Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. CSH’s inflation-linked leases (which benefit from annual rental uplifts in line with CPI or CPI+1%) more than compensated for a higher discount rate used to value its portfolio (following […]
SV Health (manager and AIFM for International Biotechnology) has informed the trust that it wishes to focus on its core healthcare venture business – quitting the job of managing the fund. Ailsa Craig and Marek Poszepczynski, the current lead managers, want to stay on in the role. The board has agreed that they will continue […]
In QuotedData’s morning briefing 13 February 2023: Aquila Energy Efficiency (AEET) is holding a continuation vote on 28 February. A meeting has been convened for that date. [The continuation vote was brought forward from 2025. The shares are trading on a 32% discount (this has been widening again in recent weeks) and the trust is […]
Real Estate Roundup Kindly sponsored by abrdn Performance data January’s biggest movers in price terms are shown in the charts below. 2023 started positively for the property sector, with a median average share price uplift of 1.3%. A gloomy economic outlook at the end of 2022 saw many property companies’ share prices fall to substantial […]
February 2023 Monthly roundup | Investment companies Winners and losers in January 2023 In a month where winners far outweighed losers, once again Chinese funds feature amongst the best-performing investment companies over the month, taking many of the top slots. China has barrelled ahead with the reopening of its economy following the lifting of COVID-related […]
Economic and Political Monthly Roundup Investment companies | Monthly | February 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
In QuotedData’s morning briefing 9 February 2023: CC Japan Income and Growth (CCJI) has reminded investors that the last day for exercising their subscription shares is 28 February. The day after, they will be suspended from trading and cancelled (if not exercised). The numbers are tight – the exercise price is 161p and last night’s […]
GCP Infrastructure Investment companies | Annual overview | 07 February 2023 Green is good GCP Infrastructure (GCP) has seen a dramatic improvement in the tailwinds supporting its investment thesis, whereby the rise in UK inflation and power prices has driven a substantial, positive uplift in GCP’s NAV. This uplift has more than made up for […]
GCP Infrastructure Investment companies | Annual overview | 07 February 2023 Green is good GCP Infrastructure (GCP) has seen an improvement in the tailwinds supporting its investment thesis, whereby the rise in UK inflation and power prices has driven a substantial, positive uplift in GCP’s NAV. This uplift has more than made up for the […]
GCP Infrastructure Investment companies | Annual overview | 07 February 2023 Green is good GCP Infrastructure (GCP) has seen a dramatic improvement in the tailwinds supporting its investment approach. The rise in UK inflation and power prices has driven a substantial, positive uplift in its net asset value (NAV). This uplift has more than made […]
