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FY23 Ambitions Weighted to Second Half
dentsu Group had demanding Q123 on Q122 comparisons and, with the acquisition contributions, Edison Group is not too concerned about the...

Adam Strydom
Jan 18, 20241 min read


Resillient Performance
Britvic plc's H1 results have demonstrated the business’s resilience, with growth in underlying revenue and EBIT margin, and only a...

Adam Strydom
Jan 18, 20241 min read


A Strong Year Ahead
Endeavour Mining's Q123 financial results were materially ahead of both the market and Edison Group's expectations, on a headline and an...

Adam Strydom
Jan 18, 20241 min read


Continuation of Strong Trading in FY23
Greggs' strong sales performance in the first 19 weeks of the year is in line with management’s expectations and therefore its profit...

Adam Strydom
Jan 18, 20241 min read


Nail-Biting Finish to the 2023/23 Season
Borussia Dortmund's, German professional sports club based in Dortmund, North Rhine-Westphalia, Q323 results demonstrate the ongoing...

Adam Strydom
Jan 18, 20241 min read


A One-Stop Global Equity Shop for All Weathers
The BRUNNER INVESTMENT TRUST PLC(THE) (BUT) is led by a very strong team at Allianz Global Investors (AllianzGI). Its two co-managers,...

Adam Strydom
Jan 18, 20241 min read


IFRS 17
#IFRS17 will meaningfully impact #lifeinsurance disclosure and the way investors look at these companies. It could result in a new global...

Adam Strydom
Jan 18, 20241 min read


Lower PGM Prices Affecting Results and Forecasts
Despite the lower Q323 production and higher unit costs, Sylvania Platinum Limited remains highly cash generative with US$144.2m cash at...

Adam Strydom
Jan 18, 20241 min read


A Year of Optimisation Ahead
Agnico Eagle Mines Limited (AEM), senior Canadian gold mining company, started the year with strong quarterly production of 813koz at an...

Adam Strydom
Jan 18, 20241 min read


Well Positioned for the Current Environment
The Bankers Investment Trust PLC (BNKR) has been managed by Alex Crooke, co-head of equities at Janus Henderson Investors (JHI), since...

Adam Strydom
Jan 18, 20241 min read
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