or stayed at the same level during August/beginning of September, in line with the loses in...
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Selected European Holdcos and DLCs: July ‘22 Report
Discounts to NAV of covered holdcos haven't shown a clear trend during July/beg. of August. Investors have favored Swedish hodlcos, disliked GBL's...
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