Industrials equity investment research

Industrials Insights

THEON INTERNATIONAL (AMS: THEON) – additional order intake >

David Larkam | Industrials | Comment | 5 hours ago

THEON INTERNATIONAL (AMS: THEON) – additional order intake >

David Larkam | Industrials | Comment | 5 hours ago

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Market cap

Date (published)

thematic

Industrials

04.09.23

The art of measurement – Challenges in metrology

Industrials

thematic

13.02.25

Climate: Creating multi-trillion investment opportunities

Latest

Industrials | Flash

02.07.25

Singapore Post — Searching for a new CEO

Industrials | Update

30.06.25

Accsys Technologies — Strong margin improvement expected

Industrials | Flash

24.06.25

Accsys Technologies — FY25 results show strong product demand

Industrials | Update

23.06.25

Metlen Energy & Metals — Sights set for London and €2bn/year EBITDA

insight

Industrials

02.06.25

Metlen Energy & Metals — Edison report on Metlen’s capital markets day: Made of metal, full of energy?

insight

TMT

01.12.24

Urbanisation: Reshaping global investment opportunities

insight

Consumer

18.07.24

Your online digital footprint: Understanding what’s driving AI responses

insight

Industrials

05.06.24

Seven things every investor needs to know about ICL Group

insight

Industrials

20.11.23

ADS-TEC Energy: EKF 2023 QuickView

insight

Industrials

20.11.23

Knaus Tabbert: EKF 2023 QuickView

Equities

Region

Market cap

AAC Clyde Space (AAC)

Latest price

SEK136.60

▾ 11.40 (9.11)

As at 02/07/2025

Market capitalisation: SEK738m

View equity

Update

Industrials

19.05.25

AAC Clyde Space — Steady start and no change to full year guidance

Update

Industrials

25.02.25

AAC Clyde Space — Record year and positive outlook

Update

Industrials

11.11.24

AAC Clyde Space — Back on track

Aamal Company (AHCS)

Latest price

QAR0.80

— 0.00 (0.12)

As at 02/07/2025

Market capitalisation: QAR5,091m

View equity

Flash

Industrials

06.05.25

Aamal Company — Robust start to 2025

Initiation

Industrials

22.04.25

Aamal Company — At the core of Qatar’s economic growth

Accsys Technologies (AXS)

Latest price

GBP0.65

▾ 1.00 (1.57)

As at 02/07/2025

Market capitalisation: GBP153m

View equity

Update

Industrials

30.06.25

Accsys Technologies — Strong margin improvement expected

Flash

Industrials

24.06.25

Accsys Technologies — FY25 results show strong product demand

Flash

Industrials

07.05.25

Accsys Technologies — Preliminary results in line with consensus

ADS-TEC Energy (ADSE)

Latest price

USD12.48

▾ −0.03 (−0.24)

As at 02/07/2025

Market capitalisation: USD687m

View equity

Update

Industrials

06.05.25

ADS-TEC Energy — Financing a long-term revenue stream

Flash

Industrials

12.02.25

ADS-TEC Energy — Positive progress in 2024

Update

Industrials

16.09.24

ADS-TEC Energy — Progressing to plan

Amoeba (ALMIB)

Latest price

EUR1.00

▾ 0.01 (1.22)

As at 02/07/2025

Market capitalisation: EUR51m

View equity

Outlook

Industrials

21.06.24

Amoeba — Focused on high-value opportunities

Update

Industrials

16.11.23

Amoeba — Biocontrol plant paves path to commercialisation

Update

Industrials

22.05.23

Amoeba — Scaling up for commercialisation

ArborGen Holdings (ARB)

Latest price

NZD0.13

— 0.00 (1.59)

As at 02/07/2025

Market capitalisation: NZD65m

View equity

Update

Industrials

14.12.23

ArborGen Holdings — Mixed trading, but solid long-term growth outlook

Outlook

Industrials

24.07.23

ArborGen Holdings — Green shoots appear in the spring

Update

Industrials

07.12.22

ArborGen Holdings — Seedling supplier’s long-term future looks green

Arctic Paper (ATC)

Latest price

PLN11.04

▾ 0.04 (0.36)

As at 02/07/2025

Market capitalisation: PLN0m

View equity

Update

Industrials

16.04.24

Arctic Paper — FY23 focused on margin management

Update

Industrials

15.02.24

Arctic Paper — Resilient FY23 masked by record comparator

Update

Industrials

07.11.23

Arctic Paper — Advancing into new revenue streams

Argent Industrial (ART)

Latest price

ZAR27.20

▾ −0.10 (−0.37)

As at 02/07/2025

Market capitalisation: ZAR1,486m

View equity

QuickView

Industrials

29.11.24

Argent Industrial — Following an established recipe

AutoStore Holdings (AUTO)

Latest price

NOK6.16

▾ 0.08 (1.23)

As at 02/07/2025

Market capitalisation: NOK20,863m

View equity

Non client QV

Industrials

06.05.25

AutoStore Holdings — A cycle like no other

AVAX (AVAX)

Latest price

EUR2.12

▾ −0.01 (−0.47)

As at 02/07/2025

Market capitalisation: EUR316m

View equity

Flash

Industrials

06.05.25

AVAX — Record construction margins driving growth

Update

Industrials

10.03.25

AVAX — Significant year-on-year growth expected

Update

Industrials

08.05.24

AVAX — Strong pipeline reaffirmed

Avon Technologies (AVON)

Latest price

GBP19.34

▾ 4.00 (0.21)

As at 02/07/2025

Market capitalisation: GBP584m

View equity

QuickView

Industrials

22.11.24

Avon Technologies — Record order book driving confident outlook

QuickView

Industrials

12.02.24

Avon Protection — Unmasking its growth potential

Outlook

Industrials

20.01.22

Avon Protection — Refocused Protection set to resume growth

Braemar (BMS)

Latest price

GBP2.20

▾ 6.00 (2.80)

As at 02/07/2025

Market capitalisation: GBP70m

View equity

Update

Industrials

04.06.25

Braemar — Revised 2030 strategy for growth

Update

Industrials

24.03.25

Braemar — Geopolitical factors weigh on charter rates

Update

Industrials

14.11.24

Braemar — On track to achieve FY25 targets

Capita Group (CPI)

Latest price

GBP0.13

▾ 0.12 (0.95)

As at 02/07/2025

Market capitalisation: GBP218m

View equity

Non client QV

Industrials

06.03.25

Capita Group — AI driving transformation in 2025

Carr’s Group (CARR)

Latest price

GBP1.56

▾ 1.50 (0.97)

As at 02/07/2025

Market capitalisation: GBP80m

View equity

Update

Industrials

21.05.25

Carr’s Group — Attractive options for cash or remain invested

Update

Industrials

09.05.25

Carr’s Group — UK progressing well, US recovery delayed

Update

Industrials

16.01.25

Carr’s Group — Value realisation and focused growth strategy

Chemring Group (CHG)

Latest price

GBP5.49

▾ −12.00 (−2.14)

As at 02/07/2025

Market capitalisation: GBP1,528m

View equity

Non client QV

Industrials

10.06.25

Chemring Group — Record order book driving confidence

Creotech Instruments (CRI)

Latest price

PLN294.00

▾ 4.50 (1.55)

As at 02/07/2025

Market capitalisation: PLN827m

View equity

Flash note

Industrials

30.06.23

Creotech Instruments — Positive progress in Q123

Initiation

Industrials

14.04.23

Creotech Instruments — A leader in EEC spacetech and quantum

Curated by Edison

www.afr.com

Provaris Energy featured in the Australian Financial Review

Industrials

'There is also one other Australian company – one that rarely makes the news – plotting a different way to get green hydrogen exports happening. Provaris, known as Global Energy Ventures until last May, steers clear of the mainstream options of ammonia (NH3) and liquefaction (LH2), which often involves keeping the hydrogen at punishingly low temperatures, in favour of shipping it as a compressed gas (CH2).'

Read article

Thematics

thematic

Industrials

02.04.25

Hybrid Air Vehicles – Redefining air travel and air freight

thematic

Industrials

13.02.25

Climate: Creating multi-trillion investment opportunities

thematic

Energy & Resources

06.12.24

Renewable energy developers – Creating value for investors

thematic

Industrials

28.08.24

The art of measurement – Challenges in metrology

thematic

Industrials

20.11.23

Deutsches Eigenkapitalforum (EKF) 2023 industrials

thematic

Industrials

04.09.23

The long and winding road

thematic

Industrials

13.04.23

Quantum computing: A booming industry

thematic

Industrials

27.02.23

UK housebuilders

Equities

Equities by Sector

Sectors

Thematics

Latest

The advertising ecosystem – Triangulating perspectives

JPMorgan European Discovery Trust – The power of small

Rockwood Strategic — Inside the mind of the investor with Richard Staveley of Rockwood Strategic

Audiovisual

Latest

Partners Group Private Equity in 60 seconds

abrdn UK Smaller Companies Growth Trust – equity proposition

Sharesoc webinar – Lowland Investment Company

About Edison

About Edison

Careers

Industrials

AAC Clyde Space

9.11%

Industrials Insights

The long and winding road

The art of measurement – Challenges in metrology

Climate: Creating multi-trillion investment opportunities

Latest

Singapore Post — Searching for a new CEO

Accsys Technologies — Strong margin improvement expected

Accsys Technologies — FY25 results show strong product demand

Metlen Energy & Metals — Sights set for London and €2bn/year EBITDA

Metlen Energy & Metals — Edison report on Metlen’s capital markets day: Made of metal, full of energy?

Urbanisation: Reshaping global investment opportunities

Your online digital footprint: Understanding what’s driving AI responses

Seven things every investor needs to know about ICL Group

ADS-TEC Energy: EKF 2023 QuickView

Knaus Tabbert: EKF 2023 QuickView

Equities

AAC Clyde Space (AAC)

SEK136.60

AAC Clyde Space — Steady start and no change to full year guidance

AAC Clyde Space — Record year and positive outlook

AAC Clyde Space — Back on track

See morecontent on

Aamal Company (AHCS)

QAR0.80

Aamal Company — Robust start to 2025

Aamal Company — At the core of Qatar’s economic growth

See morecontent on

Accsys Technologies (AXS)

GBP0.65

Accsys Technologies — Strong margin improvement expected

Accsys Technologies — FY25 results show strong product demand

Accsys Technologies — Preliminary results in line with consensus

See morecontent on

ADS-TEC Energy (ADSE)

USD12.48

ADS-TEC Energy — Financing a long-term revenue stream

ADS-TEC Energy — Positive progress in 2024

ADS-TEC Energy — Progressing to plan

See morecontent on

Amoeba (ALMIB)

EUR1.00

Amoeba — Focused on high-value opportunities

Amoeba — Biocontrol plant paves path to commercialisation

Amoeba — Scaling up for commercialisation

See morecontent on

ArborGen Holdings (ARB)

NZD0.13

ArborGen Holdings — Mixed trading, but solid long-term growth outlook

ArborGen Holdings — Green shoots appear in the spring

ArborGen Holdings — Seedling supplier’s long-term future looks green

See morecontent on

Arctic Paper (ATC)

PLN11.04

Arctic Paper — FY23 focused on margin management

Arctic Paper — Resilient FY23 masked by record comparator

Arctic Paper — Advancing into new revenue streams

See morecontent on

Argent Industrial (ART)

ZAR27.20

Argent Industrial — Following an established recipe

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