Industrials equity investment research

Industrials Insights

Market cap

Date (published)

Industrials

09.05.22

Internet in the sky

Latest

Industrials

06.02.23

Light Science Technologies — Pluses and minuses of high energy costs

Industrials

18.01.23

Provaris Energy — European collaboration MOU signed

Industrials

03.01.23

DWF Group — Step-by-step strategic progress

Industrials

15.12.22

Cohort — Defence remains an increasing priority

Industrials

02.12.22

Loop Energy: Equalising hydrogen-diesel fuel costs

Industrials

16.11.22

Deutsches Eigenkapitalforum (EKF) 2022 industrials

Industrials

20.10.22

European momentum boosts Provaris Energy

Industrials

23.09.22

Loop Energy: Propelling hydrogen fuel cell growth

Industrials

31.08.22

Seven things every investor needs to know about Applied Graphene Materials

Industrials

08.08.22

Loop Energy PO guidance upgraded as company reports record revenue

Analyst of the week

Anne Margaret Crow

Director, TMT & Industrials

acrow@edisongroup.com 020 3077 5700

Read latest

Equities

Region

Market cap

AAC Clyde Space (AAC)

Latest price

SEK1.62

▾ 0.17 (11.72)

As at 03/02/2023

Market capitalisation: SEK332m

View equity

Industrials

29.11.22

AAC Clyde Space — Gathering momentum into 2023

12.10.22

AAC Clyde Space — IOD-3 Amber waiting for the green light

Industrials

31.08.22

AAC Clyde Space — Expecting a busy second half

Accsys Technologies (AXS)

Latest price

GBP0.87

▾ −1.20 (−1.36)

As at 03/02/2023

Market capitalisation: GBP190m

View equity

Industrials

08.12.22

Accsys Technologies — Stronger than expected H123 results

Industrials

15.11.22

Accsys Technologies — Accsys now owns 100% of Tricoya but Hull on hold

Industrials

22.09.22

Accsys Technologies — Arnhem expansion completed but Hull delayed

Amoéba (ALMIB)

Latest price

EUR0.71

▾ 0.03 (4.25)

As at 03/02/2023

Market capitalisation: EUR33m

View equity

ArborGen Holdings (ARB)

Latest price

NZD0.22

▾ 0.02 (10.00)

As at 03/02/2023

Market capitalisation: NZD111m

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Industrials

07.12.22

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

Industrials

30.06.22

ArborGen Holdings — Shifting focus to US South and Brazil

Industrials

23.06.21

ArborGen Holdings — Favourable balance of risk

Arcadis (ARCAD)

Latest price

EUR40.18

▾ 0.70 (1.77)

As at 03/02/2023

Market capitalisation: EUR3,634m

View equity

BayWa (BYW6)

Latest price

EUR42.05

▾ −0.10 (−0.24)

As at 03/02/2023

Market capitalisation: EUR1,456m

View equity

Industrials

29.03.22

BayWa — Strategy delivers record EBIT in FY21

Industrials

19.01.21

BayWa — Shaping the future with positive energy

Industrials

09.12.20

BayWa — Investment to accelerate renewables growth

Braemar (BMS)

Latest price

GBP3.18

▾ 2.50 (0.79)

As at 03/02/2023

Market capitalisation: GBP104m

View equity

Industrials

24.11.22

Braemar — Evidence of strategic success should drive value

Industrials

30.08.22

Braemar Shipping Services — Steaming purposefully into clear waters

Industrials

23.05.22

Braemar Shipping Services — Ambition to double size in four years

Carr’s Group (CARR)

Latest price

GBP1.22

▾ 5.50 (4.74)

As at 03/02/2023

Market capitalisation: GBP109m

View equity

Industrials

23.11.22

Carr's Group — Publication of FY22 results delayed

Industrials

31.08.22

Carr's Group — Sale puts focus on higher-margin activities

Industrials

08.08.22

Carr's Group — Coping well with commodity price rises

Epwin Group (EPWN)

Latest price

GBP0.76

▾ −0.50 (−0.66)

As at 03/02/2023

Market capitalisation: GBP109m

View equity

Industrials

22.11.22

Epwin Group — On course to hit full-year expectations

Industrials

19.04.22

Epwin Group — Raised estimates and margin upside potential

Industrials

11.03.22

Epwin Group — The best is yet to come

Itaconix (ITX)

Latest price

GBP0.05

▾ −0.40 (−6.96)

As at 03/02/2023

Market capitalisation: GBP24m

View equity

Jersey Electricity (JEL)

Latest price

GBP5.10

▾ −25.00 (−4.67)

As at 03/02/2023

Market capitalisation: GBP62m

View equity

Industrials

04.07.22

Jersey Electricity — Updated modelling of net zero implications

Industrials

14.03.19

Jersey Electricity — Continuing dividend growth forecast

Industrials

05.03.18

Jersey Electricity — Strong cash generation

Kendrion (KENDR)

Latest price

EUR16.60

▾ −0.06 (−0.36)

As at 03/02/2023

Market capitalisation: EUR249m

View equity

Industrials

22.11.22

Kendrion — Industrial continues on strong growth path

Industrials

30.09.22

Kendrion — CMD confirms strategic direction and targets

Industrials

30.08.22

Kendrion — Industrial continues strong growth path

Light Science Technologies Holdings (LST)

Latest price

GBP0.05

▾ 0.50 (12.50)

As at 03/02/2023

Market capitalisation: GBP8m

View equity

Industrials

06.02.23

Light Science Technologies — Pluses and minuses of high energy costs

30.09.22

Light Science Technologies Holding — Progress in both divisions

22.09.22

Light Science Technologies Holding — Helping grow more with less

Loop Energy (LPEN)

Latest price

CAD1.09

▾ 0.02 (1.87)

As at 03/02/2023

Market capitalisation: CAD37m

View equity

Industrials

15.09.22

Loop Energy — Commercial orders underway

Melrose Industries (MRO)

Latest price

GBP1.51

▾ 7.75 (5.42)

As at 03/02/2023

Market capitalisation: GBP5,796m

View equity

Industrials

29.09.22

Melrose Industries — Releasing the potential

Industrials

08.09.22

Melrose Industries — Two are better than one

Industrials

10.06.22

Melrose Industries — Aerospace rising

Mytilineos (MYTIL)

Latest price

EUR24.12

▾ 0.32 (1.34)

As at 03/02/2023

Market capitalisation: EUR3,401m

View equity

Industrials

02.11.22

Mytilineos — Reaping rewards from proactive management

Industrials

16.09.22

Mytilineos — Profiting from energy transition

Industrials

01.08.22

Mytilineos — Strong H122 and with continued momentum

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

Concept of energy storage unit consisting of multiple conected containers with batteries. 3d rednering.

Industrials

01.02.23

Battery energy storage

Consumer

05.10.22

IPO apocalypse

TMT

10.08.22

ESG, moving beyond the box tick

Industrials

25.05.22

The emergence of mega-constellations

Industrials

23.05.22

Internet in the sky

Industrials

10.05.22

Truth creates light

Industrials

09.05.22

All-seeing eye in the sky

Consumer

24.03.22

Circular economy business models

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Equities by Sector

Sectors

Investment Strategy

Latest

Equity strategy and market outlook – January 2023

Equity strategy and market outlook – November 2022

Equity strategy and market outlook – October 2022

Thematics

Latest

Lithium’s adolescence

Battery energy storage

MediaWatch – January 2023

About Edison

About Edison

Careers

Industrials

Provaris Energy

40.00%

Industrials Insights

All-seeing eye in the sky

Investing in space

Internet in the sky

Latest

Light Science Technologies — Pluses and minuses of high energy costs

Provaris Energy — European collaboration MOU signed

DWF Group — Step-by-step strategic progress

Cohort — Defence remains an increasing priority

Loop Energy: Equalising hydrogen-diesel fuel costs

Deutsches Eigenkapitalforum (EKF) 2022 industrials

European momentum boosts Provaris Energy

Loop Energy: Propelling hydrogen fuel cell growth

Seven things every investor needs to know about Applied Graphene Materials

Loop Energy PO guidance upgraded as company reports record revenue

Analyst of the week

Equities

AAC Clyde Space (AAC)

SEK1.62

AAC Clyde Space — Gathering momentum into 2023

AAC Clyde Space — IOD-3 Amber waiting for the green light

AAC Clyde Space — Expecting a busy second half

See morecontent on

Accsys Technologies (AXS)

GBP0.87

Accsys Technologies — Stronger than expected H123 results

Accsys Technologies — Accsys now owns 100% of Tricoya but Hull on hold

Accsys Technologies — Arnhem expansion completed but Hull delayed

See morecontent on

Amoéba (ALMIB)

EUR0.71

ArborGen Holdings (ARB)

NZD0.22

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

ArborGen Holdings — Shifting focus to US South and Brazil

ArborGen Holdings — Favourable balance of risk

See morecontent on

Arcadis (ARCAD)

EUR40.18

BayWa (BYW6)

EUR42.05

BayWa — Strategy delivers record EBIT in FY21

BayWa — Shaping the future with positive energy

BayWa — Investment to accelerate renewables growth

See morecontent on

Braemar (BMS)

GBP3.18

Braemar — Evidence of strategic success should drive value

Braemar Shipping Services — Steaming purposefully into clear waters

Braemar Shipping Services — Ambition to double size in four years

See morecontent on

Carr’s Group (CARR)

GBP1.22

Carr's Group — Publication of FY22 results delayed

Carr's Group — Sale puts focus on higher-margin activities

Carr's Group — Coping well with commodity price rises

See morecontent on

Epwin Group (EPWN)

GBP0.76

Epwin Group — On course to hit full-year expectations

Epwin Group — Raised estimates and margin upside potential

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