Most recent Company Broker Research articles, videos and podcasts

Georgia Capital: Edison

Georgia Capital’s (GCAP’s) net asset value (NAV) per share decreased by 12.8% quarter-on-quarter in Q224 in Georgian lari (down 16.5% in sterling terms).

Aptamer Group: Turner Pope

10 days ago

Aptamer has announced an extension to its partnership with Unilever plc (LSE: ULVR). This new phase aims to commence in-vivo efficacy testing ofOptimer® binders as active ingredients in deodorants before the end of 2024.This represents a significant endorsement of the Group’s technology with opportunity to create a long-term interdependent relationship with the consumer goods giant.

STV Group: Progressive

10 days ago

A strong first half, helped by the continuing expansion of the Studios business (even in a tough commissioning climate) and improved advertising aided by Euro 2024.

Impact Healthcare REIT: Edison

10 days ago

Impact Healthcare REIT continued to generate consistently positive accounting returns in the six months to June 2024 (5.5%), comprising fully covered DPS growth and increased NAV per share. With a clear path to income growth, including a growing contribution from asset management, interest rate protection and a low cost ratio, we expect this to continue.

Filtronic: Edison

10 days ago

Filtronic continues to benefit from the agreement signed with SpaceX in April – it has received a follow-on production order for E-band solid state power amplifier (SSPA) modules with shipment expected in CY25.

Ultimate Products: Equity Development

10 days ago

Strong relations with UK retailers and the potential to build on European expansion are salient components of the value proposition and growth case for Ultimate Products plc. The owner of the Beldray and Salter brands today announced two important Board appointments that are consistent with those objectives. As a brand manager with clearly prioritised distribution channels, we retain our 200p Fair Value for UP’s shares.

Murray International Trust: Edison

15 days ago

Murray International Trust’s (MYI’s) managers Martin Connaghan and Samantha Fitzpatrick (the previous third manager Bruce Stout retired at the end of June 2024) are mindful that although markets were strong in H124, there are reasons to be cautious.

Zephyr Energy: Turner Pope

15 days ago

While providing an update on the Group’s Salt Wash helium project (the ‘Farm-in’), Zephyr has also confirmed that the State 36-2R well’s second phase production test and evaluation is now nearing completion.

Epwin Group: Edison

16 days ago

Epwin’s H124 trading update confirmed that management expects to achieve full-year expectations despite market headwinds.

Topps Tiles: Edison

22 days ago

The acquisition of certain assets of CTD Tiles (CTD) brings complementary activities to Topps Tiles’ (TPT’s) existing Omnichannel and Commercial businesses.

STV GROUP: Progressive

22 days ago

Despite a continuing tough market for new programme commissioning, STV has announced several further new wins, ranging from a second series of major drama Criminal Record for Apple TV+ to new competition format Game of Wool for More4.

Petro Matad: Progressive

22 days ago

Petro Matad has issued an operational update this morning. The Heron-1 well has been re-entered and management is looking to put in the required production equipment. PetroChina, in the neighbouring licence, is providing oil storage tanks for the production. Petro Matad is also looking at mobilising rigs to start drilling the Heron-2 well and Gobi Bear exploration well. This is exciting news. After many delays, the group is about to start production, which will provide cash flow and accelerate the growth of shareholder value.

Watkin Jones: Progressive

23 days ago

Watkin Jones has issued a trading update, which, while highlighting strong medium-term opportunities in build-to-rent and student accommodation, concedes that market activity through the summer has been slower than anticipated, impacting transaction closures, largely due to uncertainty over the pace of interest rate cuts.

H&T: Hardman & Co

24 days ago

H&T 1H’24 results saw pre-tax profits rise 12.5% from 1H’23 to £9.9m. We have identified five key ongoing business messages, four of them favourable and one unfavourable.

ZOO: Progressive

24 days ago

ZOO’s FY24 performance reflects the industry disruption due to the recent double strike (actors and writers), and the hiatus in orders and production that followed.

The Biotech Growth Trust: Edison

24 days ago

The Biotech Growth Trust (BIOG) has two experienced managers, Geoff Hsu and Josh Golomb, at leading global healthcare specialist OrbiMed

Foxtons Group: Edison

24 days ago

Foxtons Group’s H1 results clearly highlight the success of the strategy the company embarked on at the start of last year

VietNam Holding: Edison

25 days ago

VietNam Holding (VNH) posted a solid net asset value (NAV) per share total return (TR) in the first seven months of 2024 (7M24) of 14.5% in US dollar terms, which was ahead of the Vietnam All Share Index’s (VNAS’s) return of 8.1%. Over the last 10 years, VNH has delivered a c 10% return pa and consistently outperformed VNAS by c 3pp pa.

Dowlais Group: Edison

25 days ago

Weaker global automotive production in 2024 is proving a challenge for Dowlais Group. Benefits from the restructuring programme and market recovery in 2025/26 should still see target double-digit margins achieved, driving earnings and cash generation.

Beeks Financial: Progressive

1 month ago

Beeks has received regulatory approval for Exchange Cloud at ‘one of the largest exchange groups globally’. The contract was first announced on 6 February.

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