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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
03.03.Borussia Dortmund - Concentrating on the Bundesliga432Borussia Dortmund's first team was unsuccessful in reaching the Round of 16 of the Champions League, which is a key assumption when management provides its guidance at the start of the financial year....
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03.03.OSE Immunotherapeutics - Reaffirmed dedication to core assets328OSE Immunotherapeutics has reaffirmed its strategy of streamlining its clinical pipeline following some developments to its partnered assets. For ABBV-230 (OSE-230), partnered with AbbVie, OSE had previously...
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03.03.PCI-PAL - Good progress on all fronts291PCI Pal made good progress towards its strategic objectives in H126. As well as growing end-H126 annual recurring revenue (ARR) by 21% y-o-y (25% in constant currency, cc) and contracted ARR (CARR)...
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03.03.The Diverse Income Trust - Roll over into open-ended fund or cash exit269Since its launch in April 2011, the Diverse Income Trust (DIVI) has outperformed the UK market and all but one of its 17 AIC UK Equity Income sector peers. Its dividend record has also been stronger...
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02.03.International Airlines Group - Record profit with robust returns425International Airline Group (IAG) delivered a record FY25 operating profit that reflects both favourable market dynamics and its portfolio strength, with an operating margin (15.1%) at the top end and...
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02.03.Games Workshop Group - From tabletop to top line384Games Workshop Group (GAW) is a vertically integrated designer, manufacturer and distributor of fantasy miniatures and tabletop games, which have high customer loyalty. A combination of improved product...
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02.03.Devolver Digital - Four reasons to invest: right time, right place, right team, right price282We believe that Devolver Digital has turned a corner and that the group's current valuation is at a significant discount to fair value. We expect indie games to perform strongly as the market returns...
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27.02.NFON - FY25 preliminary results show stability483The theme of NFON's FY25 preliminary results announced on 26 February is stability. While market conditions remain challenging, seat numbers seem to be stabilising and management continues to invest...
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27.02.HELLENiQ ENERGY - EBITDA rebased at more than €1bn359HELLENiQ ENERGY reported FY25 adjusted EBITDA of €1,132m, up 10% y-o-y, and adjusted net income of €503m, up 25% y-o-y, marking the fourth consecutive year of more than €1bn EBITDA. Management believes...
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27.02.Webinar: Blackrock Latin American Investment Trust (Video)243This webinar was hosted by Milosz Papst, head of investment trust content at Edison, and featured Sam Vecht, lead co-manager of BlackRock Latin American Investment Trust (ticker: BRLA). This was a lively...
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26.02.Earnz - Contract wins drive buy-and-build momentum296EARNZ's announcement of two significant new contracts, with a combined initial value of c £4.7m, reinforces management's confidence in building a scalable energy services platform aligned to the UK's...
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26.02.PWO Group - Preliminary FY25 results better than expected459PWO's preliminary FY25 results were better than expected, in terms of both revenues and EBIT before currency effects. The lifetime volume of new business was very strong at €760m, exceeding guidance...
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26.02.Georgia Capital - FY25 NAV total return of over 60%371Georgia Capital (GCAP) delivered a very strong NAV total return (TR) of 61.2% in FY25 in Georgian lari terms (56.4% in sterling terms), aided primarily by the almost doubling share price of Lion Finance...
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26.02.Altron - Platform businesses drive upgrades338In its pre-close operational update, Altron provided more detail on year-to-date performance (11 months to 31 January 2026), confirming that EBITDA from continuing operations grew in the mid-teens and...
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26.02.AVI Global Trust - Double-digit NAV returns from undervalued assets295AVI Global Trust (AGT) has been managed by Joe Bauernfreund at Asset Value Investors (AVI) since September 2015. During his tenure, the trust's NAV has compounded at an annual rate of 11.6%. He invests...
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25.02.British American Tobacco - Strategy driving momentum769British American Tobacco's (BAT's) FY25 results demonstrate meaningful progress on its transformation. In addition to releasing results at the top end of expectations, which had been upgraded twice...
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25.02.The London Tunnels - Private market availability384The London Tunnels is available to investors via regulated brokers on JP Jenkins (JPJ). JPJ operates a private market liquidity and access platform that enables investors to invest in private (unlisted)...
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24.02.BB Biotech - Continuing to outperform the benchmark528BB Biotech (BION) delivered strong 2025 results, with NAV increasing 26.5% (in Swiss franc terms), comfortably outperforming BION's benchmark, the Nasdaq Biotech Index (NBI), which gained 16.6% over...
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24.02.Pan American Silver - Record prices, cost discipline drive FY25 beat747Pan American Silver (PAAS) reported exceptionally strong FY25 and Q425 results, driven by record commodity prices, strong metal sales and lower-than-expected silver segment costs. Full-year revenues...
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24.02.The London Tunnels - Noteworthy advances in FY25278The London Tunnels' (TLT's) FY25 results mark a clear inflection point for the company as it has transitioned from a development-stage vehicle to an asset-backed infrastructure business, underpinned...
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23.02.CI Games - Fundraise authorisation adds valuable flexibility284The release of the group's next Lords of the Fallen (LoTF) title later this year is a key moment for CI Games, coming as it does three years after the previous launch, during which time the group has...
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23.02.PCI-PAL - Major strategic reseller partnership265PCI Pal has signed a major new integrated reseller partnership with a leading global vendor of business communications, AI and customer experience technology. This adds a major player to PCI Pal's roster...
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23.02.MCB Group - A decent first half demonstrates resilience209MCB Group (MCBG) reported H126 operating income growth of 7.7% boosted by strong trading growth (+48%), with net interest income increasing modestly (+4%) to MUR14.1bn. PBT grew 15.4% y-o-y to MUR14.5bn....
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20.02.Custodian Property Income REIT - Immediately accretive strategic growth533Custodian Property Income REIT (CREI) has completed the £36m corporate acquisition of a highly complementary, diversified family-owned portfolio (Grove Court Properties), which is its second such transaction...
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20.02.Regional REIT - Leasing market uncertainty303Regional REIT (RGL) has released a 2025 year-end trading update and will publish its full results on 24 March. Alongside the strategic progress that the company has recently reported (profitable disposals...
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