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TRIG’s portfolio continues to evolve, despite equity capital markets being closed…
Companies: Renewables Infrastructure Group Limited GBP Red.Shs
Kepler | Trust Intelligence
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
The Bankers Investment Trust (BNKR) focuses on cash-generating companies and FY23 (ended 31 October 2023) was its 57th consecutive year of dividend growth. Dividends rose by 10%, maintaining the trust’s track record of above inflation dividend growth over the long term. The board expects dividends to rise by at least 5% in FY24. While this is commendable, BNKR’s recent relative total return performance has been adversely affected by its lack of exposure to most of the so-called Magnificent Seven
Companies: Bankers Investment Trust PLC GBP
Edison
Companies: Avation PLC
Canaccord Genuity
For Q124, Regional REIT (RGL) has maintained the rate of quarterly DPS at 1.2p. We expect DPS for the year will partly depend on RGL’s chosen re-financing route. Meanwhile, RGL’s asset disposal programme continues to progress. Portfolio EPC ratings have continued to show good improvement and, adjusted for disposals, rent roll and occupancy were robust. We have made no changes to our forecasts.
Companies: Regional REIT 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
FCSS has outperformed in a challenging year…
Companies: Fidelity China Special Situations PLC
Companies: Real Estate Investors plc
Liberum
Companies: Gore Street Energy Storage Fund PLC
Shore Capital
Companies: Arbuthnot Banking Group PLC
PCI Pal has announced that the Court of Appeal has ruled in its favour in the unfounded patent litigation case brought by Sycurio, and that the Court of Appeal has indicated that it would make an order for £1.1m of funds to be released from escrow to PCI Pal as soon as possible. The Court of Appeal dismissed the appeal after just one day of the two day hearing, and upheld the resounding victory in the UK High Court case in September 2023, including invalidating Sycurio’s patents for prior art an
Companies: PCI-PAL PLC
Cavendish
INOV is on the next phase of its journey yet the discount still reflects legacy issues…
Companies: Schroders Capital Global Innovation Trust Plc GBP
Prospective returns on the real assets sectors JARA invests in have been written up…
Companies: JPMorgan Global Core Real Assets Limited GBP
PCI Pal’s FY23 results show revenue growth of +25% to £14.9m, gross profit growth of +31% to £13.1m at a margin of 88%, and an outlook confirming robust momentum in H1 24. The FY23 results are as expected following the August trading update, and FY23 Total Annual Contract Value (TACV) is +23% yoy to £16.4m, with ARR +14% yoy to £12.6m due to £3.1m of contracts in deployment. We expect ARR will increase +35% and +31% to £17.0m and £22.2m in FY24 and FY25, as management lands and expands following
On 31 December Georgia Capital (GCAP) announced it has agreed to sell an 80% stake in its water utility business (held through Georgia Global Utilities, GGU) to FCC Aqualia for a US$180m cash consideration. We estimate the deal values the business at a 13.4% uplift to its carrying value at end-September 2021 (on top of a c 13% uplift in Georgian Lari (GEL) terms that GCAP booked in Q321 vs Q221) and translates into a 2.2pp NAV accretion for GCAP (vs end-September 2021). GCAP will achieve a solid
Companies: Georgia Capital Plc
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