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Edison Investment Research-Archiv vom 13.12.2023

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13.12.23Templeton Emerging Markets Investment Trust - Under-owned, undervalued & under-appreciated343Templeton Emerging Markets Investment Trust's (TEMIT's) co-managers Chetan Sehgal (lead manager) and Andrew Ness consider that the case for emerging markets is not well understood. Hence, they believe...
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13.12.23Elior Group - So far, so good432Elior's turnround is gathering pace with a near doubling of target recurring annual EBITDA synergies (€56m vs €30m) by 2026 following its April 2023 integration with Derichebourg (DMS). Also, with deleveraging...
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13.12.23IRLAB Therapeutics - Increased legroom for pirepemat with new patent265IRLAB has been granted a new patent for its Phase IIb asset, pirepemat, extending the predicted patent life of the drug to 2038 (previous composition of matter patents would have expired by 2035). This...
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13.12.23Claranova - Moving closer to 10% EBITDA margin target334Claranova reported FY23 adjusted EBITDA growth of 27.5%, slightly ahead of our forecast and within its guidance range. PlanetArt profitability dipped as cost inflation outweighed revenue growth, Avanquest...
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13.12.23Recce Pharmaceuticals - R327 continues to progress in clinical trials281Recce Pharmaceuticals raised A$11.0m (gross) in September and October. Most of the proceeds (A$6m) will be directed towards the company's clinical programmes for lead anti-infective candidate RECCE®...
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13.12.23Henderson EuroTrust - Good stock selection outweighing headwinds224Henderson EuroTrust's (HNE's) manager, Jamie Ross, is heartened by the trust's outperformance in FY23 despite investors favouring lower-quality value stocks. This result was achieved through successful...
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