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 March 2025 04:23PM
Edison issues report on HgT (HGT)
London, UK, 26 March 2025
Edison issues report on HgT (HGT)
Edison issues report on HgT (LSE: HGT)
HgT’s portfolio of IT software and services companies providing mission-critical, low-spend services to SMEs has maintained its strong sales and earnings momentum on the back of the secular digitalisation trend. Revenue and EBITDA growth in ...
Edison Investment Research Limited
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25 March 2025 10:10AM
Edison issues report on Premier Miton Global Renewables Trust (PMGR)
London, UK, 25 March 2025
Edison issues report on Premier Miton Global Renewables Trust (PMGR)
Edison issues report on Premier Miton Global Renewables Trust (LSE: PMGR)
Premier Miton Global Renewables Trust’s (PMGR’s) investors will be presented with a continuation vote at the AGM on 24 April. The board is recommending that investors vote...
Edison Investment Research Limited
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20 March 2025 08:00AM
reasons to be cheerful 1, 2, 3, 4 and 5
Hardman & Co Research on H&T (HAT):
2024 results: reasons to be cheerful 1, 2, 3, 4 and 5
H&T’s 2024 results were reassuringly in line with expectations, delivering 10% PBT growth, with the pledge book capital value up 26%, retail sales up 27% and forex profits up 11%. The outlook remains positive, with i) strong demand in the core...
Hardman & Co Research
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19 March 2025 04:45PM
Edison issues report on abrdn UK Smaller Companies Growth Trust (AUSC)
London, UK, 19 March 2025
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 (AUSC) is managed by Abby Glennie and Amanda Yeaman, who are encouraged by the trust’s relative performance versus both the ref...
Edison Investment Research Limited
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19 March 2025 11:59AM
Edison issues report on Deutsche Beteiligungs (DBAN)
London, UK, 19 March 2025
Edison issues report on Deutsche Beteiligungs (DBAN)
Edison issues report on Deutsche Beteiligungs (FRA: DBAN)
We see early signs that macroeconomic and sector headwinds affecting Deutsche Beteiligungs’ (DBAG’s) recent performance may be gradually abating. Although its NAV per share fell by 4.8% in the short fina...
Edison Investment Research Limited
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18 March 2025 04:47PM
Edison issues report on The Biotech Growth Trust (BIOG)
London, UK, 18 March 2025
Edison issues report on The Biotech Growth Trust (BIOG)
Edison issues report on The Biotech Growth Trust (LSE: BIOG)
The 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 performanc...
Edison Investment Research Limited
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18 March 2025 02:10PM
NAV, capital, Trump and interest rates
Hardman & Co Research on NB Private Equity Partners (NBPE):
Update on: NAV, capital, Trump and interest rates
We highlighted our capital markets day takeaways in CM day: 6 November fireworks; notably, i) positive market trends, ii) NB’s platform unique benefits, and iii) multiple levers for value creation. In this note, we update investor...
Hardman & Co Research
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17 March 2025 01:15PM
Edison issues report on The Law Debenture Corporation (LWDB)
London, UK, 17 March 2025
Edison issues report on The Law Debenture Corporation (LWDB)
Edison issues report on The Law Debenture Corporation (LSE: LWDB)
The Law Debenture Corporation (LWDB) has a long-term record of outperformance versus its broad UK equity market benchmark and peers, while delivering above-average DPS growth. This contin...
Edison Investment Research Limited
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05 March 2025 10:58AM
Edison issues report on Gresham House Energy Storage Fund (GRID)
London, UK, 5 March 2025
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), the UK’s largest listed fund investing in utility-scale battery energy storage systems (BESS), has released a trading update ahead of the ...
Edison Investment Research Limited
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27 February 2025 12:30PM
Private credit momentum in the RECI context
Analyst interview | Diversified Financial Services
Q&A on Real Estate Credit Investments | Private credit momentum in the RECI context
Private credit is booming, with market size soaring from $1 trillion in 2020 to an expected $2.8 trillion by 2028. What does this mean for Real Estate Credit Investments (LON:RECI)?
Hardman & Co’s Ma...
Hardman & Co Research
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27 February 2025 12:17PM
Edison issues report on Phoenix Spree Deutschland (PSDL)
London, UK, 27 February 2025
Edison issues report on Phoenix Spree Deutschland (PSDL)
Edison issues report on Phoenix Spree Deutschland (LSE: PSDL)
The completion of amendments to its financing arrangements allows Phoenix Spree Deutschland (PSD) to increase condominium sales materially, exploiting the wide valuation gap between investment...
Edison Investment Research Limited
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26 February 2025 01:20PM
Can 2025 outshine a stellar 2024 performance?
Analyst interview | Investment Companies
Q&A on Volta Finance Ltd | Can 2025 outshine a stellar 2024 performance?
Volta Finance Ltd (LON:VTA,VTAS) delivered impressive returns in 2024, significantly outperforming comparable asset classes. In this interview, Mark Thomas, analyst at Hardman & Co, highlights the key drivers behind Volta...
Hardman & Co Research
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20 February 2025 01:30PM
threats and opportunities
Hardman & Co Research on Real Estate Credit Investments (RECI):
The rise of private credit: threats and opportunities
One of the key trends in global financing markets has been the rise of private credit. In this report, we consider the implications for RECI. On the upside, we note i) the disintermediation of banks reconfirms the drivers to...
Hardman & Co Research
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18 February 2025 05:05PM
We expect revenue growth to accelerate
Hardman & Co Research on accesso Technology Group (ACSO):
We expect revenue growth to accelerate
In this note, we review the prospects for accesso ahead of the final results in April. The January update was reassuring, with revenue of ca.$152m ahead of our $150m forecast and the ca.15% cash EBITDA margin well ahead of the 13.2% forecast. C...
Hardman & Co Research
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18 February 2025 02:10PM
Edison issues report on The Diverse Income Trust (DIVI)
London, UK, 18 February 2025
Edison issues report on The Diverse Income Trust (DIVI)
Edison issues report on The Diverse Income Trust (LSE: DIVI)
The Diverse Income Trust’s (DIVI’s) portfolio is broadly diversified by sector and market cap, offering the potential for good upside in rising markets, and unlike the UK market, has consistentl...
Edison Investment Research Limited
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18 February 2025 11:32AM
Edison issues report on Lowland Investment Company (LWI)
London, UK, 18 February 2025
Edison issues report on Lowland Investment Company (LWI)
Edison issues report on Lowland Investment Company (LSE: LWI)
Lowland Investment Company’s (LWI’s) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector, offering investors broad market exposure o...
Edison Investment Research Limited
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17 February 2025 03:30PM
Exits surge as market demand rebounds
Analyst interview | Investment Companies
Q&A on Apax Global Alpha (APAX) | Exits surge as market demand rebounds
The tide is turning for Apax Global Alpha (LON:APAX). With deal activity accelerating and exits ramping up, Hardman & Co’s latest report, AGA Past Inflection Point, highlights why the stock of exitable businesses is growin...
Hardman & Co Research
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17 February 2025 08:15AM
2024 experience bodes well for 2025
Hardman & Co Research | Closed End Investments
Volta Finance Limited (VTAS) | 2024 experience bodes well for 2025
Volta has delivered +21.2% 2024 total NAV return, outperforming i) B-rated CLO tranches (+19.2%), ii) US high yield (+8.2%), iii) Euro high yield (+8.6%), and iv) global loans (+7.3%). Its performance reflects positive markets ...
Hardman & Co Research
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14 February 2025 11:17AM
How a unique capital strategy drives long-term investor gains
Analyst interview | Investment Companies
Q&A on ICG Enterprise Trust (ICGT) | How a unique capital strategy drives long-term investor gains
ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
ICGT stands out in the private equity space with its distinctive approac...
Hardman & Co Research
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04 February 2025 05:53PM
Edison issues report on Finsbury Growth & Income Trust (FGT)
London, UK, 4 February 2025
Edison issues report on Finsbury Growth & Income Trust (FGT)
Edison issues report on Finsbury Growth & Income Trust (LSE: FGT).
Finsbury Growth & Income Trust’s (FGT’s) portfolio has changed considerably since 2019. There is a greater exposure to digital winners, which now make up close to two-thirds...
Edison Investment Research Limited
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03 February 2025 06:20PM
Edison issues report on HgT (HGT)
London, UK, 3 February 2025
Edison issues report on HgT (HGT)
Edison issues report on HgT (LSE: HGT).
HgT reported a robust 10.1% preliminary NAV total return (TR) in FY24 (of which 4.4% in Q424), which the company highlighted was primarily driven by the strong trading performance of the underlying portfolio (in line with HgT’s long-term t...
Edison Investment Research Limited
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30 January 2025 04:40PM
AGA passed inflexion point with deal activity rising
Hardman & Co Research on Apax Global Alpha (APAX):
AGA passed inflexion point with deal activity rising
As noted in our reports, CM day: further proof of value added by Apax and 1H’24: deal activity coming back strongly, the stock of exit-able businesses is rebuilding at a time when market demand is returning. Apax Funds appear to have tu...
Hardman & Co Research
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28 January 2025 05:12PM
Edison issues report on CQS Natural Resources Growth and Income (CYN)
London, UK, 28 January 2025
Edison issues report on CQS Natural Resources Growth and Income (CYN)
Edison issues report on CQS Natural Resources Growth and Income (CYN).
CQS Natural Resources Growth and Income (CYN) is a differentiated closed-end investment company seeking opportunities across small- and mid-cap mining and resource stocks, ...
Edison Investment Research Limited
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28 January 2025 05:09PM
Edison issues report on Invesco Asia Trust (IAT)
London, UK, 28 January 2025
Edison issues report on Invesco Asia Trust (IAT)
Edison issues report on Invesco Asia Trust (LSE: IAT).
Invesco Asia Trust (IAT) delivered a 12.4% NAV total return (TR) over the 12 months to end-December 2024, bolstered by the stock market rally in China and Hong Kong (to which IAT’s managers patiently maintaine...
Edison Investment Research Limited
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28 January 2025 12:40PM
Unique approach to capital allocation
Hardman & Co Research on ICG Enterprise Trust plc:
Unique approach to capital allocation
In this note we examine how shareholders benefit from ICGT’s unique approach to capital allocation (first discussed on page 11 of our 16 May 2024 note FY’24: portfolio companies performing strongly). We have in previous notes highlighted how ICGT’s de...
Hardman & Co Research
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23 January 2025 05:06PM
Edison issues report on Henderson International Income Trust (HINT)
London, UK, 23 January 2025
Edison issues report on Henderson International Income Trust (HINT)
Edison issues report on Henderson International Income Trust (LSE: HINT).
Henderson International Income Trust (HINT) has consistently met its income objective since inception, delivering dividend growth every year since 2011. However, a lag in ...
Edison Investment Research Limited
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23 January 2025 05:02PM
Edison issues report on Edinburgh Worldwide Investment Trust (EWI)
London, UK, 23 January 2025
Edison issues report on Edinburgh Worldwide Investment Trust (EWI)
Edison issues report on Edinburgh Worldwide Investment Trust (LSE: EWI).
Edinburgh Worldwide Investment Trust (EWI) is under fire from activist US hedge fund Saba Capital. It is time for EWI’s shareholders to make their feelings known following S...
Edison Investment Research Limited
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23 January 2025 09:20AM
Edison issues report on Baker Steel Resources Trust (BSRT)
London, UK, 23 January 2025
Edison issues report on Baker Steel Resources Trust (BSRT)
Edison issues report on Baker Steel Resources Trust (LSE: BSRT).
Baker Steel Resources Trust (BSRT) reported a significant 9.8% increase in NAV per share versus end-November 2024 on the back of the positive revaluation of key unlisted investments (Futura...
Edison Investment Research Limited
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22 January 2025 02:31PM
Edison issues report on BB Biotech (BION)
London, UK, 22 January 2025
Edison issues report on BB Biotech (BION)
Edison issues report on BB Biotech (BION).
BB Biotech (BION) is the largest biotech investor among its investment company peers. The company is focused on achieving long-term capital growth by investing in high-quality biotech assets developing and marketing innovative d...
Edison Investment Research Limited
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17 January 2025 05:58PM
Edison issues report on Henderson Opportunities Trust (HOT)
London, UK, 17 January 2025
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’s (HOT’s) all-market investment strategy includes a strong bias towards smaller and earlier-stage companies. The relative w...
Edison Investment Research Limited
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16 January 2025 03:07PM
Edison issues report on abrdn Asian Income Fund (AAIF)
London, UK, 16 January 2025
Edison issues report on abrdn Asian Income Fund (AAIF)
Edison issues report on abrdn Asian Income Fund (LSE: AAIF).
abrdn Asian Income Fund’s (AAIF’s) board has announced additional features, which should further increase the appeal of this fund for investors seeking high-quality, attractively valued Asian equit...
Edison Investment Research Limited
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15 January 2025 06:57PM
Edison issues report on Utilico Emerging Markets Trust (UEM)
London, UK, 15 January 2025
Edison issues report on Utilico Emerging Markets Trust (UEM)
Edison issues report on Utilico Emerging Markets Trust (LSE: UEM).
Utilico Emerging Markets Trust’s (UEM’s) managers Charles Jillings and Jacqueline Broers remain very upbeat about the long-term prospects for emerging market equities. They consider tha...
Edison Investment Research Limited
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10 January 2025 09:45AM
Edison issues report on Baillie Gifford US Growth Trust (USA)
London, UK, 10 January 2025
Edison issues report on Baillie Gifford US Growth Trust (USA)
Edison issues report on Baillie Gifford US Growth Trust (LSE: USA)
Baillie Gifford US Growth Trust (USA) invests in exceptional US businesses with the potential to grow substantially faster than the market and deliver above-market returns. Such busin...
Edison Investment Research Limited
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09 January 2025 02:34PM
Edison issues report on BlackRock Greater Europe Investment Trust (BRGE)
London, UK, 9 January 2025
Edison issues report on BlackRock Greater Europe Investment Trust (BRGE)
Edison issues report on BlackRock Greater Europe Investment Trust (LSE: BRGE).
BlackRock Greater Europe Investment Trust (BRGE) is one of six funds in the AIC Europe sector. Co-managers Stefan Gries and Alexandra Dangoor note that although B...
Edison Investment Research Limited
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09 January 2025 10:20AM
Happy new acquisition
Hardman & Co Research on Chesnara plc: Happy new acquisition
After an interval of 18 months, Chesnara announced a new acquisition just before Christmas. Although relatively small, it is another positive step for the company. The deal is a further acquisition from Canada Life UK, this time a portfolio of unit-linked bonds and legacy pension bu...
Hardman & Co Research
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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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03 December 2024 12:50PM
Key takeaways from Capital Markets Day
Hardman & Co analyst interview | Closed End Investments
Q&A on NB Private Equity Partners (NBPE) | Key takeaways from Capital Markets Day
NB Private Equity Partners (NBPE) is the topic of conversation when Mark Thomas, analyst at Hardman & Co, joins DirectorsTalk Interviews.
In this interview, Mark discusses the key points from the r...
Hardman & Co Research
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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)
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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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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