top of page


From Strength to Strength
FY23 was another strong year for Basilea Pharmaceutica, marked by successive guidance beats and meaningful progress in fortifying its...

Adam Strydom
Feb 27, 20241 min read


Return to Organic Growth Forecast for FY24
dentsu’s FY23 net revenue was a touch above guidance at Q3, with a better-than-expected operating margin reflecting a good Q4 in Japan,...

Adam Strydom
Feb 27, 20241 min read


Preliminary FY23 NAV Total Return of 10.7%
HgT ’s, preliminary unaudited FY23 trading update reported a 10.7% net asset value total return (NAV TR) in FY23 (of which c 1% in Q423)....

Adam Strydom
Feb 27, 20241 min read


Looking Forward to Improved Relative Performance
FINSBURY GROWTH & INCOME TRUST PLC (FGT) has been managed by Nick Train since the beginning of 2001 and in 2019 Madeline Wright was...

Adam Strydom
Feb 27, 20241 min read


Resilient FY23 Masked by Record Comparator
FY23 was a year with numerous obstacles for the European paper and pulp industry, including lower demand due to an economic downturn and...

Adam Strydom
Feb 27, 20241 min read


In it to Win it
Intralot Integrated Lottery Systems and Services (Intralot) is a leading developer and supplier of integrated gaming systems and services...

Adam Strydom
Feb 27, 20241 min read


Why is the Assupol deal important?
ALG Newsletter - Sanlam/Assupol. Read why we believe the Assupol Holdings Limited deal is important. We expect further corporate activity...

Adam Strydom
Feb 13, 20241 min read


Strategic options being considered
Ocean Wilsons Holdings Ltd's (OCN’s), an investment holding company, strategic review remains ongoing. Despite the review and the...

Adam Strydom
Feb 13, 20241 min read


Strong Christmas trading boosts Q
Britvic plc delivered an encouraging start to FY24 with robust Q124 results that showed good revenue progression, reflecting the strength...

Adam Strydom
Feb 13, 20241 min read


Shareholders reduce holding
Hellenic Republic Asset Development Fund (HRADF), one of the largest oil companies in Southeast Europe, and Paneuropean Oil & Industrial...

Adam Strydom
Feb 13, 20241 min read
All
bottom of page