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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
12:34International Airlines Group - Record profit with robust returns192International 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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10:34Games Workshop Group - From tabletop to top line169Games 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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10:34Devolver Digital - Four reasons to invest: right time, right place, right team, right price142We 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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FrNFON - FY25 preliminary results show stability287The 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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FrHELLENiQ ENERGY - EBITDA rebased at more than €1bn242HELLENiQ 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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FrWebinar: Blackrock Latin American Investment Trust (Video)171This 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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DoEarnz - Contract wins drive buy-and-build momentum216EARNZ'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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DoPWO Group - Preliminary FY25 results better than expected286PWO'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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DoGeorgia Capital - FY25 NAV total return of over 60%249Georgia 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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DoAltron - Platform businesses drive upgrades228In 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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DoAVI Global Trust - Double-digit NAV returns from undervalued assets221AVI 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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MiBritish American Tobacco - Strategy driving momentum480British 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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MiThe London Tunnels - Private market availability292The 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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DiBB Biotech - Continuing to outperform the benchmark400BB 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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DiPan American Silver - Record prices, cost discipline drive FY25 beat581Pan 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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DiThe London Tunnels - Noteworthy advances in FY25203The 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 flexibility189The 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 partnership186PCI 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 resilience153MCB 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 growth456Custodian 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 uncertainty239Regional 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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20.02.Cereno Scientific - CMD reaffirms shifting focus to clinical delivery288Cereno Scientific's recent capital markets day (CMD) centered on CS1's progression from early clinical validation into Phase IIb development, a key inflection for the investment thesis. Supported by...
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20.02.Herantis Pharma - Funding to support HER-096 in Phase II418Herantis Pharma has made tangible progress towards raising funds to support its Phase II proof-of-concept study for lead asset HER-096 as a potential disease-modifier for Parkinson's disease (PD). In...
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19.02.Tradedoubler - Balancing growth and profitability237Tradedoubler reported FY25 revenue growth of 5% (8% in constant currency), with another year of modest growth from Partner Marketing (+3%) boosted by strong growth from Influencer Marketing (+32%)....
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19.02.Dentsu Group - New CEO to drive transformation308Dentsu Group's underlying FY25 results were ahead of guidance that was upgraded with the Q325 results. However, there was also less positive news. First, a further write-down of the goodwill of the...
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