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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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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26 September 2024 09:15AM
Steady as she goes!
Hardman & Co Research on Chesnara Plc (CSN): Steady as she goes!
Chesnara has announced its 1H’24 results. The main features were positive equity market returns, offset to some extent by further adverse lapse experience. Economic Value profit of £20.2m was behind the 1H’23 result of £32.6m (excl. acquisitions). Economic Value saw a small de...
Hardman & Co Research
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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 08:15AM
Maiden pre-tax profit
Hardman & Co Research on Tissue Regenix (TRX):
Maiden pre-tax profit
TRX is focused on the development and commercialisation of two proprietary processing technologies for the repair of soft tissue (dCELL®) and bone (BioRinse®). It has a broad portfolio of products used in biosurgery, orthopaedics and dental markets. Investment in tissue ...
Hardman & Co Research
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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 05:25PM
FY’24 - another year of outperformance
Hardman & Co Research | Closed End Investments
Volta Finance Limited (VTAS) | FY’24: another year of outperformance
Volta’s monthly to its FY-end of July reported an NAV total return of 19.7% while annualised cash receipts are 22% of the July NAV, consistent with levels seen since mid’22. For 16 consecutive months, it has generated positiv...
Hardman & Co Research
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11 September 2024 02:39PM
Edison issues report on Partners Group Private Equity (PEY/PEYS)
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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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11 September 2024 01:25PM
Focusing on successful execution
Hardman & Co Research on Shield Therapeutics (STX):
Focusing on successful execution
Shield is a commercial-stage pharma company delivering specialty products that address the unmet medical need of patients with iron deficiency (ID). Since its July 2021 US launch, Shield and Viatris have increased physician awareness of the differentiating...
Hardman & Co Research
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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 01:17PM
Strategic moves and market potential
Hardman & Co analyst interview | Automotive components
Q&A on Surface Transforms (SCE) | Strategic moves and market potential
Surface Transforms plc (SCE) is the topic of conversation when Hardman & Co analyst Mike Foster speaks to DirectorsTalk Interviews.
In this interview, Mike Foster discusses the recent developments at Surface T...
Hardman & Co Research
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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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30 August 2024 03:00PM
Hardman & Co Q&A on H&T Group (HAT) | 1H24 results curate's egg of good and bad
Hardman & Co analyst interview | Finance and credit services
Q&A on H&T Group (HAT) | 1H24 results curate's egg of good and bad
H&T Group (HAT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
In this interview, Mark offers insights into H&T Group's recent 1H'24 financ...
Hardman & Co Research
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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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15 August 2024 03:05PM
Hardman & Co Q&A on H&T Group (HAT) | Putting H&T Group’s pawnbroking business into a global perspective
Analyst interview | Financials
Q&A on H&T Group (HAT) | Putting H&T Group’s pawnbroking business into a global perspective
H&T Group Plc (LON:HAT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
In this latest interview, Mark Thomas discusses the global pawnbroking indu...
Hardman & Co Research
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06 August 2024 01:45PM
1H’24 results - multiple options to get the most from the franchise
Hardman & Co analyst interview | Banks
Q&A on Arbuthnot Banking Group (ARBB) | 1H’24 results: multiple options to get the most from the franchise
Arbuthnot Banking Group plc (ARBB) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
In this latest interview, Mark Thomas offers an in-dept...
Hardman & Co Research
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02 August 2024 10:45AM
Hardman & Co Video | Polar Capital (PCFT) Interview
Hardman Talks Video | Polar Capital (PCFT)
Interview
In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, sits down with Tom Dorner, Co-Manager of the Polar Capital Global Financials Trust. They discuss the current financial landscape, emphasizing the strategies employed by Polar Capital to navigate market challenges and leverage opportu...
Hardman & Co Research
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30 July 2024 12:40PM
1H’24 - optimising the franchise value
Hardman & Co Research on Arbuthnot Banking Group (ARBB)
1H’24: optimising the franchise value
ABG’s 1H'24 results showed the group’s continued evolution to optimise its franchise value. 2023 saw the peak benefits from ABG’s relationship deposit franchise in the recent rising rate environment. Margins could be widened while still giving cus...
Hardman & Co Research
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25 July 2024 02:02PM
Capital Markets Day
Hardman & Co Research on Real Estate Credit Investments (RECI):
Capital Markets Day
RECI benefits from deep expertise, not only in selecting assets but in having the capability to protect assets where positions need attention. As part of the larger Cheyne debt investor specialist – with over $11bn assets under management – RECI has top-ti...
Hardman & Co Research
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12 July 2024 01:42PM
record cashflows
Hardman & Co Research on Duke Capital (DUKE): FY’24 results: record cashflows
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 share ele...
Hardman & Co Research
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11 July 2024 11:38AM
Value added by defensive growth strategy
Analyst interview | Investment Companies
Q&A on ICG Enterprise Trust (ICGT) | Value added by defensive growth strategy
ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark delves into the insights and strategies outlined in his recent report CM day 2024: defe...
Hardman & Co Research
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10 July 2024 11:42AM
further proof of value added by Apax
Hardman & Co Research on Apax Global Alpha (APAX):
CM day: further proof of value added by Apax
The key messages from APAX’s well-received 2024 CM day and related announcements were: i) a new capital allocation policy with a set 11p dividend (current yield ca.7%) and creation of a distribution pool for future buybacks (if the discount is ...
Hardman & Co Research
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10 July 2024 09:55AM
Edison issues report on Supermarket Income REIT (SUPR)
London, UK, 10 July 2024
Edison issues report on Supermarket Income REIT (SUPR)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer...
Edison Investment Research Limited
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02 July 2024 04:10PM
Edison issues report on The London Tunnels (TLT)
London, UK, 2 July 2024
Edison issues report on The London Tunnels (TLT)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer and do...
Edison Investment Research Limited
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02 July 2024 03:48PM
Edison issues report on Deutsche Beteiligungs (DBAN)
London, UK, 2 July 2024
Edison issues report on Deutsche Beteiligungs (DBAN)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer an...
Edison Investment Research Limited
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01 July 2024 11:38AM
Leading the way in leisure industry solutions
Analyst interview | Technology
Q&A on accesso Technology Group (ACSO) | Leading the way in leisure industry solutions
Accesso Technology (ACSO) is the topic of conversation when Hardman & Co analyst Richard Jeans joins DirectorsTalk Interviews.
Richard Jeans offers a comprehensive overview of accesso Technology Group, a leading provider ...
Hardman & Co Research
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28 June 2024 01:35PM
CM day 2024 - defensive growth value creation
Hardman & Co Research on ICG Enterprise Trust (ICGT):
CM day 2024: defensive growth value creation
The key messages from ICGT’s June 2024 shareholder seminar were i) ICGT has a focused and differentiated investment strategy with a dedicated investment team, ii) operating performance remains strong and capital structures are well positioned...
Hardman & Co Research
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25 June 2024 10:09AM
Edison issues report on Metlen Energy & Metals (MYTIL)
London, UK, 25 Juni 2024
Edison issues report on Metlen Energy & Metals (MYTIL)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-de...
Edison Investment Research Limited
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24 June 2024 11:17AM
Edison issues report on Verve (VER)
London, UK, 24 Juni 2024
Edison issues report on Verve (VER)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer and does not provi...
Edison Investment Research Limited
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24 June 2024 10:42AM
Edison issues report on Nanoco Group (NANO, NNOCF)
London, UK, 24 Juni 2024
Edison issues report on Nanoco Group (NANO, NNOCF)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer and...
Edison Investment Research Limited
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21 June 2024 01:36PM
Edison issues report on Amoéba (ALMIB)
London, UK, 21 Juni 2024
Edison issues report on Amoéba (ALMIB)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer and does not pr...
Edison Investment Research Limited
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19 June 2024 04:17PM
Edison issues report on CoinShares International (CS)
London, UK, 19 Juni 2024
Edison issues report on CoinShares International (CS)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer ...
Edison Investment Research Limited
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18 June 2024 01:34PM
The discount in absolute and relative perspectives
Hardman & Co Research on Volta Finance Limited (VTA):
The discount in absolute and relative perspectives
Volta Finance is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
In this interview, Mark chats through Volta Finance’s strategy of capital preservation and income stability, the s...
Hardman & Co Research
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18 June 2024 10:39AM
Edison issues report on Impact Healthcare REIT (IHR)
London, UK, 18 Juni 2024
Edison issues report on Impact Healthcare REIT (IHR)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer a...
Edison Investment Research Limited
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18 June 2024 09:58AM
Edison issues report on Picton Property Income (PCTN)
London, UK, 18 Juni 2024
Edison issues report on Picton Property Income (PCTN)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-dealer ...
Edison Investment Research Limited
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11 June 2024 09:59AM
Edison issues report on Martin Currie Global Portfolio Trust (MNP)
London, UK, 11 Juni 2024
Edison issues report on Martin Currie Global Portfolio Trust (MNP)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or b...
Edison Investment Research Limited
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10 June 2024 10:04AM
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
London, UK, 10 Juni 2024
Edison issues report on SDCL Energy Efficiency Income Trust (SEIT)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or b...
Edison Investment Research Limited
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06 June 2024 04:30PM
Hardman Talks Video | Chesnara plc (CSN) Management Presentation and Q&A
Hardman Talks Video | Chesnara plc (CSN)
Management Presentation and Q&A
In the latest Hardman Talks, Chesnara CEO Steve Murray and CFO Tom Howard join Hardman & Co analyst Brian Moretta to discuss their 2023 results and prospects.
Management give a brief presentation, discussing recent progress, including M&A developments, recent ...
Hardman & Co Research
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28 May 2024 12:00PM
Portfolio companies growing earnings and widening margins
Analyst interview | Investment Companies
Q&A on ICG Enterprise Trust (ICGT) | Portfolio companies growing earnings and widening margins
ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark looks at the performance of ICGT’s portfolio companies, examining the ...
Hardman & Co Research
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23 May 2024 12:10PM
Robust growth and widening EBITDA margins
Analyst interview | Investment Companies
Q&A on NB Private Equity Partners (NBPE) | Robust growth and widening EBITDA margins
NB Private Equity Partners (NBPE) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark discusses NBPE’s robust business model, highlighting its high secular grow...
Hardman & Co Research
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23 May 2024 10:59AM
Edison issues report on Worldwide Healthcare Trust (WWH)
London, UK, 23 Mai 2024
Edison issues report on Worldwide Healthcare Trust (WWH)
Click here to view the full report.
All reports published by Edison are available to download free of charge from its website
www.edisongroup.com
Edison is authorised and regulated by the Financial Conduct Authority.
Edison is not an adviser or broker-deale...
Edison Investment Research Limited
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23 May 2024 08:15AM
Cash management is key
Hardman & Co Research on Shield Therapeutics (STX):
Cash management is key
Shield is a commercial-stage pharma company delivering specialty products that address patients’ unmet medical needs, with an initial focus on iron deficiency (ID). Since its US launch in July 2021, Shield and its partner, Viatris, have increased physician awareness...
Hardman & Co Research
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