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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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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20 November 2024 02:55PM
Good momentum, modest risk
Hardman & Co Investor Forum Research on
Custodian Property Income REIT (CREI): Good momentum, modest risk
The structure and investment remit of the real estate investment trust (REIT) have been proven to be resilient and position it strongly for the short- and medium-term future. The investment return emphasis is on income, which is generated...
Hardman & Co Research
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20 November 2024 11:30AM
Equity raise and third-party capital update
Analyst interview | Financials
Q&A on Duke Capital (DUKE) | Equity raise and third-party capital update
Duke Capital (DUKE) is the topic of conversation when Hardman & Co Analyst Mark Thomas joins DirectorsTalk.
In this interview, Mark discusses recent developments at Duke Capital, touching on key topics such as their equity raise and p...
Hardman & Co Research
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19 November 2024 01:45PM
High-growth maritime artificial intelligence play
Hardman & Co Investor Forum Research on Windward (WNWD):
High-growth maritime artificial intelligence play
Windward is a fast-growing predictive analytics company that is focused on digitalising the global maritime industry. Windward’s AI-powered decision platform offers a wide-ranging view of the maritime ecosystem and enables stakeholders...
Hardman & Co Research
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18 November 2024 02:20PM
Taking Duke Capital to the next level
Hardman & Co Research on Duke Capital (DUKE): Taking Duke Capital to the next level
In our April 2024 initiation, we highlighted that DUKE, by optimising the best of equity and debt, aimed to achieve equity-type returns with debt levels of risk. We highlighted four pillars of returns, namely: i) term credit; ii) participating preference sha...
Hardman & Co Research
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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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13 November 2024 12:25PM
6 November fireworks
Hardman & Co Research on NB Private Equity Partners
CM day: 6 November fireworks
The key takeaways from NBPE’s 6 November CM day, in our view, were i) positive market indications, including exits and an increase in the correlation between operating company EBITDA growth and NAV growth, ii) NB’s platform brings unique benefits: accessing deal...
Hardman & Co Research
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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 01:15PM
Operating companies’ widening margins and strong EBITDA growth
Analyst interview | Investment Companies
Q&A on ICG Enterprise Trust (ICGT) | Operating companies’ widening margins and strong EBITDA growth
ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark Thomas discusses the recent performance and strategic direction o...
Hardman & Co Research
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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 11:33AM
EDX Medical (EDX) Investor Forum
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Hardman & Co Video Event | EDX Medical (EDX)
Investor Forum
We are delighted to announce that EDX Medical (EDX) will be presenting at Hardman & Co's upcoming Investor Forum at 3:00pm this Thursday 14 November 2024. Register for the event to secure your place and submit questions.
EDX Medical Group plc, listed on the Apex Segment of the A...
Hardman & Co Research
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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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11 November 2024 03:00PM
Shield Therapeutics (STX) Investor Forum
Hardman & Co Video Event | Shield Therapeutics (STX)
Investor Forum
We are delighted to announce that Shield Therapeutics (STX) will be presenting at Hardman & Co's upcoming Investor Forum at 3:00pm this Thursday 14 November 2024. Register for the event to secure your place and submit questions.
A commercial-stage pharmaceutical company,...
Hardman & Co Research
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11 November 2024 02:10PM
Hardman Talks Video | Polar Capital Technology Trust Interview
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Hardman Talks Video | Polar Capital Technology Trust
Interview
In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, talks to Alastair Unwin, Deputy Manager of Polar Capital Technology Trust. Despite the explosion of coverage and interest in the technology sector at the moment, Polar Capital Technology Trust is one of just three investmen...
Hardman & Co Research
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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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05 November 2024 02:50PM
Custodian Property Income REIT (CREI) Investor Forum
Hardman & Co Video Event | Custodian Property Income REIT (CREI)
Investor Forum
We are delighted to announce that Custodian Property Income REIT (CREI) will be presenting at Hardman & Co's upcoming Investor Forum at 3:00pm on Thursday 14 November 2024. Register for the event to secure your place and submit questions.
Custodian is well po...
Hardman & Co Research
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04 November 2024 02:15PM
Windward (WNWD) Investor Forum
Hardman & Co Video Event | Windward (WNWD)
Investor Forum
We are delighted to announce that Windward (WNWD) will be presenting at Hardman & Co's upcoming Investor Forum at 3:00pm on Thursday 14 November 2024. Register for the event to secure your place and submit questions.
Windward is an exciting UK-listed AI company with an innovative ...
Hardman & Co Research
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01 November 2024 01:00PM
Understanding the discount, its rise, and future prospects
Hardman & Co analyst interview | Diversified Financial Services
Q&A on Real Estate Credit Investments (RECI) | Understanding the discount, its rise, and future prospects
Real Estate Credit Investments (RECI) Plc is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
In this interview, Mark ...
Hardman & Co Research
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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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28 October 2024 12:30PM
The unique value of co-investment in private equity
Hardman & Co analyst interview | Closed End Investments
Q&A on NB Private Equity Partners (NBPE) | The unique value of co-investment in private equity
NB Private Equity Partners (NBPE) is the topic of conversation when Mark Thomas, analyst at Hardman & Co joins DirectorsTalk Interviews.
In this discussion, Mark outlines how NB Privat...
Hardman & Co Research
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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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23 October 2024 08:30AM
14% EBITDA growth + widening margins
Hardman & Co Research on ICG Enterprise Trust plc: Portfolio:
14% EBITDA growth + widening margins
The key message from ICGT’s 1HFY’25 results (to July) is the continued strength of the operating companies, which delivered an average 14% LTM EBITDA growth. Margins have widened by ca.5% (average revenue growth 9.4%), which should help alla...
Hardman & Co Research
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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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15 October 2024 04:25PM
Why the discount has been closing and its outlook
Hardman & Co Research on Real Estate Credit Investments (RECI):
Why the discount has been closing and its outlook
RECI’s discount has halved over the past six months. We believe this is due to both actions taken by the trust (with an active buyback programme, changing asset mix and enhanced disclosure of highest-risk positions) and more f...
Hardman & Co Research
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15 October 2024 11:05AM
1H24 deal activity rebounding
Hardman & Co analyst interview | Closed-ended investments
Q&A on Apax Global Alpha (APAX) | 1H24 deal activity rebounding
Apax Global Alpha (APAX) is the topic of conversation when Mark Thomas, analyst at Hardman & Co joins DirectorsTalk Interviews.
In this interview, key insights are provided on Apax Global Alpha’s performance du...
Hardman & Co Research
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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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14 October 2024 11:05AM
Estimates suspended
Hardman & Co Research on Surface Transforms (SCE): Estimates suspended
Interim results released on 30 September showed revenue up 58%. The loss before tax widened to £7.6m from £5.6m 1H23. Operationally, the volume ramp-up is continuing but at a rate below target, with yields improving (but also below target), and ongoing downstream process...
Hardman & Co Research
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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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11 October 2024 10:50AM
2024 interim results a steady performance
Hardman & Co analyst interview | Life assurance
Q&A on Chesnara plc (CSN) | 2024 interim results a steady performance
Chesnara plc is the topic of conversation when Hardman & Co analyst, Brian Moretta joins DirectorsTalk.
In this interview with Brian, key insights are provided on Chesnara plc following the release of its 2024 interim...
Hardman & Co Research
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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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08 October 2024 02:10PM
adding value in attractive co-investment sector
Hardman & Co Research on NB Private Equity Partners (NBPE):
NB: adding value in attractive co-investment sector
In our initiation, we highlighted that NBPE is uniquely focused in the co-investment sector of PE. Our report underlined why this sector has especially appealing return, cashflow, asset selection, risk management, and GP access ...
Hardman & Co Research
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07 October 2024 04:15PM
17 consecutive months of positive returns
Hardman & Co analyst interview | Closed End Investments
Q&A on Volta Finance (VTAS) | 17 consecutive months of positive returns
Volta Finance plc is the topic of discuss when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark discusses the recent performance of Volta Finance, highlighting the company’s impressive 1...
Hardman & Co Research
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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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02 October 2024 08:45AM
Good fund performance and solid results
Hardman & Co Research on City of London Investment Group (CLIG):
Good fund performance and solid results
City of London has announced its full-year results for 2024. As stated in the trading statement, FUM was $10.24bn, a 9% increase over the year. While market performance offset net outflows, there was a significant improvement in the la...
Hardman & Co Research
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01 October 2024 12:30PM
Presentation and Q&A with Management
Hardman Talks Video | Chesnara (CSN)
Presentation and Q&A with Management
In this episode of Hardman Talks, our Financials analyst Brian Moretta introduces Chesnara‘s CEO Steve Murray and CFO Tom Howard to discuss Chesnara’s recent interim results. Watch it here: https://youtu.be/jGY1iJSR7IQ
Steve presents an overview of Chesnara's strong pe...
Hardman & Co Research
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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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30 September 2024 11:45AM
Strong bounce back continues
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Hardman & Co Research on The International Stock Exchange (TISE):
Strong bounce back continues
The International Stock Exchange (TISE) had an excellent half year to June 2024: revenue was up 22% to £6.4m and fully diluted EPS +27% to 105p. The second interim dividend was raised 67% to 75p, reflecting the new, higher payout, dividend polic...
Hardman & Co Research
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26 September 2024 12:36PM
1H’24 deal activity coming back strongly
Hardman & Co Research on Apax Global Alpha (APAX):
1H’24 deal activity coming back strongly
The key messages from AGA’s 1H’24 results were i) a strong rebound in deal activity both for investments and exits (the regular announcements mean this trend was expected), ii) strong growth in investee company EBITDA growth (organic 12.6%, up from...
Hardman & Co Research
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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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