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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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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20 May 2024 01:12PM
Transformation to global logistics player unnoticed
London, UK, 20 Mai 2024
Edison issues initiation on Singapore Post (S08): Transformation to global logistics player unnoticed
The ongoing transformation of Singapore Post (SingPost) from a post and parcel delivery company into a global logistics operator appears to have slipped under the radar of investors and now offers an opportunity for ...
Edison Investment Research Limited
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20 May 2024 12:53PM
A recovering sector with a healthy prognosis
London, UK, 20 May 2024
Edison issues review on BB Biotech (BION): A recovering sector with a healthy prognosis
BB Biotech (BION) offers investors exposure to the innovative, rapidly expanding biotech sector. It is the largest biotech investor among its investment company peers, focused on high-quality biotech assets that target substantial...
Edison Investment Research Limited
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20 May 2024 09:50AM
Focused on revenues and project completions
London, UK, 20 Mai 2024
Edison issues update on Gresham House Energy Storage Fund (GRID): Focused on revenues and project completions
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain. GRID and its peers saw sharp share price falls in H223 and early 2024, due mostly to a...
Edison Investment Research Limited
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17 May 2024 12:45PM
Hardman & Co Q&A on Duke Capital (DUKE) | Generating investor returns by uniquely meeting customer needs
Hardman & Co analyst interview | Financials
Q&A on Duke Capital (DUKE) | Generating investor returns by uniquely meeting customer needs
Duke Capital Plc (LON:DUKE) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark unpacks the unique hybrid capital solutions Duke Capital offers to ...
Hardman & Co Research
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16 May 2024 05:47PM
FY'24 portfolio companies performing strongly
Hardman & Co Research on ICG Enterprise Trust (ICGT):
FY'24 portfolio companies performing strongly
The key message from ICGT’s FY’24 results (to January) is the continued strength of the operating companies, which keep delivering mid-teen EBITDA growth. Despite challenging markets, margins have widened, which should help allay some concer...
Hardman & Co Research
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15 May 2024 12:14PM
A differentiated exposure to smaller companies
London, UK, 15 Mai 2024
Edison issues review on Henderson Opportunities Trust (HOT): A differentiated exposure to smaller companies
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 earlier-stage companies ...
Edison Investment Research Limited
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14 May 2024 02:49PM
Potential to generate a 20%+ yield
London, UK, 14 Mai 2024
Edison issues review on Baker Steel Resources Trust (BSRT): Potential to generate a 20%+ yield
Baker Steel Resources Trust (BSRT) offers the potential for regular dividend and royalty income, as well as realisation proceeds, from its maturing portfolio of natural resources companies. Despite the multiple headwinds re...
Edison Investment Research Limited
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14 May 2024 02:49PM
Placing
Hardman Talks Video | Surface Transforms (SCE)
Surface Transforms placing
On Thursday 9 May 2024, the management of Surface Transforms joined us on Hardman Talks to talk about the plans to raise money by a placing and the intended use of the proceeds. On the call were David Bundred, Chairman, Kevin Johnson, CEO, Isabelle Maddock, CFO, and Stephen...
Hardman & Co Research
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14 May 2024 02:47PM
Train puts his money where his mouth is
London, UK, 14 Mai 2024
Edison issues update on Finsbury Growth & Income Trust (FGT): Train puts his money where his mouth is
Finsbury Growth & Income Trust (FGT) has been managed by Lindsell Train since the beginning of 2001. During his long tenure, approaching a quarter of a century, lead manager Nick Train has steadily acquired a...
Edison Investment Research Limited
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13 May 2024 06:08PM
Money saver in South-East Asia
London, UK, 13 Mai 2024
Edison issues initiation on MoneyHero (MNY): Money saver in South-East Asia
MoneyHero is a leading South-East Asian personal finance aggregator and comparison platform, covering the full suite of personal finance products. Its goal is to educate and empower consumers on personal finance through engaging content and r...
Edison Investment Research Limited
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10 May 2024 10:39AM
Material matters
London, UK, 10 Mai 2024
Edison issues initiation on PVA TePla (TPE): Material matters
PVA TePla has transitioned from a small seller of industrial systems to a materials technology and metrology solutions company, set to reach c €280m in revenues in FY24. Its increasing exposure to the fast-growing semiconductor industry (more than two-thir...
Edison Investment Research Limited
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09 May 2024 10:05AM
Unique value/ESG fund at an attractive valuation
London, UK, 9 Mai 2024
Edison issues review on BlackRock Sustainable American Income Trust (BRSA): Unique value/ESG fund at an attractive valuation
BlackRock Sustainable American Income Trust (BRSA) offers a unique opportunity to invest in a fund that focuses on both value and sustainability. The trust’s three managers, Tony DeSpirito, Davi...
Edison Investment Research Limited
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08 May 2024 02:47PM
A strong start to the year
London, UK, 8 Mai 2024
Edison issues update on MGI – Media and Games Invest (M8G): A strong start to the year
MGI’s Q124 report shows an impressive 21% organic revenue uplift over Q123, with both good new client recruitment and higher spend from existing clients as corporate confidence rebuilds. With the market shift towards privacy-first a...
Edison Investment Research Limited
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08 May 2024 08:56AM
Adding to positive long-term performance record
London, UK, 8 May 2024
Edison issues review on Canadian General Investments (CGI): Adding to positive long-term performance record
Canadian General Investments (CGI) has delivered a very commendable long-term performance versus the Canadian market. Longstanding manager Greg Eckel at Morgan Meighen & Associates (MMA) is unphased by stock...
Edison Investment Research Limited
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01 May 2024 12:58PM
Positive inflows boost FUM
Hardman & Co Research on City of London Investment Group (CLIG):
Positive inflows boost FUM
City of London has announced its FUM for 3Q’24. It was a positive quarter, with group FUM rising 5.5%, from $9.58bn to $10.10bn. The largest contribution came from a positive market backdrop: all the benchmark indices for CLIM strategies delivered ...
Hardman & Co Research
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26 April 2024 02:11PM
A transformational deal
London, UK, 26 April 2024
Edison issues outlook on AGBA Group Holding (AGBA): A transformational deal
On 18 April, AGBA, announced a surprise deal to acquire 100% of Triller Corp, a global AI-driven social video platform, in an all-stock transaction. Triller is privately-owned but has been independently valued at US$3.2bn. AGBA’s management...
Edison Investment Research Limited
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12 April 2024 01:07PM
Introducing redeemable shares
London, UK, 12 April 2024
Edison issues update on VietNam Holding (VNH): Introducing redeemable shares
VietNam Holding (VNH) posted a solid net asset value (NAV) per share total return (TR) in 2023 of 15.8% (22.4% in US dollar terms), outperforming the Vietnam All Share index (VNAS), which posted an 11.7% return, and its direct peers. The i...
Edison Investment Research Limited
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11 April 2024 11:23AM
Good 2023 results set platform for future progress
Hardman & Co Research on Chesnara plc (CSN):
Good 2023 results set platform for future progress
Chesnara has announced its 2023 results. Positive returns from equity markets and gains from acquisitions in the first half were somewhat offset by adverse changes to operating assumptions in the second. Economic Value profit of £59.1m marked a...
Hardman & Co Research
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10 April 2024 01:14PM
Several key holdings funded to break-even
London, UK, 10 April 2024
Edison issues update on Seraphim Space Investment Trust (SSIT): Several key holdings funded to break-even
Seraphim Space Investment Trust (SSIT) reported a modest 1.8% NAV total return (TR) in H124, as the positive impact from up rounds (most notably D-Orbit’s) was partly offset by downward fair value adjustments o...
Edison Investment Research Limited
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10 April 2024 08:15AM
Six consecutive periods of >20% growth
Hardman & Co Research on Tissue Regenix (TRX):
Six consecutive periods of >20% growth
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. I...
Hardman & Co Research
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09 April 2024 12:15PM
Serving the energy transition
London, UK, 9 April 2024
Edison issues initiation on ADS-TEC Energy (ADSE): Serving the energy transition
ADS-TEC Energy operates in an emerging market serving the changing grid and power management requirements of an electrifying world. Its key market at present is for battery-buffered ultra-fast charging systems for electric vehicles (EVs...
Edison Investment Research Limited
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09 April 2024 10:22AM
Accretive portfolio repositioning
London, UK, 9 April 2024
Edison issues flash on Picton Property Income (PCTN): Accretive portfolio repositioning
Picton Property Income has agreed the sale of Angel Gate, its second largest office asset, and largest portfolio void, with an agreed consideration above the Q323 valuation. The sale is part of its strategy to repurpose selective...
Edison Investment Research Limited
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05 April 2024 11:14AM
Holding a strong hand
London, UK, 5 April 2024
Edison issues initiation on AUSTRIACARD (ACAG): Holding a strong hand
AUSTRIACARD has a long heritage of providing secure services for smart card provision and document management in Europe. It has expanded its portfolio organically and through acquisition to encompass digital transformation technology and a strong ...
Edison Investment Research Limited
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02 April 2024 11:39AM
Showing us how it’s done
London, UK, 2 April 2024
Edison issues outlook on Greggs (GRG): Showing us how it’s done
The second full year of Greggs’ five-year growth plan to double revenue by FY26 should be marked down as very successful, especially so given the challenging external environment. Unlike many consumer-facing companies, high selling price inflation was a...
Edison Investment Research Limited
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26 March 2024 09:32AM
Strong FY23 results with strategic review in FY24
London, UK, 26 March 2024
Edison issues flash on Ocean Wilsons Holdings (OCN): Strong FY23 results with strategic review in FY24
Ocean Wilsons Holdings’ (OCN’s) FY23 results highlight a robust performance from the Brazilian subsidiary Wilson Sons, as well as growth from the investment portfolio. Our forecasts are under review following the ...
Edison Investment Research Limited
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22 March 2024 05:15PM
Proposed merger with Henderson European Focus Trust
London, UK, 22 March 2024
Edison issues flash on Henderson EuroTrust (HNE): Proposed merger with Henderson European Focus Trust
On 14 March, the boards of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE) announced the proposed merger of the two companies to form Henderson European Trust. The resulting enlarged fund will b...
Edison Investment Research Limited
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22 March 2024 10:37AM
Financial and operational progress
London, UK, 22 March 2024
Edison issues update on Triple Point Social Housing REIT (SOHO): Financial and operational progress
Triple Point Social Housing REIT (SOHO) reported a robust FY23 financial performance. Benefiting from inflation-linked rental growth and improving rent collection, DPS is once again covered on a run-rate basis, and w...
Edison Investment Research Limited
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21 March 2024 01:52PM
Business as usual ahead of manager’s retirement
London, UK, 21 March 2024
Edison issues review on Murray International Trust (MYI): Business as usual ahead of manager’s retirement
Murray International Trust’s (MYI’s) managers are transitioning smoothly from a team of three to two, ahead of Bruce Stout’s retirement at the end of June 2024. The two remaining managers, Martin Connaghan and ...
Edison Investment Research Limited
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20 March 2024 10:09AM
Onwards and upwards for performance recovery
London, UK, 20 March 2024
Edison issues update on The Biotech Growth Trust (BIOG): Onwards and upwards for performance recovery
The Biotech Growth Trust’s (BIOG’s) two co-managers, Geoff Hsu and Josh Golomb, at global healthcare specialist OrbiMed, believe that now could be an opportune time to consider the biotech sector as it is recoverin...
Edison Investment Research Limited
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18 March 2024 01:05PM
Offsetting higher interest rates, leaving return targets unchanged
Analyst interview | Investment Companies
Q&A on NB Private Equity Partners (NBPE) | Offsetting higher interest rates, leaving return targets unchanged
NB Private Equity Partners (NBPE) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
Mark discusses his latest report entitled ‘Value creat...
Hardman & Co Research
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14 March 2024 12:25PM
Conservative accounting at play
Hardman & Co analyst interview | Investment Companies
Q&A on Real Estate Credit Investments | Conservative accounting at play
Real Estate Credit Investments (LON:RECI) is the topic of conversation when Mark Thomas, analyst at Hardman & Co, joins DirectorsTalk Interviews.
In this interview, Mark gives an overview of his latest report ...
Hardman & Co Research
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14 March 2024 10:42AM
Optimising capital allocation
London, UK, 14 March 2024
Edison issues flash on Foresight Solar Fund (FSFL): Optimising capital allocation
Foresight Solar Fund (FSFL) celebrated its 10-year anniversary of listing on the London Stock Exchange with decade-high cash distributions from assets of £120.4m in its FY23 results (year end 31 December). FY23 also saw FSFL’s divestm...
Edison Investment Research Limited
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