other material
confidence high
sentiment neutral
materiality 0.65
SUI Group reports treasury holdings of 108.8M SUI; mNAV discount narrows to 0.91x
SUI Group Holdings Ltd.
- Treasury holdings: 108,793,779 SUI as of May 19, 2026, including digital asset loans.
- SUI value approx $115M at $1.06/SUI; total market cap $126.2M at $1.56/share.
- SUI per share: 1.34 SUI (flat vs Jan 7, 2026); daily staking yield ~5,200 SUI at 1.8%.
- mNAV (market NAV) ratio of 0.91x; management cites institutional demand and discount compression.