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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
FrGames Workshop Group - Fifth dividend of FY25 declared219Games Workshop Group (GAW) has declared its fifth dividend of FY25. We believe this reflects enhanced cash generation as a result of the success of the video game Space Marine 2, which has passed through...
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DoKEFI Gold and Copper - New beginnings930Having required KEFI to work through regulatory overhauls and security threats, its host countries have now taken the brakes off, with the result that KEFI is launching its projects with a serendipitous...
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DoOcean Wilsons (LON: OCN) - Full-year results and update on sale of Wilson Sons164Ocean Wilsons' FY24 PBT increased 15% to $119.1m, despite a 34.5% reduction in the net return of its investment portfolio, driven by a good result from trading at Wilsons Sons. Net debt reduced from...
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DoOPAP (ASE: OPAP) - FY24 results well above guidance and Edison estimates307OPAP has enjoyed a very strong Q424, which has meant GGR (revenue) came in at £2,296m and EBITDA/recurring EBITDA at €832m and c €828m, respectively. These were well above the company's guidance of...
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DoBloomsbury (LSE: BMY) trading ahead of consensus247Bloomsbury's year-end trading update is very positive, with the results for the year coming in ahead of market consensus, although the extent of the beat will not be known until the full results are...
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DoGames Workshop Group (LSE:GAW) declares fifth dividend of FY25253Games Workshop Group has declared its fifth dividend of FY25. The dividend of £1 per share takes the cumulative total dividends for the year to £5.20 per share versus £4.20 per share in FY24, with our...
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DoGames Workshop Group (LSE:GAW) declared fifth dividend of FY25221Games Workshop Group has declared its fifth dividend of FY25. The dividend of £1/share takes the cumulative total dividends for the year to £5.20/share versus £4.20/share in FY24 and our prior estimate...
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MiThe Pebble Group - Well placed for market improvement214The Pebble Group's FY24 results were broadly in line with January's trading update, with revenue up 1% and a nudge up in gross and adjusted EBITDA margins. This was achieved despite difficult underlying...
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MiSoftcat - H125 results outperform again196The Softcat machine rolls on. H125 results provide no hint of UK economic and geopolitical uncertainty. Gross profit per customer grew by 10.7% to £43.1k and the customer base expanded by 1.4%, to 10.3k....
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Miabrdn UK Smaller Companies Growth Trust - Confirmation that trust is back to winning ways205abrdn UK Smaller Companies Growth Trust (AUSC) is managed by Abby Glennie and Amanda Yeaman, who are encouraged by the trust's relative performance versus both the reference index, which bottomed in...
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MiSIGA Technologies - Entering a crucial period for business outlook170SIGA Technologies reported another year of top-line growth in FY24, with performance weighted to Q4, driven by material TPOXX deliveries to both domestic and international markets. Product revenue grew...
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MiBoku - Accelerating growth outlook155Boku reported FY24 revenue growth of 20% and adjusted EBITDA growth of 22%. While direct carrier billing (DCB) maintained double-digit growth, revenue from other local payment methods (LPMs) grew 56%...
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Mi1Spatial - Transition to software and Saas continues2371Spatial's FY25 trading update indicates that the company's transition to a higher-margin, recurring software business continues to make solid progress, with term licence and SaaS revenues up over 35%...
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MiCentaur Media - Business review underway201Centaur Media's full year results are broadly in line with January's trading update, with revenue from continuing operations down 6% on the prior year. Adjusted EBITDA came in slightly better than anticipated...
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DiComputacenter - FY24 results reveal a story of contrasts289After 19 years of uninterrupted EPS growth, Computacenter's (CCC's) adjusted diluted EPS fell by 8.5% to 159.9p/share in FY24. CCC believes this result masks the fact that H224 was 'the most profitable...
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DiSylvania Platinum - Strong FY26 EPS lift as chromite JV kicks in443Sylvania Platinum's H125 results provided insightful disclosure around the Thaba joint venture (JV) accounting treatment and guidance on the outlook. We have taken the opportunity to recalibrate our...
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DiThe Biotech Growth Trust - Access to major innovation at low valuations192The Biotech Growth Trust's (BIOG's) highly experienced managers, Geoff Hsu and Josh Golomb, are able to draw on the considerable resources of global healthcare specialist OrbiMed. BIOG's performance...
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DiTrustpilot (LSE: TRST) continues gaining ground208Trustpilot's full-year results were as signalled in its January update, with revenue ahead by 18%, delivering an adjusted EBITDA figure in excess of what the market was then forecasting. Margin improvement...
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DiEagle Eye Solutions - Partner stimulus160Eagle Eye Solutions is transitioning to a SaaS business model, which, combined with weak underlying consumer markets, is affecting short-term prospects. To focus on this, though, is to miss the bigger...
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17.03.Wheaton Precious Metals - Q424/FY24 results421Wheaton's adjusted EPS for Q424 exceeded our prior expectations by 1.9%, largely due to better average realised prices for its precious metals. As a consequence, it recorded record revenue, record adjusted...
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14.03.Sareum Holdings - New fund-raise and licence signal active 2025241Sareum Holdings has announced the acquisition of the licence for SRA737, a checkpoint kinase 1 (CHK1) inhibitor, in which the company had previously held a 27.5% economic interest. Following this acquisition...
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14.03.OUTsurance - 52% increase in H125 earnings236OUTsurance released H125 results on 14 March 2025, delivering 52% normalised EPS growth and return on equity (RoE) of 30.8%. South Africa (SA) property & casualty (P&C) delivered 32% earnings and 9%...
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14.03.Basilea (SIX: BSLN) bags a US$2.5m milestone payment248Basilea has announced another milestone payment from its license partner Pfizer in the Asia Pacific region and China for strong Cresemba sales. Notably, the US$2.5m milestone payment is the first of...
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12.03.4imprint Group - Resilience in uncertain markets2744imprint's results are in line with January's trading update, showing a resilient performance in continued challenging markets. The group has attractive cash conversion characteristics and cash had...
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12.03.OSE Immunotherapeutics - Tedopi shows promise in pancreatic cancer195OSE Immunotherapeutics has reported positive top-line data from the investigator-sponsored Phase II trial assessing Tedopi in combination with FOLFIRI (a three-drug chemotherapy regimen made up of folinic...
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