15 May2025
QuotedData’s Investment Companies Roundup – May 2025
15 May2025
QuotedData’s Real Estate Monthly Roundup – May 2025
15 May2025
QuotedData’s Economic and Political Monthly Roundup – May 2025
14 May2025
RIT Capital Partners – Riding out the tariff storm
14 May2025
RIT Capital Partners – Riding out the tariff storm
Merger and acquisition (M&A) activity has boosted rents, earnings and dividend growth at LondonMetric, as it delivers an impressive set of annual results. Net rental income increased 123% to £390.6m in the 12 months to 31 March 2025, with EPRA earnings up 120% to £268.0m (up 20.7% on a per share basis to 13.1p), following […]
Caledonia Investments has announced results for the 12 month period ended 31 March 2025. The NAV return for the year was 3.3% but, as the discount narrowed from 39% to 35%, the return to shareholders was 10.2%. The discount today is 30.2% [it could and should, in my view, continue to narrow]. The NAV return […]
Riverstone Energy’s board has been talking to its manager about the strategic direction of the company. They have agreed that it is time to wind-down the company – sell the assets and return the proceeds to shareholders. Shareholders will need to approve the idea. To get that done, the company will soon be publishing a […]
Karl Sternberg will succeed Jean Matterson as chairman of Capital Gearing Trust (CGT). Karl was a founding partner of institutional asset manager Oxford Investment Partners, which was acquired by Towers Watson in 2013. Prior to that, he held a number of positions at Morgan Grenfell/Deutsche Asset Management between 1992 and 2004 including chief investment officer […]
In QuotedData’s morning briefing 20 May 2025: We also have: Did you miss from yesterday?
JPMorgan Indian Investment Trust (JII) has announced a package of proposals aimed at tackling persistent underperformance and a stubborn share price discount, following the conclusion of its strategic review and shareholder consultation. JII’s board says it remains committed to the existing quality-growth investment strategy, led by managers Amit Mehta and Sandip Patodia, and has ruled […]
In QuotedData’s morning briefing 19 May 2025: We also have: Stories you may have missed from Friday
Primary Health Properties (PHP) has made a counter bid for Assura that values the company at £1.68bn. The shares and cash offer would see Assura shareholders receive 0.3769 new PHP shares and 12.5 pence in cash. This includes the already paid quarterly dividend of 0.84p (paid on 9 April 2025) and the quarterly dividend of […]
Find out about investor events near you
A gateway to a library of useful information to help cut through the jargon
Sign up for our free equity research notes sent straight to your inbox
Access daily updated company fact sheets and peer group analysis tools
