In this note, we give our view on Chinese government policies, putting into perspective their objectives, the potential risks and upsides, and how fundamentals and sentiment may be affected. We
Fulham Shore plc (LON:FUL) reported robust trading in the first half, with revenues up 26%, to £50m. Higher pre-opening costs and the absence of various COVID-19 support measures restricted adjusted
Surface Transforms plc (LON:SCE) The 24 November OEM 10 order raised the order book 50%. Even before this, it had quadrupled in under two years. This latest £100m lifetime (six-year)
International Biotechnology Trust plc (LON:IBT) was established in 1994 to provide institutional and retail investors with the opportunity to participate in global biotechnology and life science companies, from venture-stage early
In this note, we explore the factors that have driven the market-beating 22% YTD 2022 NAV growth, the 15% growth we expect in 2023 and the 35% NAV discount. In
In this note, we explore the factors that have driven the market-beating 22% YTD 2022 NAV growth, the 15% growth we expect in 2023 and the 35% NAV discount. In
In our most recent note, Resilience in difficult markets – a half-year report | Hardman & Co (hardmanandco.com), published on 4 October 2022, we analysed how Fidelity European Trust plc
In this note, we review City of London Investment Group plc (LON:CLIG) annual results for 2022 and its trading update for 22’Q1. The headline full-year figures were announced in July’s
In this note, we review how Real Estate Credit Investments Ltd (LON:RECI) is positioned to face the current market challenges, noting i) the track record of superior credit assessment, monitoring and collection reducing
On 14 and 15 October 2022, the Indian Ministry of Power held a “Brainstorming Session” at the Power Ministers’ Conference. The presentation for the session contains a detailed update on
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