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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
03.03.Severfield (LON: SFR) - Headwinds still blowing217Severfield's markets have remained 'challenging' in the period since the interims, with pricing remaining tighter for longer than expected and clients cancelling or deferring decisions. However, the...
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28.02.Pan American Silver - Finishing the year on a strong note809Pan American Silver (PAAS) reported FY24 revenues and EBITDA of US$2.8bn and US$1.0bn, up 22% and 51% y-o-y, respectively. The company achieved record net operating and free cash flows of US$724m and...
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28.02.dotDigital - Quality evident in H125 results199Despite economic pressures in Dotdigital Group's end markets, the H125 results showed that the management team has put the group in a good position to take advantage of the current (and expected continued)...
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28.02.IAG (LSE:IAG) FY24 results above consensus expectations257IAG has delivered an impressive set of results for 2024, with a 26.7% increase in operating profit before exceptional items to €4,443 million and a strengthened operating margin of 13.8%. This performance...
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28.02.Rightmove's (LSE: RMV) continued enhancements are paying off263Rightmove continues to grow by adding value to its offering via technological improvements, increasingly with AI-driven enhancements, rather than simply being reflective of the health of the housing...
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27.02.Borussia Dortmund - Requiring more Bundesliga points in H225379Borussia Dortmund's (BVB's) Q225 results were mainly influenced by the phasing of games in the competitions in which it is competing. The phasing is not unusual but has been accentuated this year by...
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27.02.IRLAB (OMX: IRLAB-A) publishes Phase IIb mesdopetam results in journal196IRLAB Therapeutics has announced that the results from its Phase IIb clinical trial, evaluating mesdopetam as a potential treatment to address levodopa induced dyskinesias, have been published in the...
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27.02.WPP (LSE:WPP) - Stuck in the doldrums254To have met WPP's higher end of earlier guidance of flat year-on-year revenue (less pass-through costs), the company needed Q4 to show an improvement in client confidence. That did not materialise,...
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26.02.CLIQ Digital - Management views foundations as fixed514CLIQ Digital was trading in difficult markets through 2024, with the change in credit card companies' policies on cancellations and refunds combined with generally weak consumer sentiment. The group...
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26.02.Elicera Therapeutics - Positioned to deliver in cell and gene therapies224Elicera Therapeutics is a cell and gene therapy company utilising its iTANK platform to develop immunotherapies for solid and bloodborne tumours. Its pipeline comprises two CAR-T therapies and two oncolytic...
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26.02.Phoenix Spree Deutschland - The path to releasing value290The completion of amendments to its financing arrangements allows Phoenix Spree Deutschland (PSD) to increase condominium sales materially, exploiting the wide valuation gap between investment valuations...
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26.02.Altron - On track for FY25259Altron's pre-close update confirmed that FY25 headline EPS from continuing operations would be at least ZAR1.44 (+40% y-o-y), broadly in line with our forecast. Overall, the Platforms segment saw a...
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25.02.Regional REIT - Evidence of strategic progress220Regional REIT (RGL) has published a Q424 update, including DPS in line with guidance. Property valuations fell further in H224 but at a slower pace and directionally in line with the broader sector....
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25.02.Dotdigital (LSE: DOTD) - Double-digit progress231Dotdigital is on track to meet full-year expectations after a first half with revenues ahead by 10% in constant currency, with Fresh Relevance (bought in September 2023) now fully integrated. The additional...
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25.02.Accsys Technologies - Strong EBITDA growth until FY30 expected426At its investor strategy day, Accsys set financial targets for the coming years, with a combined volume and revenue CAGR of 14% for FY25-30e for the plant in the Netherlands and the Accoya USA plant...
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25.02.AAC Clyde Space - Record year and positive outlook261A strong Q4 performance has enabled AAC to report record results in both revenues and EBITDA for FY24. Management expects further progress in FY25. Strategically, the business is well positioned within...
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24.02.Canyon Resources - Rapidly emerging bauxite producer214Canyon Resources is an ASX-listed bauxite developer advancing its 100%-owned Minim Martap project in Cameroon. Minim Martap is a large-scale, high-grade, direct shipping ore bauxite deposit with a clear...
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24.02.OSE (PAR: OSE) presents full CoTikiS results at ECCO 2025185OSE Immunotherapeutics reported the full induction results from the CoTikiS trial at ECCO 2025 (the 20th congress of the European Crohn's and Colitis Organisation), as part of the top 10 congress highlights...
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21.02.Mendus - CADENCE trial enrols first patient261Mendus has announced that the first patient has been enrolled in the CADENCE trial, sponsored by the Australasian Leukaemia and Lymphoma Group (ALLG). This is a multi-centre, randomised, controlled...
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21.02.Pinewood (LSE: PINE) buys Seez242Pinewood has announced that it intends to acquire the remaining 90.9% stake in Seez for a total cost of $42m/£33.3m (Pinewood acquired an initial stake in Seez in September 2024 for $4.2m/£3.43m). Seez...
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21.02.Mendus (OMX: IMMU) notes first patient enrolment in the CADENCE trial238Mendus has announced that the first patient has been enrolled in the Phase II AMLM22-CADENCE trial, sponsored by the Australasian Leukaemia and Lymphoma Group. The trial is a multicentre, randomised...
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20.02.IRLAB Therapeutics - EMA alignment on mesdopetam Phase III plans290IRLAB has bolstered the value of its lead programme, mesdopetam in levodopa-induced dyskinesias (PD-LIDs), following confirmation that the European Medicines Agency (EMA) is aligned with the company...
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20.02.Metlen (ASE: MYTIL) FY24 Results218Metlen's FY24 results released on 20 February were broadly in line with consensus (EBITDA €1,080bn, 0.9% above consensus of €1,070bn and 2.4% above Edison of €1055bn, EPS €4.46, 2.2% below consensus...
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20.02.Mendus - Vididencel on track in AML going into 2025229Mendus has reported its FY24 results, reflecting an active period. Lead programme, vididencel in acute myeloid leukaemia (AML), had encouraging data from the ADVANCE II trial in December, laying the...
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20.02.Recce Pharmaceuticals - Positive R327G Phase II ABSSSI study results299Recce has reported positive results from its open-label Phase II study assessing RECCE® 327 topical gel (R327G) in patients with acute bacterial skin and skin structure infections (ABSSSI), including...
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