MVIS Australia Equal Weight Index Rebalance: Two Deletions & Other Changes
There are 2 deletions and a lot of capping changes for the index. One way turnover is 5.9% resulting in a one-way trade of A$107m. The two...
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Sula Vineyards IPO Trading - Not a Whole Lot to Cheer About
Sula Vineyards raised around US$117m in its India IPO, although demand wasn't all that great. In this note we talk about the demand and trading...
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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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Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
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In Vino Veritas: We Don't Expect Treasury Wine's Growth Will Live Up to Its Inflated Share Price
Treasury's premium portfolio a boon, but shares look overripe.Treasury Wine Estates Ltd (TWE AU) has proved to be one of Australia's great recent...
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