1. Share Prices and P/NAV Multiples Have Expanded on Improved Sentiment YTD BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
On the last trading day, the S&P 500 index climbed 0.30%, while the NASDAQ Composite index rose 0.62%, and the Dow Jones Industrial Average dropped0.02%. On Thursday, there was no traditional IPO filed and six new stocks officially listed for trading. Restaurant chain Portillo's soared45.5% in its trading debut, valued at $2.08 billion.Ventyx Biosciencessurged31.38% in market debut, valued at $0.99 billion. Restaurant chain$ポーティロス(PTLO.US)$, founded in 1963 and known for its hot dogs and chocolate cake, is also going public. Since its founding in a small trailer which Dick Portillo called 「The Dog House,」 Portillo’s has grown to become a treasured brand with a passionate nationwide following. Its diverse menu features all-American favorites such as Chicago-style hot dogs and sausages, Italian beef sandwiches, chopped salads, burgers, crinkle-cut french fries, homemade chocolate cake and milkshakes. Portillo's creates a consumer experience by combining attributes of fast casual and quick service concepts with an exciting energy-filled atmosphere and restaurant model. As of June 27, 2021, it owned and operated 67 Portillo’s restaurants across nine states. Related: IPO-pedia | Hot Dog! Portillo's is going public $ダッチ・ブロス(BROS.US)$, based in the Grants Pass in southern Oregon where it was founded in 1992 by brothers Dane and Travis Boersma, is a high-growth operator and franchisor of drive-thru shops. According to the filing, Dutch Bros is one of the fastest-growing brands in the foodservice and restaurant industry in the United States by location count. In the past five and a half years, the company has increased shop count from 254 shops in 7 states at the end of 2015 to 471 shops in 11 states as of June 30, 2021. As of Oct 21th,it had a market cap of $3.02 billion. It went public on Sep 14h, 2021, with a first-day gain of 59.48% and a listed-to-date gain of 163.39%. $エンフュージョン(ENFN.US)$$P10(PX.US)$$ベンティックス・バイオサイエンシズ(VTYX.US)$$ランウェイ・グロース・ファイナンス(RWAY.US)$$ビタ・ココ・カンパニー(COCO.US)$
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コラム2Q23 Preview | Business Development Companies Tailwinds from Higher Base Rates to Boost NII as NAVs Set for Modest Expansion in 2Q
BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
コラムIPO Recap | Hot dog chain Portillo's soared 45% in Nasdaq debut
On Thursday, there was no traditional IPO filed and six new stocks officially listed for trading. Restaurant chain Portillo's soared45.5% in its trading debut, valued at $2.08 billion.Ventyx Biosciencessurged31.38% in market debut, valued at $0.99 billion.
Restaurant chain$ポーティロス(PTLO.US)$, founded in 1963 and known for its hot dogs and chocolate cake, is also going public.
Since its founding in a small trailer which Dick Portillo called 「The Dog House,」 Portillo’s has grown to become a treasured brand with a passionate nationwide following.
Its diverse menu features all-American favorites such as Chicago-style hot dogs and sausages, Italian beef sandwiches, chopped salads, burgers, crinkle-cut french fries, homemade chocolate cake and milkshakes.
Portillo's creates a consumer experience by combining attributes of fast casual and quick service concepts with an exciting energy-filled atmosphere and restaurant model.
As of June 27, 2021, it owned and operated 67 Portillo’s restaurants across nine states.
Related:
IPO-pedia | Hot Dog! Portillo's is going public
$ダッチ・ブロス(BROS.US)$, based in the Grants Pass in southern Oregon where it was founded in 1992 by brothers Dane and Travis Boersma, is a high-growth operator and franchisor of drive-thru shops.
According to the filing, Dutch Bros is one of the fastest-growing brands in the foodservice and restaurant industry in the United States by location count. In the past five and a half years, the company has increased shop count from 254 shops in 7 states at the end of 2015 to 471 shops in 11 states as of June 30, 2021.
As of Oct 21th,it had a market cap of $3.02 billion. It went public on Sep 14h, 2021, with a first-day gain of 59.48% and a listed-to-date gain of 163.39%.
$エンフュージョン(ENFN.US)$$P10(PX.US)$$ベンティックス・バイオサイエンシズ(VTYX.US)$$ランウェイ・グロース・ファイナンス(RWAY.US)$$ビタ・ココ・カンパニー(COCO.US)$
コラムConsumer issuers remain active as Portillo's and Vita Coco lead a 12-deal week
IPO-pedia | Coconut water brand Vita Coco tees up an IPO at over $2 bln value
$コンテクスト・セラピューティクス(CNTX.US)$$ストロングホールド・デジタル・マイニング(SDIG.US)$$エンフュージョン(ENFN.US)$$P10(PX.US)$$ポーティロス(PTLO.US)$$ランウェイ・グロース・ファイナンス(RWAY.US)$$ビタ・ココ・カンパニー(COCO.US)$$ベンティックス・バイオサイエンシズ(VTYX.US)$$Winc, Inc.(WBEV.US)$$アリス・ウォーター・ソリューションズ(ARIS.US)$$ミネルバ・サージカル(UTRS.US)$$シリオ・セラピューティクス(XLO.US)$
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