Industrials equity investment research

Industrials Insights

Market cap

Date (published)

Industrials

23.05.22

UK housebuilders

Latest

Industrials

08.06.23

Severfield — Revenue visibility and growth underappreciated

Industrials

31.05.23

AVAX — Significant international project secured

Industrials

30.05.23

Renewi — Resilient platform to accelerate growth

Industrials

23.05.23

Dowlais Group — Positive start to the year

Industrials

13.02.23

Provaris Energy: Norway as first mover in green hydrogen partnership

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

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

SEK0.77

▾ −0.46 (−37.40)

As at 07/06/2023

Market capitalisation: SEK158m

View equity

Industrials

25.04.23

AAC Clyde Space — Strong progress delivered in Q123

Industrials

06.03.23

AAC Clyde Space — SDaaS sales set to grow

Industrials

29.11.22

AAC Clyde Space — Gathering momentum into 2023

Accsys Technologies (AXS)

Latest price

GBP0.75

▾ 2.00 (2.74)

As at 07/06/2023

Market capitalisation: GBP160m

View equity

Industrials

10.05.23

Accsys Technologies — Stronger than expected volume growth in Q4

Industrials

08.02.23

Accsys Technologies — Stronger than expected revenue growth in Q3

Industrials

08.12.22

Accsys Technologies — Stronger than expected H123 results

ADS-TEC Energy (ADSE)

Latest price

USD6.17

▾ −0.08 (−1.28)

As at 07/06/2023

Market capitalisation: USD302m

View equity

Amoeba (ALMIB)

Latest price

EUR0.59

▾ 0.01 (1.73)

As at 07/06/2023

Market capitalisation: EUR29m

View equity

Industrials

22.05.23

Amoeba — Scaling up for commercialisation

Industrials

03.04.23

Amoeba — Building on an exceptional year

Industrials

13.03.23

Amoeba — Fighting pathogens, respecting nature

ArborGen Holdings (ARB)

Latest price

NZD0.18

▾ −0.01 (−5.26)

As at 07/06/2023

Market capitalisation: NZD93m

View equity

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

EUR40.06

▾ 0.26 (0.65)

As at 07/06/2023

Market capitalisation: EUR3,623m

View equity

AVAX (AVAX)

Latest price

EUR1.12

▾ 0.02 (1.82)

As at 07/06/2023

Market capitalisation: EUR161m

View equity

Industrials

31.05.23

AVAX — Significant international project secured

Industrials

16.05.23

AVAX — Building on strong foundations

BayWa (BYW6)

Latest price

EUR38.30

▾ −0.85 (−2.17)

As at 07/06/2023

Market capitalisation: EUR1,374m

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

GBP2.84

▾ −4.00 (−1.39)

As at 07/06/2023

Market capitalisation: GBP94m

View equity

Industrials

04.04.23

Braemar — Year-end strength drives upgrades

Industrials

24.11.22

Braemar — Evidence of strategic success should drive value

Industrials

30.08.22

Braemar Shipping Services — Steaming purposefully into clear waters

Carr’s Group (CARR)

Latest price

GBP1.45

▾ −0.50 (−0.34)

As at 07/06/2023

Market capitalisation: GBP136m

View equity

Industrials

02.05.23

Carr's Group — Weather affects H123 performance

Industrials

27.03.23

Carr's Group — Details of FY22 performance

Industrials

02.03.23

Carr's Group — Initial look at FY22 performance

Creotech Instruments (CRI)

Latest price

PLN208.00

▾ 10.00 (5.05)

As at 07/06/2023

Market capitalisation: PLN412m

View equity

Industrials

14.04.23

Creotech Instruments — A leader in EEC spacetech and quantum

Dowlais Group (DWL)

Latest price

GBP1.27

▾ 0.20 (0.16)

As at 07/06/2023

Market capitalisation: GBP1,774m

View equity

Industrials

23.05.23

Dowlais Group — Positive start to the year

Industrials

02.05.23

Dowlais Group — A premium automotive business

Epwin Group (EPWN)

Latest price

GBP0.70

▾ −1.50 (−2.11)

As at 07/06/2023

Market capitalisation: GBP101m

View equity

Industrials

05.05.23

Epwin Group — Solid results highlight management action

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

ICL Group (ICL)

Latest price

NIS19.85

▾ 0.73 (3.82)

As at 07/06/2023

Market capitalisation: NIS25,594m

View equity

Itaconix (ITX)

Latest price

GBP0.05

— 0.00 (0.00)

As at 07/06/2023

Market capitalisation: GBP32m

View equity

Jersey Electricity (JEL)

Latest price

GBP4.78

— 0.00 (0.00)

As at 07/06/2023

Market capitalisation: GBP56m

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

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

Industrials

13.04.23

Quantum computing: A booming industry

Industrials

27.02.23

UK housebuilders

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

22.06.22

A new paradigm for space

Industrials

25.05.22

The emergence of mega-constellations

Industrials

23.05.22

Internet in the sky

Equities

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Equity strategy and market outlook April 2023

Equity strategy and market outlook – March 2023

Thematics

Latest

IFRS 17: Impact on life assurance companies

MediaWatch – April 2023

ConsumerWatch – April 2023

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Industrials

Melrose Industries

18.82%

Industrials Insights

Internet in the sky

Battery energy storage

UK housebuilders

Latest

Severfield — Revenue visibility and growth underappreciated

AVAX — Significant international project secured

Renewi — Resilient platform to accelerate growth

Dowlais Group — Positive start to the year

Provaris Energy: Norway as first mover in green hydrogen partnership

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

Analyst of the week

Equities

AAC Clyde Space (AAC)

SEK0.77

AAC Clyde Space — Strong progress delivered in Q123

AAC Clyde Space — SDaaS sales set to grow

AAC Clyde Space — Gathering momentum into 2023

See morecontent on

Accsys Technologies (AXS)

GBP0.75

Accsys Technologies — Stronger than expected volume growth in Q4

Accsys Technologies — Stronger than expected revenue growth in Q3

Accsys Technologies — Stronger than expected H123 results

See morecontent on

ADS-TEC Energy (ADSE)

USD6.17

Amoeba (ALMIB)

EUR0.59

Amoeba — Scaling up for commercialisation

Amoeba — Building on an exceptional year

Amoeba — Fighting pathogens, respecting nature

See morecontent on

ArborGen Holdings (ARB)

NZD0.18

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)

EUR40.06

AVAX (AVAX)

EUR1.12

AVAX — Significant international project secured

AVAX — Building on strong foundations

See morecontent on

BayWa (BYW6)

EUR38.30

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)

GBP2.84

Braemar — Year-end strength drives upgrades

Braemar — Evidence of strategic success should drive value

Braemar Shipping Services — Steaming purposefully into clear waters

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