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Kritischer Rohstoff, westliche Knappheit, hohe Gehalte: Steht hier die nächste strategische Neubewertung bevor?
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Aktuelle News von Edison Investment Research

ZeitAktuelle NachrichtenRatingLeser
MoCereno Scientific - Entering a value inflection phase193We refresh our investment case for Cereno Scientific as the company enters a key value inflection period, with its lead asset CS1 expected to initiate a Phase IIb study in Q226, followed by Phase II...
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MoPhoenix Spree Deutschland - FY25 condominium sales beat expectations185Phoenix Spree Deutschland's (PSD's) FY25 condominium sales of €36.0m reached a new high level and were substantially ahead of the €30m target set by the company. Momentum remains strong, with December...
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MoCorero Network Security - Ending 2025 with exceptional orders130Corero Network Security had an excellent end to 2025, with an exceptional level of order intake in the final quarter. After the challenges seen earlier in the year, the progression of order intake over...
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FrImmix Biopharma - NXC-201's path to BLA submission231Immix Biopharma recently reported a positive clinical update for the registrational NEXICART-2 trial, evaluating lead CAR-T candidate NXC-201 in relapsed/refractory amyloid light chain amyloidosis (r/r...
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FrOSE Immunotherapeutics - Renewed focus on advancing core assets250We revisit our investment case for OSE Immunotherapeutics following the recently presented strategic plans for 2026-28, reflecting a more streamlined focus on advancing its core clinical assets, Tedopi...
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FrBioVersys - Targeting resistant and threatening indications214BioVersys (BIOV) is a Swiss clinical-stage biopharmaceutical company developing novel anti-infectives to address antimicrobial resistance (AMR). Lead asset BV100 targets carbapenem-resistant Acinetobacter...
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FrInternational Public Partnerships - Operational and strategic progress205International Public Partnerships' (INPP's) recent portfolio update, for the period 1 July 2025 to 12 December 2025, showed the portfolio continuing to perform well and in line with expectations. Capital...
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DoFaraday Future Intelligent Electric - Announcement of five-year business plan250On 7 January 2026, Faraday Future Intelligent Electric (FFAI) held its first-ever stockholders' day, with the company announcing its five-year business plan alongside a three-stage delivery roadmap...
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DoHerantis Pharma - Biomarker data bolster HER-096 potential232Herantis Pharma has reported encouraging results from the biomarker component of its Phase Ib trial testing HER-096 in patients with Parkinson's disease (PD). The key takeaway was that the data showed...
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DoP2 Gold - Bonum pretium189P2 Gold owns 100% of the Gabbs property in Nevada, where past exploration has identified a resource of 2.0Moz Au and 3.5Moz AuE in an area with paved highway access and power lines crossing the property...
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DoJPMorgan European Discovery Trust - Opportune time for European small-cap stocks218JPMorgan European Discovery Trust (JEDT) is benefiting from improved performance under the management of Jon Ingram, Jack Featherby and Jules Bloch, who took over the reins at the beginning of March...
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MiHansa House View - Q425177At the start of the year the market was buoyant on the hope that a Trump presidency would lead to more market friendly policies that would turbocharge the economy. However, Trump 2.0 appeared to be...
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MiTopps Tiles - Encouraging pick up in revenue growth178Topps Tiles' Q126 trading update, to 27 December 2025, shows an encouraging pick up in revenue growth towards the end of the period despite being up against a tougher comparative, with continued market...
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05.01.Regional REIT - An active end to FY25205Recent announcements from Regional REIT (RGL) include further progress on asset disposals, with the total for 2025 ending a little above the £40-50m range targeted by management; a successful refinancing...
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05.01.Theon International - A clear view of the future335Theon International built strong momentum in 2025 with a significant expansion of the order book, including in new product areas, to €2.4bn and announced a number of significant strategic investments....
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29.12.25Edinburgh Worldwide Investment Trust - Vote now to keep Edinburgh Worldwide alive262Edinburgh Worldwide Investment Trust (EWI) is once more under fire from activist US hedge fund Saba Capital Management. This is an urgent call to action for EWI shareholders to make their feelings known....
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23.12.25Lamda Development - Momentum continuing to build335LAMDA Development has generated a strong operational and financial performance year-to-date, across all segments of the business, with momentum accelerating during Q325. EBITDA for the operational malls...
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22.12.25VinaCapital Vietnam Opportunity Fund - Vietnamese economy maintains its momentum382Vietnam's healthy economic progress continues despite the recent global tariff turmoil, with 7.9% GDP growth in the first nine months of 2025 (9M25). This has been accompanied by a strong rally in local...
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22.12.25Patria Private Equity Trust - Improved confidence across European PE294Patria Private Equity Trust (PPET) delivered a robust 10.5% NAV total return (TR) over the 12 months to end-October 2025, and an even stronger share price TR of 19.6%, as a result of a narrowing discount...
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19.12.25International Public Partnerships - Sizewell C nuclear power station highlights (Edison TV)378In this video, Jamie Hossain, International Public Partnerships's (INPP's) lead portfolio manager, discusses the Sizewell C nuclear power station project, which, according to Amber Infrastructure, will...
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18.12.25Recce Pharmaceuticals - Up to A$85m of overseas R&D funding secured283Recce Pharmaceuticals recently reported that the Australian government has agreed to provide it with up to A$85m in future cash rebates over the next three years to reimburse the company's upcoming...
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17.12.25Edinburgh Worldwide Investment Trust - Under attack from Saba again; your vote counts319Edinburgh Worldwide Investment Trust (EWI) is once more under fire from US hedge fund Saba Capital Management. On 3 December 2025, EWI received a requisition notice from Saba seeking to remove all of...
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17.12.25Pan African Resources - Bringing Soweto to the fore322On 27 November, Pan African Resources (PAF) announced that it had completed two studies on its Soweto tailings storage facilities near the MTR/Mogale plant, namely a 1Mtpm standalone carbon-in-leach...
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17.12.25Fevara - Strategy bearing fruit308Fevara, the livestock supplement specialist, reported positive results with good margin expansion and profit improvement, benefiting from management's restructuring actions. In terms of growth, the...
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16.12.25VietNam Holding - Vietnam shaking off the tariff turmoil356Vietnam's healthy economic progress continues despite the recent global tariff turmoil, with 7.9% GDP growth in the first nine months of 2025 (9M25). This has been accompanied by a strong rally in local...
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