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A Clear View of The Future
THEON INTERNATIONAL built strong momentum in 2025 with a significant expansion of the order book, including in new product areas, to €2.4bn and announced a number of significant strategic investments. These have further cemented Theon’s position as the leader in night vision systems in Europe along with improving longer-term visibility and hence quality of earnings available for investors. Edison Group #Investment #Aerospace #Defence 05 January 2026 https://www.linke

Adam Strydom
5 days ago1 min read


Strong HI and Positive Outlook Drive Upgrades
Datatec Limited (JSE: DTC) (OTCQX: DTTLF) reported strong growth in underlying volume, gross profit and adjusted EBITDA in H126, driving a 43% year-on-year increase in underlying EPS (uEPS). The company has benefited from growing demand for cybersecurity and the start of technology refreshes driven by AI adoption. These structural growth drivers support a positive outlook for the remainder of FY26 and into FY27, with management sounding the most optimistic it has in recent y

Adam Strydom
Nov 21, 20251 min read


€450m Land Disposal to ION Group
LAMDA Development S.A. Development’s agreed disposal of land to ION Group for €450m is a landmark in the long-term development of the Ellinikon project and, if it successfully completes the relevant due diligence process, will underpin the long-term value of the company’s post-Phase 1 (PP1) development plans. Edison Group value LAMDA’s existing mall and marina operations plus Phase 1 at around €12.30/share. In addition, investors can take further comfort in the potential v

Adam Strydom
Oct 13, 20251 min read


Income and Capital Growth Continuing
Indexed rent reviews continue to drive earnings growth and property valuation uplifts at Target Healthcare REIT Ltd (THRL) . Meanwhile,...

Adam Strydom
Feb 26, 20251 min read


Order Book Returns to Growth
discoverIE Group plc ’s Q325 update confirmed that it continues to see a gradual improvement in the trading environment, with the order...

Adam Strydom
Feb 25, 20251 min read


Earnings Underpinned by Gross Profit Margin
CALGRO M3 HOLDINGS posted a 28.5% increase in EPS to 101.4 cents for the six months to August 2024, which represents a three-year EPS...

Adam Strydom
Oct 18, 20241 min read


Successful Turnaround
Impact Healthcare REIT plc has completed the transfer of four homes located in Scotland to a new tenant. As a result, all of the seven...

Adam Strydom
Oct 18, 20241 min read


FY24 Distributable Income Outperforms
Attacq Limited is a diversified real estate investment trust (REIT), which generates revenue from a ZAR22.9bn investment property...

Adam Strydom
Oct 17, 20241 min read


Investments Support Strong Revenue Pipeline
CALGRO M3 HOLDINGS ’s core business is integrated residential housing development and memorial parks. Established in 1995, the company...

Adam Strydom
Oct 17, 20241 min read


Office Repurposing Progress
Picton Property Income Limited ’s previously, an internally managed UK REIT that invests in a diversified portfolio of commercial...

Adam Strydom
Oct 17, 20241 min read


Q4 Rounds Off a Strong Year of Performance
Target Healthcare REIT Ltd (THRL) has released its Q424 trading update. Edison Group expects the full year results to be published in...

Adam Strydom
Aug 15, 20241 min read


Continuing Dividend Growth
Primary Health Properties PLC (PHP), a UK Real Estate Investment Trust (“REIT”) and leading investor in modern primary healthcare...

Adam Strydom
Jul 29, 20241 min read
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