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Current analyst assessments
On this page you will find current analyst assessments of renowned research houses, which make their assessments on the business development of listed companies available for publication and distribution via our content partner EQS-Newswire.
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20 December 2024 12:33PM
Edison issues report on Patria Private Equity Trust (PPET)
London, UK, 20 December 2024
Edison issues report on Patria Private Equity Trust (PPET)
Edison issues report on Patria Private Equity Trust (LSE: PPET).
Patria Private Equity Trust’s (PPET’s) distributions from its primary fund investments have increased recently, supported by a revival in private equity (PE) deal activity. Its portfolio v...
Edison Investment Research Limited
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18 December 2024 11:57AM
Edison issues report on Deutsche Beteiligungs (DBAN)
London, UK, 18 December 2024
Edison issues report on Deutsche Beteiligungs (DBAN)
Edison issues report on Deutsche Beteiligungs (FRA: DBAN).
Deutsche Beteiligungs (DBAG) reported an 8.5% NAV total return (TR) in FY24 (to end-September 2024), supported by positive movements in valuation multiples, which offset the negative impact from chang...
Edison Investment Research Limited
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13 December 2024 05:24PM
A generational opportunity?
London, UK, 13 December 2024
Edison issues thematic report – UK equities: A generational opportunity?
UK equities are at a fascinating inflection point. At a time when global investors are heavily concentrated in the US market, UK equities trade at their steepest discount to global peers in over three decades. Since Brexit, the question has...
Edison Investment Research Limited
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12 December 2024 09:44AM
Edison issues report on Templeton Emerging Markets IT (TEM)
London, UK, 12 December 2024
Edison issues report on Templeton Emerging Markets IT (TEM)
Edison issues report on Templeton Emerging Markets IT (LSE: TEM)
Templeton Emerging Markets Investment Trust’s (TEMIT’s) co-managers, Chetan Sehgal (lead manager) and Andrew Ness, are encouraged by a solid improvement in the trust’s performance, which...
Edison Investment Research Limited
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09 December 2024 01:17PM
Edison issues report on Worldwide Healthcare Trust (WWH)
London, UK, 9 December 2024
Edison issues report on Worldwide Healthcare Trust (WWH)
Edison issues report on Worldwide Healthcare Trust (LSE: WWH).
Worldwide 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 ...
Edison Investment Research Limited
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05 December 2024 01:30PM
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
London, UK, 5 December 2024
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Edison issues report on SDCL Energy Efficiency Income Trust (LSE: SEIT).
SDCL 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 res...
Edison Investment Research Limited
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04 December 2024 01:14PM
Edison issues report on Georgia Capital (CGEO)
London, UK, 4 December 2024
Edison issues report on Georgia Capital (CGEO)
Edison issues report on Georgia Capital (LSE: CGEO).
Georgia 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 the stock...
Edison Investment Research Limited
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04 December 2024 09:39AM
Edison issues report on Gresham House Energy Storage Fund (GRID)
London, UK, 4 December 2024
Edison issues report on Gresham House Energy Storage Fund (GRID)
Edison issues report on Gresham House Energy Storage Fund (LSE: GRID).
At the recent capital markets day, Gresham House Energy Storage Fund (GRID) detailed positive developments in H224, including growing capacity and rising revenues. It also revea...
Edison Investment Research Limited
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29 November 2024 09:53AM
Edison issues report on The Bankers Investment Trust (BNKR)
London, UK, 29 November 2024
Edison issues report on The Bankers Investment Trust (BNKR)
Edison issues report on The Bankers Investment Trust (LSE: BNKR).
Following 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 arou...
Edison Investment Research Limited
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28 November 2024 02:26PM
Edison issues report on Partners Group Private Equity (PEY/PEYS)
GG00B28C2R28
London, UK, 28 November 2024
Edison issues report on Partners Group Private Equity (PEY/PEYS)
Edison issues report on Partners Group Private Equity (LSE: PEY).
Partners 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...
Edison Investment Research Limited
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21 November 2024 03:41PM
Edison issues report on Murray Income Trust (MUT)
London, UK, 21 November 2024
Edison issues report on Murray Income Trust (MUT)
Edison issues report on Murray Income Trust (LSE: MUT)
Murray Income Trust (MUT) invests in high-quality, mainly UK-listed stocks. MUT’s manager, Charles Luke, believes quality stocks are best placed to support the trust’s objective to provide a high and rising...
Edison Investment Research Limited
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13 November 2024 04:38PM
Edison issues report on Custodian Property Income REIT (CREI)
London, UK, 13 November 2024
Edison issues report on Custodian Property Income REIT (CREI)
Edison issues report on Custodian Property Income REIT (LSE: CREI)
Custodian Property Income REIT’s (CREI’s) Q225 trading update points to strong H1 performance when results are released in December. With income growth supported by leasing progress ...
Edison Investment Research Limited
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12 November 2024 03:55PM
Edison issues report on VinaCapital Vietnam Opportunity Fund (VOF)
London, UK, 12 November 2024
Edison issues report on VinaCapital Vietnam Opportunity Fund (VOF)
Edison issues report on VinaCapital Vietnam Opportunity Fund (LSE: VOF)
VinaCapital Vietnam Opportunity Fund’s (VOF’s) sterling net asset value (NAV) per share increased by 9.1% over the year ending October 2024 in total return (TR) terms, comp...
Edison Investment Research Limited
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12 November 2024 12:59PM
Healthcare-focused trusts – A sector on the mend
London, UK, 12 November 2024
Edison issues thematic report: Healthcare-focused trusts – A sector on the mend
Robust business models rarely go out of favour, though temporary setbacks are not unheard of. Driven by megatrends and with innovation as its backbone, the healthcare sector offers strong business models, with varied opportunities fo...
Edison Investment Research Limited
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12 November 2024 10:07AM
Edison issues report on Henderson Far East Income (HFEL)
London, UK, 12 November 2024
Edison issues report on Henderson Far East Income (HFEL)
Edison issues report on Henderson Far East Income (LSE: HFEL).
Henderson Far East Income (HFEL) is an income-focused Asian investment trust, which aims to provide shareholders with growing total annual dividends and capital appreciation from a diverse por...
Edison Investment Research Limited
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07 November 2024 06:06PM
Edison issues report on HgT (HGT)
London, UK, 7 November 2024
Edison issues report on HgT (HGT)
Edison issues report on HgT (LSE: HGT).
HgT reported sustained healthy earnings momentum across its major holdings (driven primarily by upselling and cross-selling opportunities), contributing 5pp to its NAV performance in Q324. Its top 20 holdings (which make up 76% of its port...
Edison Investment Research Limited
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30 October 2024 01:26PM
Edison issues report on Baker Steel Resources Trust (BSRT)
London, UK, 30 October 2024
Edison issues report on Baker Steel Resources Trust (BSRT)
Edison issues report on Baker Steel Resources Trust (LSE: BSRT)
We recently visited the Tarfaya cement grinding line of Cemos Group, one of the two largest holdings of Baker Steel Resources Trust (BSRT), which made up 30.8% of the trust’s NAV as of end-...
Edison Investment Research Limited
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30 October 2024 10:20AM
Edison issues report on Canadian General Investments (CGI)
London, UK, 30 October 2024
Edison issues report on Canadian General Investments (CGI)
Edison issues report on Canadian General Investments (TSX: CGI)
Canadian General Investments (CGI) is managed by Greg Eckel at Morgan Meighen & Associates (MMA). He believes that investors could be rewarded by an allocation to Canada, rather than au...
Edison Investment Research Limited
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28 October 2024 04:32PM
Edison issues report on Invesco Asia Trust (IAT)
London, UK, 28 October 2024
Edison issues report on Invesco Asia Trust (IAT)
Edison issues report on Invesco Asia Trust (LSE: IAT)
Invesco Asia Trust (IAT) today announced the combination with Asia Dragon Trust (DGN), involving the transfer of certain assets of the latter to IAT in exchange for new IAT shares through a scheme of reconstru...
Edison Investment Research Limited
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24 October 2024 01:25PM
Edison issues report on Patria Private Equity Trust (PPET)
London, UK, 24 October 2024
Edison issues report on Patria Private Equity Trust (PPET)
Edison issues report on Patria Private Equity Trust (LSE: PPET)
Patria Private Equity Trust (PPET) has announced that it has completed a secondary sale of a portfolio of 14 older vintage and non-core investments for c €216m (c £180m or 13% of PPET’s end...
Edison Investment Research Limited
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23 October 2024 10:12AM
Edison issues report on BB Biotech (BION)
London, UK, 23 October 2024
Edison issues report on BB Biotech (BION)
Edison issues report on BB Biotech (BION).
BB Biotech (BION) invests in innovative, rapidly expanding biotech companies. BION’s portfolio company Wave Life Sciences (Wave) recently announced a significant milestone in the field of genetic medicine: the first successful t...
Edison Investment Research Limited
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23 October 2024 10:01AM
Edison issues report on UIL (UTL)
London, UK, 23 October 2024
Edison issues report on UIL (UTL)
Edison issues report on UIL (LSE: UTL).
On 8 October 2024, UIL Limited (UIL) announced plans to take the company private after the redemption of the 2028 zero dividend preference (ZDP) shares. UIL’s board has decided that despite holding a selection of potentially exciting inves...
Edison Investment Research Limited
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23 October 2024 09:55AM
Edison issues report on Gresham House Energy Storage Fund (GRID)
London, UK, 23 October 2024
Edison issues report on Gresham House Energy Storage Fund (GRID)
Edison issues report on Gresham House Energy Storage Fund (LSE: GRID).
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. The company recently hosted a site visit for analysts a...
Edison Investment Research Limited
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21 October 2024 04:24PM
Edison issues report on Ocean Wilsons Holdings (OCN)
London, UK, 21 October 2024
Edison issues report on Ocean Wilsons Holdings (OCN)
Edison issues report on Ocean Wilsons Holdings (LSE: OCN)
Ocean Wilsons announced today that it has agreed to sell its 56.47% stake in Wilson Sons to SAS Shipping Agencies Services, a wholly owned subsidiary of MSC Mediterranean Shipping Company, for R$4.4bn ...
Edison Investment Research Limited
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14 October 2024 11:51AM
Edison issues report on The Diverse Income Trust (DIVI)
London, UK, 14 October 2024
Edison issues report on The Diverse Income Trust (DIVI)
Edison issues report on The Diverse Income Trust (LSE: DIVI)
The Diverse Income Trust (DIVI) is a member of the 18-strong AIC UK Equity Income sector. It has a differentiated multi-cap income strategy and therefore its performance can differ meaningfully f...
Edison Investment Research Limited
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14 October 2024 11:31AM
Edison issues report on JPMorgan European Discovery Trust (JEDT)
London, UK, 14 Oktober 2024
Edison issues report on JPMorgan European Discovery Trust (JEDT)
Edison issues report on JPMorgan European Discovery Trust (LSE: JEDT).
JPMorgan European Discovery Trust (JEDT) invests in European small-cap companies (excluding UK). European small caps have outperformed most other markets over the long term, alt...
Edison Investment Research Limited
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11 October 2024 01:43PM
Edison issues report on Ocean Wilsons Holdings (OCN)
London, UK, 11 Oktober 2024
Edison issues report on Ocean Wilsons Holdings (OCN)
Edison issues report on Ocean Wilsons Holdings (LSE: OCN).
Ocean Wilsons Holdings’ (OCN’s) H124 results showed good growth, reflecting a strong performance from Wilson Sons and a positive performance from the investment portfolio (OWIL). While the strategic re...
Edison Investment Research Limited
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10 October 2024 09:52AM
Edison issues report on Baillie Gifford US Growth Trust (USA)
London, UK, 10 October 2024
Edison issues report on Baillie Gifford US Growth Trust (USA)
Edison issues report on Baillie Gifford US Growth Trust (LSE: USA)
The managers of Baillie Gifford US Growth Trust (USA), Gary Robinson and Kirsty Gibson, invest in exceptional US businesses with the potential to grow substantially faster than the ma...
Edison Investment Research Limited
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09 October 2024 02:00PM
Edison issues report on UIL (UTL)
London, UK, 9 October 2024
Edison issues report on UIL (UTL)
Edison issues report on UIL (LSE: UTL)
On 8 October 2024, UIL Limited (UIL) announced plans to take the company private after the redemption of the 2028 zero dividend preference (ZDP) shares. UIL’s board has decided that despite holding a selection of potentially exciting invest...
Edison Investment Research Limited
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03 October 2024 03:42PM
Edison issues report on Henderson Opportunities Trust (HOT)
London, UK, 3 Oktober 2024
Edison issues report on Henderson Opportunities Trust (HOT)
Edison issues report on Henderson Opportunities Trust (LSE: HOT).
With a focus on long-term growth, Henderson Opportunities Trust (HOT) seeks investment opportunities across the breadth of the UK market. This includes a strong bias towards smaller and ea...
Edison Investment Research Limited
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03 October 2024 10:55AM
Edison issues report on Tetragon Financial Group (TFG)
London, UK, 3 October 2024
Edison issues report on Tetragon Financial Group (TFG)
Edison issues report on Tetragon Financial Group (LSE: TFG)
Tetragon Financial Group (Tetragon) reported a 1.3% return on equity (RoE) in H124, with its net asset value (NAV) per share increasing by 1.9% in US dollar total return (TR) terms, and further 3.8%...
Edison Investment Research Limited
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02 October 2024 02:36PM
Edison issues report on Gresham House Energy Storage Fund (GRID)
London, UK, 2 October 2024
Edison issues report on Gresham House Energy Storage Fund (GRID)
Edison issues report on Gresham House Energy Storage Fund (LSE: GRID)
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. The sector had a tough start to the year, due to a deter...
Edison Investment Research Limited
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01 October 2024 10:20AM
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
London, UK, 1 October 2024
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Edison issues report on SDCL Energy Efficiency Income Trust (LSE: SEIT)
SDCL Energy Efficiency Income Trust’s (SEEIT’s) interim update (for the six months to 30 September 2024) has highlighted that its operational assets, on a consolidated basis,...
Edison Investment Research Limited
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26 September 2024 09:38AM
Edison issues report on Henderson International Income Trust (HINT)
London, UK, 26 September 2024
Edison issues report on Henderson International Income Trust (HINT)
Edison issues report on Henderson International Income Trust (LSE: HINT).
Henderson International Income Trust (HINT) seeks out companies with potential for growth from exposure to structural themes that is not priced into their valuations. Th...
Edison Investment Research Limited
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25 September 2024 12:01PM
Edison issues report on abrdn UK Smaller Companies Growth Trust (AUSC)
London, UK, 25 September 2024
Edison issues report on abrdn UK Smaller Companies Growth Trust (AUSC)
Edison issues report on abrdn UK Smaller Companies Growth Trust (LSE: AUSC).
abrdn UK Smaller Companies Growth Trust’s (AUSC’s) relative performance continues to improve as managers Abby Glennie and Amanda Yeaman build on the solid outperfo...
Edison Investment Research Limited
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24 September 2024 04:14PM
Edison issues report on International Public Partnerships (INPP)
London, UK, 24 September 2024
Edison issues report on International Public Partnerships (INPP)
Edison issues report on International Public Partnerships (LSE: INPP).
International Public Partnerships’ (INPP’s) portfolio continues to deliver consistent and predictable returns for investors, while providing environmental and social benefits ...
Edison Investment Research Limited
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23 September 2024 09:50AM
Edison issues report on Witan Investment Trust (WTAN)
London, UK, 23 September 2024
Edison issues report on Witan Investment Trust (WTAN)
Edison issues report on Witan Investment Trust (LSE: WTAN).
In June 2024, the boards of Witan Investment Trust (WTAN) and Alliance Trust (ATST) announced plans for a combination of the two companies to create Alliance Witan. Details of this transaction have...
Edison Investment Research Limited
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23 September 2024 09:50AM
Edison issues report on Witan Investment Trust (WTAN)
London, UK, 23 September 2024
Edison issues report on Witan Investment Trust (WTAN)
Edison issues report on Witan Investment Trust (LSE: WTAN).
In June 2024, the boards of Witan Investment Trust (WTAN) and Alliance Trust (ATST) announced plans for a combination of the two companies to create Alliance Witan. Details of this transaction have...
Edison Investment Research Limited
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18 September 2024 12:27PM
Edison issues report on Utilico Emerging Markets Trust (UEM)
London, UK, 18 September 2024
Edison issues report on Utilico Emerging Markets Trust (UEM)
Edison issues report on Utilico Emerging Markets Trust (LSE: UEM).
Utilico Emerging Markets Trust (UEM) is managed by Charles Jillings, at specialist value-based investor ICM. He reports that, operationally, the trust’s investee companies are perform...
Edison Investment Research Limited
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18 September 2024 12:27PM
Edison issues report on Utilico Emerging Markets Trust (UEM)
London, UK, 18 September 2024
Edison issues report on Utilico Emerging Markets Trust (UEM)
Edison issues report on Utilico Emerging Markets Trust (LSE: UEM).
Utilico Emerging Markets Trust (UEM) is managed by Charles Jillings, at specialist value-based investor ICM. He reports that, operationally, the trust’s investee companies are perform...
Edison Investment Research Limited
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11 September 2024 02:39PM
Edison issues report on Partners Group Private Equity (PEY/PEYS)
GG00B28C2R28
London, UK, 11 September 2024
Edison issues report on Partners Group Private Equity (PEY/PEYS)
Edison issues report on Partners Group Private Equity (LSE: PEY)
Partners Group Private Equity received a strong €103.7m in realisation proceeds in H124 (c 11% of opening NAV). Proceeds of €70.2m came from the successful sale of SRS Distribution...
Edison Investment Research Limited
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09 September 2024 04:53PM
Edison issues report on Gresham House Energy Storage Fund (GRID)
London, UK, 9 September 2024
Edison issues report on Gresham House Energy Storage Fund (GRID)
Edison issues report on Gresham House Energy Storage Fund (LSE: GRID)
Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). The BESS sector has faced challenges over the ...
Edison Investment Research Limited
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09 September 2024 01:00PM
Edison issues report on Martin Currie Global Portfolio Trust (MNP)
London, UK, 9 September 2024
Edison issues report on Martin Currie Global Portfolio Trust (MNP)
Edison issues report on Martin Currie Global Portfolio Trust (LSE: MNP).
Martin Currie Global Portfolio Trust’s (MNP’s) performance was negatively affected in 2022 by the shift in interest rate expectations as US rates quickly moved up from 0.25...
Edison Investment Research Limited
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09 September 2024 12:53PM
Edison issues report on Picton Property Income (PCTN)
London, UK, 9 September 2024
Edison issues report on Picton Property Income (PCTN)
Edison issues report on Picton Property Income (LSE: PCTN)
Picton Property Income’s previously agreed sale of a vacated office building in Cardiff, to a purpose-built student accommodation developer, has taken a further step forward. A resolution to grant p...
Edison Investment Research Limited
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09 September 2024 09:33AM
Edison issues report on abrdn Asian Income Fund (AAIF)
London, UK, 9 September 2024
Edison issues report on abrdn Asian Income Fund (AAIF)
Edison issues report on abrdn Asian Income Fund (LSE: AAIF).
abrdn Asian Income Fund (AAIF) is managed by abrdn’s well-established Singapore-based Asian equity team, supported by a 40-strong group of analysts based in six locations in the Asia-Pacific regio...
Edison Investment Research Limited
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03 September 2024 12:34PM
Edison issues report on Georgia Capital (CGEO)
London, UK, 3 September 2024
Edison issues report on Georgia Capital (CGEO)
Edison issues report on Georgia Capital (LSE: CGEO).
Georgia Capital’s (GCAP’s) net asset value (NAV) per share decreased by 12.8% quarter-on-quarter in Q224 in Georgian lari (down 16.5% in sterling terms). This was mostly due to the widening of bond yields and cre...
Edison Investment Research Limited
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02 September 2024 10:48AM
Edison issues report on Barton Gold (BGD)
London, UK, 2 September 2024
Edison issues report on Barton Gold (BGD)
Edison issues report on Barton Gold (ASX: BGD).
The publication of the results of its initial scoping study on the Tunkillia project on 16 July puts Barton well on the road to executing its three-phase development strategy to achieve c 150,000oz gold production. The stu...
Edison Investment Research Limited
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29 August 2024 04:11PM
Edison issues report on Murray International Trust (MYI)
London, UK, 29 August 2024
Edison issues report on Murray International Trust (MYI)
Edison issues report on Murray International Trust (MYI).
Murray International Trust’s (MYI’s) managers Martin Connaghan and Samantha Fitzpatrick (the previous third manager Bruce Stout retired at the end of June 2024) are mindful that although markets were...
Edison Investment Research Limited
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