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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Delegat Group: FY22 Result — Corked by Costs
Delegat Group (DGL) reported a weaker FY22 result, slightly below our and consensus expectations with an -11% reduction in operating NPAT from the...
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Delegat (DGL): FY22 Result – Initial Impressions
Delegat’s FY22 result was slightly below our and consensus expectations that was driven by (1) higher COGS from 2021 vintage’s lower yield and (2)...
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Company Coverage: Coverage Changes
Company Coverage Coverage Changes We make further changes to our coverage universe with immediate effect due to Jamie Foulkes switching to a new...
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Delegat Group: 1H22 Result — Line and Length
Delegat Group1H22 Result — Line and Length RESEARCH INSIGHTS Delegat Group (DGL) reported a solid 1H22 result despite external challenges which...
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