Edison Group

The analyst’s view The long-term investment case for China remains compelling. The Chinese government is now encouraging the transition from an economic model dependent on property sector...

Positive revaluations of Cemos and Bilboes royalty Cemos was revalued by 11%, driven by rebounding sales in 2024 after a more muted 2023, as well as good construction progress at its clinker plant...

Diversified and differentiated CREI provides investors with diversified UK commercial property exposure, within a closed-end fund structure. It is differentiated by an enhanced income strategy that...

Templeton Emerging Markets Investment Trust’s (TEMIT’s) board is frustrated by the company’s persistently wide discount so it has announced a series of measures aimed at increasing demand for the...

European VC an attractive way to gain tech exposure Despite the recent weakness in deal activity, we consider European venture capital (VC) as a compelling route to gain exposure to the European...

Operational deliverance overcomes weaker markets Severfield PLC (LON:SFR) reported underlying operating profit that was up 14% to £37.7m despite a 6% decline in revenue to £463.5m as operational...

Invesco Asia Trust (LON:IAT) posted a one-year NAV total return (TR) to end-May 2024 of 3.8%, below its benchmark return of 8.7%, as some of IAT’s Chinese stock picks de-rated significantly over the...

Higher estimates on better trading and costs savingsIn September 2023 Accsys Technologies (LON:ACCS) had warned that the markets were weaker which has resulted in a volume decline of 30% yoy in H224...

Q124 NAV, including DPS paid, 1.5%Triple Point Social Housing REIT PLC (LON:SOHO)’s Q124 NAV per share was 114.15p, up 0.39p or 0.3% in the period. The portfolio value increased by £1.3m,...

With a focus on long-term growth, Henderson Opportunities Trust (HOT) seeks investment opportunities across the breadth of the UK market. This includes a strong bias towards smaller and...

Occupier strength and asset managementThrough Q424, leasing remained strong and portfolio rents continued to increase. In FY24, rent roll increased by 5.6% on a like-for-like basis and estimated...

Adjusted operating profit up c 20% to record levelsDespite the fall in underlying volumes, FY23 revenue declined by only 2.9% to £345.4m as lower raw material surcharges were offset by a full...

Partnership with SpaceX fuels growthOn 24 April, Filtronic (LON:FTC) entered into a strategic partnership and commercial agreement with SpaceX. The strategic partnership includes the supply of E-band...

Why consider AAIF?Offering the prospects of both capital and income growth, AAIF could be considered a core offering for investors seeking diversification through Asian equity exposure. The...

  Pressing on with SDC-1801 in the clinic Since initiating the three-part Phase Ia study in heathy volunteers (n=96) in May 2023, Sareum has completed part 1 (single ascending dose) and part 3...

Outperforming the UK marketDespite a challenging backdrop of falling volumes in the UK soft drinks category, BAG delivered revenue growth of 25.9% (including the Boost Drinks acquisition) to...