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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
28.10.Card Factory - It looks like a gift225Card Factory (CARD) made good progress on its strategy to become a leading global celebrations group in FY25. In the UK, further development of its product categories and space expansion led to market...
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28.10.SynAct Pharma - Differentiated inflammation resolution approach203SynAct Pharma is focused on inflammation resolution therapeutics. Its lead asset, resomelagon, is differentiated by its novel mechanism, targeting specific melanocortin receptor subtypes believed to...
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27.10.LM PAY - Beauty and health without waiting249LM PAY is a fintech providing consumer finance and 'care now, pay later' solutions via its B2B partnerships with beauty and medical facilities, allowing clients to pre-finance treatments. The company...
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27.10.Zalaris - Debt refinanced, growth on track245Zalaris reported record revenue and adjusted EBIT in Q325, with continued growth in the Managed Services business more than offsetting a slower quarter for Zalaris Consulting. The company has secured...
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27.10.Wheaton Precious Metals - Hunting Actaeon479Wheaton Precious Metals' (WPM's) Q325 financial results are scheduled for release on 6 November. Ahead of the announcement however, we already have production numbers from Salobo, Sudbury, Voisey's...
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24.10.VEON - OLX acquisition adds to VEON's digital offering619VEON's Kazakh subsidiary, Beeline Kazakhstan, has agreed to acquire 100% of OLX Kazakhstan (OLX KZ) from OLX Group for a total consideration of $75m. OLX KZ is a leading online classifieds business...
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24.10.IP Group - Pfizer-Metsera deal offers upside potential796There have been several announcements on technical and commercial progress across IP Group's portfolio this year. A recent highlight was Pfizer's announcement that it will acquire Metsera. IP Group...
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24.10.Molten Ventures - Good momentum unfolding in H126272Molten Ventures expects to deliver a solid 7.2% NAV per share total return, according to its H126 trading update, supported by a 5.5% constant currency increase in gross portfolio value (driven by value-creation...
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24.10.Record PLC - Highest level of reported AUM in Q226249Record reported steady progress in its Q226 trading update. Assets under management (AUM) grew by 2% in the quarter to $110.3bn, the highest level reported for Record, primarily driven by positive asset...
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24.10.Actinogen Medical - XanaMIA recruitment exceeds expectations245Actinogen Medical reported that, due to recent accelerations in screening and enrolment for its Phase IIb/III XanaMIA study of lead candidate Xanamem in patients with mild-to-moderate Alzheimer's disease...
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23.10.Northern Data Group - Q325 update and progress on strategic disposals550While Northern Data Group's Q325 trading update shows a steady improvement in operational metrics, they are not sufficient to support FY25 guidance and therefore the company has withdrawn them. Although...
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23.10.Lowland Investment Company - Another year of strong outperformance205Lowland Investment Company's (LWI's) unconstrained, multi-cap investment policy differentiates it from most peers in the AIC UK Equity Income sector, offering investors broad market exposure outside...
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23.10.Freelancer Limited - Stable performance in Q3182Freelancer reported essentially flat revenues in Q325 on a lower gross marketplace volume (GMV). Higher take rates in Escrow.com more than compensated for lower volumes, essentially offsetting a small...
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23.10.Foxtons Group - Q3 Lettings resilience offset by weaker Sales205Foxton Group's Q3 Lettings revenue supported an increase of c 3% but declining confidence in the London sales market due to uncertainty related to the Autumn Budget had an impact on Sales volumes and...
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23.10.Boku - Outlining the growth path250At its recent capital markets event, Boku outlined how it intends to meet its medium-term growth targets. The combination of ongoing growth from existing merchants as they add new local payment connections...
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23.10.LTR Pharma - Sizable upside potential for intranasal delivery255LTR Pharma is a clinical- and commercial-stage pharmaceutical company pioneering intranasal drug delivery with lead product SPONTAN, a first-in-class nasal spray for erectile dysfunction (ED). LTR has...
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21.10.The Diverse Income Trust - Anticipating a UK small-cap super cycle230The Diverse Income Trust's (DIVI's) managers, Gervais Williams and Martin Turner at Premier Miton Investors, are currently remarkably upbeat. Usually, when market leadership becomes too concentrated...
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21.10.KEFI Gold and Copper - The finish line comes into sight399Yesterday evening KEFI announced the successful conclusion of US$240m in senior project debt capital for its Tulu Kapi project in Ethiopia (accounting for 70% of the total). Focus will now shift to...
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21.10.Aamal Company - Diversified portfolio underpins 9M25 results206Aamal Company reported a solid 9M25 performance, with net profit attributable to shareholders up 8.2% year-on-year to QAR327.3m, supported by resilient margins across its diversified portfolio. EPS...
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21.10.Thessaloniki Port Authority - Preparing for Pier 6223Thessaloniki Port Authority's H125 growth was solid, with revenues up 10.2% y-o-y, driven by strength in the container business. The H125 EBITDA margin was 45.3%, compared to 43.4% in H124. Management...
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20.10.OSE Immunotherapeutics - Refocusing for the next phase261OSE Immunotherapeutics' H125 results, the first since the board restructuring, reflected normalised operations typical of a clinical-stage biotech, following H124's exceptional licensing income. The...
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20.10.Oryzon Genomics - Making headway towards Phase III in BPD248Oryzon Genomics has announced that it has received FDA feedback on its plans for the Phase III programme in borderline personality disorder (BPD) for its lead central nervous system (CNS) drug candidate...
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16.10.OPAP - Bringing the team together614The proposed business combination of OPAP with its majority (51.8%) shareholder, Allwyn, via an all-share transaction provides OPAP with significantly greater scale and enhances its growth outlook as...
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16.10.Thrive Renewables - Results reflect UK power price normalisation236Thrive Renewables' H125 results reflect the expected transition back to normalised electricity prices, with turnover down 35% y-o-y to £9.4m (H124: £14.6m) and gross profit falling 51% to £4.3m (H124:...
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15.10.Theon International - Intention to acquire 9.8% stake in Exosens480Theon has agreed to acquire 9.8% of the issued shares in Exosens from existing shareholders. This is a strategic investment reflecting the strong commercial relationship between the two companies, with...
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