Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on DRUM INCOME PLUS REIT PLC. We currently have 5 research reports from 3 professional analysts.
|17Nov16 10:46||RNS||Dividend Declaration|
|17Nov16 07:00||RNS||Dividend Declaration|
|19Oct16 07:00||RNS||Net Asset Value as at 30 September 2016|
|22Aug16 03:37||RNS||Holding(s) in Company|
|18Aug16 02:33||RNS||Issue of Equity|
|09Aug16 02:13||RNS||Company Update|
|08Aug16 11:55||RNS||Result of Meeting|
Frequency of research reports
Research reports on
DRUM INCOME PLUS REIT PLC
DRUM INCOME PLUS REIT PLC
2016 YTD Fund raising review – Topping up
05 Oct 16
Secondary issuance has dominated in 2016. 3i Infrastructure (3IN) led with a monster £385m raise (target: £350m) in May. At a sector level, infrastructure (£700m), property (£500m, mostly pre-Brexit vote), and renewables (£340m) tapped heavily in Q2 & Q3 2016. The IPO market remains quiet with only one primary launch in 2016; Hadrian’s Wall Secured Investments (HWSL) raised £80m for secured lending to SMEs including equipment finance, property development, and commercial loans. We also note that six funds have repurchased more than £50m of stock YTD.
Third Quarter of 2016
01 Oct 16
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far.
They say good things come in small packages
11 Jul 16
DRUM Income Plus REIT (DRIP) is focused on acquiring properties that do not suit the portfolios of the large institutional and overseas buyers, who are targeting larger lot sizes. Its managers say that, by focusing on a less crowded market, DRIP is able to achieve a yield advantage over other property investment companies. DRIP is itself small, but has ambitions to grow and further diversify its shareholder base and portfolio. The managers have identified a pipeline of potential investments and they say that DRIP should be able to expand gradually without cash drag having much impact on returns.
Good things in small packages
11 Jul 16
DRUM Income Plus REIT (DRIP) is focused on acquiring properties that do not suit the portfolios of the large institutional and overseas buyers that are targeting larger lot sizes. We think that, by focusing on a less crowded market, DRIP is able to achieve a yield advantage over other property investment companies. DRIP is itself small, but has ambitions to grow and further diversify its share register and portfolio. The managers have identified a pipeline of potential investments and therefore DRIP should be able to expand gradually without cash drag having much impact on returns.
N+1 Singer - Best Ideas 2017 - Top picks
04 Jan 17
Today we publish our Best Ideas for 2017 - 12 stocks that we believe have excellent prospects in the current year together with a detailed discussion of what we see as the key sector and market themes for 2017. Our top picks are Cineworld, Elementis, Herald Investment Trust, Hill & Smith, IQE, MySale, Redde, ReNeuron, RhythmOne, SDL, Servelec and Severfield.
The Monthly January 2017
09 Jan 17
Despite all the hullaballoo of the Brexit vote and the subsequent election of Donald Trump as the next US President, the UK stock market prospered last year, especially in the latter few months of 2016. The combination of a depreciating currency – making $ earnings more valuable in relative terms - and the Trump emphasis on infrastructure expenditure drove the stock market higher
10 for 17
09 Jan 17
As always at the start of a year, there are significant uncertainties about the year ahead but I think in 2017, the level of uncertainly has decisively moved up a gear. In fact, a leading economist at the LSE, Ethan Ilzetzki, was recently quoted as saying “I view the current global economic environment as the most uncertain in modern history”. Wow.
11 Jan 17
Joules Group (JOU): Strong festive trading (BUY) | Shoe Zone (SHOE): Tough FY16 could be just the beginning (HOLD) | H&T (HAT): Alternative lender emerging (BUY) | Omega Diagnostics* (ODX): ISO accreditation received for Pune, India (CORP) | Redcentric* (RCN): Interims – restoring forecasts (CORP)