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Edison Investment Research-Archiv vom 10.05.2023

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10.05.23IP Group - Deep dive into the life sciences portfolio425We consider IP Group a compelling healthcare play with 31% of its end-2022 portfolio invested in life sciences companies, or 47% including Oxford Nanopore Technologies (ONT). These investments provide...
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10.05.23Arctic Paper - Resilient in a challenging market591Arctic Paper has continued to face the challenging market trends that affected Q422, with lower demand, higher input costs and higher prices across most of its segments in Q123. Management continued...
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10.05.23Impact Healthcare REIT - Making hay in all weathers219In Q123, Impact Healthcare REIT built on its strong FY22 underlying income performance. It also benefited from a stabilisation of the portfolio valuation yield, allowing indexed rental growth to feed...
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10.05.23Accsys Technologies - Stronger than expected volume growth in Q4546Accsys showed stronger than expected volume growth of 6% in FY23, beating our 1% estimate. Reactors 1-3 in Arnhem are in full production and the fourth is ramping up faster than we expected. There was...
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10.05.23Treatt - A strong start to the year499Treatt's H123 results demonstrate that the business is back to greater stability and resilience. The growth was particularly impressive in Citrus, Coffee and China, and management is quietly confident...
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