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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
10.06.DUG Technology - Sorting signal from the noise310DUG Technology (DUG) provides seismic data processing services and software primarily to the oil and gas industry. As a small but innovative player in the field, the recent launch of elastic multi-parameter...
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09.06.Cordel Group - Extended decision cycles, strategic progress329Cordel Group has issued a trading update indicating that extended customer decision-making cycles are slowing commercial progress. Sales momentum has recently recovered, but with revenues from recent...
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09.06.Electro Optic Systems - Positioned for drone defence429Electro Optic Systems (EOS) is a specialist defence business focused on remote weapons systems (RWS) and counter drone systems. The group is set to benefit from increased defence spend globally along...
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09.06.discoverIE Group - Raising medium-term margin target again554discoverIE's FY25 results highlighted its ability to grow profits and earnings despite pressure on revenue. The adjusted operating margin increased 1.2pp to 14.3%, well ahead of the original 13.5% target...
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09.06.Altron - Platform businesses drive FY25 upside533Altron reported EBITDA and operating profit before capital items and headline EPS well ahead of our forecasts for FY25. In the Platforms division, the strength of the FinTech and HealthTech businesses...
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06.06.Finsbury Growth & Income Trust - Looking to 'digital winners' for outperformance354Finsbury Growth & Income Trust (FGT) is managed by Nick Train and Madeline Wright at Lindsell Train. They are disappointed by the trust's performance but have a high degree of confidence in FGT's concentrated...
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06.06.Immix Biopharma - ASCO/KOL event reaffirms NXC-201's potential366Following Immix's update at the 61st annual American Society of Clinical Oncology conference (ASCO 2025), the company hosted a key opinion leader (KOL) event, which showcased the potential of NXC-201...
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05.06.OSE Immunotherapeutics - New UC biomarker underpins growth strategy371OSE has announced plans to strengthen its growth strategy and accelerate the key pillars of its pipeline, covering immuno-inflammation and immuno-oncology. In the inflammation space, the company revealed...
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04.06.Braemar - Revised 2030 strategy for growth281Braemar has successfully grown underlying group revenue by c 10% per year since 2013 and the new growth strategy outlines initiatives and targets that are designed to continue top-line growth and improve...
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04.06.Franklin Global Trust - An exciting new chapter in the trust's life396Franklin Global Trust (FRGT) was formerly the Martin Currie Global Portfolio Trust. Since October 2018 it has been managed by Zehrid Osmani, who is head of Franklin Templeton's Edinburgh-based Global...
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04.06.Chesterfield Special Cylinders - Green shoots from a refocused business348Following the disposal of its Precision Machined Components (PMC) division, Chesterfield Special Cylinders (CSC) is moving forward as a focused, specialist high-pressure cylinder business, as reflected...
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03.06.AFT Pharmaceuticals - Setting the stage for sustained long-term growth401AFT Pharmaceuticals reported FY25 revenues of N Z$208m, posting a strong recovery in H2, with dissipating headwinds and traditional H2 seasonality offsetting the softer H1 performance. H225 revenues...
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03.06.Intralot - Strong underlying revenue growth in Q125290Intralot has enjoyed a strong start to the year with c 11% growth, albeit EBITDA was broadly flat as the growth came from its lowest margin businesses. Although there is no explicit financial guidance...
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03.06.OSE Immunotherapeutics - ASCO 2025 update showcases Tedopi potential326OSE Immunotherapeutics presented multiple updates at the 61st Annual American Society of Clinical Oncology Conference (ASCO 2025) related to Tedopi, its proprietary off-the-shelf neoepitope-based cancer...
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03.06.CI Games - Operational and product inflection point425During 2025 (a year with no major releases), CI Games is refining its business model and in the process is also helping to re-define the soulslike genre. We believe that management's latest player-centric...
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03.06.Filtronic - New contract with Leonardo519Filtronic has won a new contract with Leonardo, its lead defence customer, worth £0.8m. The contract is to supply high-performance modules for airborne radar applications and is expected to ship in...
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03.06.Sareum Holdings - A decisive step towards Phase II283Sareum Holdings has reported the initiation of toxicology studies required ahead of the Phase II studies for its lead TYK2/JAK1 asset, SDC-1801. We view this as a key milestone in SDC-1801's development...
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02.06.Cordel Group - US Class 1 win for capture, analytics and PTC287Cordel Group has announced the signing of a new Class 1 freight railroad operator, marking a significant step forward in the company's US growth strategy and its ambitions in Positive Train Control...
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02.06.Mendus - Another encouraging ovarian cancer update246Mendus presented a positive clinical update for its Phase I ALISON trial in ovarian cancer at the 61st Annual American Society of Clinical Oncology conference (ASCO 2025). Importantly, the data demonstrated...
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02.06.Innovation Agritech Group - Growing smarter next-generation farming236Innovation Agritech Group (IAG) is a UK firm listed on the JP Jenkins share-matching platform. IAG is a technology provider in the global market for vertical farming using its patented modular aeroponic...
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02.06.OPAP - Sports and lottery success in Q125817While OPAP's Q125 results include some favourable one-offs, the highest-ever lottery jackpot and operator-friendly results in sports betting, there is a clear message of growing market share in non-exclusive...
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29.05.Global Fashion Group - Refined and redefined828Global Fashion Group (GFG) operates leading fashion and lifestyle platforms that enable brands to reach customers in a mix of developed and developing markets with high growth potential. Management...
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29.05.Immix Biopharma - Positive newsflow continues for NEXICART-2401Immix Biopharma has announced a positive clinical update for the US-based Phase I/II NEXICART-2 trial, investigating lead CAR-T candidate NXC-201 as a potential treatment for relapsed/refractory (r/r)...
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28.05.Rockwood Strategic - Different approach has favourable outcomes272Rockwood Strategic (RKW) is managed by Richard Staveley at Harwood Capital. He has a differentiated approach, aiming to generate a 15% annual internal rate of return (IRR) over a rolling five-year period...
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27.05.Cereno Scientific - Firing on all cylinders410In Q125, Cereno made tangible progress across both its clinical programmes. The period opened with new data for lead asset CS1 indicating disease-modifying signals, and was capped by FDA endorsement...
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