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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
11.12.25Severfield - New CEO brings revived optimism299H126 results were expected to show year-on-year declines but management is expecting to achieve FY26 consensus profits, which implies an H226 result that is materially better than H225. The outlook...
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11.12.25Topps Tiles - Strategy and markets align241Topps Tiles' (TPT's) FY25 results clearly demonstrated the profit leverage available as incremental revenue and services from the Mission 365 growth initiatives combined with more favourable end markets....
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11.12.25Theon International - €1bn contract expands visibility to 2029357Theon's recently announced c €1bn contract is the largest ever awarded by European NATO members for night vision goggles, highlighting the group's strong market position and market leading technology...
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10.12.25Mendus - ASH 2025 update supports renewed strategy311Mendus has presented incremental clinical data for vididencel at the American Society of Hematology (ASH) 67th Annual Meeting, involving long-term follow-up for the ADVANCE II trial. This study is testing...
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10.12.25Pan American Silver - Investment in Galleon Gold1.017Pan American Silver (PAAS) announced that it had completed an equity investment in Galleon Gold for C$11.25m, representing a 14.7% interest in the company. Earlier, PAAS provided convertible debt to...
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09.12.25Moonpig - Quality continues to shine through252All businesses struggle with market headwinds, but quality businesses can thrive in little more than stable market conditions. Current macroeconomic conditions may not be that supportive for Moonpig...
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09.12.25OSE Immunotherapeutics - Strategic plan presented for 2026-2028291OSE has announced its strategic plan for the next three years, which is designed to create multiple near-term catalysts. Importantly, it aims to extract maximum value from its lead proprietary candidates...
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08.12.25Executive interview: In the chair with bp's Craig Marshall: From Brazil's biggest find in 25 years to value creation (Video)216In this interview, Craig Marshall, head of investor relations at bp, provides investors with a comprehensive update on the company's strategic transformation and operational momentum. Following bp's...
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05.12.25Halyk Bank - 7% NIM likely to be sustained into 2026560Halyk Bank reported a 13.8% y-o-y increase in net interest income in Q325 with a sustained high net interest margin (NIM) of 7.1% versus 7.3% in Q324 and robust loan book growth of 19.7% y-o-y (8.2%...
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05.12.251Spatial - Extended agreement with NUAR2961Spatial has announced that it has won a new contract to deliver data transformation and integration (DT&I) solutions for the National Underground Asset Register (NUAR). The contract value of £4.2m...
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04.12.25Accsys Technologies - Continuing to gain market share391Accsys reported solid H126 results with total volume growth of 22%y-o-y and a stronger-than-expected improvement in adjusted EBITDA of 160% y-o-y. The plant in the US is successfully ramping up and...
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04.12.25Hansa Investment Company - Court judgment sanctioning the scheme265Ocean Wilsons Holdings (OWHL) announced that the Bermudan court delivered a favourable judgement, sanctioning the scheme of arrangement of OWHL, by means of which its all-share combination with Hansa...
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04.12.25Molten Ventures - Improved exit visibility299Molten Ventures posted a solid 7.9% NAV per share total return in H126, supported by a c 6% constant currency increase in gross portfolio value (driven by operational performance and in some cases improving...
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03.12.25Solid State - Solid foundations214Solid State's interim results were always going to show a substantial uplift, given the contribution from the previously delayed defence communications order during the period. Looking through this...
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03.12.25Filtronic - Ka-band development contract322Filtronic has been awarded funding of £1.2m by the UK Space Agency's National Space Innovation Programme to develop a high-power Ka-band solid state power amplifier (SSPA). Filtronic has a strong position...
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03.12.25Partners Group Private Equity - Strong exits may trigger sizeable buybacks429Partners Group Private Equity Limited (PEY) continues its strong exit activity with €65.4m in distributions in the first nine months of 2025 (9M25) and a further 22% of its end-September 2025 NAV in...
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02.12.25Baillie Gifford US Growth Trust - Proposed merger with Edinburgh Worldwide IT328The board of Baillie Gifford US Growth Trust (USA) has announced it has been in active discussions regarding a transformational merger with Edinburgh Worldwide Investment Trust (EWI) that would lead...
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02.12.25Cereno Scientific - Armed and ready for Phase II311Cereno Scientific reported its Q325 results, a quarter focused on Phase II preparations for lead assets CS1 and CS014, following encouraging Phase I data for CS014, fast track designation for CS1 and...
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02.12.25Worldwide Healthcare Trust - Strong H126 performance amid sector recovery286Worldwide Healthcare Trust (WWH) delivered a strong H126 (to 30 September 2025), with NAV and share price total returns of +5.0% and +10.9%, respectively, significantly outperforming the benchmark's...
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02.12.25Target Healthcare REIT - Accretive asset recycling progressing255Target Healthcare REIT has acquired three operational care homes and one new development for a total of £45m, deploying more than half the proceeds of its recent nine-home portfolio disposal. The high-quality...
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01.12.25CI Games - 9M25 results show management focus256CI Games' FY25 was always going to be a somewhat lower priority for investors, with the next three major franchise launches due in 2026, 2027 and 2028. That said, it was important for management to...
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27.11.25Dentsu Group - Strength in Japan feeds FY25 profit upgrade426Dentsu Group's better-than-expected Q325 profit performance, which was driven by Japan, and the phasing of restructuring costs and investment have enabled management to upgrade underlying profit guidance...
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27.11.25ProCredit Holding - Q325 results affected by one-off loss allowance647ProCredit Holding's (PCB's) Q325 results were affected by a downgrade in the risk classification of a sub-portfolio of exposures in project finance in South-Eastern Europe (SEE), leading to loss allowances...
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27.11.25Fourlis Holdings - Strong revenue momentum in Q325296Fourlis Holdings has exclusive long-term franchise agreements with IKEA and Holland & Barrett, and exclusive licence agreements with INTERSPORT and Foot Locker across four primary markets (Greece, Cyprus...
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27.11.25Digital assets: Unlocking investment opportunities in blockchain equities254The digital assets landscape has matured considerably, with clearer regulatory frameworks emerging globally and institutional adoption accelerating. This creates a compelling opportunity for investors...
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