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Today

Western worries, eastern opportunities: funds to capitalise on the unsung opportunities in Asia and the Middle East

This week seems to have been the grand finale of an eventful month for Western politics, culminating with the sudden withdrawal of Biden and the rise of Kamala Harris, which appears to have reinvigorated that contest. Biden’s exit followed an attempt on Trump’s life, the discord resulting from the French election, and the Labour Party […]

Today

QuotedData’s weekly news show 26th July 2024

Thank you to everyone that listened in today on our YouTube channel. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: Jupiter Green (0:25) Hammerson (6:37) Unite (11:20) This week’s interview was with Henry Butt from AEW UK REIT – watch it again here.

Today

Jupiter Green’s board is “evaluating options for the future of the business”

Jupiter Green (JGC) has published its annual results for the year ended 31 March 2024, during which its NAV has increased by 1.3% and its share price has fallen by 19.2%, both significantly underperforming the MSCI World Small Cap index, which returned 11.5%. The discount at the end of the year was 31.33%, having started […]

Today

Chinese stock selection and India underweight weigh on Invesco Asia

Invesco Asia (IAT) has published its annual report for the year ended 30 April 2024 during which it provided an NAV total return of 2.7% and share price total return of 2.2%, both markedly underperforming its benchmark, which returned 7.9%. The underperformance came mainly from stock selection within China and the underweight allocation to India. […]

Today

QuotedData’s morning briefing 26 July 2024 – LWDB, TMI, GCP, SUPR, SGRO

In QuotedData’s morning briefing 26 July 2024: Law Debenture (LWDB) has published its interim results for the six months ended 30 June 2024, during which it provided an NAV total return (with debt and Independent Professional Services (IPS) business at fair value) of 9.7%, and share price total return of 7.7%, both outperforming its All-Share […]

25 Jul 2024

MIGO Opportunities sees bright future

MIGO Opportunities has published results covering the 12 month period ended 30 April 2024. The NAV rose to 362.6p (2023: 328.6p), giving a total return of +11.3%. The share price ended the year at 346.0p, giving a total share price return of +9.6%. The company’s performance objective is to beat the return on SONIA plus […]

25 Jul 2024

VH Global buys European solar and wind portfolio

VH Global Sustainable Energy Opportunities is buying a portfolio of seven solar and two wind assets across Europe. The transaction will be completed in two phases. Once fully operational, the portfolio will have a total installed capacity of 248.4MW and will be expected to generate 489,900 MWh per year. The first phase of the investment […]

25 Jul 2024

HICL Infrastructure update covers Affinity Water Ofwat proposal

HICL has published an interim update statement, covering the period from 1 April 2024 to 24 July 2024. It says that it is on track to deliver its target 8.25p dividend for the year. The revolving credit facility (RCF) was repaid in May 2024 and the company began a £50m buyback programme. 7,050,000 shares have […]