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UK commercial property has been a cornerstone asset for many income-seeking investors (both retail and institutional) in recent decades, particularly since the global financial crisis of 2007/8 and the resulting ultra-low interest rate environment. However, since rates began to rise in 2022 to tackle surging inflation, meaningful returns have once more become available on lower-risk assets such as cash and government bonds, which has led to a retrenchment from alternative income assets such as p
Companies: LABS SREI SUPR AEWU
Capital Access Group
Companies: Vanquis Banking Group PLC
Shore Capital
Companies: DSW Capital Plc
Companies: H&T Group plc
Companies: Amedeo Air Four Plus Limited
Liberum
Attend our SREI Investor Webinar, 15th May 9-10am. Nick Montgomery, Head of UK Real Estate Investment, will provide an intro to the Trust and answer live questions.
Companies: Schroder Real Estate Investment Trust Ltd
The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs): the stocks analysed are all members of the Association of Investment Companies (AIC). We are updating our publication of January 2023, assessing both the lacklustre share price performances during 2023 and the key issues, including interest rates, inflation and power prices. As a 31-strong group, its combined market capitalisation is no
Companies: AEIT ROOF DGI9 INPP GSF SEIT USFP HICL ORIT BSIF TRIG NESF SEQI HEIT GRP GCP FSFL 3IN AERI PINT RNEW BBGI GSEO DORE TENT GRID CORD HGEN AEET
Hardman & Co
The final quarter of the financial year has seen NESF take its total portfolio to over 1GW of operating capacity following the energising of its first stand alone battery storage project. International diversification has also grown with the energisation of two co-investments in Europe. While the NAV reflects softer short term power prices following the extreme highs of recent years, the fund remains well positioned with better terms on its debt and the Capital Recycling Programme underway.
Companies: NextEnergy Solar Fund Ltd
Longspur Clean Energy
NextEnergy Solar Fund has released a Q4 NAV and operational update and announced its 11th consecutive target dividend increase. NAV as at 31 March 2024 was £618.6m (31 December £636.4m), or 104.7p per share. The stand-alone 50MW energy storage asset has commenced commercial operations and two international solar co-investments (260MW) alongside NextPower III ESG have been energised. The total portfolio has increased to 103 operating assets, with a weighted average operating life of 25.9 years an
Cavendish
Companies: Secure Trust Bank Plc
Finsbury Growth & Income Trust (FGT) has been managed by Lindsell Train since the beginning of 2001. During his long tenure, approaching a quarter of a century, lead manager Nick Train has steadily acquired a significant 2.9% personal holding in the trust, which is a considerable amount of ‘skin in the game’. From the beginning of 2001 until the end of 2023, FGT’s 9.0% annual NAV total return was comfortably ahead of the UK market’s 5.1% annual total return. However, Train and deputy manager Mad
Companies: Finsbury Growth & Income Trust PLC
Edison
We reviewed NBPE’s business model in our initiation, Co-investments generating superior performance. We noted the high-secular-growth and downside-resilient investee companies, the value added by GPs, the good co-investing cashflow and return profile and the value added by the NB. The 2023 results confirmed all these trends. The key numbers were i) NAV p/sh $28.07 (£22.02), ii) private portfolio +5.3% in 2023 on a constant currency basis, iii) EV/LTM EBITDA 14.9x, and iv) debt/EBITDA 5.3x. The p
Companies: NB Private Equity Partners Limited Class A
Companies: Zegona Communications Plc
Canaccord Genuity
NextEnergy Solar Fund (NESF) is almost 10 years old. Since launch, it has built a £1.2bn, 933MW portfolio of 100 operating solar assets, powering the equivalent of over 330,000 homes, declared dividends totalling £333m, and avoided the emission of about 2.2 Mt CO2e. NESF is on track to pay 8.35p in dividends, with forecast dividend cover of about 1.3x. Share price weakness that has afflicted the whole sector means that dividend translates to a yield of 11.1%, one of the highest in its sector, a
QuotedData
Negative growth continues, fractionally worse than the market previously thought, but the rest seems to be on track (synergies/ cost control), and market rises mean that consensus estimates will end up close to our new forecasts, which rise 5% this year and next. The stock is up 16% since our note of mid-March (here), but the FT All-Share is +8% since then and, as we argued at the time, RAT was way too cheap. We believe a significant value opportunity remains, but there is now in our opinion als
Companies: Rathbones Group PLC
Hannam & Partners
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