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    YXT.com

    MCap

    USD127m

    Last close

    USD23.43

    ▲ 20.23 (632.19%)

    Northern Data Group

    MCap

    EUR486m

    Last close

    EUR7.56

    ▲ 2.33 (44.59%)

    Bodycote

    MCap

    GBP1,572m

    Last close

    GBP9.23

    ▲ 173.00 (23.07%)

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Meet the Analyst

Milosz Papst

Director of Content, Investment Trusts

Investment Companies

Milosz joined the Edison team in August 2017. He has spent more than seven years at Crisil Research & Analytics as senior equity analyst in the EU chemicals and cleantech teams and was subsequently made an associate director overseeing several financial research teams. Prior to joining Crisil, Milosz was an equity research analyst at the Riedel Research Group responsible for ideas generation and coverage of companies listed in Poland on a cross-sector basis.

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From the Analyst

TMT

IP Group — Interesting call option on anti-obesity programme

Investment Companies

BB Biotech — Stock selection drives Q2 NAV outperformance

Investment Companies

Baker Steel Resources Trust — NAV TR of c 15% in H126 despite markdowns

Financials

LM PAY — Strong EBIT momentum in FY25
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