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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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)
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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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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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