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Elevated Regulatory Impact
S&U's Q125 trading update disclosed increased pressure as the company steers cautiously through the changing regulatory landscape. The...

Adam Strydom
Jun 14, 20241 min read


Can We Make NHI More Affordable?
ALG Newsletter - Can we make NHI more affordable? We look at the signing of the NHI Bill from a slightly different perspective. Can...

Adam Strydom
May 31, 20241 min read


Healthy FY23 Beat Supports Strong Outlook
HELIOS UNDERWRITING PLC (Helios) delivered a strong EPS recovery in FY23 from a loss of 3.1p in FY22 to a profit of 21.6p, 50% ahead...

Adam Strydom
May 31, 20241 min read


Greater Investment Flexibility May Boost Returns
The Bankers Investment Trust PLC (BNKR) focuses on cash-generating companies and FY23 (ended 31 October 2023) was its 57th consecutive...

Adam Strydom
May 31, 20241 min read


A Recovering Sector with a Healthy Prognosis
BB Biotech (BION) offers investors exposure to the innovative, rapidly expanding biotech sector. It is the largest biotech investor among...

Adam Strydom
May 31, 20241 min read


Q1 Beat, Buy-back Proposal
Alpha Bank’s Q124 profit after tax reached a record €211m, up by 90% y-o-y, 75% q-o-q and 8% above consensus. The beat was driven by...

Adam Strydom
May 31, 20241 min read


Buoyant Volumes in H124
Britvic plc’s interim results showcased a positive first half of FY24, with strong revenue growth across core brands and geographies....

Adam Strydom
May 31, 20241 min read


Solid Q1, with a Strong Operational Performance
HELLENiQ ENERGY delivered solid Q124 results, with group sales of €3,278m up 5.3% y-o-y, IFRS EBITDA of €350m up 25.4% y-o-y and adjusted...

Adam Strydom
May 31, 20241 min read


Solid Start to the Year
4imprint’s AGM trading update indicates a solid start to the year against a challenging market backdrop, with full-year expectations (and...

Adam Strydom
May 31, 20241 min read


'Innovation, Innovation, Innovation' Say the Managers
Worldwide Healthcare Trust’s (WWH’s),which invests in the global healthcare sectors, co-managers, Sven Borho and Trevor Polischuk, at...

Adam Strydom
May 31, 20241 min read
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