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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
29.10.PVA TePla - Lower FY25 guidance but high order intake701On 24 October, PVA TePla (PVA) reported that project-related delays in the US and Asia, which had already led to lower FY25 sales and EBITDA guidance in Q2, persisted and worsened in Q3. Therefore,...
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28.10.Foxtons Group - Lettings good, Sales held back short term331Foxtons Group's Q325 revenue growth was clearly affected by the loss of consumer confidence in the sales market. We, and the company, believe this will probably continue until the end of the year, given...
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28.10.BB Biotech - Turning milestones into momentum788BB Biotech (BION) delivered strong Q325 results, underpinned by its focus on innovative biotech companies with differentiated clinical pipelines and promising long-term potential. NAV increased 24.0%...
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28.10.Card Factory - It looks like a gift309Card 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 approach259SynAct 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 waiting331LM 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 track327Zalaris 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 Actaeon580Wheaton 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 offering1.047VEON'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 potential922There 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 H126329Molten 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 Q226298 Record 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 expectations320Actinogen 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 disposals650While 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 outperformance244Lowland 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 Q3225Freelancer 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 Sales252Foxton 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 path293At 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 delivery298LTR 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 cycle282The 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 sight477Yesterday 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 results231Aamal 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 6278Thessaloniki 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 phase314OSE 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 BPD330Oryzon 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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