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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
06.05.OSE Immunotherapeutics - Lusvertikimab impresses in extension period data267OSE Immunotherapeutics has presented new data for lusvertikimab in ulcerative colitis (UC), with encouraging results from the extension period of the Phase II CoTikiS trial. The key takeaway was that...
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06.05.AutoStore Holdings - A cycle like no other349AutoStore is a structural growth story in a cyclical market. The mechanisation and automation of warehouses is a structural trend because labour in developed markets is becoming increasingly expensive...
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06.05.Telecom Plus - A growth company, with a 5% yield225Telecom Plus trades as Utility Warehouse (UW). It sells energy, broadband, mobile and selected insurance products to consumers who value their time and money and appreciate the simplicity and service....
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06.05.Mendus - Plans falling into place for vididencel pivotal study131Mendus's Q125 report included no surprises, with the company staying on track to secure large-scale GMP production of vididencel and Phase III readiness by H225, which we see as the most significant...
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06.05.Okyo Pharma - Targeting underserved corneal diseases132OKYO Pharma is advancing lead candidate urcosimod (previously OK-101) for neuropathic corneal pain (NCP), an area of unmet need with no approved treatment, as well as for inflammatory dry eye disease...
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06.05.Atea - FY25 guidance, with hopes in Denmark206Offering full year guidance with solid growth is, we believe, a sign of management's confidence in both Atea's business model and the group's customer base during these uncertain times. It is also worth...
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06.05.AVAX - Record construction margins driving growth202AVAX's FY24 results demonstrated new levels of profitability, primarily driven by strong EBITDA margin improvements within its construction segment. Both group revenue and adjusted EBITDA were in line...
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06.05.ADS-TEC Energy - Financing a long-term revenue stream209ADS-TEC Energy has been building a strong position in battery-buffered fast charging systems. To date the company has largely operated through unit sales with some additional services. The $50m gross...
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06.05.Aamal Company - Robust start to 2025187Aamal Company reported a strong start to 2025, with ongoing delivery of its strategy while navigating dynamic market conditions. In Q125 the company recorded year-on-year growth in revenue and total...
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05.05.Zalaris - Setting longer-term targets209Zalaris reported another record quarter, with revenue growth of 13.1% y-o-y on a constant currency (cc) basis and adjusted EBIT margin expansion of 3.2pp y-o-y to 14.1%. Well on the way to meeting its...
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05.05.Sylvania Platinum - Production guidance lifted again296Sylvania Platinum has increased its full-year 4E platinum group metals (PGM) guidance again, to 78,000-80,000oz. Positive developments at Millsell (a new column flotation cell), Lesedi (initiatives...
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02.05.ProCredit Holding - Well-positioned for Ukraine's reconstruction486ProCredit Holding's (PCB's) financial year 2024 was characterised by continued execution of its updated strategy; it made solid progress in terms of loan book expansion, scaling up its smaller banks...
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02.05.Canyon Resources - Another step closer to first production223Canyon Resources has received an approval that grants it land access at the established port of Douala. With rail access already secured through the investment in Camrail, this is the final infrastructure...
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01.05.Solid State - Year-end update ahead of consensus234Solid State finished the year strongly, including the announcement of a £19m communications order and defence activity gaining momentum. This, combined with the restructuring and cost initiatives, suggests...
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30.04.Regional REIT - Illuminating the pathway to recovery233With its FY24 results, Regional REIT (RGL) provided additional details of its strategy for unlocking value from the portfolio. This centres on driving occupancy and income and growing fully covered...
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30.04.Melrose Industries - Growth outweighs tariff uncertainty217Melrose Industries' end markets remain positive and the company is trading strongly, in line with management's expectations, with guidance unchanged. Uncertainty over the impact of US tariffs is affecting...
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30.04.Molten Ventures - FY25 trading update - key takeaways236Molten's FY25 trading update (to end-March 2025) showed a positive uptick in portfolio valuations in the second half of the company's financial year, resulting in a c 4% increase in NAV per share to...
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30.04.Record PLC - Robust AUM and opportunity amid volatility187Record has reported robust assets under management (AUM) for Q425. Against a background of increased volatility in currency markets, the company's core risk management services continue to demonstrate...
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30.04.Zinc Media - Galvanizing the content market246Zinc Media is building a credible portfolio of production companies across a growing range of genres, giving it the strength and resilience to ride the vagaries of the commissioning market. Management's...
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29.04.Theon International - Q1 positive results support full year guidance282Q125 results are in line with our expectations and, with the positive order book, provide confidence for the full year. Equally important is management confidence on further significant contracts included...
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28.04.The Platform Group - Strong growth and higher margin in FY24464The Platform Group's (TPG's) FY24 results and increased guidance for FY25 and FY26 demonstrate the strengths of the model, with more platforms in more industries serving more suppliers and customers....
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28.04.Nanoco Group - Litigation against LG and new JDA agreement222Nanoco's launch of litigation against LG and announcement of a joint development agreement (JDA) with a second Asian chemicals business provide a further indication of the business's reinvigoration....
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28.04.Filtronic - European space development contract244Filtronic has signed a second development contract with the European Space Agency (ESA), this time working with Viasat to develop high-power RF solutions for the proposed European open architecture...
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25.04.Pan African Resources - Burnishing FY25 forecasts336Pan African's headline EPS (HEPS) for H125 appeared to show a decline of 43.7% y-o-y relative to its (restated) prior year number. However, if the loss attributable to its Mintails contract liability...
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25.04.Helios Underwriting - Healthy increase in net asset value217Helios Underwriting released an update on net asset value (NAV) as at 31 December 2024 on 8 April 2025. The company disclosed an increase in unaudited NAV per share to 214p from 206p at 30 September...
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