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Edison Insight August 2022 Edition
In this August edition of Edison Group Insight, Alastair George believes that incoming data continue 2022’s challenging themes of rising...

Adam Strydom
Jun 10, 20231 min read


Progressing with Accretive Deployment
Supermarket Income REIT (SUPR) has acquired four supermarkets for £76.0m, taking the total capital deployed since its highly successful...

Adam Strydom
Jun 10, 20231 min read


Growth Ambitions
Foresight Solar Fund (FSFL) is the largest solar investor listed in the UK by total net peak capacity of c 1.07GW (when operational)....

Adam Strydom
Jun 10, 20231 min read


Mixed Q2 Results, Escobal Progress
Pan American Silver Corp. reported mixed Q222 results that were heavily affected by one-off items stemming from the grade and production...

Adam Strydom
Jun 10, 20231 min read


Edging Forecasts to Higher End of Range
Dentsu has had a strong Q222, reporting organic revenue growth of 8.2% (7.9% including Russia). Customer Transformation & Technology...

Adam Strydom
Jun 10, 20231 min read


Guidance Changes Already Antipicapted
Underlying net earnings for Wheaton Precious Metals (WPM) in Q222 were 4.4% above Edison Group’s forecasts. Although WPM reduced its...

Adam Strydom
Jun 10, 20231 min read


ESG, Moving Beyond the Box Tick
Environmental, social and governance (ESG) factors have evolved rapidly over a relatively short time frame. Global ESG assets, now...

Adam Strydom
Jun 10, 20231 min read


Loop Energy PO guidance upgraded as company reports record revenue
The latest results of Canada-listed Loop Energy suggest there is increasing appetite for hydrogen fuel cell vehicles in the global...

Adam Strydom
Jun 10, 20231 min read


Yield Hits 4%
Endeavour Mining’s Q222 results were better than Edison Group's expectations. Given that Edison’s expectations were close to consensus,...

Adam Strydom
Jun 10, 20231 min read


Demand Remains Strong Despite Supply Issues
The continuation of component shortages and further COVID-19 disruption reduced the amount of product XP Power could ship in H122,...

Adam Strydom
Jun 10, 20231 min read
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