Occupation: Research House
Interests: Stocks
Twitter: Edison_Inv_Res
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Edison Investment Research is a leading international investment research company. It has won industry recognition, with awards both in the UK and internationally. The team of 95 includes over 60 analysts supported by a department of supervisory analysts, editors and assistants.
Edison writes on more than 400 companies across every sector and works directly with corporates, fund managers, investment banks, brokers and other advisers. Edison’s research is read by institutional investors, alternative funds and wealth managers in more than 100 countries.
Edison, founded in 2003, has offices in London, New York and Sydney and is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register/firmBasicDetails.do?sid=181584).
Run by a team of highly experienced professionals, our aim is to provide the research of choice for companies, investment banks and institutional investors. We provide independent reports, forecasts and valuations on each company we cover. We help clients gain access to investors, and facilitate feedback from the investment community on companies, their management and strategies. Our research strives to be objective, insightful, financially rigorous, readable and timely.
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Impax returned to positive net AUM flows in H113 (£100m) for the first time since H111, due to improving investor sentiment and strong fund performance. Outflows from higher-margin products led to an 18% reduction in operating earnings and a 5% reduction in diluted adj. EPS to 1.38p (2011: 1.45p). The long-term drivers of growth in Impax’s target markets remain robust as governments increasingly focus on…
Uncertainty over the timing and outcome of a BARDA development contract award to support Cleveland’s radiation countermeasure candidate Entolimod has dragged on the stock, which is down 15% over the last 30 days. While the lack of a definitive answer is cause for some anxiety, we remain hopeful that the ~$50m development contract will be secured. A recent FDA advisory committee review confirmed the need…
A Phase II investigator-initiated trial (IIT) of Medigene’s EndoTAG-1 has shown encouraging levels of tumour response in patients with HER2-ve, non-metastatic breast cancer. Best results were observed in patients with triple-negative breast cancer (TNBC), providing confirmation of positive efficacy trends in a previous Phase II study of EndoTAG-1 in metastatic TNBC, and supporting Medigene’s plans to conduct a pivotal Phase III trial in TNBC. The…
Management has taken decisive action to confront market challenges and has developed a clear strategy that will provide a platform for longer-term growth. By fixing Solid Waste, focusing the group on its core markets and growing the Hazardous Waste, Organics and UK Municipal businesses, Shanks will seek to become the leading provider of sustainable waste solutions. Our analysis indicates an average valuation of over 101p/share…
Lookers’ performance over the first quarter of 2013 reflects the continued recovery in the UK car market and underlines the strength of the share price since July last year. UK consumer confidence remains fragile, but the positive attitude of the OEMs and the group’s unique position in the aftermarket emphasises Lookers’ strong defensive qualities.
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