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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
09.12.24Worldwide Healthcare Trust - Strong performance since inception183Worldwide Healthcare Trust (WWH) will be celebrating its 30th birthday in 2025 and, despite more recent underperformance, the trust has served its shareholders well over the long term. Its NAV and share...
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09.12.24Nykode Therapeutics - Repositioned to streamline clinical progress245Nykode Therapeutics is a clinical-stage biopharmaceutical company with a focus on novel immunotherapies. As part of its Q324 results, it announced a strategic repositioning as a leaner organisation...
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05.12.24Card Factory - Delivering on partnership growth strategy239Card Factory's (CARD's) acquisition of a designer and wholesaler of gifts and celebrations essentials in the US, the largest global market, is in line with its strategy of increasing international reach....
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05.12.24SDCL Energy Efficiency Income Trust - Robust performance in H125443SDCL Energy Efficiency Income Trust (SEEIT) reported robust H125 results. Its net asset value (NAV) increased marginally to 90.6p (90.5p at 31 March 2024), demonstrating resilience and stability despite...
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05.12.24Severfield - Short-term issues cloud long-term outlook313Severfield remains the leading UK structural steel fabricator, with a strong presence in Northern Europe and an Indian joint venture. However, news that it is required to remediate 12 bridge structures...
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05.12.24Accsys Technologies - Accoya USA off to a good start487Accsys positively surprised the market by raising its guidance for FY25 after a strong H125 despite challenging market conditions. Volume growth was better than expected and volumes should maintain...
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05.12.244imprint Group - Market-leading marketing2344imprint is the leading distributor of promotional product in North America, a very large (c $26bn) and highly fragmented market. The group's core expertise is in the management of its marketing mix...
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04.12.24Northern Data Group - Further US HPC expansion547Northern Data Group has announced plans to develop a state-of-the-art AI and HPC data centre in Maysville, Georgia in the United States. This initiative aligns with the company's strategy of expanding...
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04.12.24KEFI Gold and Copper - Clearing the decks588KEFI has announced that it is raising c £10.6m by issuing c 1.9bn shares at a price of 0.55p. The full raise is in five parts: a firm placing, a retail offer, a conditional placing, a conditional subscription...
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04.12.24Georgia Capital - Successful disposal from the portfolio242Georgia Capital's (GCAP's) net asset value (NAV) per share increased by 6.2% q-o-q in Q324 in Georgian lari terms (3.3% in sterling). The private portfolio companies performed well operationally, whereas...
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04.12.24Triple Point Social Housing REIT - Fully covered DPS224Q324 DPS was fully covered by adjusted earnings and despite a delay in resolving rent collection with My Space, one of the two recent problem tenants, we expect this to remain the case. My Space has...
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04.12.24Gresham House Energy Storage Fund - Improving prospects suggest discount is overdone218At the recent capital markets day, Gresham House Energy Storage Fund (GRID) detailed positive developments in H224, including growing capacity and rising revenues. It also revealed a three-year plan...
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03.12.24Singapore Post - Australian logistics to be divested for c A$1bn261Following Singapore Post's resilient H1 results in November, the company has now announced that it has agreed to sell its Australian logistics business for an enterprise value of c A$1bn to a private...
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03.12.24Cobra Resources - Progress indicates first quartile potential228Cobra Resources is an exploration company focused on developing a rare earths deposit in South Australia, with a potentially low-cost method of production through in situ recovery (ISR). The company...
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02.12.24Recce Pharmaceuticals - Topical R327G approaching pivotal stages239Recce Pharmaceuticals has made several strides in advancing its topical gel formulation (R327G) of lead anti-infective therapeutic drug candidate RECCE® 327 (R327) as a topical treatment for acute bacterial...
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29.11.24AFT Pharmaceuticals - Softer H1 on one-offs; recovery expected in H2258AFT Pharmaceuticals reported H125 revenues of NZ$86.7m, a 3.7% y-o-y increase, albeit lower than expected due to one-off factors such as inventory rationalisation by certain international customers...
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29.11.24Argent Industrial - Following an established recipe242Primarily a steel-based beneficiation company, Argent Industrial is supported by export promotion and offshore investments in both new and existing businesses. By shifting its focus from South Africa...
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29.11.24Bankers Investment Trust (The) - Concentrating on best ideas only341Following a strategic review earlier this year, the manager of the Bankers Investment Trust (BNKR), Alex Crooke, has concentrated the portfolio, reducing the number of holdings from around 170 to 100...
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28.11.24Foxtons Group - Deals' benefits matched by tax rise317Foxtons Group's recent acquisition of estate agents in two London commuter towns highlights the outer-London potential for low-risk, value-added expansion. Furthermore, it adds to the developing success...
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28.11.24Partners Group Private Equity - Seeing good demand for several of its assets295Partners Group Private Equity's (PGPE's) recent portfolio realisation efforts (supported by the gradual pick-up in M&A activity and an opening IPO window) included, most notably, the sale of SRS Distribution...
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28.11.24Cereno Scientific - A productive period with plenty more to come227Cereno Scientific has released its Q324 results, marking a productive and strategically significant period. Following the positive top-line data from the Phase IIa safety study of CS1 in pulmonary arterial...
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28.11.24Focusrite - Cautious optimism after significant challenges239Focusrite's (TUNE's) FY24 results highlight the negative effects of the most challenging year the CEO has faced. While the company's main operating market has been difficult, management has continued...
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26.11.24Accsys Technologies - Upgrading guidance for the full year413Accsys Technologies had a strong H125 with a return to revenue growth and gross margin exceeding its target of 30%. Adjusted EBITDA improved on the back of better than expected volume growth from the...
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26.11.24Topps Tiles - Market outperformance again in FY24193Topps Tiles (TPT) has reported a good profit outturn for FY24, ahead of our prior expectations, which is encouraging in the context of the challenging external environment. Management believes the overall...
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25.11.24Nabaltec - Resilience and margin expansion434Nabaltec recorded revenue growth across the group of 1.5% y-o-y to €158.2m at 9M24, with sales volumes increasing 7.9% y-o-y despite selling prices falling. Functional Fillers revenue grew by 3.8% y-o-y...
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