Zeit | Aktuelle Nachrichten | Rating | Leser | ||
---|---|---|---|---|---|
29.07. | Severfield - Upside risks to margins and profits | 253 | Severfield 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... ► Artikel lesen | ||
29.07. | PCI-PAL - Targeting the next stage of growth | 277 | Alongside 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... ► Artikel lesen | ||
29.07. | International Public Partnerships - Significant new investment opportunity | 308 | International 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... ► Artikel lesen | ||
28.07. | Halyk Bank - Strategic agreement in Uzbekistan | 434 | Halyk 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... ► Artikel lesen | ||
25.07. | Record PLC - Strong AUM growth driven by fx | 298 | Record 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... ► Artikel lesen | ||
25.07. | Basilea Pharmaceutica - Innovation meets execution in anti-infectives | 412 | We 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... ► Artikel lesen | ||
25.07. | Reach - Clarifying the narrative | 301 | Reach'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... ► Artikel lesen | ||
25.07. | discoverIE Group - Trading in line for Q126 | 333 | In 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... ► Artikel lesen | ||
25.07. | LendInvest - Scalable growth on the horizon | 318 | After 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,... ► Artikel lesen | ||
25.07. | Wheaton Precious Metals - Q225e preview | 574 | Wheaton 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... ► Artikel lesen | ||
24.07. | Victoria - A clearer runway to deliver profit recovery | 229 | Victoria'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... ► Artikel lesen | ||
24.07. | Boku - Strong H125 drives upgrades | 256 | Boku 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... ► Artikel lesen | ||
23.07. | Mendus - Strengthened IP profile in ovarian cancer | 281 | Mendus 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... ► Artikel lesen | ||
23.07. | Aberdeen Asian Income Fund - Strong dividend franchises in quality Asian fund | 260 | Aberdeen 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... ► Artikel lesen | ||
23.07. | Thrive Renewables - More capital, more capacity | 264 | Thrive 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... ► Artikel lesen | ||
22.07. | Creo Medical - H1 momentum underpins FY25 confidence | 245 | Creo 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... ► Artikel lesen | ||
22.07. | Templeton Emerging Markets Investment Trust - Strong momentum in core emerging market fund | 249 | Templeton 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... ► Artikel lesen | ||
17.07. | KEFI Gold and Copper - Code word imminent | 420 | Since 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)... ► Artikel lesen | ||
17.07. | Cereno Scientific - Phase II calling for CS014 after Phase I success | 286 | Cereno 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... ► Artikel lesen | ||
15.07. | Baker Steel Resources Trust - High interest in assets, 16.4% return in H125 | 297 | Baker 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... ► Artikel lesen | ||
15.07. | International Public Partnerships - Operational and financial performance on track | 297 | International 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... ► Artikel lesen | ||
15.07. | Zinc Media - Newly defined growth pillars and targets | 298 | Zinc 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... ► Artikel lesen | ||
14.07. | Filtronic - £13.4m contract with defence prime | 271 | Filtronic 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... ► Artikel lesen | ||
11.07. | Greggs - Sales growth slows as the country bakes | 368 | Greggs' 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... ► Artikel lesen | ||
11.07. | The Pebble Group - On track, with further tender offer | 266 | Pebble 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... ► Artikel lesen |