A further update has been made regarding ThomasLloyd Energy Impact Trust (TLEI), as new information has come to light under the protections of the company’s whistleblowing policy. The update appears to reveal that ThomasLloyd Global Asset Management (the Investment Manager) was aware of material information relating to the RUMS Project by August 2022. According to […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70 basis points (bps […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 5 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend […]
Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a decent performance in NAV total return terms versus its emerging Asia peers (see page 24), but this has not been reflected in its share price. The manager says that Vietnam’s long-term structural growth […]
Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a compelling performance in net asset value (NAV) total return terms versus competing funds investing in emerging Asia (see page 24), but this is not being reflected in its share price. Presently, its share […]
Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a compelling performance in NAV total return terms versus its emerging Asia peers, but this is not being reflected in its share price. This is despite Vietnam’s long-term structural growth drivers remaining intact and […]
NextEnergy Solar Fund (NESF) has released its annual report for the financial year ending 31 March 2023. Highlights are: NAV growth of 0.9%, with a NAV per share of 114.3p, as of 31 March 2023 (a breakdown of the major factors influencing the NAV is shown below). An NAV total return of 7.3% and a […]
In QuotedData’s morning briefing 9 June 2023: International Public Partnerships (INPP) has reached financial close on its acquisition of five New Zealand availability revenue-based social infrastructure investments (as announced on 9 December 2022), following regulatory approval from New Zealand’s Overseas Investment Office (‘OIO’). These are INPP’s first New Zealand investments and the c.NZD 218m (c.£108m) […]
Economic and Political Monthly Roundup Investment companies | Monthly | May 2023 Much has been said about peak inflation and the possibility of easier monetary policy going forward, however the latest data showed prices accelerating in the Eurozone for the first time in seven months while the UK remains a complete basket case with inflation […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 “The output of innovation is alive and well” At a time when interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous […]
