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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
29.07.Severfield - Upside risks to margins and profits253Severfield has suffered greatly in the last 12 months, but the outlook appears to be improving as the order book is expanding and the low embedded margins within it wash out over the next 12 months...
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29.07.PCI-PAL - Targeting the next stage of growth277Alongside its year-end trading update, PCI-PAL announced that it has put in place a new strategic plan to drive the growth of the business. FY25 revenue grew 25% y-o-y and both revenue and adjusted...
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29.07.International Public Partnerships - Significant new investment opportunity308International Public Partnerships (INPP) has been selected as a preferred bidder on the Sizewell C nuclear power station, a landmark infrastructure project critical to strengthening the UK's energy...
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28.07.Halyk Bank - Strategic agreement in Uzbekistan434Halyk Bank announced a strategic agreement involving the acquisition of a 49% stake in fintech company Click, a leading digital payment services provider in Uzbekistan with over 20 million users (more...
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25.07.Record PLC - Strong AUM growth driven by fx298Record reported steady progress in its Q126 trading update. Assets under management (AUM) grew by $7bn in the quarter to $107.9bn, primarily driven by fx movements of $7.6bn, offset by a modest asset...
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25.07.Basilea Pharmaceutica - Innovation meets execution in anti-infectives412We revisit our investment case for Basilea Pharmaceutica as it is navigating a period of heightened business activity, with the US launch of Zevtera and the anticipated second Phase III trial for lead...
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25.07.Reach - Clarifying the narrative301Reach's interims show it is on track to meet full-year expectations. The statement highlights the new CEO's strategic priorities: driving deeper and broader connections with audiences, accelerating...
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25.07.discoverIE Group - Trading in line for Q126333In its Q126 trading update, discoverIE confirmed that trading in Q1 was in line with management expectations. Organic revenues were flat year-on-year, showing continued improvement from last year. Following...
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25.07.LendInvest - Scalable growth on the horizon318After a tough year, LendInvest (LINV) has turned a corner and returned to profitability, with H225 PBT turning positive. The mortgage origination division continues to drive the recovery in growth,...
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25.07.Wheaton Precious Metals - Q225e preview574Wheaton Precious Metals' (WPM's) Q225 financial results are scheduled for release on Thursday 7 August, after the market close in Toronto. Ahead of the release, we have updated our forecasts to reflect...
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24.07.Victoria - A clearer runway to deliver profit recovery229Victoria's (VCP's) above-consensus FY25 results show management's self-help initiatives to drive cost savings and operating efficiencies are improving profit margins in still-challenging markets. With...
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24.07.Boku - Strong H125 drives upgrades256Boku expects to report year-on-year revenue growth of 34% for H125, up from the 20% growth reported in FY24, and is guiding to revenue growth of at least 27% for FY25. Both direct carrier billing (DCB...
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23.07.Mendus - Strengthened IP profile in ovarian cancer281Mendus has fortified its intellectual property (IP) profile for lead candidate, vididencel, with the granting of a new US patent covering its use in ovarian cancer (OC). While the lead programme for...
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23.07.Aberdeen Asian Income Fund - Strong dividend franchises in quality Asian fund260Aberdeen Asian Income Fund (AAIF) was launched in 2005 and so far, in its two-decade anniversary year, has experienced some important changes.The board has recently announced the appointment of Isaac...
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23.07.Thrive Renewables - More capital, more capacity264Thrive has a 30-year successful track record, funding 45 wind, solar, storage, tidal and geothermal projects across the UK. As at FY24, Thrive managed £114m of assets and, since inception, has raised...
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22.07.Creo Medical - H1 momentum underpins FY25 confidence245Creo Medical's H125 trading update delivered early results from the company's streamlined focus on its core technology franchise and cost optimisation, following a strategic review in H224. Core technology...
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22.07.Templeton Emerging Markets Investment Trust - Strong momentum in core emerging market fund249Templeton Emerging Markets Investment Trust (TEMIT) has two highly experienced managers, Chetan Sehgal (lead manager) based in Singapore and Andrew Ness based in Edinburgh. They have a clearly defined...
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17.07.KEFI Gold and Copper - Code word imminent420Since our last note at the end of March, KEFI has appointed BCM as its preferred mining contractor and raised £7.6m in equity (supported by Konwave, Phoenix, Premier Miton, RAB and Ruffer, among others)...
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17.07.Cereno Scientific - Phase II calling for CS014 after Phase I success286Cereno Scientific reported positive Phase I readouts for CS014, its novel HDAC inhibitor, paving the way for Phase II studies in idiopathic pulmonary fibrosis (IPF). The candidate demonstrated favourable...
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15.07.Baker Steel Resources Trust - High interest in assets, 16.4% return in H125297Baker Steel Resources Trust (BSRT) reported a strong monthly NAV uplift of 13.2% in June 2025 (bringing the H125 NAV total return to 16.4%) following its latest interim valuations update, with multiple...
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15.07.International Public Partnerships - Operational and financial performance on track297International Public Partnerships' (INPP's) recent portfolio update showed its portfolio is continuing to perform well, with further progress on accretive capital recycling. INPP shares offer an attractive...
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15.07.Zinc Media - Newly defined growth pillars and targets298Zinc Media continues to win significant new commissions from a wide range of channels and streamers and to build its profile in the market. FY25 market estimates are underpinned by revenues secured...
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14.07.Filtronic - £13.4m contract with defence prime271Filtronic has signed a contract with a defence prime worth £13.4m, with expected delivery from mid-CY26. This contract helps diversify the company's revenue base and highlights progress in the aerospace...
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11.07.Greggs - Sales growth slows as the country bakes368Greggs' H125 trading update showed sales growth slowed in June as high temperatures affected footfall and purchasing patterns. Although the company benefits from sales of cold drinks, including its...
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11.07.The Pebble Group - On track, with further tender offer266Pebble Group's H125 update indicates trading is on track to meet FY25 market expectations, despite a difficult macroeconomic backdrop and currency headwinds. We have made small forecast revisions to...
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